8am™ MyCase vs. Tipalti

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

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I would tell them that it manually syncs to ERPS. Additionally I would include the fact that you can pay multiple entities in one pay run allowing to be very efficient. I would also include that they can add rules to bill approvals or set up auto payments for certain vendors. Lastly, there are many reports you can run providing you will very informational data in seconds.

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• 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.

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• Tipalti has a very user friendly interface, clearly laid out and easy to navigate
• The audit trail feature is hugely helpful to track an invoice's progress through the system
• Being able to schedule invoices to be paid exactly on their due date ensures we pay on time but not earlier than necessary
• We were able to put in strong controls around changes to vendor data

• 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)

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• The report that provides the "Not payable" vendors does not work well for us, particularly because the sync to our ERP goes both ways, which means all of the employees also sync over to Tipalti and remain as Not Payable. So the list is very long, and I don't find a good use for it.

I don't personally handle whether or not we renew our subscriptions to platforms but it's very integral to our work so I doubt we'd get rid of it

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Solid system performance. Suits our needs and solution provider very inclined to accept feedback and involve users in developing the solution to serve both the provider and the ultimate user. Tipalti has streamlined our process that was previously very manual and prone to error. Now there is transparency of information and role.

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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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Two-time Tipalti selector, implementor, and user. The payment features in the app saves many steps in the payment process. No longer do you have to set-up or upload payment information to your bank and then go back to your accounting system and mark items as paid. Tipalti does all of this with a click of a mouse. The payment feature is the stand out feature. Many vendors can process your invoices. Look at how at the payment process of others.....you will see.

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Tipalti has always been responsive to our questions and concerns.

No issues here. Generally has been pretty fast.

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.

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Since I also work in customer support, I often have to contact Tipalti's team with questions from our users. Tipalti's support team has always been exceptionally helpful and it was a pleasure to communicate with them. I have always received prompt responses to any inquiries and they are excellent at solving our customers' issues within a short time

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We love the program.

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Tipalti provides great How to online guide

None. This thing is a no brainer for a small law firm.

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The salesperson involved was involved in implementation which I found very helpful.

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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.

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From initial implementation through to user experience, Tipalti has been able to exceed our expectations in terms of its functionality and useability. We have found with other systems implemented in the past they did not match our expectations which resulted in us terminating these services.

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I did not make the decision to purchase this product.

We were given the option of only one integration.

• 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.

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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

• Vendor onboarding has taken the responsibility from one person to the Vendor directly. This provides the vendor with the ability to enter their own banking information for payments and upload their Federal W9 form.
• Vendors can upload their own invoices to the system, taking the possibility that our AP team did not receive an emailed or mailed invoice to upload. This also increases payment efficiency as the vendor's invoice is processed in a more timely manner.
• AP can review invoices for accuracy and concentrate on how to code an invoice, rather than be a paper pusher or a data entry clerk. AP doesn't spend time searching for invoices that might be a duplicate, the system will communicate this on the software review process and if AP has uploaded by email the same invoice multiple times, an email will be sent to AP to indicate that the invoice was not uploaded due to duplication.

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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