MyCase Software

4.69 / 5 (272)

Our advisors have recommended this product 55 times in the last 30 days

About MyCase


MyCase is a cloud-based legal management solution that helps attorneys in small size law firms to manage communications with their clients and carry out daily business operations. The solution also provides functionalities for accounting and scheduling purposes.

MyCase offers users applications like time tracking, accounting, case management, contact management, and docketing. The solution can be accessed via computers and various mobile devices. Mobile application for iOS and Android devices are also provided.

Users can manage and sync their calendars to collaborate with clients and coworkers. MyCase facilitates electronic bill pay and notifications directly through mobile or desktop interfaces. It also offers integration with QuickBooks.

Additional features include custom communication templates, case filing system, contact management, expense tracking and dedicated client portal.

MyCase also provides on-demand training webinars and customer support via phone, email and through an online knowledge base. It offers services to users that are billed monthly.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

272 Reviews of MyCase

Average User Ratings

Overall

4.69 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(211)

4 stars

(44)

3 stars

(13)

2 stars

(2)

1 stars

(2)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 272 reviews

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March 2018

Grace from Spezia Law Office

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

March 2018

MyCase has made my practice workable with minimal staff and monetary investment

I am able to work at home and at locations and times convenient to clients; I can offer work-at-home opportunities to staff; storage is no longer an issue since my office is almost entirely "paperless"; I have been able to reduce the number of support staff; the return calls I have to make has been greatly reduced because there is no longer a need to locate files and contact others to ensure everything is up to date; I have an efficient means of tailoring case management based on the type of case or client

Pros

--I am able to access and update my entire case files from anywhere;
--my staff can view the same information I am, when I am away from the office
--it is easy to adjust to the specific requirements of my practice; for example, I can set up a "case" for all my administrative information ("Office Admin, 2018"), including documents, time, and expenses

Cons

--the software allows firm specific information to be input, but is limited on its usefulness; for example, I have a field for travel time as part of a time entry, but the invoice only shows the total time
--the inability to store documents with a contact as opposed to a case; for example, I use a particular therapist on multiple cases but I cannot attach her resume to her contact information; to be rapidly accessible, I must store the same document with every case
--the calendar can only be printed in an agenda format; to print monthly or weekly views, I must go outside the software to a sync'd calendar

Response from MyCase

Replied April 2018

Hi Grace, thank you for your feedback. There is a way to store documents as part of a contact, and a member of our product team has reached out to help you through the process. We have also taken note of your thoughts on calendar printing and invoicing, and will be taking it into consideration for improvements in the future. If you have any questions, feel free to reach out to our customer support team! Your continued support and feedback is appreciated.

December 2017

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2017

MyCase is the most intuitive and easiest to navigate system I've tried out of many.

Primarily, the ability to run my practice as a true solo, and to be able to work from anywhere and be as responsive as my clients need and expect me to be.

Pros

I like having everything in one place. Being able to access everything I need about my clients, opposing counsel, documents, billing, etc. makes it so I can follow up with my clients wherever I am. That's invaluable to me.

My clients can pay online, I can send invoicing reminders, and now I can add interest.

Calendaring is really a plus because when I enter it into MyCase it automatically sends to my clients and goes to outlook. One less thing for me to remember to do.

I need to do better with tagging, but clients can send me discovery documents, I can send them documents to review, we can see the changes between versions. I upload the final product, and my clients get their entire case file as it progresses, and have one location where they can view everything that's happened.

I also like that I can tell when a client has logged on, so if they haven't and I need them to respond, I can follow up. That eliminates the "lost in the ether" issues that crop up.

Cons

There's nothing I dislike, but there are always room for improvements. I'd love expanded searchability for documents and enhanced sorting. The trust accounting is a bit of a nightmare for me, so that can definitely be cleaned up.

More than anything, I'd like them to maybe partner with some people. I'd love to be able to scan something directly from my ScanSnap to MyCase, or even have a desktop app that I could save documents to that would automatically sync with MyCase.

Last, enhanced time entry would be a godsend. If I'm sending a message, it'd be nice if something popped up when I hit send to ask if I'd like to bill for it. Same for taking notes in the clients file.

Response from MyCase

Replied April 2019

Thank you for sharing how MyCase helps you run your practice more efficiently. We appreciate your thorough feedback and have passed on your suggestions to our product team! We are also happy to share that we have updated our time entry so that you can now create time entries based on messages, notes, & events.

June 2019

Janaan from Amal Law Group, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

June 2019

I Switched and Never Looked Back

With MyCase, I'm much better able to track the progress of the law firm, assess its growth and trends and from there strategize for the firm's future growth.

Pros

What's not to like about this software?!? It's user-friendly interface makes it a joy to work, keep an eye on the progress of your case, communicate easily and securely with clients, and, most importantly, let's me spend more time with my passion - practicing law.

Cons

I have two least favorites about this software. First, when I work with another co-counsel or Of Counsel on a case, these partners in work cannot access the client's folder unless I pay for them, even if they have their own MyCase account. Thus, I can only afford to give them the much limited Client access. The other thing is that only recently MyCase started making suggestions within the various fields, I wish they did this more and that, perhaps, they post a video or blog post on suggestions of ways to set up a case. This would be useful for those setting up shop for the first time.

Response from MyCase

Replied July 2019

Hi Janaan, thank you for your honest and thoughtful review. We are happy to hear that MyCase is giving you valuable time back as well as helping you grow your firm. Your feedback on co-counsel users and suggestions for best practices are extremely valuable, and our product team has reached out to you to hear your thoughts in more detail. Thank you again, we look forward to our continued partnership.

April 2018

William from Quick Law Firm, LLC

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2018

Overall, very positive. I chose MyCase 4 years ago for its user-friendly interface for clients.

Pros

It provides an easy means of secure client communication and collaboration for those clients who have a computer and know how to use it. MyCase's payment system is affordable and hassle-free (no monthly fees and no worries about CPI compliance), and encourages faster payment by clients.

Cons

Not as beefy and versatile as in-house case management software. Files are sometimes hard to find. (A Windows Explorer-style interface would be faster and easier to look through. Suggest speeding up file list display and searching by chaching the file list and associated details to user browser.) File tagging is easy to do...but not that useful in practice. The new redesign of the client portal, while great for tiny screens, is not as user-friendly as the previous design. Clients sometimes miss new messages and comments. (Please don't change my dashboard to look like that!) One little request for the iPhone version of the client software for lawyers: Please add an alert button so I know when I have a new message/document/comment waiting, without having to fire up the app to check for these things.

Response from MyCase

Replied May 2018

Thank you for taking the time to share your experience, Will. It is great to hear that your firm is enjoying easy client communication and payments. We'll take your constructive feedback into account as we make updates moving forward. If you have any questions or would like to provide more detail about your mobile app experience, please email us at mobile@mycase.com. We welcome any additional comments you may have about the app!

November 2018

M. Wayne from Orrock, Popka, Tucker & Dolen

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2018

Easy and Efficient Case Management

I began using MyCase when it was relatively young. As a result it has been easy to master each new feature as it has been introduced. Tech support is responsive and helpful when needed. MyCase continues to add features based on input and suggestions from users and there seems to be a focus on staying current and relevant to demands of law office management.

Pros

From the beginning, it was easy to use, and as it has evolved, it remains user friendly. It eliminates the need for a paper file. One of the best features is that clients have access to their case, documents, calendar, billing and to their attorney. The messaging function eliminates voice messages and most phone calls. Clients can leave questions at any time of day or night and will have a documented answer without telephone tag. Overall case management is significantly more efficient than paper files.

Cons

The creation of Automated documents has been disappointing. The feature exists but is not as user friendly as the rest of the software. The recent integration with Dropbox is confusing as well but I suppose that may be my lack of familiarity with how it functions.

Response from MyCase

Replied December 2018

Thank you for your review. We are always grateful for customers like you that have been with us since the beginning, and who help us continue to improve and grow. We are sorry to hear that you have been having difficulties with the recent document and Dropbox updates, and a member of our product team has reached out to hear your feedback in more detail. We look forward to many more years of partnership and continuing to improve your experience!

October 2017

Susan M from Susan M Signer Services

Verified Reviewer

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2017

MyCase is the Most Affordable Small Law Firm Case Management Software

Pros

Affordability is one of the best benefits of MyCase. MyCase offers simple month-to-month, no contract obligation pricing a month for each attorney and /month for each paralegal. Another great benefit MyCase offers is Lawyer App which is compatible with iPhone, iPad or Adroid. Accounting features are limited within MyCase but with the ability to integrate QuickBooks, accounting is a snap. Collaborate, create, customize utilizing Legal Practice Management Tool Kit is another great feature MyCase provides to its clients. The automation software provides task template and case flows for repetitive forms via intake which is beneficial for estate planning, probate, divorce, and bankruptcy law firms. MyCase is the least expensive case management software available for law firms and would benefit small firms. Also, MyCase has been adding new features through time. You'll enjoy the time billing, firm reports, online payments, Quickbook integration, document management and collaboration features. I recommend trying the 30-day trial for free and check it out!

Cons

MyCase is the least expensive for a reason and with price, there are limits to features. MyCase is not as robust as its competitors if your law firm is medium to large. MyCase caters to small firms. If you are a firm that bills on contingency, UTBMS or LEDES, MyCase may not be for you. Also, MyCase only integrates with QuickBooks whiles others integrate with Xero too.

Response from MyCase

Replied April 2019

Hi Susan, thank you for your feedback. It is great to hear how MyCase's many features have been beneficial to your firm's productivity. We are happy to share that we now have UTBMS codes and LEDES billing to help make your invoicing process as seamless as possible. We look forward to our continued partnership and improving MyCase to meet the needs of customers like you.

January 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

January 2018

Great experience overall.

Pros

The people are great at customer service, I have had great experiences with Leslie Skelly, Drew, and Cat Allday. I like the Reports function and would like to see more Report options. I also like bulk exporting invoices.

Cons

The CMS functionality is great. I would suggest pinning the client to the top of the matter contacts, rather than having them appear at random in a long list. I would also suggest removing the 'Total' column from the Billing -> Account Activity section in the far right-hand column, or allowing the company to reset these figures annually. Seeing such a large 'Total' figure makes my boss angry since it accumulates over the lifetime of using MyCase and it is not helpful. Resetting the 'Total' every year would make it more useful.

While the websites department is a completely different division of Mycase, I found the websites to be expensive for the services received. In other words, I would like to have better access to editing the posts and the ability to delete another user's post. (For example, we have old employees who created posts, but since they are no longer with the firm, and we do not have the logins, there is allegedly no way to delete that former employee's posts.) Each firm should be given one master user account with full privileges to allow editing all posts. Also, we should be given access to the Google Analytics tracking, since MyCase controls the data and does not share it with the client/firm. It is terrible trying to track how many monthly users we have, and we are not able to use several APIs out there due to the non-sharing protocol where we do not know the UA code and have no access whatsoever to user traffic statistics.

November 2018

Alan from DC Metro Immigration Law PLLC

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

November 2018

MyCase Law Firm Software Review

It very nearly has everything needed to run a law firm efficiently, and alleviate stress, eliminate missed deadlines/appointments, maintain communication with clients, and get paid for work quickly. We've used it since 2012 when it was in its early stages, and there have been regular updates and new features added to make it a strong robust system for client and case management as well as trust accounting. I highly recommended.

Pros

Very useful client portal. Clients can login, keep track of their case, upload documents, view documents uploaded by firm, calendar with reminders, make payments, and securely message the firm.

Ease of use, very modern simple interface.

Flat fees per user.

Management of cases, custom fields, reports, and case status information easily updated and available.

Free e-check payments from clients.

Calendar function for firm to manage cases, and deadlines.

Tasks to keep track of

Cons

Reporting on all cases is not quite there yet, but it has been recently updated. Needs to allow firm to save different reports based on specified data. At the moment specific reports based on specific data cannot be saved, must be input each time you run a case report.

Response from MyCase

Replied April 2019

Hi Alan, thank you for your review. We greatly value your continued partnership as a customer since 2012. We are happy to share that you can now save specific reports with one click to save you time! Please do not hesitate to reach out to our Customer Service team with any questions.

August 2018

Nancie from Williams & Bell, PC

Company Size: 2-10 employees

Review Source


Ease-of-use

3.0

Value for money

4.0

Customer support

2.0

Functionality

3.0

August 2018

Great product that could use a few tweaks.

I am going to have to look into another credit card processing that will not link with MyCase which is frustrating but the company that MyCase has contracted with is not good at best and very expensive to our company.

Pros

The product’s google like set up is very nice. Training new employees is a breeze and the software is very intuitive so normally people have no issue catching on.I like the layout generally and the options that you have managing accounting and case files. I love how it syncs with QuickBooks almost seamlessly.

Cons

Th new layout with recent activity as the first window when you pull up a case file is the WORST idea. Very annoying. The lack of response you get as a customer is frustrating at times especially when you put ina request or comment and then get no response. The lack of ability to use other credit card processing platforms is very frustrating given that the PayPros platform is one of the way more expensive options. The app often has issues “connecting” or logging on.

Response from Emma

Replied September 2018

Hi Nancie, thank you for your review! It is great to hear that MyCase has been easy to integrate with your firm, and it looks like you have recently transitioned onto MyCase payments since writing your review. With regards to your feedback on the Recent Activity view, a member of our product team has reached out to you to hear about your experience in more detail. Listening to customer feedback is one of our top priorities, and we look forward to improving your experience.

February 2017

Vicky from Brian Wright & Associates P.C.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use