MyCase offers ROI in unexpected ways.
Updated May 28, 2021

MyCase offers ROI in unexpected ways.

Shawn Hamp, Esq. | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with MyCase

Our law firm uses MyCase as its CRM (Customer Relationship Management) program. Our firm has used it for the past five years. It manages our clients' files, contact info, billing, and communication in the firm.

MyCase is used by our entire legal team. The software has many legal management features but our firm primarily uses it to store client's documents digitally online which allows us to retrieve these documents remotely in the cloud and share the documents with clients. It facilitates communication with clients with an online calendar and secure messaging.

MyCase has time billing, invoice, and credit card processing features to also manage clients' accounts receivables.

Other features such as automatic document preparation, and intake management (CMS contact management system) are less utilized by my office.
  • Online document storage.
  • Secured Customer Portal.
  • Internal secure communication.
  • Online billing management.
  • Frequent feature updates.
  • Credit Card processing.
  • Improved API integration with other services.
  • Data backup.
  • Better document automation.
  • Improved collections.
  • Improved and efficient client communications.
  • Improved legal team collaboration.
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.

Do you think MyCase delivers good value for the price?

Yes

Are you happy with MyCase's feature set?

Yes

Did MyCase live up to sales and marketing promises?

Yes

Did implementation of MyCase go as expected?

Yes

Would you buy MyCase again?

Yes

Google Workspace (formerly G Suite), Clio, Canva, Hootsuite, Pipedrive, Dropbox
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.