MyCase is a fully-featured and affordably priced cloud-based law practice management software for firms looking for an all-in-one law-firm productivity tool that doesn’t require a lot of integrations to make it great. Their focus on customer feedback and satisfaction ensure that MyCase is constantly improving based on your input and needs.
Secure communication portal. MyCase has a secure client portal for communicating with clients in the form of messages and document sharing. But the client portal does so much more. You are also able to send events and appointments to clients, have clients view and pay invoices, and receive an immediate notification whenever a client has engaged with anything on the portal. Clients are able to interact with the portal from any device, and with MyCase’s responsive website and portal, clients don’t need to download an app to login to their portal.
Following best practices, when you send a message or share a file within MyCase the system sends out a notice by email, but not the substance of the communication itself.
Just be sure not to include confidential information in the subject line. On receiving a notification, the client must log into MyCase to get their message or document. This makes using the client portal a bit more work than plain email, obviously, but it is more effective and secure.
Manage (just about) everything. MyCase helps you manage cases, manage documents, track time, track tasks, track appointments, automate billing, and communicate with your clients all from a single location. You can create templates for tasks and appointments with MyCase’s easy-to-use Workflows feature and keep your case documents well-organized by creating folders and subfolders to house your information. Small teams can keep tabs on what the rest of the firm is up to via the real-time activity feed.
Although MyCase does not offer full accounting capabilities, it does offer fully compliant trust accounting, regular operating accounting, and they provide a number of reports based around those. You can also send professional invoices and accept online payments with MyCase through their native payments platform, where you can accept payments by eCheck/ACH, or by Credit Card.
Support and training. While the interface is intuitive and easy to use for tech beginners and experts alike, MyCase customers can also take advantage of on-demand help through chat, phone, and email if any issues, questions, or strange conundrums occur during use of the software. MyCase also regularly offers live, in-depth training sessions so you can become a MyCase power user faster than The Proclaimers could walk 500 miles.
MyCase charges $39/user/month (if billed annually) or $49/user/month (if billed monthly), which is less expensive than any of the other well-established cloud-based law practice management software options.
If you’re not sure if MyCase is right for you, you can sign up for a free trial and free demo (no credit card required) to give it a whirl.
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Things You Might Want to Know
Apps. MyCase recently launched a new version of their mobile app for iOS and Android. The app offers most of the functionality of its web app. Notably, the mobile app provides a native experience. That is, you are able to open documents from within the app using your phone’s native view. You are also able to easily share documents, air print, and view invoices all from the app.
Strategic integrations. MyCase is deliberate about which third-party software it integrates with, preferring instead to improve its functionality rather than making you look elsewhere. It offers integrations with Google and Outlook, which allows you to sync your contacts and calendars. It also offers a DropBox integration and a QuickBooks sync for time and expense entries and for trust and non-trust retainers. While a lack of integrations may seem like a detriment, it actually works to MyCase’s advantage. It uses integrations strategically to ensure that when an integration is ready for MyCase, it will be a seamless experience for the user. MyCase invests a lot of time and resources into improving MyCase based on customer feedback with any issues they’re experiencing, constantly incorporating new functionalities to benefit their customers. This means a more curated and efficient experience in using MyCase.
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.
Who MyCase Is For
MyCase is a good fit for firms looking for a fully-featured, reliable, all-in-one, and affordable law practice management software. It’s also a good option for those who are beginners to law practice management software or legal tech in general. Because MyCase is deliberate about its integrations with third-party software, it’s probably not a good fit for firms that rely on integration heavily with third-party software, though you really wouldn’t need integrations with anything except an accounting software if you went with MyCase.
If you’re starting or growing a small or solo law firm and choosing a new law practice management software (or switching from an old one), you absolutely must join Lawyerist Insider. And if you’re interested in getting a powerful snapshot of your firm’s strengths and weaknesses right now, take the Small Firm Scorecard right away!