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

137 Reviews of MyCase

 

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Software Advice Reviews (12)
More Reviews (125)

Showing 1-12 of 12

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 125

David from Kowalski Family Law, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Easy to use and integrates well with my 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

Ease of billing and calendar system. Trust account and payments are easy to manage. Integrates with my VOIP phone system.

Cons

Lack of means to split billing on a single case. New mobile app is not user friendly. We do not use the document creation system because it was not user friendly

Review Source: Capterra
 

Celia from CB Fiduciary Services

February 2018

February 2018

Most of the features are so intuitive that you don't need to use the fantastic training guides.

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 keep track of all aspects of a case, schedule and set up repetitive items and share what you want with key team members , with piece of mind about security.

Cons

No option for estate management; organizing assets and insurance coverage, beneficiary distributions, debt management, etc.

Review Source: Capterra
 

Jessica from Northwest Advocacy Foundation

February 2018

February 2018

Excellent all-in-one practice manager

Ease-of-use

Functionality

Product Quality

Value for Money

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

MyCase does it all time tracking, expense tracking, invoicing, communication, to-dos, etc. It has everything. The billing is especially great, as it clearly shows trust payments and balances owed all in one place. The client portal is a big time saver, as well.

Cons

I would love it if MyCase was more customizable. There are many features that we don't use, need, or want, that I can't hide or remove.

Review Source: Capterra
 

Katherine from Briskin, Lang & Pene APC
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Love this program! It could use a few more features, but it is so intuitive and helpful.

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

Simplification. One program instead of two or three.

Pros

I can access my files, calendar, documents and billing from anywhere. This really helped when I had to travel overseas and still had to keep an eye on things at the office. I love not having to carry heavy files with me when I go to court, and being able to pull up documents during trial or court.

Cons

Would like to be able to run reports of certain items, like trial dates. Would like to be able to list a projected budget for a case and be able to see where we are with respect to the budget. Would like to be able to add pdf's to the invoices and email the whole thing as a package to the client.

Review Source: Capterra
 

Kathryn from Hinkle & Kuehn, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Great software that helps me stay on top of my cases, calendar and billing. Would not do without it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It helps me stay organized and productive each day. I am able to keep track of my time and bill easily from my entries.

Pros

I like the fact that it does not give me more than I need to run my practice. I have used case management software from other companies that included a lot of things I did not need. It was confusing. I chose MyCase because it has just what I need to keep track of my cases, my time and my calendar and allow me to do my billing quickly and easily.

Cons

I would like to be able to see my time entries without having to print a bill. I often look at my time entries to confirm work was performed and I have to create an invoice to see it (even if I don't save the invoice I still have to go through the same procedure)

Review Source: Capterra
 

Brenda from Murphy & Murphy LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Intuitive, organizes a huge amount of information and documents with ease

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

Daily use - this is our central system for all information on any case. Efficient calendaring, connectivity to all cases, people, and tasks.

Pros

Global search feature - find anything fast. Easy to upload documents. MyCase is constantly upgrading and adding beneficial features.

Cons

Would like a connection to email without using a portal. We do not use the portal for client contact.

Review Source: Capterra
 

ANGELA from GREGORY M. BYRD ATTORNEY AT LAW

February 2018

February 2018

Easy to use. Meets my needs and did not take long to learn how 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

The fact that it is cloud based. Ease of access for other firm members. Ease of looking up events (or court dates).

Review Source: Capterra
 

Marnie from Walther, Antel & Stamper, PC
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

My overall experience with the program and staff have been super - great folks to work with.

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

Everything in one place in one program and the ability to have clients review their information and documentation in one place.

Pros

It's ease of use and on-line help. It is quick in setting up new cases and contacts. I do hope they add another location for additional emails without setting up an entirely new contact.

Cons

My comment of a "3" regarding the features/functionality are totally focused on the billing/reporting aspects. The limited ability to generate the information necessary for our firm is frustrating. I know they are always working to improve and I have given them many suggestions as well as my offer to assist and brain storm with them in any way possible. I know they will eventually get there - just takes time.

Review Source: Capterra
 

Ral from Law Office of Ral Obioha, PLLC

February 2018

February 2018

PERFECT FOR MY NEEDS!

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's so user friendly especially for my clients! It's so great to have everything in one place...my calendar, documents, tasks, etc. Makes it easy to control my business!

Cons

The app used to be great but with a recent upgrade, it's hard to refresh and use. I really can't stand the app.

Review Source: Capterra
 

Brent W. from The Suttles Law Firm LLC

February 2018

February 2018

Affordable platform that updates according to user feedback

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 use, value for the money, and good customer service.

Pros

I appreciate how easy it is to bill, invoice, and communicate for each case. The payment platforms also make using the software much easier.

Cons

With this being a newer software, sometimes intuitive features are missing and take some time to be developed.

Review Source: Capterra
 

Bridget T. from Bridget T. Schuster Law

February 2018

February 2018

I absolutely love MyCase. Ease of use and excellent customer service make it a must-use for solos.

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 timekeeper, the ability to start several timers at once, and the ease with which you can enter narratives for each time entry. Making invoices is super easy as well, and you can even (I just learned this) add your firm's logo to your invoices. The invoices look very professional, and are easy to edit and amend as needed. There is a "no charge" function for time entries you decide to write off for clients. You can also share invoices via the client portal if you'd like. I am just exploring some of the other features of MyCase, such as the task list, the calendar, and using MyCase to keep track of marketing and contacts.

Cons

I'd like to be able to view detailed time entries with narratives before creating an invoice. Maybe this exists? Right now, I create an invoice, print it out, decide what changes I want to make, then go back into the invoice and edit it.

Review Source: Capterra
 


February 2018

February 2018

Easy to use experience allows all members our law firm to work easily together.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Giving our clients easy access to their case online allows our office to work efficiently and effectively.

Cons

I hope that MyCase opens it APIs to allow better connectivity with other services and allow to back up documents online with other services.

Review Source: Capterra
 

Mitzi from Bowe & Associates, PLLC

January 2018

January 2018

I love everything about MyCase but especially the folks that work for 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
Pros

CUSTOMER SERVICE!!!!

Cons

That I do not get notifications when a client post under their calendar event because I am not a party or the attorney attending. Would rather either I get the notification or they are unable to message there.

Review Source: Capterra
 

James from Law Offices of James A. Shepard

January 2018

January 2018

Fantastic customer service

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 ease and a secure portal to exchange client documents electronically. It also acts as a remote backup for all my client files

Pros

Keeps me up to date on my billing. With the mobile app I rarely forget to bill that phone call I made while waiting for the bank to open.

Cons

It could have healthier analytics. I do a fair amount of pro bono work and there are some clients for which I do paid work for one aspect of their case and do the other part of the case pro bono. There is no easy way to calculate the total non-billable hours spent on a client over a course of time.

Review Source: Capterra
 

Travis from Hood and Barnett PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

ease of use and quick

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 share information with clients especially documents and calendar events. Its easy to learn.

Cons

apparently the mobile app I cannot edit client information such as change an email or phone number. I have to do it on the desktop. Also the mobile app looks good but its still clunky to navigate. example on the recent activity its blue like a hyperlink but I cant' click on it and go to that note or task.

Review Source: Capterra
 

David from prisonMDexpert
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

MyCase has allowed remote assistants as well as attorneys to support me.

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 and accounting

Pros

I use the billing function the most. My assistants work with calendar and bookkeeping parts of the software.

Cons

The interface takes a little getting used to. Thankfully my staff and I can get help directly from MyCase.

Review Source: Capterra
 

Angela from The Law Office of John D. Kail, LLC

January 2018

January 2018

Ease of use and clients love the ability to access their information and communicate with our office

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 best thing about the program is having access to every file and every document at a moments notice. We are a fast paced criminal defense office and I don't have a lot of time to be constantly going to the file room to pull files every time a client calls or comes in. I can access it all right from my computer. What's especially nice is even after a file is closed a client may call and ask something about their case and within seconds I can tell them what they need to know without having to go to storage and call them back a few days later.

Cons

For our office the calendar feature is not very helpful. It doesn't function how we would like for it to so I have to post court dates to 2 different calendars but because of that it does always give us a back up for verification of court dates.

Review Source: Capterra
 


January 2018

January 2018

Great product for our firm

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

My favorite thing about the MyCase software is how integrated all the features are. The ability to link contacts and staff to cases and add messages, tasks, workflows, and other case-linked items is extremely helpful and makes my work more efficient.

Cons

It can be frustrating when they move or update a feature and it becomes less useful or drastically changes how we want to do something. I wish that more lists and reports were sortable by different categories, including custom fields.

Review Source: Capterra
 

David from Mann Law Firm, PLLC

January 2018

January 2018

MyCase is a very useful and innovative product. The customer support team is excellent. 5 stars!

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

MyCase is an extremely flexible platform that is easy to use. It is truly a tech asset with a value only limited by the imagination of the user. Thanks to its features, our firm has been able to design a field format that allows us to input case information, merge documents, calendar events, and generate invoices in a manner that is tailored to our practice.

Cons

Data backups in csv format are easily generated but can be difficult to sort through. I have always been able to contact the support team with any issues and they have been very helpful with any issues that have come up along the way.

Review Source: Capterra
 

Kirk from Attorney

January 2018

January 2018

Superior case management program! Super - streamlines administrative side of law 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

P.S. I will not do this again if I have to choose buses, cars and street signs to prove I'm not a ROBOT!

Pros

My Clients ( ... and me) have 24-7 digital, global access to their case information. Wow! MYCASE streamlines billing and invoice collection saving me countless work hours. And I don't have to mail hard-copy documents since clients can download and print them. Clients love it!

Cons

Do we really have to spend 10 minutes choosing buses, cars and street signs to verify we are not robots before sending this survey? if I quit MYCASE this will be the reason. Not really, but its extremely aggravating!

Review Source: Capterra