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MyCase: It's 10pm, do you know where your clients are?
January 19, 2018

MyCase: It's 10pm, do you know where your clients are?

D. Mathew Blackburn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

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.
  • document version control
  • Invoicing
  • Task management
  • 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.
MyCase is best suited, and focuses primarily on, small law firms. If you have over 20 attorneys or you don't practice law it would probably not be the best fit. It would still work fantastically but there are likely better products for larger firms or different industries. I have worked at several firms that use a mix of products, one for calendaring, one for file management, one for billing, one for invoicing, etc... It was always a struggle to get the systems to work together and I always wasted a lot of time switching between programs. With MyCase 99% of what I need is right in front of me.

Using MyCase

2 - Tax Attorney and paralegal
1 - Basic internet skills. MyCase is incredible easy to setup and maintain.
  • Client management
  • Case management
  • Invoicing
It does the job and the dev team keeps adding new useful features.

MyCase Support

The support is better than most companies, not perfect.
ProsCons
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

It's highly usable.
ProsCons
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.