MyCase Software


 

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.

 

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

164 Reviews of MyCase

 

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Software Advice Reviews (13)
More Reviews (151)

Showing 1-13 of 13

Tasleem from Q Soft
Specialty: Corporate
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

My Case is the most user freindly software for legal firms

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall its a good and easily manageable legal firm software

Pros

Its the easiest online legal firm software I have used ever. Activity module is the best module I love in it as it gives insights of my team performance in a single look

Cons

It lack few features that are required by legal firms and available in other solutions. Also pricing is very high if used by teams

Review Source
 
 

Amy from Law Offices of Richard E Schimel, LLC
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Needed to compare time and billing software for a solo practitioner

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Customer service has been outstanding. Everyone that I have spoken to has been friendly and willing to take over my computer. Very helpful. Cody Nielson, one of the senior people has been especially helpful when I asked about the security of putting in bank information. The system allows you to reconcile bank statements, but the attorney that I work for is reluctant to do that until we are using the system for a month or two. The law firm's IT person also recommended MyCase. The cost is extremely reasonable and an attorney can get a discount by being a member of the ABA.

Pros

MyCase is an extremely user-friendly time and billing software. The tutorials have been very helpful. I needed to find something that an attorney could do with great ease. I also needed to be able to deal with retainers and trust accounts. You have the ability of allowing the clients to log into a secured client portal and share documents, as well as forwarding billing information. MyCase gives you the ability to create deadlines in calendar. All the deadlines from the calendar appear on the right side of the screen when you log in which is very convenient. Working with invoicing was much easier than I thought too.

Cons

I don't like the constant updates if a client logs into the Client Portal or if an update was made to the case or contact.

Review Source
 
 

Diane from Xavier Law Firm
Specialty: Immigration
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Mycase Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

So easy to use and customer service always responds quickly. Helps us manage our files and cases. Mycase is excellent for any law firm that wants to help their practice function properly

Cons

Although I love using mycase, there are times where I want to assign tasks to others from a workflow, and it can be difficult. Also I would like to have the ability to see cases as they progress.

Review Source
 
 

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 151

Rebecca from Law services
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Love the mobile access and access from my computer/laptop.

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

See prior notes.

Pros

MyCase is user friendly and meets the needs of my law firm for billing, calendar, contacts, etc. There is min requirement to submit this which is difficult as helping with this at 10 pm at night after long day.

Cons

Does not recognize my company email address that ends in .email.

Review Source: Capterra
 

Jessica from JMG Law Firm LLC
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

Overall great experience with the 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

Easy way to make payments and communicate

Pros

Enjoy being able to receive payments in the trust and operating account, enjoy being able to upload documents and receive documents, enjoy being able to communicate and keep accurate time.

Cons

The software does not have any flaws that can be thought of at the moment that affects my opinion of it.

Review Source: Capterra
 

Brittany from VanHo Law
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

MyCase is easy to use and helps make my life easier for time keeping, record sharing, ect.

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

Allows for better client communication.

Pros

I like how easy it is to use as well as the client sharing and communications. I like being able to use the invoicing to keep track of who has overdue bills. The new email and pay now feature is great.

Cons

I would like to see a live chat option between staff or even with clients if logged in. I think the calendar system is a little difficult because the dates jump around on me sometimes. I would like to be able to click the date selected and it automatically pull that date up in the create new event.

Review Source: Capterra
 

Kristi from Weitz Morgan PLLC

April 2018

April 2018

Great product!!

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

The ability to accept credit card/ACH payments, the client portal, seamlessly syncs with Google Calendar, easy to use, covers all aspects of practice management.

Cons

The reports, the A/R, and billing functions could be more robust and easier to use; there is no CRM component.

Review Source: Capterra
 

Samantha from MLM Legal, LLC
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

User friendly

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 can access all my case/client documents in just a few clicks and not have to be sitting in my office to do so.

Cons

I don't have any complaints at this time.
I didn't previously like how there wasn't a easier way for my clients to pay invoices directly, however, with the implantation of the payment link, has been a plus!

Review Source: Capterra
 

Lois from Blackford & Flohr, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Very User Friendly

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

The ease of use from the app to the online version. This software allows us to be more mobile and efficient

Cons

Not all of the features and functions we had in Amicus Attorney are in MyCase. We miss them but it has not deterred us.

Review Source: Capterra
 

Laura from Swain Law Group
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

MyCase has been wonderful for getting my offices up to speed with Invoicing, etc.

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

Linking cases to clients for court dates, etc. Being able to upload documents for each individual client.

Cons

Not always easy to decipher. Need to figure out how to Invoice without doing monthly or something that shows on the calendar when a client owes money, etc. Invoicing for a flat fee is not as easy as Invoicing hourly.

Review Source: Capterra
 

Katrina from Davison Legal Associates, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

This is a user friendly 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

A lot less headache when it's time to prepare the monthly bills.

Pros

The way you can get a report of each employee's time for every case and the details it gives in the report.

Cons

I wish I could get a detailed report of just one employees time for a specific case, so that I did not have to print a full report of everyone's time when I only want a specific employees time for a specific case.

Review Source: Capterra
 

Christopher from The Aleem Law Firm
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

It gets the job done

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's stable. I don't have to worry about it going down.

Pros

Very responsive help desk. Extremely simple to use and allows for easy training for new users.

Review Source: Capterra
 


April 2018

April 2018

My experience with MyCase has been more than wonderful, I enjoy using Mycase on a day to day basis.

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

The thing I like most about this software is that it is easy to use. I am also able to find things more quickly.

Cons

The thing I like least about the software is the form of billing I wish there was a form to edit and print out invoices on how you want them actually done. The other thing is that on the app and the website I cannot choose a way of how I would like my contacts to be displayed and stay like that every time I log on.

Review Source: Capterra
 

Mayte from Janet H. Metcalf, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Easy to manage for myself and our clients

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

The fact that I no longer have to prepare a letter plus an envelope to physically mail out copies to our clients.

Cons

What I like least that I cannot have several tabs open. For example, pulling up my calendar to view dates that I can provide while writing a MyCase message to a client.

Review Source: Capterra
 

Murray from Law Office of Murray Newman

April 2018

April 2018

Tremendously helpful in managing my practice as a solo practitioner.

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

Helps keep track of clients, cases and billable hours very easily. Very good app component for the phone and tablet. Helps to visualize how productive an attorney is being with billable hours.

Cons

Some recent updates to the phone and tablet app aren't my favorite. There used to be a client photo that would show up and it was easier to access.

Review Source: Capterra
 

William K from Law Office of William Kevin Brown
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

This is by far the best program I have used.

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

Streamlined my office, simplified keeping track of cases and the work performed on the cases and helped increase the bottom line.

Pros

The software is comprehensive and it has a very easy learning curve. I was able to use most functions immediately after installing the program and I had no problem importing my data from my previous software program. The couple of times that I had to call tech support they very very helpful and efficient. It has definitely helped streamline my practice and helped my bottom line. I can't recommend this software highly enough.

Cons

The only complaint I have right now is that you can't enter a note from the mobile platform, although you can read notes entered from the office computer. This should be corrected as it is one of the only functions that cannot be accessed from the mobile platform, but is one of the most necessary when you are out of the office. Hoping it's added soon.

Review Source: Capterra
 

Bruce from Alexis A Sitka, PA

April 2018

April 2018

Simple, complete legal office operating software, reasonably priced.

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

Everything a small legal office requires at a very reasonable price. Simple to use; Mobile access; integrated billing with card payment and secure document transfer ability

Cons

Calendar could use some development, but it's basic manual operation gets the job done.

Review Source: Capterra
 

William from Quick Law Firm, LLC

April 2018

April 2018

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

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 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.

Review Source: Capterra
 

Phyllis from Law Office of Milissa C. Barrick
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Very user friendly.

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

Sharing documents with clients through the client portal. We like that we can see when client has seen invoice.

Cons

The system logs us out after 1 hour of inactivity. We are constantly signing in throughout the day.

Review Source: Capterra
 

Felix from Haitz & Partners

March 2018

March 2018

easy to use, good price, excellent client portal

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

client portal, time tracking are excellent, billing is ok, e-mail integration works good, client portal catches on ...

Cons

calender needs some more features like colored events. The invitation - E-Mail to clients should be -at least in parts- editable, e. g. to provide it in a second or third language.

Review Source: Capterra
 

James from The Gilchrist Law Firm

March 2018

March 2018

I love mycase! When I opened I wanted a system that was easy for everyone to use and I got it.

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

Ability to get payments into either operating or trust accounts easily. Ability to securely talk to my team about individual clients.

Review Source: Capterra

  Response: MyCase, MyCase

Date: April 2018

April 2018

 

Thank you for your review, James! We are happy to hear that MyCase has been an easy, effective solution for your firm.

 

Angie from Paulus Law Firm, LLC.
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Experience has been great.

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

Easy to navigate around the tabs and was super easy to learn how to use. Everything is together in your case so the clients can find it all easy.

Review Source: Capterra
 

Grace from Spezia Law Office
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

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

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 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

Review Source: Capterra

  Response: MyCase, MyCase

Date: April 2018

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.