We are a small office with only one lawyer and two full time staff. Most products are geared toward larger offices as clearly those firms pay more; however, we aren't set up that way. We are also in a small town and have been given the opportunity to prove we are above our competitors with how amazing we are as a team within the community and how we stand out by using MyCase. It allows us to communicate securely, see who is working on what file and be able to track time that would normally be lost in the shuffle. Very excited to finally be able to open the door to the future!

The billing feature is great and was the initial reason for purchasing the software; however, the client portal access has become what I like most since you can see the day and time your client logged in. Email is becoming such a thing of the past!

I have yet to figure out the template feature but I know that once I am able to take this time this software will manage this office instead of this office managing the program.

ability to share information with clients especially documents and calendar events. Its easy to learn.

apparently the mobile app I cannot edit client information such as change an email or phone number. I have to do it on the desktop. Also the mobile app looks good but its still clunky to navigate. example on the recent activity its blue like a hyperlink but I cant' click on it and go to that note or task. by MyCase on 16/04/2018 Thank you for your review, Travis. It's great to hear that MyCase is easy for your firm to use and get synchronized with. In response to feedback like yours, we recently updated our mobile app to enable you to edit client information. Download the latest version of the app to give it a try, and please don't hesitate to communicate with us directly at [email protected] with any additional feedback!

We really like MyCase. We try to use all the features and there have been lots of updates since we first started using it.

MyCase is easy to use and has lots of helpful features. It's less expensive than other case management platforms. I've been using MyCase for over 6 years.

Sometimes the platform changes without notice.

Streamlined my office, simplified keeping track of cases and the work performed on the cases and helped increase the bottom line.

The software is comprehensive and it has a very easy learning curve. I was able to use most functions immediately after installing the program and I had no problem importing my data from my previous software program. The couple of times that I had to call tech support they very very helpful and efficient. It has definitely helped streamline my practice and helped my bottom line. I can't recommend this software highly enough.

The only complaint I have right now is that you can't enter a note from the mobile platform, although you can read notes entered from the office computer. This should be corrected as it is one of the only functions that cannot be accessed from the mobile platform, but is one of the most necessary when you are out of the office. Hoping it's added soon.

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.

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.

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 the 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. by MyCase on 10/07/2019 Hi Janaan, thank you for your honest and thoughtful review. We are happy to hear that MyCase is giving you valuable time back as well as helping you grow your firm. Your feedback on co-counsel users and suggestions for best practices are extremely valuable, and our product team has reached out to you to hear your thoughts in more detail. Thank you again, we look forward to our continued partnership.

Customer service has been outstanding. Everyone that I have spoken to has been friendly and willing to take over my computer. Very helpful. Cody Nielson, one of the senior people has been especially helpful when I asked about the security of putting in bank information. The system allows you to reconcile bank statements, but the attorney that I work for is reluctant to do that until we are using the system for a month or two. The law firm's IT person also recommended MyCase. The cost is extremely reasonable and an attorney can get a discount by being a member of the ABA.

MyCase is an extremely user-friendly time and billing software. The tutorials have been very helpful. I needed to find something that an attorney could do with great ease. I also needed to be able to deal with retainers and trust accounts. You have the ability of allowing the clients to log into a secured client portal and share documents, as well as forwarding billing information. MyCase gives you the ability to create deadlines in calendar. All the deadlines from the calendar appear on the right side of the screen when you log in which is very convenient. Working with invoicing was much easier than I thought too.

I don't like the constant updates if a client logs into the Client Portal or if an update was made to the case or contact.

I am a one man Expert Witness Business that went from one case in 2012 to 50 cases in 2019. Fifty open cases, with over ten docs per case, with 50 dates for reports due, depositions, and trial dates to manage, with over 100 people requiring emails and sending emails, that is a whole lot of stuff for one person to manage. Once I took on Mycase as a partner, no more excel sheets, no more separate billing programs, no more going to two places for emails. Increased the business profitability due to handling larger volume by 40 %

Works anywhere on anything

A link to attach directly to email message area, instead of residing attachment in doc section

The MyCase software is easy to use and easy to integrate into an existing law practice. The software has all the features of any other major practice management suite, and there is continual improvement of existing features while new features are being developed and released at regular intervals. The support team is very responsive to questions and feature requests, and the Knowledge Base makes it easy to learn the functions of the software. The new mobile app is vastly improved as well. In my opinion, MyCase represents the best overall value out of any other practice management suite I've considered.

I would like to see the MyCase mobile app adopt more of the features & functions of the website, making it easier to perform management tasks "on the go" through your phone. Also, I would like to see MyCase provide more integrations with other software, such as RocketMatter and Clio already do, though MyCase does presently integrate with Google Apps/G Suite, Quickbooks, and Outlook.

It has streamlined communication between the office and clients. Our clients love the ease of accessing messaging, documents and calendaring. It has made practice and managing our clients and information so much easier. The customer service is exceptional. We do not hesitate to point out changes that we would like to see (either something that does not work or a feature that we would like to see added). It is clear that they are listening because it is not uncommon for us to see some of our feedback result in some change down the line. I cannot say enough positive things about the program.

I really have nothing to add here. Any time we have an issue with the program or there is something that does not function appropriately, we reach out to customer service and they are quick to help walk us through a solution or we see the solution come in an update at some point down the road. by MyCase on 10/08/2018 Thank you for sharing your positive experience, Kari! We are always striving to learn from out customers and provide meaningful feature updates, and it's great to hear that MyCase has helped streamline communication within your firm. We look forward to our continued partnership!

Streamlines case management, makes communication with clients easier, makes exchange of documents (especially sensitive or voluminous ones) simple and secure.

I like that they are continually adding/improving based on client feedback. Workflows are a huge time saver. I like the ease of sharing things with clients and opposing counsel securely.

I would very much like to be able to mark documents as read in small batches, say just those pertaining to a certain case, or just those in a current view. There are times when I have a lot of documents to mark as read, but many of them are things that I have already read and dealt with in hard copy, and they are being uploaded for the client. Having to click into each one to mark it as read consumes a lot of time. by MyCase on 04/04/2019 Hello Rebecca, thank you for your review. We appreciate you taking time out of your schedule to share how MyCase has streamlined your practice and continued to adapt to the needs of your firm. We are also happy to announce that you can now mark select case documents as read from the Case Details page. If you have any additional questions or feedback, please don't hesitate to reach out to our Customer Support team!

Not sure who's working hard or hardly working?

- The Customer Service representatives are 100,000/10.

The only MyCase change that I have ever disliked was the background color going from dark blue to white; it is difficult for low and limited-vision persons, like myself, to see some of the fine print details. Thank goodness for zoom! by MyCase on 15/11/2019 Thank you, Brianna, for taking the time to share your positive experience! It is great to hear that MyCase is solving real-time problems for your firm. We have received your feedback on our UI design, and will take this into account with updates moving forward. We look forward to our continued partnership, please do not hesitate to reach out if you have any additional feedback.

Great product which covers all the basic requirements of case management software and a price that can't be beat. I'm still using it, but looking at other options as I grow to avoid some of the more time-consuming aspects/cumbersome aspects of the software.

Cost is minimal and allowed me to get up and running with case management software immediately upon starting my law firm. It covers the basics - central place for case details, contacts, and documents; repeating task lists and deadlines; calendaring; and integration with quickbooks and email (to an extent). There is an obvious need for this type of product and I'm glad it is/was available.

The email integration is cumbersome and essentially requires you to forward messages to MyCase and then sort them individually into the correct cases. It does recognize emails/contacts frequently used and suggests a case assignment, but you still have to go through each email one by one and affirm that suggestion to get it to import into the case. With just a small caseload, this is time-consuming and would not be manageable for large volumes of emails.

Affordability is one of the best benefits of MyCase. MyCase offers simple month-to-month, no contract obligation pricing a month for each attorney and /month for each paralegal. Another great benefit MyCase offers is Lawyer App which is compatible with iPhone, iPad or Adroid. Accounting features are limited within MyCase but with the ability to integrate QuickBooks, accounting is a snap. Collaborate, create, customize utilizing Legal Practice Management Tool Kit is another great feature MyCase provides to its clients. The automation software provides task template and case flows for repetitive forms via intake which is beneficial for estate planning, probate, divorce, and bankruptcy law firms. MyCase is the least expensive case management software available for law firms and would benefit small firms. Also, MyCase has been adding new features through time. You'll enjoy the time billing, firm reports, online payments, Quickbook integration, document management and collaboration features. I recommend trying the 30-day trial for free and check it out!

MyCase is the least expensive for a reason and with price, there are limits to features. MyCase is not as robust as its competitors if your law firm is medium to large. MyCase caters to small firms. If you are a firm that bills on contingency, UTBMS or LEDES, MyCase may not be for you. Also, MyCase only integrates with QuickBooks whiles others integrate with Xero too. by MyCase on 04/04/2019 Hi Susan, thank you for your feedback. It is great to hear how MyCase's many features have been beneficial to your firm's productivity. We are happy to share that we now have UTBMS codes and LEDES billing to help make your invoicing process as seamless as possible. We look forward to our continued partnership and improving MyCase to meet the needs of customers like you.

We have tried many legal organization and calendar programs. MyCase is very easy to use and basic. Our Firm primarily uses the calendar to keep the consults, deadlines, court schedules for each attorney. The tasks are useful for myself, and I can set up due dates and keep track of what I have to do. I also put payment plan dates in there to remind me to call a client if they have not made payment. We also use the billing feature to make our invoices look better. The way mycase keeps track of incoming money isn't the best or most accurate. For example when we bill out expenses, it still shows as income. Also, when you deposit something into the Trust account in mycase, and use those funds to pay an invoice, there are some quirks. We do not use the "trust account" feature to keep track of the real IOLTA account at all. Everything is very easy to use and someone who isnt tech savvy can catch on easily as well. During the use of it, we found that the name of the event you are putting in you have to list a clients first, last name and it needs to be spelled correctly, or you can not search for it in the search bar. Even if you link a calendar event to a case, it wont show up in the search bar. We do not use the message feature or document feature, we also do not allow our clients access to their online case. We just use the program for our internal use only. Overall I would recommend this to most law firms. Our Firm has grown from 1 attorney and 2 support staff to 4 attorneys and 5 support staff. So the monthly price of the program is starting to not be affordable for a calendar program.

100% positive. Great team and great people.

This software offers the ability to communicate with clients in a format that is organized and makes them feel more involved. For example, you submit multiple documents to your client and the client can comment revision for each document separately. Their messages are automatically categorized and added for easy access. It allows to keep the casefile and its data in one section. It has the potiental with the right tweaking to streamline cases and communication with clients easily.

The ability to be more transparent with clients. I want more options for the client to have. To see billing as it happens vs invoicing at the end of the month, etc. by MyCase on 24/01/2019 Hi, thank you for sharing your positive experience. We are always striving to create the best experience for our customers. Our product team would love to hear your feedback on how we can improve transparency in more detail- please feel free to reach out to [email protected] or call our Customer Support team.

Great product. always Improving responsive development team. Being able to enter time tracking on the fly helps make sure less billable time slips through the cracks. Other time saving functionality allows you to get more done faster so you have more time to enjoy all that money.

The billing and invoicing functionality. Developer attentiveness.

The interface for calandering. It would be good if you could enter court dates in a more streamlined fashion /more easily during docket calls.

- Client and case management - Secured client communications, with no filing necessary; all communications are automatically linked to and stored in the client file - Document management - easy for clients and legal teams to share documents of any size - Invoicing - Easy, professional invoices - easy to add/delete/modify/mark as non-billable/or remove from invoice any time entry or expense; Clients can pay through their account via credit card or e-check - Task Management - Really great workflow feature which allows staff to attach a standard workflow to a file, and the workflow automatically generates checklists and tasks - Calendaring - Easy for staff to handle calendaring; any firm user can view the calendar of another firm user by clicking his/her color block; Calendar events can be easily shared with clients and other staff - Easy for clients to find - MyCase is linked to our website, which makes it easy for clients to locate and login

Intuitive, easy to use / multiple ways of accomplishing the same task: I am not technologically savvy, but MyCase makes everything easy. The staff is also U.S. based, friendly, helpful, and knowledgeable. We have never had a circumstance where MyCase did not promptly help us figure out the solution!

Like all software, new features take time to be added, but the team is always willing to listen to suggestions and work them into the updates.

Not missing court dates and being able to talk to clients though the portal.

Keeps everything organized and you clients have some access. Easier to reply to messages on the portal instead of receiving calls all day.

They are still working on the accounting side. I think they should have an option to send a mass reminders for the overdue invoices. Maybe have an automatic reminder for when the payment is due, instead of going through every client individually. We have a lot of clients. by MyCase on 20/06/2018 Hi Diana, thank you for sharing your experience with us. It is great to hear how MyCase helps to organize your firm. We are happy to share that MyCase now offers automated invoice reminders! This feature will be automatically turned on when a new invoice is created. If you have any questions, please do not hesitate to reach out to our customer service team, or visit https://help.mycase.com/s/article/Automated-Invoice-Reminders for more info.

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 that 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.

I honestly can't think of one single thing. It is amazing to us that everything is setup SO PERFECTLY. by MyCase on 01/07/2019 Hi Deborah, thank you for taking the time to share your positive experience with MyCase. Hearing stories like yours motivates us even further to keep delivering value. Thank you for your continued support!

I like that I can use the iPad app when I am in court, and at home or on the go. I like that I ca keep track of my daily billing and the program then will allow me to see quickly that I have forgotten to log billable time for the day.

I do not like the change that eliminated my ability to see my month at a glance calendar with references so that I can schedule quickly when asked by a judge in court. The current "*" reference is cumbersome - I have to literally look at each and every day separately to be able to answer a judge asking what is a good date for my return to court. He/She is NOT going to wait for me to check each and every date on a daily calendar. by MyCase on 16/04/2018 Hi Deloise, thank you for taking the time to review. We are happy to hear that you've found MyCase to be user friendly, and our support team to be responsive. We have also taken note of your comments regarding our calendaring feature and have taken it into consideration for future improvements.

The access to the client portal is hands down the best feature. My clients love the ability to ask me questions through chat and pay their invoices online. The portal also allows for clear communication to make sure that attorney and client are always on the same page. I also love the Workflow feature. This allows me to keep track of the routine tasks in my cases to make sure that nothing is left behind.

I would like to see a few updates to the billing system in MyCase. I still have clients that choose not to use the portal. Since they do not have the ability to view all their invoices and payments, it would be nice to have one invoice that includes all time entries, expenses, and payments, instead of having to create a new invoice each time I need to bill for new time entry or expense.

MyCase has allowed us to provide more detailed information internally for each case, given our clients more interaction with their case, and communication flows well using the messaging function, payment can be easier (we use the e-check function, which is currently free with the software), and having a central system for the office makes it easier for us to work from multiple locations. There are many features we use, including the MyCase app for our firm, tasks, calendar, notes and checklists for each case, and many others. Although there are some features that need work to be useful to our firm (reporting, intake forms, and tasks, and some integrations), MyCase overall is well worth it for our small firm. MyCase is very open and eager to receive feedback from users, and incorporates updates regularly, which improves the system, and have seen my feedback implemented into the system. Customer Service in my experience is excellent, and timely. I highly recommend MyCase.

Bank grade encryption of data and documents. Ability to give clients access to their own portal, which is very easy to use, and allows them to upload documents directly to the system with drag and drop function. Clients can message securely, have their own calendar for case related events, our firm can task clients with a checklist, and they can pay online. The Client secure access was a major reason we switched to MyCase in 2012.

I prefer to have more robust reporting functionality as it relates to managing cases by dates, and other case data. The reporting function exists but is not developed enough to capture all the data I prefer in my case management reports. Email integration is not ideal, but I understand a major upgrade is coming soon.

I can prove to the courts that I informed my client on the status of their case. I love that MyCase tells me any activity of a contact who is attached to a case file.

That clients can see their files and have access to their documents. Also, it notifies clients of court settings. That's HUGE for me, as a criminal defense attorney. Courts also hold me in high regard as a lawyer who is on top of her docket... and on top of her clients.

Billing. Billing/accounting needs a lot of work. I would like to be able to use my own merchant for credit card processing and still be able to break down how clients paid. Right now, unless I use MyCase for payments, it will not break it down for me.

Great service with knowledgeable staff, very responsive and follow up

We tried various case management software over the last few decades. ABA membership discount makes the cost even more attractive. Ease of securely exchanging documents with clients, witnesses and other counsel is a huge plus. Dashboard is easy to use to directly reach a particular feature. Timekeeper module is flawless.

Remote access from my phone could be better.

Secure portal to message clients and upload documents. Ability to accept echecks for payment. Always making new additions such as built in intake forms and esignatures.

Inability to get rid of button that the client clicks to pay with a credit card.

Efficient law practice. Very organized. Portal for clients to communicate, see updates, and to upload documents.

Mycase provides a clean and easy platform to record and organize case information. Any case file is ready to review at the click of a button, whether to prep before court or for when a client calls. Clients probably think I personally remember all of their case details. But it is really because I pull up mycase and am looking at their file when they call, whether in the office or out of the office and on my iphone. Clients can view their case status without calling me. Clients can upload documents and message information. It is like having a secretary in the cloud that organizes all my client files and keeps clients up to date.

The mobile app in the past was static but full of information and easy to use, and extremely reliable. The new mobile app has way more functions, with the hope of eventually have high utility but is still in the growing stage. Can't wait until I can have a virtual office on my iphone. Until, I will continue to depend on the extremely reliable mycase desktop service.

Timekeeping and invoicing.

Can't say just one - 2 things I love - First the timekeeping - which is invaluable. Been practicing law for more than 25 years so I have tried many methods. This is the best yet. Also, I like that I can open a case for each matter and create invoices for each matter. This helps when you have one client that has multiple matters and wants each billed individually.

Don't like the word processing tool. I work outside of that in OneNote. Wish it was more like SharePoint within the program. I use the product mostly for time and invoices . Wish it was the whole package.

MyCase makes my practice manageable!

The software is extremely user friendly, even for a non-tech person like me. I particularly love having the ability to have client messages, file notes, documents, workflows, task lists, time, expenses, and billing in one place. All actions are intuitive, and there are often multiple ways to do the same thing. For example, I can click a button on the home page to add a new expense and then attach it to a file or once I am in a file, I can click a file button to add the expense directly. I have found the MyCase staff to be extremely helpful in explaining the software and helping me best use new features. The software is also very cost effective in that I pay for firm seats, not client seats, so I can add hundreds or thousands of client files with no additional cost. The very best thing, however, is that they are constantly upgrading and adding new features. Many of the "wants" for which I have asked over the years have already been implemented.

I would like more ability to pull reporting from the Workflows (e.g. pull a client list of all files at a particular status point in a workflow).

Primarily, the ability to run my practice as a true solo, and to be able to work from anywhere and be as responsive as my clients need and expect me to be.

I like having everything in one place. Being able to access everything I need about my clients, opposing counsel, documents, billing, etc. makes it so I can follow up with my clients wherever I am. That's invaluable to me. My clients can pay online, I can send invoicing reminders, and now I can add interest. Calendaring is really a plus because when I enter it into MyCase it automatically sends to my clients and goes to outlook. One less thing for me to remember to do.

There's nothing I dislike, but there are always room for improvements. I'd love expanded searchability for documents and enhanced sorting. The trust accounting is a bit of a nightmare for me, so that can definitely be cleaned up.

1. The best feature about Mycase is the client portal and client communication tools. This helps us automate some essential functions like sharing documents, court dates, deadlines, and obtaining information from clients to cut down on staff time. Now instead of dealing with "update calls" and requests for copies from our clients are able to focus on other tasks.

The one feature that needs work is email integration (saving emails sent and received to Mycase). The feature as it stands today requires a good deal of manual matching of emails to cases, a tedious task. I believe it would work better if they integrated email through IMAP or POP and allowed you to access and send external emails through Mycase, which would aid the sync process quite a bit.

I like the fact that clients get virtually real-time updates on their cases through the email notices from mycase which makes them feel more involved even though I end up spending less time communicating with them myself. They can sign into their case file anytime of the day and night to review the latest filings and documents and they are notified every time I calendar a new event, which really cuts down on the unnecessary calls requesting updates when you would rather be working! In addition, I can tell how often each clients looks at their case and what they look at, which gives me a good idea of how motivated they are or whether they are following my instructions to review certain documents or complete certain tasks. I also like the secure encrypted message system but it seems to be the hardest feature to get the client to use with any regularity.

So far, unless I am missing something, I think the most aggravating thing about the software is the lack of a spellchecker for the client message system.

Small form attorney. Use as my case management platform.

FÁCIL DE USAR

Could use more google / G Suite integration

The ability for our office and clients to have access to the same case information

The clients being able to log in to see documents, events, upload information, etc. Allows both myself and the attorney to look at the case file and know what documents, emails, events are there.

The mobile app is not great. The attorney in our office cannot see recent activity unless she specifically logs into a client account. She needs to be able to see recent activity in real time by MyCase on 16/04/2018 Lisa- Thank you for providing us with your feedback. In the newest update of the mobile app (v. 2.0.13), you can view activity in real time. If you would like help updating your mobile app, or have any other questions, please reach out to our customer support line. We are always eager to improve the experience for our users!

I’ve been able to significantly streamline my billing and invoicing processes and collections within the first 7 days of billing have improved by more than 70%. The ease of customers to access the portal helps to expedite payment. Case documentation is faster, email integration saves mouse clicks, and the ability to link contacts to cases gives me an immediate profile When working on a case. I’m still learning how to use workflows, templates, and e_signatures, but am really happy with my decision to migrate to MyCase.

The on boarding process was outstanding; this produce is easy to use, with an intuitive interface that requires minimal training. I could customize most of the labels so that MyCase accurately reflects specifics to my practice.

I own and manage a patient advocacy consultation firm. Loved the ability to customize; just wish I could customize some of the legal specific terms (users as attorneys, for example). Nonetheless, MyCase has streamlined the operation of my practice significantly.

MyCase has been a wonderful tool for our firm. It allows for a more digital experience for both users and clients. MyCase is always updating to stay ahead of the current trends and needs, and they never take a long time to correct issues when they are reported. I love the MyCase staff which is always helpful and willing to explain things so we better understand why or why not something is the way it is. I will be happy telling others of the useful and customization features within MyCase. The support staff and product managers are always willing to help and take suggestions, which they tend to implement if they can. I have had a ton of ideas implemented which makes our daily activities easier. Overall, this software is pretty user friendly, high ability to customize a lot of areas, an all in one type of feel and beneficial for any office looking to go more digital.

What I love the most about this software is that it's always updating features and areas of needed interest. I love that the MyCase team is always there to take a concern, suggestion or edit that may be needed or wanted. I love that it's ALMOST an all in one system. I love that you can do customizing within the software on the end user side as well, without having to contact MyCase for most of them. I love that this is easy to learn, use and contact support. I love that MyCase is always willing to update to stay current.

What I like least about this software is the inability to filter OPEN and CLOSED cases in the Trust Account Activity and Trust Account Summary. We use this section for a quick check on which cases has a balance and which cases don't, but it shows EVERY case we have in MyCase without a way to filter out Closed. We have far too many cases open to check one by one. I also like least about this software that you have to request engineering to re-add Contact Groups that you delete, when it was added by the end user in the first place. An accidental delete of a contact group takes too much involvement to have re-added and we end up creating new ones. I also like least about this software that the App and the Desktop version are so much different in a few areas that are used most in our office.

The people are great at customer service, I have had great experiences with Leslie Skelly, Drew, and Cat Allday. I like the Reports function and would like to see more Report options. I also like bulk exporting invoices.

The CMS functionality is great. I would suggest pinning the client to the top of the matter contacts, rather than having them appear at random in a long list. I would also suggest removing the 'Total' column from the Billing -> Account Activity section in the far right-hand column, or allowing the company to reset these figures annually. Seeing such a large 'Total' figure makes my boss angry since it accumulates over the lifetime of using MyCase and it is not helpful. Resetting the 'Total' every year would make it more useful. While the websites department is a completely different division of Mycase, I found the websites to be expensive for the services received. In other words, I would like to have better access to editing the posts and the ability to delete another user's post. (For example, we have old employees who created posts, but since they are no longer with the firm, and we do not have the logins, there is allegedly no way to delete that former employee's posts.) Each firm should be given one master user account with full privileges to allow editing all posts. Also, we should be given access to the Google Analytics tracking, since MyCase controls the data and does not share it with the client/firm. It is terrible trying to track how many monthly users we have, and we are not able to use several APIs out there due to the non-sharing protocol where we do not know the UA code and have no access whatsoever to user traffic statistics.

I am going to have to look into another credit card processing that will not link with MyCase which is frustrating but the company that MyCase has contracted with is not good at best and very expensive to our company.

The product’s google like set up is very nice. Training new employees is a breeze and the software is very intuitive so normally people have no issue catching on.I like the layout generally and the options that you have managing accounting and case files. I love how it syncs with QuickBooks almost seamlessly.

Th new layout with recent activity as the first window when you pull up a case file is the WORST idea. Very annoying. The lack of response you get as a customer is frustrating at times especially when you put ina request or comment and then get no response. The lack of ability to use other credit card processing platforms is very frustrating given that the PayPros platform is one of the way more expensive options. The app often has issues “connecting” or logging on. by Emma on 18/09/2018 Hi Nancie, thank you for your review! It is great to hear that MyCase has been easy to integrate with your firm, and it looks like you have recently transitioned onto MyCase payments since writing your review. With regards to your feedback on the Recent Activity view, a member of our product team has reached out to you to hear about your experience in more detail. Listening to customer feedback is one of our top priorities, and we look forward to improving your experience.

I used to LOVE myCase and was a loyal recommender for several years. The program was everything I needed for my growing practice UNTIL about six months ago when the company eliminated the call-in feature and added the chat function. There is now no help or customer service to speak of. The program is getting more and more glitchy - ie sometimes things will save and sometimes it wont. This is a big problem when inputting data for migration to legal forms later. So disappointed. This used to be a great one.

The cost cant be beat - if the company responds to customer service complaints

Customer support is now only available via chat. The agents are no longer knowledgable. The function to submit a question does not result in any feedback at all. The program is now getting glitchy and the newest update is just terrible looking and terrible functionally. by MyCase on 04/02/2020 Hi Karin, we are sorry to hear about your recent experience. Our Customer Support phone line continues to be available for all customers at (800) 571-8062. It can be found on our Support page here: https://www.mycase.com/support, along with email and chat options. We take our customer feedback seriously and each piece of feedback is reviewed by our Customer Success and Product teams. One of our Customer Success Managers has been in touch to learn more and follow-up with any other questions you may have. We look forward to providing you with a more positive experience moving forward and to work with you for many years to come.

We started using MyCase about 2 1/2 years ago. It is the fourth case management program we have operated over many years, and it is by far the best. First and foremost, it is incredibly easy for anyone in the office to learn to use. We track all of our cases in it, and there is no doubt that it enables us to handle more cases than we could otherwise. We use most but not all of its features; for example we don't use it for accounting, although we do use it to issue bills in those cases that are billable. And we use some features differently than the manner in which they were designed. And I am quite certain that overall it enables us to handle more cases than we could otherwise.

Ease of use, continual updates

Not a big fan of the way the calendar prints out.

Geral muito satisfeito.

Our office likes the ease of using MyCase. We can collect lawyer payments, set reminders, set important dates with a text to remind clients, easy access to documents for the lawyer, staff and clients. Our lawyer now doesn't have to lug heavy cases into the courtroom. She simply takes her IPad then is able pull up any document needed.

Doesn't have direct scan to mycase for the firm to use

I've used MyCase since mid-2012 and it keeps getting better. It has helped me be able to grow from a solo practice into a multi-attorney boutique firm. They are constantly adding and improving features, and actively seek customer feedback to provide features that users want. As a business owner, the impact it has had on clients paying on time is tremendous. Clients have a very positive view as well - they love being able to log in at any time of day to get updates, post documents or leave notes for us. Cannot say enough good things about MyCase.

Nothing comes to mind at the moment......

We have been very happy with MyCase and are now on year 7 with the product. We are able to generate documents, track and collect payments, and correspond in numerous ways directly with our clients. It has greatly improved the productivity of our small firm.

The efforts to fully integrate MyCase with other platforms and the continued efforts of the MyCase staff to provide more functions at the request of its users is the thing I enjoy most about MyCase. It is definitely not a static product.

The thing liked the least is there is a bit of a learning curve on some functions.

MyCase has helped streamline the law practice that I help to manage. It's usability and features have made my life easier, and have made my management of case and client files more consistent, both front and back. Clients all receive the same level of excellent care, and I feel good knowing that by applying my workflows, I'm not missing anything. MyCase task management features are completely worth the cost of the software, even if that was all I was going to use it for. I cannot stress enough how awesome the task management is. I'm so obsessed that I literally ran out of characters above.

I am a huge fan of MyCase. Let me tell you why:

There isn't much that I hate about MyCase, if anything. 1. My MOST IMPORTANT request has always been that, once a workflow is created, we are given the opportunity to REORDER tasks within the workflow (not just subtasks). If this were provided to me, I'm pretty sure every single request I have ever made (and there are a LOT of them) would have been addressed. 2. My second request would be for the phone app (at least on iOS) to be a little more robust and similar to the web-based version. My current workaround is just logging in on my mobile browser, but it's a little cumbersome. It saves me in a pinch when I need it, but otherwise I tend to avoid using MyCase on the go.

I love being able to integrate and track my case from start to finish, generate a bill, share it with the client and have them make a payment that automatically gets posted and updates the bill. It really saves a LOT of time.

So there are TONS of features that make it easy for anyone to use the software. I really like having a lower learning curve as well. It is intuitive and straightforward to use.

So it is not as "glitzy" as some other law practice software (but not bad by any means), but I am not sure how helpful it is to be able to customize themes, colors or have huge fancy graphics.

I have made a couple suggestions to improve the software and both changes have been made. Their customer support is outstanding. The online intake form makes it easier for me to streamline the paper in my office.

The program is easy to use. Customer support is very responsive and they are always making updates to improve the product. As a solo firm this program has been a great fit and very affordable. I also enjoy being able to easily switch between accounts for firms I work with consistently.

At first I didn't like that I couldn't take time of service payments in office but that feature has now been added

Great product. Seems the focus is on other areas besides client connection when client communication and connection is the best part of the entire program.

Ease of use. App. Interface. Design. Client communication and ease of billing.

Costly, no auto responses capability in communications. So, if I'm not available or out of town and a client messages me, it could be a week before there is a response. Also, if a client messages my legal assistant, that message doesn't show up under my messages. All messages from that client to any in the firm should be able to be seen by all. by MyCase on 26/08/2019 Hi Tray, thank you for sharing how MyCase has streamlined your billing and client communication. Regarding visibility into client messages, MyCase now allows you to enable all client message notifications for any firm member that has access to that case. Learn more here: https://help.mycase.com/s/article/Messaging-Overview. Our product team has also read and is discussing your thoughts on auto-responses, we appreciate the feedback. If you have any additional questions, please do not hesitate to reach out to [email protected] Thank you for partnering with MyCase as we continue to improve on your experience.

I have had mycase since 2013. I used to lug massive tubs of files. Now I carry my iPad and make the other attorneys jealous. My back, arms, and shoulders thank me for the subscription. I have used the service since 2013 and have watched it grow to fit attorneys' needs. The current versions are wonderful.

I can access all of my case files, police reports, court reports and documents anywhere. I carry an iPad to court. The other attorneys carry a back breaking stack of files. When a Judge thought I had to be goofing around, he was shocked when I showed him Mycase and how I was doing my billing, document review, and communicating to my office while waiting for my turn in the Courtroom.

It took a long time to get the billing options right. I hated having to integrate with Quickbooks and the sync not work correctly. I finally can print past due statements with a lot more ease. Thank you for fixing it. I would love to be able to access amount due on the road from the app on my phone.

Overall, MyCase is a solid case management software! It has many bells and whistles that other programs do not have, but the user-interface could use some work.

MyCase is a wonderful all-in-one case management software that makes keeping things in one place a breeze! There are so many different functions within the program, like being able to send email and SMS confirmations to client for meetings, being able to share documents with them, and even being able to take payments directly through MyCase. We probably use the built-in Templates feature the most, it's so nice to be able to auto-generate a document in seconds.

The thing that I like the least about MyCase is how my personal calendar and our shared firm calendar don't always seem to sync well. Oftentimes things will be on mine that don't show on others, or vice-versa. by MyCase on 13/08/2019 Hi Enya, thank you for sharing your favorite features and overall positive experience with MyCase. We are always pushing to further improve our customers' experience. To help troubleshoot any issues you may be having with calendar sync, a member of our customer success team has reached out to help. If you have any additional feedback, do not hesitate to reach out to our support team at [email protected]

We had been using Time Matters and Timeslips for twenty years. The program was server based, was cumbersome and frustrating to use. We switched to Mycase case after extensive research and testing of other products. Mycase is easy to use, billing and time entry are a breeze and clients love the client portal feature. Clients have acess to their entire file if you share it with them and I can work from anywhere at anytime because I have access to my calendar, billing, and entire files all stored in the cloud. I can easily download the entire client file as well for off-line access. Highly recommended. Implementation was very easy- Mycase will transfer your existing data at no cost.

Ease of implementation and use, technical support, features

Billing can be a little cumbersome and I don't like that staff who accept payments also have the ability to delete invoices- could create issues for fraud detection. by MyCase on 13/08/2019 Thank you, Jennifer, for sharing how you came to choose MyCase to manage your practice, and how it has helped streamline your firm. For billing, if the payment is made with MyCase Payments (electronic) via eCheck or Credit Card, no one would be able to delete the invoice. Additionally, we have taken your feedback regarding non-electronic payments into account moving forward. If you have any further questions or feedback, please do not hesitate to reach out to our support line.

MyCase organizes my life and relieves stress.

The software is easy and intuitive to learn and use. It offers flexibility and functionality to allow the user to practice law in an organized fashion. Customer support is the best of any software company I have used and MyCase staff actually take your suggestions for improvement and implement them when possible.

The only cons are there is not full email integration and document production could be improved. by MyCase on 10/07/2019 Hi Richard, thank you for sharing how MyCase helps relieve stress and organize your firm. It is one of our primary goals here at MyCase to make sure we listen to and update based on customer feedback. A member of our product team has reached out to hear more about your thoughts on our document production process.

Great life style changer! Gives you a lot of time back, administratively and lawyering.

Client Communication is phenomenal in the form of email in one place for each client.

Need ACH pymt option.................... by MyCase on 27/06/2019 Hi Xavier, thank you for taking the time to review. We are happy to hear how MyCase has helped to better communicate with clients and given you back valuable time every day. We do offer ACH payment options for your clients if your firm uses MyCase Payments. Today, we only support credit card as a payment method for your MyCase subscription, since it is a recurring subscription service. If you have any further feedback, please do not hesitate to reach out to our support team!

Great! Glad we switched from server based competitor that had become a bloated, hard to use pain in the ___!

If you need to train new staff to use your system (which small law firms do as staff changes) without having a dedicated training person, then Mycase is great because it is intuitive and has a fantastic help center. They do need more videos rather than text based instructions, but the text stuff does have screen shots showing most things. And they come up with new stuff all the time, which is nice.

Some minor feature things I would do different. But I adapted to all of that.

The streamlining and organization we've been able to accomplish using MyCase has allowed us to expand our capacity for cases without expanding personnel. They are very responsive to suggestions. In the few years we have been with them, we've seen at least 2 things that we suggested become part of MyCase, and we've seen many other updates implemented that I'm sure were suggestions from others. I love that they're willing to find ways to keep improving. We appreciate this software more every year.

It is easy to use, intuitive, and a great place to keep all of our case information as well as communicate with our clients.

We don't use their billing functions yet. There are still some things we do that they don't support very well.

I enjoy using MyCase. It is a great software and they are constantly updating and adding new things. In addition, their custom service is the absolute BEST. They don't make you sit on hold, and don't take days to call back. You send an email within MyCase and someone from their team contact you right away.

I personally, enjoy the task tab. It keeps all of my tasks in one place and anyone can easily add a task to someone else. It also organizes them by importance, so you're not having to read through a list of handwritten notes to figure out what needs to be done today.

Some features are difficult to understand and not so easy to integrate into the way you were already doing things, causing you to not use the feature. Which I believe is a downfall, because being able to use one place for all of your case related needs is ideal- and of course, getting everyone within your firm to integrate their stuff to MyCase can be a challenge.

Before MyCase, my solo practitioner law practice was trying to keep organized with paper files and a stand alone billing module.

Very easy to add clients and cases. Basically, all information regarding a client is housed in one place. We have never had the software be non-accessible and I have pretty good feedback from my clients. Also, the trial for this software was no stings attached - they didn't even take my credit card information. After using this for a weekend I decided that I couldn't practice without it.

I think the "reporting" could be a little bit stronger. by MyCase on 04/04/2019 Hello Jerry, thank you for sharing your review. It is great to hear how MyCase has become a integral part of your practice and is easy for clients to use. For reporting, we suggest utilizing the new Case Insights page, which provides an easy snapshot of what is happening within your firm. If you would like to share your feedback on reporting in more detail or have any questions, please don't hesitate to reach out to our product team at [email protected]

There have been a couple of instances where I asked for a feature, and someone from MyCase contacted me to show me a prototype of the feature I was requesting. It's great to be involved in making the service better for me and for other lawyers.

MyCase is competitive in pricing. More importantly, they continue to listen to their customers and provide new features. It's like a little gift at least once a month, sometimes more often, when I see the "what's new" notification. They've even added features that I've specifically requested!

Overall I have no real complaints. It would be nice if the contacts sync to Outlook didn't frequently overwrite the file in order to update. I have to go in and add the new files to my address book each time that happens. by MyCase on 04/04/2019 Thank you for your review of MyCase. A member of our product team has reached out to talk with you more about contact syncing with Outlook. We place tremendous value in customer feedback and appreciate you taking the time to provide us with your thoughts.

I began using MyCase when it was relatively young. As a result it has been easy to master each new feature as it has been introduced. Tech support is responsive and helpful when needed. MyCase continues to add features based on input and suggestions from users and there seems to be a focus on staying current and relevant to demands of law office management.

From the beginning, it was easy to use, and as it has evolved, it remains user friendly. It eliminates the need for a paper file. One of the best features is that clients have access to their case, documents, calendar, billing and to their attorney. The messaging function eliminates voice messages and most phone calls. Clients can leave questions at any time of day or night and will have a documented answer without telephone tag. Overall case management is significantly more efficient than paper files.

The creation of Automated documents has been disappointing. The feature exists but is not as user friendly as the rest of the software. The recent integration with Dropbox is confusing as well but I suppose that may be my lack of familiarity with how it functions. by MyCase on 05/12/2018 Thank you for your review. We are always grateful for customers like you that have been with us since the beginning, and who help us continue to improve and grow. We are sorry to hear that you have been having difficulties with the recent document and Dropbox updates, and a member of our product team has reached out to hear your feedback in more detail. We look forward to many more years of partnership and continuing to improve your experience!

We love the app for our phones which helps with scheduling and capturing billable time when away from the office. Customer support is excellent and always receptive to suggestions for improving the software.

The software is easy to learn and use. Customer support is excellent.

I wish the software would integrate with outlook to make capturing time spent on emails easier. by MyCase on 14/08/2018 "Hi Ann, thank you for your review! It's great to hear that your firm enjoys being productive away from the office using our mobile app. Fortunately, we do offer an integration with Outlook. You can find out how to sync your MyCase and Outlook accounts using the link below. If you have any additional questions or would like to share your feedback in more detail, please don¿t hesitate to reach out to our customer support team. https://help.mycase.com/s/article/Outlook-Plugin-Installation-Guide"

Overall, I really like this product. The service is exceptional, the technicians really go above and beyond to fix the problem. Support will work to solve your issue, this is when other companies would tell you, well that is out of our scope. The support technicians, do their best to help you resolve these issues. That is real commitment to supporting a product. Two of my friends are using this now, and they report they are glad they changed to it.

Billing tracks well. Professional looking invoices and case tracking is very helpful. Notes, messages, etc.

Getting the developers to add features that would save time, seem to be ignored. The reports are not very robust.

It provides an easy means of secure client communication and collaboration for those clients who have a computer and know how to use it. MyCase's payment system is affordable and hassle-free (no monthly fees and no worries about CPI compliance), and encourages faster payment by clients.

Not as beefy and versatile as in-house case management software. Files are sometimes hard to find. (A Windows Explorer-style interface would be faster and easier to look through. Suggest speeding up file list display and searching by chaching the file list and associated details to user browser.) File tagging is easy to do...but not that useful in practice. The new redesign of the client portal, while great for tiny screens, is not as user-friendly as the previous design. Clients sometimes miss new messages and comments. (Please don't change my dashboard to look like that!) One little request for the iPhone version of the client software for lawyers: Please add an alert button so I know when I have a new message/document/comment waiting, without having to fire up the app to check for these things. by MyCase on 08/05/2018 Thank you for taking the time to share your experience, Will. It is great to hear that your firm is enjoying easy client communication and payments. We'll take your constructive feedback into account as we make updates moving forward. If you have any questions or would like to provide more detail about your mobile app experience, please email us at [email protected] We welcome any additional comments you may have about the app!

I am able to work at home and at locations and times convenient to clients; I can offer work-at-home opportunities to staff; storage is no longer an issue since my office is almost entirely "paperless"; I have been able to reduce the number of support staff; the return calls I have to make has been greatly reduced because there is no longer a need to locate files and contact others to ensure everything is up to date; I have an efficient means of tailoring case management based on the type of case or client

--I am able to access and update my entire case files from anywhere; --my staff can view the same information I am, when I am away from the office

--the software allows firm specific information to be input, but is limited on its usefulness; for example, I have a field for travel time as part of a time entry, but the invoice only shows the total time

It helps me stay organized and productive each day. I am able to keep track of my time and bill easily from my entries.

I like the fact that it does not give me more than I need to run my practice. I have used case management software from other companies that included a lot of things I did not need. It was confusing. I chose MyCase because it has just what I need to keep track of my cases, my time and my calendar and allow me to do my billing quickly and easily.

I would like to be able to see my time entries without having to print a bill. I often look at my time entries to confirm work was performed and I have to create an invoice to see it (even if I don't save the invoice I still have to go through the same procedure)

I love the timekeeper, the ability to start several timers at once, and the ease with which you can enter narratives for each time entry. Making invoices is super easy as well, and you can even (I just learned this) add your firm's logo to your invoices. The invoices look very professional, and are easy to edit and amend as needed. There is a "no charge" function for time entries you decide to write off for clients. You can also share invoices via the client portal if you'd like. I am just exploring some of the other features of MyCase, such as the task list, the calendar, and using MyCase to keep track of marketing and contacts.

I'd like to be able to view detailed time entries with narratives before creating an invoice. Maybe this exists? Right now, I create an invoice, print it out, decide what changes I want to make, then go back into the invoice and edit it. by MyCase on 04/04/2019 Thank you, Bridget, for your thoughtful review. We are happy to hear that you are saving time with MyCase and finding value in new features. Also, you can now run a detailed Case Time & Expense Report and view more details on your Time Entries before creating an invoice. Please do not hesitate to reach out if you have any questions or additional feedback. We look forward to our continued partnership.

The best thing about the program is having access to every file and every document at a moments notice. We are a fast paced criminal defense office and I don't have a lot of time to be constantly going to the file room to pull files every time a client calls or comes in. I can access it all right from my computer. What's especially nice is even after a file is closed a client may call and ask something about their case and within seconds I can tell them what they need to know without having to go to storage and call them back a few days later.

For our office the calendar feature is not very helpful. It doesn't function how we would like for it to so I have to post court dates to 2 different calendars but because of that it does always give us a back up for verification of court dates. by MyCase on 16/04/2018 Hi, Angela, thank you for taking the time to provide this thoughtful feedback. We're happy to hear that you are enjoying the array of functionality and ease-of-access that MyCase provides. A member of our Product Management team has reached out to discuss your experience with the calendar feature, and learn more about your needs in the calendaring feature.

P.S. I will not do this again if I have to choose buses, cars and street signs to prove I'm not a ROBOT!

My Clients ( ... and me) have 24-7 digital, global access to their case information. Wow! MYCASE streamlines billing and invoice collection saving me countless work hours. And I don't have to mail hard-copy documents since clients can download and print them. Clients love it!

Do we really have to spend 10 minutes choosing buses, cars and street signs to verify we are not robots before sending this survey? if I quit MYCASE this will be the reason. Not really, but its extremely aggravating! by MyCase on 16/04/2018 Kirk- thank you so much for taking the time to write out and submit your review, we appreciate your continued support! We apologize for the lengthy submission process and have escalated those concerns to Capterra on our reviewers' behalf.

MyCase is an extremely flexible platform that is easy to use. It is truly a tech asset with a value only limited by the imagination of the user. Thanks to its features, our firm has been able to design a field format that allows us to input case information, merge documents, calendar events, and generate invoices in a manner that is tailored to our practice.

Data backups in csv format are easily generated but can be difficult to sort through. I have always been able to contact the support team with any issues and they have been very helpful with any issues that have come up along the way.

This software has allowed me to keep in constant contact with clients as well as better organization of files and time utilized in each. In addition it has allowed me to be prompt with billing and has give our clients a vast array of ways to pay for their services as well as interact with our office.

I absolutely love that you can interact with your client daily - updating his/her file within seconds. It is convenient to have past cases, documents, invoices accessible at the touch of a key. I also think the report feature is a great feature. This site has made my job so much easier.

My only "gripes" per se would be that you cannot enter a reoccurring meeting in the calendar. Instead you have to do so individually even if every Wednesday at 9am you have the same meeting. I would love to see this feature implemented. I would also like to see the "closed cases" appointments remain on the calendar, even if they turn a different color to clarify instead of them being removed. by MyCase on 14/06/2018 Hi Mary, thank you for taking the time to review! We are pleased to share that MyCase has added the recurring events function. This new feature allows you to manage daily, weekly, monthly, and yearly calendar events without entering information for each individual date. We encourage you to keep updating the app as we continue to add new features.

No need for staff. This software does it all....... Except answer the phones and sweep the office.

The software is the fastest one on the market - no waiting for a page to come up. I have used many different ones as tests - for 2-3 months each. There are some excellent features such as workflows, secure communication with client, intuitive data collection and much more.

As I have mentioned to them in the past - the bill generated for printing is static - which means there is little control over it. You get what you get. You can download the data and create your own - but it would be better to be able to control the look of the bill from the software.

High productivity in managing Cases between multiple practitioners in our practice. Keeps all communication and content attached to a case for ease of future reference.

MyCase is intuitively simple to use yet is rich in features. The support is A.mazing. We had a couple of queries and one needed MyCase to dial in to assist with an install on a new machine, they are attentive, professional and resolved our problems. Whilst this is a US focused product it meets all of our needs in Australia. Per seat it is definitely great value for money. There are regular software updates with improvements. We have NOT experienced a "bug" in their software ... it works. It is also fast despite us being across the Pacific Ocean. We have no hesitation in recommending MyCase. by MyCase on 16/04/2018 Thank you, Mark, for your support! Happy customers like you make our jobs at MyCase worthwhile.

Ease of use and accessibility from virtually anywhere. I also like that everyone in the firm can see one another's calendars.

Billing can be a bit tricky. It's probably the least favorite part as far as invoicing goes. Also, I wish you could select multiple documents or the PDF's at once, instead of having to download them one by one. I also wish the calendar would show you new events added by other users in the firm instead of showing a notification that someone added something to your calendar and then having to search day by day for what was added. by MyCase on 16/04/2018 Thank you for your review and feedback, Leanne. It's great to hear that MyCase has enabled your firm to be more agile and efficient in your practice. I'm excited to say that we released the ability to download multiple documents at once earlier this year. A member of our Product Management team has reached out to learn more about your experience with the Calendar feature.

The email integration and improvements as to file organization are great. Clients love the user end, which allows me more communication with clients without having to actually communicate.

The accounting/billing side could still use a little work. Adding interest is a bit of a task, some automated features in that regard would be nice. Also, there needs to be some better reports for attorney productivity. Attorney bonuses are based on billables paid, and there is not a viable report for that. by MyCase on 08/05/2018 Hi Erin, thank you for taking the time to review. It is always great to hear when MyCase helps to not only improve your firm, but your customers' satisfaction. We have been researching income/attorney productivity reporting, and we would love to talk with you further about improvements you would like to see. A member of our product team has reached out to hear your feedback in more detail- we look forward to learning more about how to make your experience better!

Comparing my experiences with MyCase, Practice Panther and Fresh Books: MyCase is easy to set up, is easy for clients to use and affordable (check to see if your state bar has a discount with them and ABA's is 20%). The downside is that there are some key features that would improve the attorney and client experiences. Some features I discussed with my customer service rep that were not available: 1. The big one: no electronic signatures and no integration with an existing electronic signature tool (clients have to print, sign, scan and return documents); 2. no ability to assign one billing point of contact for a client that is then linked to every matter/case opened for the client (must do it manually every time you open a matter); 3. no ability to auto-populate the address fields for contacts associated with the same client/company (which means more data entry); 4. no ability to organize individual general client documents (i.e. intake form, representation agreement) that have been uploaded unless associated with a case/matter (ended up having to create an "Admin-Client Name" case/matter for each client to hold the three documents we have on the client); 5. clients receive a separate bill for every matter/case with no grand total; invoices are sorted by billing contact person rather than company. Setting up online billing was less convenient than Practice Panther or Fresh Books. MyCase won't let you use the online bill pay functionality during the 30-day trial until you purchase the software. Then they send you a 4-page agreement to sign electronically and return (ironic they use DocuSign but don't have an interface for us to use it with their software). Then they run a personal and business credit check and require you to send a voided check. Tons more red tape than online bill pay with LawPay through Practice Panther (which took minutes to apply and then acceptance was received the next day). So, after comparing Fresh Books, Practice Panther and MyCase, I am implementing MyCase with mild annoyances due to the inconveniences they create for setting up with them. But I've been told the experience of using them once set up is worth the headache of set up.

mostly intuitive operation, straight forward and easy to use.

Mobile app is nice with easy integration of calendar. Quick entry of new calendar events. Clients like having a portal to access case info and documents and for communicating with the office. Generating billing statements and "sharing" (sending) to clients is easy. Great to be able to accept credit cards and checks online.

Cannot enter new matters on mobile app. Would be good to be automatically begin a time entry based on the calendar events, i.e. time entry needed for court appearances or other events listed in calendar

There are several features that make MyCase vital to my law practice:

In today's fast paced and multitasking world, everything comes down to people and relationships. For almost three decades, our goal has been to engage and connect with our clients and to make their experience with our firm a positive one.