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
Progress ShareFile
Score8.7 out of 10
N/A
ShareFile is a cloud-based file sharing and storage service built for business. The product was acquired by Citrix Systems in 2011, and is now offered by Progress Software.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
When we have a particularly large ad or job printing file that would "clog up" the email process, using ShareFile is very helpful. It's also useful for particular photographers we work with to upload a batch of photos all at once. Where it doesn't work as well for us is when trying to get clients to make use of a login to access folders. We find them reluctant to take on the learning curve. It works best for us when we just send them a clickable download link, and at most just require a tracking name and email address.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Workflows to get customer/affiliate responses to comments on documents.
I used to have the signature feature initially, but it was removed from the original plan, so I could only use it if I chose to select the higher plan price.
I love the upload notifications and reports on user activity.
The document storage versions are fantastic. I am the only user with Delete privileges, and I love that I can make those selections.
Integrations with Microsoft 365 - FANTASTIC - thank you.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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)
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The web console is not the most user friendly site to use to get to, and send my files.
We have had users that have not liked the change in workflow to get files from Progress ShareFile when they were used to just clicking on files on an email.
That management of the tools are not the most user friendly. There have been some improvements but keeping up with certs and setting up new users can be more work than expected.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's a highly effective and secure storage system, has robust workarounds for serving the various equipment limits of our users, meets high security requirements of HIPAA standards, significantly reduces our needs for producing paper trails.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
ShareFile is so easy to use I was able to download all of my projects files and have them set up to sync before my supervisor could even come over to explain the process to me. It is a neatly organized and intuitive software that allows even the less tech-savvy to become power users.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Easy to use, easy to integrate with Outlook. I only gave it a 9 because I have found that sometimes it does not play nicely with Outlook and can slow it down. But, when that happens (not frequent), I restart Outlook and all is well again
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Citrix was generally responsive and helpful in solving technical issues. Like any cloud based SaaS product there is a danger that it may go down. This was a rare occurrence over my three years of using the product. The more common issue we encountered was clients forgetting their login which was easily managed through a forgot password functionality.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Good documentation for the API. With a little help from RS tech staff, any competent programmer should be able to integrate RightSignature with an existing system in a week or three. That help is easy to get as well
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
ShareFile is easier and does what you need. I have moved a few organizations from SharePoint to ShareFile. Just easier. You can setup different areas for different departments, setup their permissions and it is easy enough for them to do what they want in their zones. The mobile app works great as well. So you can all the features you really use from SP, but just easier to setup and use.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
All of our clients and consulting engineers find ShareFile easy to use, thus complementing our business.
Our staff also find ShareFile intuitive, accessible, and easy to use, making it an ideal, everyday indispensable desktop tool for everyone in our company.
ShareFile can be linked to our firm's primary website as a placed for private use. We haven't found need for this yet, but might in the future.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
