8am MyCase provides web-based practice management software designed for solo and small firm legal professionals. MyCase aims to offer a secure, all-in-one legal practice management solution to alleviate the burden of high caseloads, poor client communication, and practice management operations. The product aims to help users spend less time managing their firm and more time practicing law. MyCase can be accessed from any device or computer so users can manage documents and…
$49
per month per user
NetDocuments
Score 3.3 out of 10
N/A
NetDocuments is a document management solution from the company of the same name in Lehi, Utah.
It is great for taking credit card payments, managing calendars, sharing and accepting document uploads and maintaining digital files. The app is better than nothing, however is vastly inferior to the web version. The time entries should show on the first screen whether they are marked as billable or non-billable without having to enter each specific time entry
It is ideal where security is your number one concern or where there is a need to share securely across different physical locations. Speed is less than ideal in certain usage scenarios. It is limited by the speed of the internet and it can be difficult to pull large quantities of documents when researching or answering discovery requests, although, that being said, it can be addressed by maintaining your own secure server to contain a mirror of your online documents. But then the security for a mirror falls back on the organization.
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.
Use of AI (should not be integrated into MyCase, especially with legal services that require a high-level of confidentiality which AI cannot guarantee)
Payment Reconciliation (sometimes invoices don't show up, nothing in Help Center about how to remedy)
Billing (doesn't consider that billing contacts for a case may change based on who can pay)
Delay. At times, there is a delay between saving a document into Netdocuments and actually seeing them in the appropriate workspace. Such a delay is caused by the system indexing the newly added file.
Netdocuments' servers slow down at times causing users to receive error messages. This can be quickly remedied, but can become a nuisance.
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.
The product is simple to learn and adheres to well-known web user protocols. The NetDocuments team spends a lot of time talking to customers regarding how to improve their interface, and are pretty quick about implementing good ideas. The system is reliable and repeatable, and similar functions are laid out consistently and in formats that users are used to.
NetDocuments is a performant web app. It is reliable and provides all the functionality of a sophisticated document management system. It also can serve, through its APIs, as a base system for other applications, which enhances its value. Other vendors find the company easy to work with, and it consistently seems to be the first to offer new features and technologies to its customers.
One of the things we liked most about Tabs3 when we used that system was its support. PracticePanther was step behind in support when we switched to it, but when we switched to MyCase, it actually seems to be a step ahead of Tabs3. The chat support feature has saved me hours on dealing with issues both internally with users and externally with clients trying to navigate the client portal.
I've never had to contact support, but I won't give it a ten. We've had a few hiccups along the way, but nothing that couldn't be fixed within 24 hours.
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.
Organization: I know where to go for my case details
Efficiency: I just leave a window open on one screen logged into mycase and I can instantly modify/update matter details
Billing: integrated credit card payments/invoice updating is nice. Invoicing is a lot easier than prior platforms I used given you can email the invoice out directly from the platform, and see when it has been viewed.
NetDocuments has really saved us from hiring more people. The document management system is a core technology to any law firm. Our last DMS was an in-house system. It easily required the attention of half a FTE and offered a fraction of the functionality.
NetDocuments has also been relatively easy for our employees to use. We have a high adoption rate and it allows for our employees (and third parties) to collaborate pretty well.
NetDocuments offers any number of certifications -- e.g. ISO 27001, business associate agreements for HIPAA -- certifications that are required by some clients, that we could not possibly attain with an in-house system.
