MyCase Software


 

A recent winner of the Silver Stevie Award for Best Customer Service, MyCase is a unique and intuitive web-based system created expressly for lawyers. Designed originally to help facilitate better communication between attorneys and their clients, MyCase has evolved to include the tools necessary to manage the myriad of day-to-day tasks at busy law practices. It’s a great fit for solo to small sized law firms looking for a consolidated solution to their client communication, accounting, and scheduling needs.

Since MyCase is compatible on Macs, PCs, or iPads, and with available apps in the Android and Apple stores, users can conveniently work from anywhere with an Internet connection. It offers robust applications like time tracking, accounting, case management, contact management, and docketing.

Users can easily manage and sync their calendars to better stay on top of collaboration with clients and coworkers. MyCase allows electronic bill pay and notifications directly through mobile or desktop interfaces, eliminating costly processing fees and the inherent risk in sending sensitive information via insecure email.

MyCase software offers many unique and advantageous features, but one of our favorites is its one-click QuickBooks integration. This process syncs the company’s data into QuickBooks immediately, eliminating human error and ensuring consistency across the board. MyCase also provides on-demand training webinars and customer support to ensure that its users get the most out of the software. MyCase was also acquired by AppFolio in 2010, one of the leading cloud-based workflow management softwares available.

 

MyCase - Time & Billing Dashboard
 
  • MyCase - Time & Billing Dashboard
    Time & Billing Dashboard
  • MyCase - Case Listing
    Case Listing
  • MyCase - Time & Expense Summary
    Time & Expense Summary
  • MyCase - Calendar Event View
    Calendar Event View
  • MyCase - Calendar View
    Calendar View
  • MyCase - Attorney Dashboard
    Attorney Dashboard
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

42 Reviews of MyCase

 

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Software Advice Reviews (9)
More Reviews (33)

Showing 1-9 of 9

Doug from Walker & Jennings PA
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

solo practice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Glad I picked this program !

Pros

Easy to use and love the quick payments. The client contact is great, bills look professional. Very easy to use from remote locations.

Cons

Outlook add in gave me fits at first , but all is well. I think Office 365 was the issue. Nothing else negative, now that I have it down.

 
 

Dennis from law office Dennis P. Biancanello p.c.
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Organization at last, my way, my speed

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I haven't had the chance to use the payment module yet which is mildly frustrating but i'm looking forward to same. The company also offers related website services in support/conjunction which I am considering but am unable to advise otherwise on.

Pros

Setup is structured but allows you to add your own categories and fields in addition to tasks, notes, documents etc letting you put what you feel is important up front. Unlimited storage in the cloud to allow for document association as well as a editing program and the ability of clients to check status on their cases to the extent you want such are all attractive features.

Cons

The open architecture approach is welcomed but I would like to be able to organize more case type specific concepts more easily than what I can. The editing program only works apparently if the system you are on has MS word as otherwise the system will advise you to purchase same. The mobile application I believe it being upgraded but you cannot see tasks on it for the moment.

 
 

Jeffrey from Law Offices of Jeffrey S Harris
Specialty: Bankruptcy
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Overall, good software with most of the features I need

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

mostly intuitive operation, straight forward and easy to use.

Pros

Mobile app is nice with easy integration of calendar. Quick entry of new calendar events. Clients like having a portal to access case info and documents and for communicating with the office. Generating billing statements and "sharing" (sending) to clients is easy. Great to be able to accept credit cards and checks online.

Cons

Cannot enter new matters on mobile app. Would be good to be automatically begin a time entry based on the calendar events, i.e. time entry needed for court appearances or other events listed in calendar

 
 

Peter Paul from Law Offices of Peter Paul Mendel
Specialty: Corporate
Number of employees: 1 employee Employees number: 1 employee

March 2017

March 2017

Lagging Behind

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The program is easy and intuitive yet lacks too many simple things, such as being able to set a reoccurring calendar event or a reoccurring task. There is no notification for a time entry not being made nor for making a time entry after completing a task.

Pros

Ease and simplicity.

Cons

Lack of features reoccurring calendar and tasks, lack of e-mail, lack of integration of contacts, calendar and other items into MyCase from other programs. Version on iPhone not the same as the online version and very limited, missing items available on the online version.

 
 

Laura from The Law Offices of Daniel Q. Herbert & Associates
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

MyCase good for smaller firms

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

MyCase provides a solid approach to case management and simple invoices.

Pros

Easy to use
Customer Service is outstanding
Storage of information is great

Cons

Not many reports
Limited privileges for user roles

 
 

Mike from The Law Firm of Mike Daniels, PLLC
Specialty: Criminal

September 2016

September 2016

Great program, have recommended to others

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

Ease of use and ease with which it fits into the day-to-day process of my law firm.

Likes Least

Mobile app needs upgrading and more utility, but is excellent for the most needed purposes.

Recommendations

Just try it. You need to use it to really decide. I waited as if the answer would come to me in the form of a pillar of fire or a burning bush. Just get off your hands and get using this product.

 
 

Andrea from Ribando Law Firm
Specialty: Personal Injury

September 2016

September 2016

Almost everything I need

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

The price is right for a solo practitioner. Easy access by internet to contacts, cases, documents, and invoices. Also, clients can pay through my case. I like that I Can call and they will walk me through the process I am trying to use.

Likes Least

Creating documents has been difficult, so I just use Microsoft word and then download them to the case the document is associated with.

Recommendations

DO the one month free but make sure you are ready to really use it.

 
 

Colleen from Strategic Counsel Law Group, L.C.
Specialty: Estate Planning

September 2016

September 2016

User friendly practice management software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

Ease of use. The Company innovates and keeps trying to make it better. The fact that it does calendar, billing, trust accounting and links to my website makes it an all around useful product.

Likes Least

Clients who log in can not sort through entries. I find this inconvenient for clients.

Recommendations

Easy calendar management, billing and trust accounting are easy to use and clients can log in and view their case.

 
 

Thomas from Thomas C. Orr Law Offices,
Specialty: Family

January 2015

January 2015

Best virtual assistant in the world.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

This has been an amazing program for my office. It simplifies billing and trust accounting. The customer service is outstanding.

Likes Least

There's not much I dislike about the product or vendor. They have always been impressive.

Recommendations

Ask how much you spend on bookkeeping services and billing. You will be pleasantly surprised at what you find out.

 
 
 
Showing 1-20 of 33

Seldon from Law Office of S.E. Nason
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

I live everything except the lack of ability to run a client's credit card directly.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The sense of peace of mind knowing all my files and billing are organized and accessible.

Pros

Mycase has set their program up for excellent organizational use. It is easy to go through and understand things from the start.

Cons

I found out unexpectedly during a client meeting that I could not run the clients credit card directly...i had to send the client an email requuesting payment. The client balked and walked. My fault for not researching the system totally but nonetheless very disappointing. I use Lawpay now for most initial transactions.

Source: Capterra
 

Mary from kwd
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Good for bookkeeping matters, No flexibility in creating case lists or accounts receivables

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It is great with record keeping, easy to use, customer service is helpful but because the program is fixed (I can't run reports using only a few specific categories) customer service spends most of its time apologizing to me for the lack of ingenuity on the part of the creators.

Cons

When I run a case/client report I am unable to select specific categories to report. It will run a case list alphabetically by the last name, but for accounts receivable, it runs alphabetically by the first name. First name. After I run a case list report I have to export the file and then go through manually and delete the columns I don't want in the report. Time consuming and frustrating.

Source: Capterra
 

Theresa from Fritz Law Offices
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

It has been a good billing software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

BILLING

Pros

Has case management and billing, it is easy to use. Works well. Good customer support. They generally get back to you within 24 hours. Billing can be used on computer or on your iphone to enter time, which makes it easy for on the go entering.

Cons

The trust fund aspect of billing needs improvement, otherwise the program has been meeting our needs.

Source: Capterra
 

William from Fritz Law Offices
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

An intuitively easy to use program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Fast and well designed look and feel

Pros

Look and feel is excellent and summarization screens are simple and effective for quick information. The ability of retaining one's own organization is also key. The program is simple but carries a surprisinly high degree of flexibility.

Cons

Trust repelensihment billing really needs to be added to invoicing. Case listing can be a bit cumbersome at times, but alternatives in searching and bringing up cases compensates for this.

Source: Capterra
 

Lisa from Schenk Podolsky

April 2017

April 2017

Great Software Program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our law firm has been using MyCase for several years now. The program is easy to use. Certain features can be customized for individual use which has been helpful for our office. Customer support has been awesome! I have contacted them on several occasions both by email and telephone. Any questions and/or technical issues have always been resolved. Support is knowledgeable and polite. They take the time to explain. I also like how MyCase keeps you updated if they are experiencing problems. Notification emails are sent. Alerts are also sent and customers informed when new program features and updates are added. MyCase is also open to customer suggestions as to how they can improve and work on certain features. I would recommend this program! Keep up the good work!

Source: Capterra
 

Mindi from Wells Law

April 2017

April 2017

Missing Some Key Features & Not the Most Convenient Set up

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Comparing my experiences with MyCase, Practice Panther and Fresh Books: MyCase is easy to set up, is easy for clients to use and affordable (check to see if your state bar has a discount with them and ABA's is 20%). The downside is that there are some key features that would improve the attorney and client experiences. Some features I discussed with my customer service rep that were not available: 1. The big one: no electronic signatures and no integration with an existing electronic signature tool (clients have to print, sign, scan and return documents); 2. no ability to assign one billing point of contact for a client that is then linked to every matter/case opened for the client (must do it manually every time you open a matter); 3. no ability to auto-populate the address fields for contacts associated with the same client/company (which means more data entry); 4. no ability to organize individual general client documents (i.e. intake form, representation agreement) that have been uploaded unless associated with a case/matter (ended up having to create an "Admin-Client Name" case/matter for each client to hold the three documents we have on the client); 5.
clients receive a separate bill for every matter/case with no grand total; invoices are sorted by billing contact person rather than company. Setting up online billing was less convenient than Practice Panther or Fresh Books. MyCase won't let you use the online bill pay functionality during the 30-day trial until you purchase the software. Then they send you a 4-page agreement to sign electronically and return (ironic they use DocuSign but don't have an interface for us to use it with their software). Then they run a personal and business credit check and require you to send a voided check. Tons more red tape than online bill pay with LawPay through Practice Panther (which took minutes to apply and then acceptance was received the next day). So, after comparing Fresh Books, Practice Panther and MyCase, I am implementing MyCase with mild annoyances due to the inconveniences they create for setting up with them. But I've been told the experience of using them once set up is worth the headache of set up.

Source: Capterra
 

Vicky from Brian Wright & Associates P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

MyCase is good for the small or solo lawfirm

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have tried many legal organization and calendar programs. MyCase is very easy to use and basic. Our Firm primarily uses the calendar to keep the consults, deadlines, court schedules for each attorney. The tasks are useful for myself, and I can set up due dates and keep track of what I have to do. I also put payment plan dates in there to remind me to call a client if they have not made payment. We also use the billing feature to make our invoices look better. The way mycase keeps track of incoming money isn't the best or most accurate. For example when we bill out expenses, it still shows as income. Also, when you deposit something into the Trust account in mycase, and use those funds to pay an invoice, there are some quirks. We do not use the "trust account" feature to keep track of the real IOLTA account at all. Everything is very easy to use and someone who isnt tech savvy can catch on easily as well. During the use of it, we found that the name of the event you are putting in you have to list a clients first, last name and it needs to be spelled correctly, or you can not search for it in the search bar. Even if you link a calendar event to a case, it wont show up in the search bar. We do not use the message feature or document feature, we also do not allow our clients access to their online case. We just use the program for our internal use only. Overall I would recommend this to most law firms. Our Firm has grown from 1 attorney and 2 support staff to 4 attorneys and 5 support staff. So the monthly price of the program is starting to not be affordable for a calendar program.

Source: Capterra
 

Suzanne from Meehle & Jay P.A.
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Possibly the best option for solos and small firms

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We need practice management software, but we don't need the expense and hassle of maintaining a server or desktop apps. We were with another provider for years, but we were getting frustrated with the way their system worked. So we tried MyCase and have never looked back. It's about the best that you can get for the price point.

It is full-featured, boasting document merging and easy, precise trust accounting capabilities. It even plays nicely with Quickbooks accounting software. Contact and case management are intuitive. When you open a matter, you see EVERYTHING in one place, including the trust balances for clients, invoices, documents, notes, calendar - everything.

Reporting is weak. The way it imports calendars is simplistic and doesn't allow customization. The way it imports emails (requiring you to review messages one-by-one instead of being able to weed out spam in bulk) is abysmal.

Pros

Ease of use, clarity, intuitiveness, client portal

Cons

Reporting capabilities, email integration, calendar integration

Advice to Others

Use the client portal! Our clients love it!

Source: Capterra
 

Rafee'a from The Law Office of R.S. Majeed
Number of employees: 1 employee Employees number: 1 employee

November 2016

November 2016

Awesome Practice Management Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

When I first started my law practice, I was somehow directed to MyCase. I loved the fact that it allowed a 30-day free trial to get me acclimated to the service and it's features. Almost a full year of practice and I haven't looked back. I love the fact that it's interactive with Outlook and you can't beat the price. It's well worth what I pay for it. I am constantly recommending the software to my colleagues who may be just starting out (like I was) or are just looking for a different PM software. Great find for my practice!!!

Pros

The ease of use and the price

Cons

There are some specific features that I find would be helpful to my practice, but otherwise I enjoy the software.

Advice to Others

Nothing! Keep seeking feedback and improving the software.

Source: Capterra
 

Cheryl from Freelance Paralegal
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Law Firm Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have used MyCase for about a year with a Law Firm I do some freelance work for. It is simple enough to use, but I have used others that I like better. The billing portion of the software works much better than the other 2 programs i have used in the recent past. Also I like that clients can upload documents to me through MyCase

Pros

fairly user-friendly. Billing software works better than most other case management software I have used in the last 5 years. Clients can also access it and upload documents needed for their cases.

Cons

I think the software needs to be updated to compete a little better with Clio or RocketMatter. Calendar is glitchy and there needs to be an easier way to get to specific matters

Advice to Others

Use all of its functions.

Source: Capterra
 

Denny from Windy City Trial Group, Inc.

February 2016

February 2016

Unlimited storage, access to archives even if you quit using the software, client access to files.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Pros: Generally intuitive to get the basics setup and constantly improving features by user suggestions. Fast, easy invoice generation and tracking.

Cons: Can be a bit cumbersome to setup and take full advantage of all features when you are just a solo.

Source: Capterra
 


November 2015

November 2015

Definite Work in Progress

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

I see potential in this product, however as the owner of a small practice I would not recommend purchasing. My staff constantly complains to me about the restrictions, and difficulties in integration

Pros

The customizable 'workflow' feature is nice, it is helpful to be able to make a firm specific checklist to assign to each case.

Cons

BILLING BILLING BILLING!
I can rollover outstanding client balances from one month to the next, BUT if I do it COMPLETELY destroys my Quickbooks sync for that client.
There is basically NO way to write off a bad debt.
When I (or my staff) call the help line the wait is tremendous and little is accomplished.

Source: GetApp
 

Michael from Blue systems international

August 2015

August 2015

Excellent software for Private Investigator's

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Excellent software for Private Investigator's, the staff and system is very professional. No software system is perfect, however my case continues to update the software and platform.

Source: Capterra
 

AJ from Richman Law Firm

August 2015

August 2015

BEST PROGRAM + BEST CUSTOMER SUPPORT = VERY HAPPY CLIENTS.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Let's be honest. Client satisfaction matters. A lot. So, why not have the very best software in your office, and allow them to have it to? Well, MyCase is for you AND your clients.

MyCase is simply the best practice management software a law firm can use. I found it incredibly easy to use. I tried all of MyCase's competitors (C***, R***********, B*******, etc). But, when I asked my clients what they liked, each answer was "MyCase." Every single one said MyCase was the easiest way to view their file, look at upcoming court dates, and interact with the attorneys.

Thank you to the MyCase team for turning my law firm into a state of the art machine, and allowing my clients to have the very best software in such important times.

Source: Capterra
 

H from Devay & Coleman

August 2015

August 2015

Horrible Trust Accounting

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We have had some issues with both MyCase's Trust Accounting. When we do our billing, most billing programs will show you the trust account balance along with the date, what type of withdrawal from trust and the amount. With MyCase, we noticed that on the clients bill, it only shows the deposit and withdrawal.

I would like for the client to see the type of withdrawal, such as a check to the clerk of courts along with the check number , this is not so with MyCase. When We complained about it 7 months ago, support told me I can get that report and print that out separately and send that with the bill. They realize it is a programing glitch and will eventually get to it. I have complained several times, only to be told they have more important things to add to their software, such as adding a picture to the contact person or some other meaningless function.

We are still waiting for this change so that my client's can have the information on their bill rather than seeing trust withdrawals and no explanation!

Source: Capterra
 

Gus from BRAVO LAW

February 2015

February 2015

Excellent Product & Service

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Have been using MyCase for my law firm management for several years now and simply cannot say enough good things about the company and their product. The site is user-friendly, particularly their client portal. Just as important, their customer service is prompt and efficient.

Excellent all across the board.

Source: Capterra
 

Stephen from Law Office of Stephen P. Shepard, LLC

February 2015

February 2015

Best Case Management Solution Available!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

After trying out the various cloud-based case management solutions that are out there, I decided to go with MyCase and I have never once regretted that decision. Simply put, MyCase is the BEST case management solution available. First, let's talk about what everyone looks at: the cost. MyCase is competitively priced at only $39/month per attorney (and they offer a generous discount to members of the American Bar Association). For that low price, you get a feature-packed case management solution that offers scheduling, task tracking, document assembly and unlimited storage, billing and invoicing, time keeping, and last but not least, the client portal. And it's the client portal that perhaps separates MyCase most from the competition. The client portal allows clients to easily and conveniently access important case information, view documents related to their case, pay their bill, and exchange secure messages with their attorney by using the web, an iPhone or iPad, or an Android device. Lastly, MyCase is constantly updating its platform to offer new and innovating features, and their customer support is based in the United States and responds quickly to any questions or issues. So when it comes to price, features, and customer support, MyCase is simply the best!

Source: Capterra
 

S from Norton Law

January 2015

January 2015

Terrible Billing

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

The batch billing is a mess. The only way to accurate do billing where you post payments from a client's trust account is individually. You cannot make certain features preset (like Notes/Terms) on your bill so you must add the language EVERY TIME you do a bill. It does not automatically carry over the balance from the last bill. There is so much wrong with this system we had to terminate our service.

Source: Capterra
 

MIKE from LAW FIRM

September 2014

September 2014

Review of MyCase

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

(1) IT WILL NOT NOTIFY YOU WHEN YOU ENTER AN EVENT WHICH CONFLICTS WITH ANOTHER EVENT PREVIOUSLY CALENDARED FOR THE SAME DATE AND TIME. (2) IF YOU CALENDAR A "TASK" WITH A DUE DATE/DEADLINE, IT WILL NOT AUTOMATICALLY POST IT TO THE CALENDAR. THEREFORE, FOR YOU TO SEE WHAT "TASKS" ARE COMING DUE, YOU MUST GO TO THE "TASKS" SCREEN TO SEE YOUR DEADLINES INSTEAD OF BEING ABLE TO SEE THEM ON THE CALENDAR. YOU WILL EASILY EASILY EASILY MISS DEADLINES AND COURT APPEARANCES UNLESS UNLESS UNLESS YOU GO THROUGH 3 ADDITIONAL STEPS TO SEE THE ERRORS. IT WON'T NOTIFY YOU AT ALL TO THESE SCHEDULING CONFLICTS OR DEADLINES.

Source: Capterra
 

Summer from Summer G Walker, PC

July 2014

July 2014

Best case management system available for small firms

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I tried several different case management software platforms prior to deciding to use MyCase based on ease of use, cost, and the client portal (main reason). I don't have a brick and morter office so this software fits my needs perfectly.

Source: Capterra