MyCase: It's 10pm, do you know where your clients are?
Overall Satisfaction with MyCase
The entire organization uses MyCase. We use the software to track billable time, maintain documentation, and to communicate with clients. This helps us fulfill our ethical obligation to accurately track billable hours. It also helps to maintain version control on documents, both internal and external. It also maintains communication strings in easily searchable and referable strings that is more clear and secure than email.
We also use the software for task management and task delegation.
We also use the software for task management and task delegation.
Pros
- document version control
- Invoicing
- Task management
Cons
- Calendaring
- Decreased switching costs
- Increased efficiency
- Streamlined client interactions
I prefer MyCase over the alternative practice management services out there simply because it's easy to use and straightforward. The user interface is clean and intuitive. Practice Panther comes close in that regard but still feels clunky and out dated. It makes me feel like I'm using Windows 3.1. Clio doesn't actually do anything, it just runs APIs to all the other programs you use. Abacus is prohibitively expensive until you ave 25 associates slaving away beneath you.
Using MyCase
2 - Tax Attorney and paralegal
1 - Basic internet skills. MyCase is incredible easy to setup and maintain.
- Client management
- Case management
- Invoicing
MyCase Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
Yes - Yes
When you submit a request for a new feature they actually listen and implement when able. It's a long process time to add features to a robust cloud service, but I frequently see features added that I previously requested. I'm sure other people are asking for these things as well, but it's nice to now they actually listen.
Using MyCase
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Adding cases / contacts
- Invoicing
- Setting up workflows
- Setting up merge templates
Yes - It's not terrible, needs work but it's way better than the last version. I'm ok with incremental improvement.
Comments
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