CRM & Leads Management
Integrated Leads Management. Although it may not be as robust as some stand-alone products, MyCase ships with a client relationship management (CRM) system already built into the application. This means users don’t have to spend any time setting up the integration or choosing a system that works and plays well with other software.
Intake forms and appointment scheduling. Attorneys, or their staff, can build intake forms from within the system. They can then embed them directly on your website and allow potential clients to enter their contact information directly into the system. Additionally, a website can be set up to let clients schedule consultations and other appointments without needing to call.
Client Portal & Communication
Client Portal. The MyCase Client Portal allows for cloud-based, secure communication between firms and clients through email, instant messaging, and commentary on uploaded files. It may not be the easiest thing to get clients to use (which is the case for most Client Portals), but it offers much of the ease of texting without the additional security risks.
Email. MyCase now includes a full email client. It syncs up with just about any email provider, so users can continue to use Gmail, Office 365, etc. However, users can also use the built-in MyCase email client and associate emails with matters. Additionally, MyCase is also smart enough to remember those associations, so the same contacts will automatically be associated with the relevant matter without further review.
Shared Documents. Although it can integrate with DropBox, MyCase will also allow users to store client documents within the system. These documents can then be shared with clients, commented on, or even allow clients to upload their documents.
E-signatures. MyCase includes built-in e-signing for retainer agreements and other documents. Users can increase efficiency without adding any third-party software or integrations.
Billing & Accounting
Smart Time Finder. For users who you bill by the hour, MyCase’s Smart Time Finder will help keep track of time. Whenever an action is taken in the software, a draft time entry is automatically created to simplify attorney billing. Ideally, users simply need to review what MyCase has documented to track their time and confirm it periodically.
Security & Data
Backup. MyCase regularly backs up data to its servers as a standard cloud-based security measure. However, it is always good practice for users to have their own backup protocol. To that end, users can download a .CSV file once a day. This can include all of their firm’s data and open files. Or, it can just include cases linked to a particular user. This gives users the freedom to set up different data management based on specific users and storage limits.
Migrating. MyCase offers self-service and assisted data migration at no additional cost to new customers. This is extremely helpful. However, as with most practice management software, users probably won’t be able to import all their data. This new system may not have the same fields as the software from which they are importing. But, with its assisted support, mapping and importing data into MyCase isn’t as daunting as it may seem. MyCase, for its part, recommends importing a maximum of 2000 records at a time, so users may want to build in some time to transfer all of their data.