MyCase offers ROI in unexpected ways.
Updated May 28, 2021
MyCase offers ROI in unexpected ways.
Score 9 out of 10
Vetted Review
Verified User
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.
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.
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