Great for small firms
January 27, 2023

Great for small firms

Anonymous | TrustRadius Reviewer
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?


Did MyCase live up to sales and marketing promises?


Did implementation of MyCase go as expected?


Would you buy MyCase again?


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.