Item: 8am™ MyCase
Rating: 8
Author: Verified User

Overall Satisfaction with MyCase

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

Great customer support
Good UX - easy, even for non-tech folks to learn
Keeps attorneys/planners up to date on latest & greatest

Cons

Automation not always the best
Pricing
A little glitchy with multiple files open
Calendaring/conflict resolution

Most Important Features

ease of use
user experience
regular updates & fixes

Return on Investment

Saves time that it might take to train on a larger enterprise system
Overall it has been too soon to measure other ROI

Key Insights

Do you think 8am™ MyCase delivers good value for the price?

Not sure

Are you happy with 8am™ MyCase's feature set?

Yes

Did 8am™ MyCase live up to sales and marketing promises?

Yes

Did implementation of 8am™ MyCase go as expected?

Yes

Would you buy 8am™ MyCase again?

Yes

Likelihood to Recommend

I'm not sure this would be a good option for a very large firm or one in which enterprise-level support is needed. If that was the case I would probably go with something that had more potential for customization and true integration across workflows. I do think this is a good option for a small shop that is looking for an easy entry point into this type of system.

Comments

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Great for small firms