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8am MyCase vs TrustBooks: Which is best for you?
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Features
- I'm happy with it. As a solo attorney having a CRM like MyCase keeps me organized, it keeps me on task, allows me to make notes and status update, text clients through the platform, and get e-signatures.
- As we are based in Australia, if we need direction on something that we can not find the answer to via the online help facility, due to the time differences we have to rely on emails.
- We can tell most anytime exactly the client's balance - between the entries - and we have the ability to tell this to the client when need be. And it syncs with our credit card software, which again is comforting.
- Our law firm has been around for over 45 years so bookkeeping and reconciliation of trust books were quite set in stone though out of date and painfully inefficient. Plus, we believe in having an independent third party service provider to check our reconciliation and it was expensive and not timely.
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