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.
MyCase is very user-friendly, letting me focus my time of the practice of law.
Overall: There are two top business problems that MyCase solves which are equally important: Invoicing and staying on top of the case by having one place where everything is located.
Pros: The interface helps me stay on top of my casers and my billing, letting me know where I am and where I need to go. My clients have all said favorable things about using MyCase to stay connected and involved and I have peace of mind with its highly encrypted security.
Cons: It’s rather expensive for each user, so if there could be a discount for multiple users and/or a discount for long-term clients, that would be a nice way to say thank you. Also, there are some features we never use, so if we could pick and choose the features we want to use to bring the price down, that would be great also.
The decision was price-driven. MyCase provided what we needed at a very competitive, affordable price.
4 Years and Counting . . .
Overall: Legal Problems in family law and mediation.
Pros: What I like most are the E-signature and web payment.
Cons: MyCase continues to improve its software and has been very useful and effective in the industry. What I like the least is the ‘workflow’ – most likely because I don’t understand how to use it yet. I prefer to open a new case, set the workflow, and it automatically checks the box on what needs to be done next.
I chose MyCase because it was not as expensive and easy to use. The interface is simple and straightforward… and did I mention that it’s easy for potential clients to sign online. This feature alone has increased my client retention by 50%.
Rodriguez Law Group, Inc.
MyCase helps you stay organized & remain efficient.
I like everything about MyCase. It’s perfect, thank you.
MyCase has been a wonderful product to . . .
MyCase has been a wonderful product to keep our clients informed about there case or new clients being able to communicate with us.
Thrilled with it
I’ve been using MyCase since March 2016 and I couldn’t be happier with it. My favorite features, as of July 2019, are: time tracking and billing, electronic payments, event reminders (both for me and my clients), automated document production, and electronic intake forms, and no specialized software (it’s all cloud based).
All this, and it costs less than less robust competitors.
MyCase is a great way to bring your practice into the 21st century.
MyCase is an amazing Case Management System
My client’s love the client portal which allows them to view any documents saved into their file, review the calendaring of hearings to confirm they need to attend, and gives them the ability to pay their file online.
I wish the billing portion allowed me to turn off credit card payments to avoid the ACH fees. I also wish that the reporting would have separate payments into trust separate from income to accurately report the balance made to date.
MyCase keeps my case files easily organized, allows clients to contact me and review the status of their file without needing to ask me questions and keeps everything in one place.
MyCase
We have been using MyCase for several years. We like the ability to track our cases and client contact information. Highly recommend MyCase.
Great Software
Great!
I like the ability to easily communicate with staff and clients about their legal issues. The automation is very good and allows tasks to be done in half the time without automation.
I don’t like the lack of automation in the Leads section.
I chose MyCase because Clio was too expensive for the same features.
Maldonado Law, PLLC
Overall: Great.
Pros: It offers complete coverage and meets all the needs to successfully operate a small law firm.
Cons: File retention and uploading video and audio files. It does not work great for large video and audio files which are routinely part of cases I handle.
MyCase is extremely user friendly.
Easy to use, great customer service and very affordable
I have been using MyCase for 6 years. It is an integral part of my practice and I cannot imagine doing it without them. The interface is extremely easy to navigate, the price is affordable, the customer service is impeccable and, they are constantly innovating and evolving. Thank you for an awesome 6 years. I look forward to many more.
MyCase = MyLife
Overall: This is the first case management system that I have used in the 10 years I have been a paralegal. I use to have to rely on a business journal to write in cases and review the status of each case. The software has everything you could possibly need or use in the course of business at our firm. The cases are at your fingertips and you can easily navigate your way through every aspect you may need. I highly recommend this product to any firm.
Pros: I like the fact that it is user-friendly. There are so many features that we haven’t even used because it can literally do everything you need in once space.
Cons: There is really not any cons to this product that I have found.
MyCase has more for the money and was easier to navigate than the other products we reviewed.
Best Case Management App Out There
I ultimately chose MyCase because it is very user-friendly and really intuitive. I tried out several options and made comparisons and MyCase was the best. The price point is also very attractive. Other software will charge you extra to access other features by for MyCase, there is only low price you pay for ALL its features.
I haven’t found anything I don’t like about this software.
Fantastic Practice Management Software for Small Law Firms
Pros: The ability to set up workflows for routine legal matters, bill the client electronically, and then automatically upload their payment to Quickbooks, saves an amazingly large amount of administrative time for small law firms.
Cons: The Microsoft Outlook plug-in works well enough, but is a little clunky and requires a lot of mandatory updates.
Overall: A+
Amazing Database Management, Client Communication Tools & Client Document Access All in One Place!
What do you like best?
I am able to manage each client’s file, communicate with client’s (and other parties) through the MyCase portal,, I can allow clients to access various documents through the MyCase portal, I can track all communications with various parties without effort, and when clients access documents through the portal, I am allow to track it for future use. All of this makes me more efficient and a better communicator. All of this at a VERY reasonable price.
What do you dislike?
The only thing I dislike about MyCase is the fact that I didn’t develop it first! Seriously, it is cloud based, and there is an APP that also allows me to access it from my phone or iPad, it allows me to create folders in each clients file, where I can save documents, videos, and photographs. It is the perfect law office management tool.
This applications has made a MAJOR difference for our Firm
Pros: We LOVE having all of our Client information in one place and easily accessible. The application is very easy and intuitive to use, and I love that we can customize different areas ourselves! Our Clients love that they are able to securely communicate with us! We love love LOVE the ability to send invoices from within the application and setup payment plans where the invoices are automatically sent out, along with wonderful reminders…AND they can pay via the app!! We also LOVE that we can setup future court dates and invite the Client and their families to the Event and that we can send several reminders beforehand via email as well as TEXT! So Cool!! This application has made a MAJOR difference to the structure and workflow of our firm and we anticipate incredible growth because everything will be better organized and we can handle a much greater case load now!! Also, the Support is absolutely top notch…if we ever need help, they are always available…but honestly, the application is so intuitive that we don’t really need help to have things running super smoothly. Absolutely THRILLED that we decided to utilize MyCase.
Cons: I honestly can’t think of one single thing. It is amazing to us that everything is setup SO PERFECTLY.
I Switched and Never Looked Back
Pros: What’s not to like about this software?!? It’s user-friendly interface makes it a joy to work, keep an eye on the progress of your case, communicate easily and securely with clients, and most importantly, let’s me spend more time with my passion – practicing law.
Cons: I have two least favorites about this software. First, when I work with another co-counsel or Of Counsel on a case, these partners in work cannot access the client’s folder unless I pay for them, even if they have their own MyCase account. Thus, I can only afford to give them the much limited Client access. The other thing is that only recently MyCase started making suggestions within various fields, I wish they did this more and that, perhaps, they post a video or blog post on suggestions of ways to set up a case. This would be useful for those setting up shop for the first time.
Overall: With MyCase, I’m much better able to track the progress of the law firm, assess its growth and trends and from there strategize for the firm’s future growth.
A fantastic tool from fantastic people.
I have a small law firm in Puerto Rico. Because we are a US Territory, our procedural legal system is exactly as in the mainland, with the terms and deadlines that come with the career we chose. I am also a CPA, and very familiar with computers. Our CPAs society has been pushing paperless audits for awhile, and because of that, about 8 years ago, I decided to become paperless. I gave my firm 3 years. After reading all the recommendations of lawyeristbackup.kinsta.cloud, I went with a very popular case management, cloud based software (not My Case). I found it useful, powerful, resourceful and adequately priced, but the learning curve for my staff was too steep. And MOST IMPORTANTLY, my clients did not understand it and never used it. After 4 years, and many cases, only 4 clients had used it. Furthermore, my paper files continued… So, without giving up the former, I tried My Case. The response from my staff and clients was unanimous, they LOVED IT. And so did I. That was at the end of 2016. Since then, ALL of my cases have been managed by My Case. My Spanish speaking staff and clients, have had no problem following the super user friendly software of My Case.
Since then, My Case has continued to improve. Every month something new is added, and a great program becomes better. The integration with Outlook, with Dropbox, the ability to send text messages from the platform, the ability to accept payments by E-check (no charge), the ability to obtain electronic signatures, the ability to generate reports using the custom fields, are just some of the improvements of the last year… and again, they keep improving.
The most amazing part is the fact that their staff is available and they actually listen and implement our suggestions. Not only that, they are human. On September 20, 2017 we were hit by Hurricane Maria and our beautiful island was devastated. We had no power, no communications, and of course, no internet. The My Case people did not bill us for three months, without us asking. That was humane!!! I had no way to access My Case, and when I finally logged on, about a month later, from the side of the road in San Juan, it was great to see what they had done.
There are a still a couple of things that My Case needs to improve, for example, entering data into custom fields after the case has been created, and, they have increased their prices several times over the last four years with little advance notice, while the other case management software has not… I believe they should announce at least 3 months in advance. Regardless of those small misgivings, if you want a software that your clients and your staff will use, My Case is the best case management software for the price right now.
MyCase - Intuitive and Evolving
I’ve been using MyCase as the practice management solution for my office for two years or more. Its intuitive lay-out made the transition simple and got me up and running in a virtual environment without problem. Time keeping and billing has become a snap with clients receiving timely and professional invoices. Electronic messages and e-mails have reduced administrative time and expense and the system provides a audit trail of case activity. E-signatures are a snap and payments via credit cards and e-checks are processed effortlessly right into the appropriate bank account. When COVID hit, my “office” was shut down but my practice continued largely uninterrupted. MyCase was instrumental in making the transition to working from home. The MyCase app even makes it possible to work from my cell phone. The people at MyCase are responsive and work constantly to improve the product. It’s a great product at a great price and it is the platform I choose for taking my practice “virtual” in the post-COVID business environment.
MyCase Review
My team and I have been using MYCASE since 2016 and we were easily able to go paperless. I tried out several options including CLIO. I chose MYCASE as it is user friendly and really has helped us move our cases forward. It is reasonable and accessible and I highly recommend.
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.