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

69 Reviews of MyCase

 

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Software Advice Reviews (10)
More Reviews (59)

Showing 1-10 of 10

Paul from Campson & Campson
Specialty: Personal Injury
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Simple to use, delivers a s promised, exactly what a small firm needs.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Emailing of documents is just getting where it should be. It is getting better as I tested the new beta product and it works terrifically.

Pros

MyCase is very intuitive and simple to use. The calendar and email integration is great and the display screens are clear and uncluttered.

Review Source
 
 

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 59


December 2017

December 2017

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

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

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.

Review Source: Capterra
 

Charlotte from Erdmann Law, PLLC

December 2017

December 2017

I love the look, ease of use and client accessibility.

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

I love the look, ease of use and client accessibility. It is also very easy for clients to pay the firm, get reminders and see their documents.

Cons

I would like the content of the notes to be searchable and currently that cannot be done. I also wish emails would more easily integrate.

Review Source: Capterra
 

Kimberly from Law Office of Kimberly A. Sheek
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Easy to use.

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

There are several items that are integrated into one software. Invoicing, documents, notes, contacts, and calendar.

Cons

You cannot use MyCase for all of your billing needs and still have to use an accounting software such as QuickBooks. It would be nice to get MyCase to the point where it has a fully integrated accounting software that works for a law firm.

Review Source: Capterra
 

Anthony from Zurica Law

December 2017

December 2017

Great software in that its one less thing for a solo practitioner to worry about.

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

Very short learning curve. Only took me a few weeks to customize it to how I generally input data. Now its pretty effortless for my daily/weekly use.

Cons

Might be a few too many click throughs to get where you want to go sometimes. But it doesn't hinder usage.

Review Source: Capterra
 

Barbara from Burns, Cunningham & Mackey, PC
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Convenient and very accessible anytime anywhere

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 ability to have all case documents at my disposal at any time from any location

Pros

I like the mobile accessibility of the software. Even when my office computer goes down I can access it from my tablet laptop or mobile device. Having the option of mobile platforms to choose from I can keep up with any documents I may have left behind and easily share with whomever I need to.

Cons

I would like to be able to organize the case documents by date of the document versus the date I uploaded it to the database for chronological consistency. Also, the search features aren't as precise as I would like but I expect that with use and updates that these features would be added in the future

Review Source: Capterra
 

Anthony from Azemika & Azemika, APLC
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

A great, simple way to keep track of everything in our practice.

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

Very easy to use; made specifically for use by attorneys. I have all my cases on there and we can download case documents, message each other in house and even save all my emails to clients even though we use outlook to email our clients. It is absolutely the easiest way to keep track of everything in our files. You can even use it for billing clients, keep your To Do list and download documents to each case.

Cons

The only thing that I don't like is the To Do list and how you can only print a 90 day view of it rather than the whole list.

Review Source: Capterra
 

Rick from SSD Solutions
Number of employees: 1 employee Employees number: 1 employee

December 2017

December 2017

Best practice management software on the market.

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

Saves me time and helps me stay on top of my client's cases. It also is invaluable to assist the client obtain documentation as they can upload into the file.

Pros

Calendar, tasks, reminders, client login, client app, document management, and cost. It's with me everywhere I go. And, it has never been down!

Review Source: Capterra
 

Clinton from Wilcox Law Office, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

I've used other time management and billing programs. This is by far the easiest to use and 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
Pros

Invoicing is easy. I'm usually done in an hour or less, I can send the invoices electronically, which saves on postage and gets me paid faster.

Cons

It integrates with Quickbooks, which I love, but I cannot use the balance forward feature when invoicing and have it track correctly in Quickbooks.

Review Source: Capterra
 

Gijs from SAS TERRA FRANCE Expertise

November 2017

November 2017

Excellent assisting software for my activity

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

Organisation and overview. And invoices paid in time.

Pros

MyCase gives me a splendid overview of my practise and ongoing cases. It is intuitive, straightforward and very easy to use. As from the first login I was operational. Excellent helpdesk, which is very important.

Cons

I work in and from France, so would like to be able to apply European TVA standards, rates and sign but I am sure that that will come.

Review Source: Capterra
 

Adam from Wooldridge Law Ltd.

November 2017

November 2017

Absolutely phenomenal platform!

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

We love being able to share tasks, calendars, online payments, invoices, documents, and case details with our staff.

Cons

One thing that would help us out quite a bit is having the capability to search phone numbers, through the search box.

Review Source: Capterra
 

Mark from Able Medico Advisors

November 2017

November 2017

MYCASE MAKES A SIGNIFICANT DIFFERENCE TO PRACTICE PRODUCTIVITIY

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

High productivity in managing Cases between multiple practitioners in our practice. Keeps all communication and content attached to a case for ease of future reference.

Pros

MyCase is intuitively simple to use yet is rich in features.

The support is A.mazing. We had a couple of queries and one needed MyCase to dial in to assist with an install on a new machine, they are attentive, professional and resolved our problems.

Whilst this is a US focused product it meets all of our needs in Australia. Per seat it is definitely great value for money.

There are regular software updates with improvements.

We have NOT experienced a "bug" in their software ... it works.

It is also fast despite us being across the Pacific Ocean.

We have no hesitation in recommending MyCase.

Review Source: Capterra
 

Carolyn from Altman Law Firm

November 2017

November 2017

MyCase has streamlined my practice and made my life much easier!

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

Has streamlined my practice, made billing quick and easy, and has all of my needed information in one place. Also, being able to share documents and calendar events with clients means I am getting fewer phone calls for basic information.

Pros

It's affordable and easy to use - calendaring hearings/appointments, uploading documents, creating work flows, sharing information with clients. And tracking hours and generating bills has become a breeze.

Cons

Some clients lose the link to log in & access their profile, or they are unable to access MyCase easily. If the clients used it as much as I did, it would be perfect.

Review Source: Capterra
 

Jelitza from Florida's Paralegal, LLC
Number of employees: 1 employee Employees number: 1 employee

November 2017

November 2017

I love MyCase.com! It's made my job so much easier! Once place to keep track of everything!

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

I like how easy it is to navigate and how simple and to the point it is. Its not complicated like other programs I've looked into.

Cons

not much I do not like about this product. However, staying amount every month is a huge plus for me given that I am a sole owner of my company and like to keep my costs low.

Review Source: Capterra
 

Sherri from Sherri M. Peace-Gordon, Attorney at Law, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Awesome!

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

It is easier to keep track of clients, billing, appointments and paperwork. It has a great feature of letting me know my clients read my communication.

Pros

Program is user friendly. It's a lot easier to communicate with clients, invoice, and see that the client received the invoice. You can send reminders very easily, and notify the client of up coming court appearances.

Cons

If would be great if there was a way to print labels. All of the information is in the system, and pulling the clients data and goung to another system takes a lot of time.

Review Source: Capterra
 

Lis from Teruya and Sterling
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

The Ideal Software for Your Firm!

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 firm is able to work competently with clients and other employees.

Pros

You can write notes on each profile and keep documents uploaded with just the click of a mouse. The client contact information is easy to find and update on the daily.

Review Source: Capterra
 


November 2017

November 2017

My life (and solo practice) has become so much more efficient with MyCase!

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

Time management, organization and effective client contact and management.

Pros

The software has a lot of features but tech support is amazingly patient so in no time I was able to streamline so many aspects of my solo practice. I am most impressed with the client portal, time keeping & invoicing (snap of a finger!), and the ability to create workflows for my various practice areas. I am so much more organized and save hours on administrative tasks like billing!

Cons

I wish the dashboard (main page) had a monthly calendar right on the page so that I could see my month at a glance as opposed to having to click the calendar link.

Review Source: Capterra
 

Cassandra from Law Office of Cassandra Harris-Starks, P.A.
Number of employees: 1 employee Employees number: 1 employee

October 2017

October 2017

no wait at all when I call customer support; very easy to use; great value

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 love the organization it brings to my practice.

Pros

The value MyCase adds to my practice is worth a lot more than the monthly fee for the service.; I think the pricing is great. Also, it is extremely easy to use.

Cons

The cost for credit card processing is more expensive than what I already have in place. I wish it were cheaper so that I could send invoices from MyCase.

Review Source: Capterra
 

Shayna from Law Office of Shayna K. Cavanaugh, P.A.

October 2017

October 2017

The transition to MyCase was simple and the service is excellent

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

Ease of billing and case management.

Pros

The ease of use; the options available; and the customer service are all worth the cost. I am very satisfied with MyCase and wouldn't use any other program.

Review Source: Capterra
 

Susan M from Susan M Signer Services

October 2017

October 2017

MyCase is the Most Affordable Small Law Firm Case 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
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.

Review Source: Capterra
 

Jeffrey from Endler Law, APLC

September 2017

September 2017

Only great experiences thus far.

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

Speed. Fastest way to create invoices. I like all the features that are already in place with the software.

Cons

If you don't "save" your work, you lose all your changes. There should be an auto-save function every 3 minutes or so.

Review Source: Capterra