8am™ MyCase vs. Yourefolio

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

Incentivized

Yourefolio is well suited there, where we/the client can view the important documents, instructions, policies, net worth e.t.c. It also gives great service with developing the application and providing the services with the same. Where they provide many useful tools such as many important functionalities. This is a great platform.

Incentivized

• 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.

Incentivized

• 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)

Incentivized

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

Incentivized

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.

Incentivized

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.

Incentivized

We love the program.

Incentivized

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

Incentivized

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.

Incentivized

Yourefolio has an advantage that we use in our company for providing different advantages for the clients. This also provides a platform where can do legacy planning as per requirement and as per we want the folio to show things. These are all the things we selected the Yourefolio for a better experience.

Incentivized

• 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.

Incentivized