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MyCase

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MyCase Rating:
4.4/5

Features

  • Customer Experience & Support - 9/10
    9/10
  • Pricing & Value - 9.75/10
    9.8/10
  • Security - 10/10
    10/10
  • Innovation & Future-Proofing - 9/10
    9/10
Comments Rating 4 (1 review)
Details

Rating Breakdown

Our Rating: 4.7/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Community Rating: 4/5 (based on 1 rating)

The community rating is based on the average of the community reviews below.

Composite Rating: 4.4/5

The composite rating is a weighted average of our rating and the community ratings below.

MyCase is user-friendly, cloud-based law practice management software with a “one login, one bill” philosophy, offering selective integrations where the demand is high or the features are not on MyCase’s development roadmap.

Who MyCase Is For

MyCase is a good fit and a great value for firms looking for a full-featured, affordable law practice management software—including some features, like e-signatures and a full email client, that aren’t easy to find built-in. Because MyCase offers limited third-party integrations, it’s probably not a good fit for firms that rely heavily on third-party software.

MyCase Features

Website
 www.mycase.com
Starting Cost
 $49/user/month
Apps
  • Android
  • iOS
  • Web
Installation
  • Cloud
Core Features
For law practice management software, the following are essential features, and you should therefore expect to see a check in every box in this section.
Case/Matter Management
Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas.
✓
Client/Contact Management
Managing clients and other contacts is a core feature of law practice management software.
✓
Task Management
Basic task management includes creating tasks with due dates that can be associated with cases/matters and assigned to different lawyers. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy.
✓
Calendar
As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.
✓
Timekeeping
Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't.
✓
Additional Features
Conflict Checking
An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.
✗
Email Client
Does it include a full email client? (Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below.))
✓
Text Messaging
Can you send and receive text messages and associate them with your matters?
✓
Document Management
Basic document management allows you to add documents and associate them with your cases/matters.
✓
Document Assembly
Loading your firm’s document templates into your law practice management software can save time and ensure consistency. This check means basic document assembly suitable for form letters, invoices, etc. For advanced document assembly, you’ll probably need additional software.
✓
Secure Client Portal
✓
Basic Bookkeeping
This means basic checkbook register–style bookkeeping, which is more limited than full accounting. You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software.
✓
Trust Accounting
This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting.
✓
Full Accounting
Some software includes full double-entry accounting features, making additional accounting software unnecessary.
✗
Billing & Invoicing
Does the software allow you to send bills or invoices?
✓
Online Payments
Payment processing is increasingly offered either as an included or add-on feature, especially with cloud-based law practice management software.
✓
Software Integrations
  • Dropbox
  • Google Calendar
  • Microsoft Outlook
  • QuickBooks Online
Open API
✗

Additional Details about MyCase

Intake forms and appointment scheduling. You can build intake forms in MyCase and embed them on your website so that potential client information goes directly into MyCase. You can also let clients schedule consultations and other appointments.

E-signatures. MyCase includes built-in e-signing for retainer agreements and other documents.

Payment options. MyCase Payments lets you charge for consultations, take payments in your office, and set up payment plans with auto-billing (or reminders, if you prefer).

Email. MyCse now includes a full email client. It syncs up with just about any email provider, so you can continue to use Gmail, Office 365, etc. But you can also use the built-in MyCase email client and associate your emails with matters. MyCase is also smart enough to remember those associations, so the same contacts will automatically be associated with the relevant matter.

Smart Time Finder. If you bill by the hour, MyCase’s Smart Time Finder will help you keep track of your time. Whenever you take an action in MyCase, a draft time entry is automatically created so you don’t miss anything.

Migrating. MyCase offers self and assisted import at no additional cost to new customers. You can import matters and contacts into MyCase yourself, and you can get help via chat and email if you need it. MyCase recommends importing a maximum of 2000 records at a time. And as with most practice management software, you probably won’t be able to import all your data, because MyCase may not have the same fields as the software from which you are importing. Though with its assisted support, mapping and importing your data into MyCase isn’t as daunting as it seems.

Security. MyCase is built on Amazon’s EC2 cloud servers, which are protected by military-grade perimeters, and Amazon strictly controls physical access. MyCase also uses Amazon’s storage for data redundancy and backup. Your data is secured in transit and at rest with “bank-grade” encryption, and two-factor authentication is available.

Backup. MyCase backs up your data regularly, and backing up your MyCase data yourself is simple. You can download a CSV file any time, with all your data, all open files, or just the cases you are linked to. While you can only do this once per day, that should be enough for most firms.

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Page edited by the Lawyerist editorial team. Last updated March 18th, 2020.

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1 MyCase Community Review

  1. Avatar Josh C. says:
    February 23, 2018 at 11:55 am

    Better Price, Fewer Unnecessary Bells, and Easy to Use

    I have been using MyCase since 2012 when I opened my firm. The software is easy to use and does everything we need. It has one feature that no other software seems to be able to handle: it allows a third-party to be designated the billing contact and receive/pay all invoices.

    The down side to MyCase is that it lacks many of the tie-ins that Clio and other alternatives offer. Beyond calendar, email, and Quickbooks synchronization, there isn’t much. No Dropbox, Zapier, Ruby, or LawPay.

    But this lack of tie-ins also makes MyCase incredibly easy to use. They have their own payment platform with competitive rates and no monthly fees.

    Possibly most important: MyCase is almost half the price of Clio and other competitors, assuming you have an ABA discount. Even without the discount it is still a better value.

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