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.
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Because it is cloud based, CosmoLex is well suited for a lawyer starting up a practice as there is no need for a server. It is also very easy to use from home as it doesn't require a remote session to login, but can be used from any device. It is not well suited for a practice that requires a very fast pace for accounting as it takes a bit of time for each transaction to load, frustrating the user and causing them to lose momentum. On the other hand, if time is taken to set things up, there are a few tools that make importing expenses much quicker, and time can be made up by just taking some time to set things up.
Read full review Pros 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. Read full review Bookkeeping and billing Overall practice management Responsiveness and support Read full review Cons Integrations Signatures Workflows Read full review File separation and security like ethical was to prevent opposing council in the same company from having open access to other clients. More detailed user management. Read full review Likelihood to Renew
It does the job and the dev team keeps adding new useful features.
Read full review Usability
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.
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There is far too much reliance on symbols versus words, and it is sometimes difficult to navigate to the function you need. CosmoLex offers great support, knowledge base, and training, but sometimes you just don't have an hour to spend learning how to do a basic function that you have forgotten, and you just need it to WORK. It would be great to have the option of having word labels instead of picture symbols. It would also be great to have full functionality in the smartphone app. It just is not good. Not good. Pretty much everything keeping me tied to CosmoLex is on the money management side.
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I call. They answer. They speak English and they know exactly what I need to know to answer the questions when I call them. Probably the best customer support I have experienced. Personable and friendly staff
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I think that CosmoLex actually relies so much on its stellar support infrastructure that it forgets we don't actually want to have to use it. Just make the darn thing easier to navigate and understand, and you won't need all that client-facing support. You can choose chat, email, phone, knowledge base, embedded training videos within the different pages, but darn it all, I just want it to be more intuitive instead.
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We love the program.
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None. This thing is a no brainer for a small law firm.
Read full review Alternatives Considered
Prior to using MyCase, my firm relied on
for its CRM program. I have also used
prior to that.
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
Grow as a CMS (Contact Management System) despite some intake features being added my MyCase in the past year.
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
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.
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I used CosmoLex over PC Law mostly because it was cloud-based, and I used it over
because the accounting for
required the use of both
and QuickBooks which made for very inefficient data entry. CosmoLex is slower than
when inputting entries, but I believe that in the long run, it will be better as CosmoLex is better situated to move forward with new technology.
Read full review Return on Investment Reduced the time spent on emailing for legal processes Collaborative tool for expenses and time track Streamlined calendar helps to reduce the deadlines and complete the process on time. Read full review Time is the greatest factor when it comes to managing and creating documents and client accounts. Tracking client data. Read full review ScreenShots