Great for small firms
January 27, 2023
Great for small firms
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with MyCase
Our partners use MyCase to help prospective planned givers arrange their estates towards a charitable gift or bequest. Most of these partners are estate planners or attorneys, and MyCase is a quick and easy tool to help clients work through various legacy giving options that best suit their needs and desires.
- Great customer support
- Good UX - easy, even for non-tech folks to learn
- Keeps attorneys/planners up to date on latest & greatest
- Automation not always the best
- Pricing
- A little glitchy with multiple files open
- Calendaring/conflict resolution
- ease of use
- user experience
- regular updates & fixes
- Saves time that it might take to train on a larger enterprise system
- Overall it has been too soon to measure other ROI
Do you think MyCase delivers good value for the price?
Not sure
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