MyCase

MyCASE Review

Puntos a favor:

MyCase es una plataforma muy completa. Me gusta poder manejarla sin problema alguno y que los clientes puedan utilizarla.

Contras:

Lo menos que me gusta es que no se puedan mover "folders" a Mycase. Tiene que ser documento por documento.

Incredibly Useful and Critical Component of my Practice

Comentarios: The customer service is top notch. Anytime I've needed anything or had questions about the software, staff have been quick to assist.

Puntos a favor:

I started my practice with another software, but quickly realized that only MyCase had all the functions and features I needed to manage a small, one-attorney law firm. My Case allows me to spend less time on case management and document coordination and more time defending my clients.

Contras:

The billing between trust and operating accounts can be somewhat confusing, but I also recognize that I likely need more specific training on this aspect of the software.

Great tool for my start-up!

Comentarios: It has been a dream to use. My new firm is well grounded and ready to take off.

Puntos a favor:

MyCase was simple to start using. It is intuitive and once you get it's design, it works very nicely. The internal reminders and messages features help my team keep every case moving.

Contras:

MyCase could needs to be more forgiving on a mistake and allow a Note to move from the wrong case file. It also needs to allow for a capture of time for LEADS so they may be billed when they convert.

Limited functionality, but adequate for a small firm

Comentarios: One of our attorneys decided CLIO was a combination of more system and more expense than we needed and opted to go with MyCase, which we've used now for the past 4 or 5 years. It's an adequate, low cost case management system for a small firm, but definitely has limitations. Tech support tends to get overwhelmed causing extremely lengthy delays via phone or chat, and inquiries regarding what seems like should be obvious features or functionality get a default auto response of "thank you for that suggestion" and then nothing ever changes. They do seem to attempt some upgrades, but not always with much success. The integration with Outlook will sync the email with a matter, but it's a 50/50 chance on if the time entry will save too, so you constantly have to go double check. We've been told repeatedly to un-sync and re-sync the accounts but that shouldn't really be required on a daily basis. All that said, for a small firm just starting out, it has enough functionality at a decent price point to provide the necessary requirements of proper case management.

Puntos a favor:

It's simple enough for new staff to catch on rather quickly.

Contras:

A lot of this is nitpicking, but added together is enough to cause significant frustration with the software: * Requested funds don't appear within the matter or in "recent activity", only in overall firm billing and at the individual contact * No app for client side, and limited functionality on firm side * Can't convert a LEAD to a CONTACT (i.e., auto-generated LEAD via intake form that should be added to existing case has to be manually re-entered) * Admin has limited capabilities over firm users (i.e, can't add photos of staff when creating their profiles) * No option to include office admin time as a billing category * Phone numbers are displayed as a long string (i.e., 12345678901 instead of 1-234-567-8901, which is incredibly difficult to read given the miniscule size of the font they use) * When they recently added the recurring credit card charge billing option, all the notifications sent out specifically stated the client's desire to opt in would have to selected, then the system defaulted to opt in being auto selected with no ability to change the setting * Daily work summary email doesn't include the user being sent to * No ability to configure workflows with LEADS * No ability to configure workflows with an "if/then" setting for TASKS * No ability to integrate with Google Ads * No ability to integrate with Constant Contact * No ability to integrate with Ring Central * The entire interface is just a monotone gray, which I suppose is okay if you're colorblind, but otherwise makes for a blah user experience

Very Happy with MyCase!

Comentarios: We have loved it - we are able to keep exponentially better records in all aspects of our cases. From leads to case completion, there's a place in MyCase to document everything, and we absolutely love that. Being able to customize our own workspace within MyCase has been amazing as well. We can collect only the information that we need.

Puntos a favor:

The reduction in paperwork is worth its weight in gold. We can documents within the firm with absolutely no extra steps. By being able to add or remove staff from each individual case, we can ensure the security of our cases, the notes, the documents, etc.

Contras:

That you took away the email function that let us draft emails from within MyCase, and attach case documents. That was absolutely amazing. Now we have to download documents to our computer, and send it from Outlook. It was WAY more convenient when we could do it from within MyCase. Also, that ensured that the email was part of the case record with no additional effort.

MyCase is Efficient for Case Management

Comentarios: Very positive. It has helped out team integrate better case tracking and give clients a clear picture of the work performed. We have also kept better billable hours by logging times directly into MyCase and associating the time with the completed task.

Puntos a favor:

The case tracking events and timeline is extremely helpful to see the progression, time tables, and work put into a single matter.

Contras:

Generating reports can be difficult to complete. The user interface can be difficult to locate at times.

Good case management platform

Comentarios: Overall, I am happy with MyCase and am certainly not looking to change.

Puntos a favor:

User-friendly interface. Lower price than other services for the same features.

Contras:

While the core platform works well and consistently, the add-ons are hit and miss. The accounting add-on is buggy at times: it periodically refuses to sync with my bank account. It also is difficult to change accounting entries when I discover an error such as categorization. The new gmail add-on stopped working for close to a month.

MyCase for a 2 lawyer firm

Comentarios: Overall very happy. We were able to combine our billing (formerly Timeslips) and our case management (Time Matters), plus had tools for circulating documents and messaging to clients.

Puntos a favor:

Cloud based so it can be accessed from any computer or device connected to the internet. Mobile app for iPhone is very useful.

Contras:

Subscription cost for support staff to assist in calendaring and entering case and client information.

MyCase review

Comentarios: MyCase is very user friendly. in hindsight, it would be great to see/view how setup affects many different areas of the data base. how clients are listed in sorting or reports, from first/last name vs last/first name, if not ability to view setup, maybe suggestion popups of different ideas to set up clients ect,

Puntos a favor:

I like all of our clients, forms, documents in one place, easily searchable, easier for conflict checking, reports are great. MyCase is always improving and updating.

Contras:

I don't like that reports do not have a total count of the case, I would like search options of how cases are listed in the client, currently there are not options and they are listed in abc order,

MyCase is a Necessity

Comentarios: Overall, I think MyCase has the best services and platform. The live customer support is critical. I don't want to email someone about a problem. I don't want to wait hours or days for a response. When I have a problem, I want to pick up the phone and speak with someone and solve the problem. The live technical/customer support is worth it's weight in gold.

Puntos a favor:

TEcnical Support. It is invaluable to have a live, English speaking person who will instruct me on how to resolve an issue when one arises. The day MyCase stops this feature is the day I start shopping for a different provider. When I can't figure a solution out related to MyCase, they are always responsive and proficient. They answer your questions immediately and are the biggest selling point for your company.

Contras:

LawPay being the only merchant service provider integrated with MyCase. They are charging too much and I have thought about canceling MyCase because I can not use the merchant services provider I want because they don't integrate with MyCase.

Every Paralegal Needs this Program

Comentarios: Love mycase. It is the easiest part of my job.

Puntos a favor:

This helps me stay on top of my case load. Everything is one place and it is user friendly.

Contras:

Some of the features like document automation seem great but the time it takes to implement is just not available to me.

Mediocre practice management. Good enough, though.

Comentarios: It's OK. Not bad enough to undertake the daunting task of migrating to something different, but not good enough to necessarily recommend.

Puntos a favor:

I like that it is OS neutral. I like the billing.

Contras:

It's not really that great for anything I do, and it's pretty restrictive on how you can set things up. For instance, there's no field in the user category to put my bar number, which is something that goes into pretty much any pleading that I draft. (1) Why isn't that field available, and (2) why can't I create custom fields? They always seem to be adding "features" that I rarely find any use for, but they won't fix bugs in their system. For four years, now, I can't clear an e-check that a client bounced. It shows up in the "rejected payment in last 30 days" field. They can't be bothered to fix that bug. Ever since COVID customer service has gone way down.

Best in business

Comentarios: I have been staggered by the ease of use, particularly over time, and the connectivity for our clients. It's simply outstanding.

Puntos a favor:

Everything about MyCase has either impressed me, or been improved, in the last two years. Just insanely responsive and appropriate to our medium-sized firm's needs. We'll never switch.

Contras:

The cost is not inconsequential, but it works in our budget.

My loyal assistant

Comentarios: I have used MyCase for years, leaving it only for a time when I went to a firm that used a different product for time tracking. As soon as I could, I returned because I have found MyCase the most intuitive and rich program.

Puntos a favor:

MyCase makes billing, invoicing, and trust accounting easy to manage on a daily basis. It saves me hours.

Contras:

Some of the editing functions are not intuitive to me and I find that I must call customer service. I have never found the website support at all useful, but really appreciate how responsive customer service is for day-to-day questions.

The integration with Docketwise only works on way - From MyCase to Docketwise. The other way around won't work at all.

Comentarios: I have been using Docketwise for a while. I never used MyCase. The sales representative told me that the integration from Docketwise to MyCase would be super simple. However, it is not true. The integration cannot be done automatically, and it cannot be done by exporting/importing contacts and matters, because Docketwise exports names as "Full names" and MyCase wants to import it as "First Name" and "Last name". So you have to do everything manually. This is a LOT of work. Also, the invoices and payments plans are a little hard to deal with. I mean.. I am putting all the billing info in MyCase, including past and closed cases. But sometimes the client paid a late fee or something and it is super hard to add this info, because the payments must match the flat fee rate.
Also, it would be way better if they could just add the immigration forms and case status updates to MyCasem, instead of making us use two separate softwares.

Puntos a favor:

I liked the invoice settings, especially the payment plans. I was using only Docketwise and its invoice setting are terrible. So I signed up for MyCase to use this feature.

Contras:

The integration (especially with Docketwise) and the support.

An essential tool for law office and case management

Comentarios: Outstanding. My working day is spent using MyCase all day long.

Puntos a favor:

MyCase is easy to use for the most part. For the basics in case management, it is intuitive. It is easy to learn additional functions. If you are not sure about a function or that it even exists, getting technical support is easy and usually immediately responsive and helpful. Making comments on a calendared event is an excellent and useful function. The ability to make personalized notes on an invoice is very helpful. When creating an invoice, crediting funds held in escrow is easy. Tracking possible clients in leads and making preliminary notes is a great feature that is complimented with the global search function. The ability to remind, me, my staff and event clients is terrific.

Contras:

The mobile app could have more of the functions as the desk top version. Resetting a matter and tracking the history of events of a particular case could be improved. Verifying any type of payment for a client or matter is difficult to find. A function of invoicing could be improved in regard to selecting items to be billed and reserving others; example: if I want to invoice for expenses but not fees at a given time creating an invoice is difficult.

Wow!! How easy is this.

Comentarios: Overall, after finally convincing myself to take advantage of the full capabilities of MyCase I can't live without it.

Puntos a favor:

The ability to track everything just as I would if using a paper file, and calendar is great.

Contras:

I find it a bit of a nuisances that I cannot past into the search bar. If I copy a name or case number, I have to type a character in the search bar then highlight it and paste my search. I would rather just paste my info and go.

MyCase Has Its Ups and Downs

Puntos a favor:

I absolutely love the calendar and the ease of use for CERTAIN portions of MyCase. The timer is a great addition in order to track your hours. Uploading documents is also easy to navigate.

Contras:

MyCase is not user friendly. There are certain procedures we try to implement through MyCase that are nearly impossible to do. When we contact a rep for MyCase, they are usually not able to assist us either. We wanted to be able to update the steps of a specific case as we go, to where if someone drops off working on the case, someone can just go into MyCase and see where they left off. But creating that flowchart, with warnings and whatever else, is basically not possible with MyCase. We wanted to have main levels of work flow with sublevels underneath each main level (steps and substeps), and we have not been able to create that. We also dislike that you cannot add multiple people to a Lead, nor can you use the same e-mail for a married couple to electronically send them docs for signature.

The ease of MyCase.

Comentarios: Wonderful. It is my first experience with a law firm. This program, makes me look like I've been doing it a lot longer.

Puntos a favor:

The program makes my job so easy. I can not forget to do tasks, because it is all right there. It helps create an active case log and we can make sure that we are staying on top of everything.

Contras:

The billing is the only feature that I am not nuts about. However, I believe it is the operator that is lacking.

Easy Billing and Time Tracking

Comentarios: I like it and it makes my life so much easier!

Puntos a favor:

MyCase is easy to access and always accessible. It it easy to find the prompts in the system to enter new information and it is really easy to track down information on each of the cases like time billed, what the expenses are. I like that it is flexible in when you do something, it is easy to see how it connects to other data screens in the system.

Contras:

There are three main things that I dislike: 1. I wish that when you start typing a party in the search box and they have several matters that cascade down for you to pick from, I wish you could hover over the different options and the entire case title would pop up. I often have to refer to a hard copy cheat sheet because I'm not always sure which matter I am selecting, so I am forced to have to reference a log that has our matter number referenced at the beginning of the case. 2. In reports, I wish you could run a report for true past due balances (that consisted of jobs that had balance forwards only). Right now, our invoices are set up as "Due Upon Receipt". But they are immediately categorized a past due in all the reports. If I pull an aging report after I batch out the invoices, it includes ALL of my invoices because of our payment terms. I can't, or I haven't figured out yet, how to pull a report that just reflects my jobs with 'balance forwards' which are the real past dues. I wish there were more options and simplicity overall in customizing reports with that data we are entering. 3. When entering time, I wish you could default the type of activity. 99% of the time, I am entering 'Services'. I have that I have to type S or scroll down to get to it on every entry. That's annoying.

Going on 10 years, still happy!

Comentarios: Overall I'm very happy, I've been with them since 2015 and I still find their pricing reasonable.

Puntos a favor:

It's easy to use, new hires, interns can easily learn and adapt to the program. Also it's not over down with too many bells and whistles, it does what it needs to.

Contras:

Sometimes they seem a bit slower than other programs to add new options or integrations.

Wish i thought of it.

Comentarios: Great. I could not practice law without it.

Puntos a favor:

Doc storage and client's can access files they need to read or sign without calling the office.

Contras:

The app freezes every time the message or keyboard is used. Aweful flaw. They know its busted and need to fix it. I have almost left because of it. It has cost me hours in lost time.

MyCase review Kansas

Comentarios: Very pleased, good customer service and functional product.

Puntos a favor:

All of the functions and ability to tailor to my needs. Customer service, ability to make suggestions for improvements/changes.

Contras:

Changes to email system that are coming, not being able to scan directly into the system to maintain documents in a faster time frame.

Evaluation of MyCase

Comentarios: It has been very positive and convenient.

Puntos a favor:

I had never used it before and it was easy to figure out.

Contras:

I really don't have any complaints about using this product.

Overall good product

Comentarios: Good. I miss the integration of Outlook so that both my calendars can update simultaneously.

Puntos a favor:

The calendar, notes, and dashboard features.

Contras:

I wish that the documents opened up in a new browser window.