CARET Legal vs. MyCase

Well-suited to a small to midsized law firm setting. Would also recommend for management seek easy ways to keep track of a large volume of business and to track which staff are doing what. The software isn't the best suited for running a lot of complex reports--we can obtain simple information in the reports, but sometimes we find ourselves pulling certain data from Zola and working with it in other software environments instead.

Incentivized

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.

Incentivized

• Provide me with instant list of assignments.
• Easily record billable hours.
• Monitor the work of colleagues whom I supervise.

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

• The email integration feature has never consistently worked.
• I can't toggle easily between viewing all time and just my time, have to use the filters.
• Pulling reports to capture certain notes/details not perfected yet.

Incentivized

• Integrations
• Signatures
• Workflows

Incentivized

It does the job and the dev team keeps adding new useful features.

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

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

Incentivized

We love the program.

Incentivized

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

Incentivized

I didn't have the ultimate decision-making power to choose Zola. Clio was more expensive and may have offered a more robust platform, but with some options we didn't need. Westlaw was good for case management, but we would have likely still needed separate software to patch together something like Zola. Zola support isn't that great, but we rarely need it.

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

• Collections have been better overall.
• Verifying staff work has been made much easier, potentially leading to more efficiencies.
• The software itself is costly.

Incentivized

• 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.

Incentivized