CRM & Leads Management (Pro or Advanced required)
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
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. All subscription tiers can share tasks, events, and invoices with clients. Pro and Advanced tiers can also share documents and messages.
Built-in Email Client
Pro and Advanced MyCase users have access to a full email client built into the program. It syncs up with just about any email provider, so users can continue to use Gmail, Microsoft 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.
MyCase Document Management
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 (Pro or Advanced tiers), commented on, or even allow clients to upload their documents.
The platform’s Pro and Advanced users can access unlimited, built-in e-signing for retainer agreements and other documents. Users can increase efficiency without adding any third-party software or integrations.
MyCase Billing & Accounting
For Pro and Advanced users who 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
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 “full backup” .ZIP file once a day. This can include all 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.
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.
Our review finds that MyCase is a user-friendly, cloud-based LPMS. They offer three subscription tiers – Basic, Pro, and Advanced, priced from $39 to $89 per month. The biggest distinctions among core features apply to automation and communication, available to Pro and Advanced only. The Basic plan also lacks a host of premium features, like custom fields, intake management, texting with clients, integrations, and mobile apps. Additionally, only the Advanced tier includes MyCase Drive, to sync MyCase document storage with your local computer, and full text searching of DOCX and PDF documents stored with matters.
Who MyCase is For
MyCase is a good fit for firms looking for an all-in-one system that is comfortable to use. Law offices that want to work directly out of one piece of software for email, document management, and even internal communication will definitely want to review MyCase for themselves.
Alternatively, because MyCase practice management software offers limited outside integrations, it’s probably not a good fit for practices that rely heavily on third-party software. Firms may also find it hard to take advantage of the features they have grown accustomed to in their email applications. However, this is common for any comprehensive LPMS.