Likelihood to Recommend
My case is well suited for collaboration with clients and remote access to online documents. It allows for secure online communication with clients in a secure online portal. These features allow for increased and efficient communication with clients about the status of their case. It saves time by avoiding unnecessary client phone calls and meetings. It allows attorneys and staff to remotely access documents without being tied down by a local server at an office using this cloud SAS program.Its automatic document preparation program lacks some features and has limited support for Apple software. The API for MyCase is limited to a few software integrations. Importing contact information from other programs is limited, and backing up online documents is currently restricted to a new Dropbox integration. MyCase has good timekeeping, billing, invoice, and credit card processing features that improve collecting account receivables. These features in and of themselves can justify the cost of the program.
- Trust accounting. This is an area of great concern as little mistakes can lead to serious consequences.
- Client management. By posting all client documents we have significantly reduced postage and rather than getting a phone call, the clients can see what is happening in their case.
- Scheduling. This is a great way to keep on top of calendars and a better way to avoid missing deadlines.
Likelihood to Renew
Based on 1 answer
Based on 2 answers
It is so easy to use. We've had multiple people join our team and they don't have any issues using it right away. It's also easy to use new features as they're developed. I think everyone should have and use a simple case management platform, and MyCase is my usual recommendation.
Based on 2 answers
Years ago, they were very supportive. They tend to address issues, but they aren't very communicative when dealing with feedback. They just add new features suddenly. There aren't many issues with our platform, so we don't have many questions now, but years ago, we did have some issues that needed to be addressed and then they were much more responsive.
Prior to using MyCase, my firm relied on AbacusLaw for its CRM program. I have also used Amicus Attorney prior to that. AbacusLaw and Amicus Attorney were local area network programs using an onsite computer server. I started using MyCase so that I would have an entire cloud-based legal CRM program. At the time its best competitive feature was that the program was entirely cloud-based and that online retrieval of documents and client contact information was easily retrievable. The best contribution of these features is not just improving team collaboration, but improving efficient communication with clients by allowing them online access to their case file and secure communication with the client portal. Our Intake staff uses Clio Grow as a CMS (Contact Management System) despite some intake features being added my MyCase in the past year. Clio Grow has a Kanban board interface to manage incoming leads and improve intake team collaboration. MyCase's intake feature is new and less robust and intuitive to use compared to Clio Grow (formerly Lexicata).From the beginning, G Suite has always been an integral tool for email and calendar management. MyCase offers email and calendar support but G Suite is easiest to use on multiple platforms and hardware devices compared to MyCase.
Return on Investment
- Reduction trust accounting errors.
- Reduction in cost of invoicing.
- Increased client satisfaction by allowing the client 24-7 access to their case files.
- Credit card processing fees are much lower than previously experienced.
Premium Consulting/Integration Services—
Entry-level set up fee?
MyCase Editions & Modules
- per month/billed monthly