MyCase Features

MyCase was a great application. It is very user friendly. The invoices allow clients to easily see what their payment plan is, how many payments there are, and what the upcoming payments are.

My issue with MyCase is the Account Management. We left MyCase for Clio because the account manager lied. Our firm was divided and from one account, we created three. The account manager told us the price per account would be a certain amount. We agreed. The work was done to divide the cases and move the documents. Then she came back and said we couldn't have the price agreed on and it would be a different amount. We had proof of the amount and conversation. She admitted she lied, but said her manager wouldn't let us have that amount. With proof of the lie, they did not care. The ethics of MyCase caused us to leave them and go to Clio.

The software does the billing and case management ok. The price point is very good for this product. The customer support is one of the best I have experienced. They are constantly making improvements to the software. Calendaring software works well. The payment of invoices is seamless. This works perfectly.

The software lacks a few features. For example, you have to manually bill each and every client. Also, if you have over 100 clients, then I am not sure how you keep track of invoicing them. Here are a few basic items that I think are important but are lacking: You can not set a minimum balance for a client that automatically goes on the bill. You cannot apply payments to one particular case. It gets applied to the client, not the case. Money is paid or requested by client. So, a client with multiple cases, is an issue. Drafting of documents is horrible. It controls fonts and layouts and is just bad. I use it to merge and then use Word to fix it up.

Being able to access my cases remotely is critical, so I can work anywhere I have internet access. I also like that all team members on a case can see progress, status, and changes. Text messaging is also a big plus because it's the easiest was for clients to contact the firm and keep costs manageable.

The outlook/mycase email interface is clunky and not very user friendly. The legacy inbox has made it worse as we now have to look in two places to find emails, so staff has been instructed to not use the new feature from within outlook. Maybe this is already possible and we just haven't explored it yet, but not linking the email chains would also be really helpful.

All of the functions and ability to tailor to my needs. Customer service, ability to make suggestions for improvements/changes.

Changes to email system that are coming, not being able to scan directly into the system to maintain documents in a faster time frame.

Simply put, MyCase is intuitive, and very easy to use. We use the time tracking, calendar, and billing functions daily. If my (not so tech savvy) office can use it effectively, anyone can. I also like the text and messaging features, which frees up my email inbox.

The only issue I've had so far is the lack of formatting options within the email function. The email function is the only thing I don't use to its fullest extent, because of the formatting issues.

It's easy to keep track of everything. Although the panel has many functions available, it doesn't look overflowed or difficult to use. The design is really well structured, loading time is amazing and the app interaction is really comfortable.

It would be useful to be able to access more information about other people on the Law Firm. Also, client filtering while searching for them, sometimes it shows other people first that doesn't match much the name on the input. Lastly, it would be good if there could be a way to see a log of searched clients or actions done from my account.

The program makes my job so easy. I can not forget to do tasks, because it is all right there. It helps create an active case log and we can make sure that we are staying on top of everything.

The billing is the only feature that I am not nuts about. However, I believe it is the operator that is lacking.

MyCase allows me to do my work on one platform. I know it's secure and provides a place for clients and their related contacts to all stay in the loop. But the ability to template documents is my favorite feature.

I wish that it had more apps that could be integrated.

MyCase is staying on top of new ad-ins. It works great with Microsoft 365 and syncing.

Doesn't run smoothly with Dropbox. We had to sign on for Dropbox to have an additional back up with MyCase for documents

I have been a user of MyCase for about 10 years now. I like how user-friendly the platform is; the look, the feel, are very intuitive. It also has space for tons of useful information regarding your case; a one stop shop! The document automation part of the program saves me quite a bit of time, and so does the streamlined billing and invoicing process, which require almost no learning curve. The ability to electronically sign documents through MyCase is one of the best improvements I have seen throughout the years.

I would love to have the ability to text through MyCase... but by using my firm's phone number. The calendar sync with Google calendars is good, but has had bugs resulting in duplicates, etc. Also, the email part of the program also has had some bugs, it's not that user-friendly, so I've chosen not to use it. I would love it if MyCase could include a court holiday calculator free of charge. It's just not worth the expense of paying for integration with another program, when you can find good, accurate calculations online for free.

Very intuitive and easy to use. Excellent online tutorials and telephone support. I can put invoices together so quickly and I have all of my contacts and important info at my fingertips. Also, available for use on my iPad. I've recommended mycase to other attorneys.

I wish it integrated with my automated forms. Unfortunately I'm wrapping up my use of mycase because I found another practice management software which works with my automated forms which means that I only have to enter certain information once. It is unfortunate because I don't like the new practice management software as much.

It is easy to use, and affordable. I love the mobile app it is easy to use when scheduling court dates when in person for court.

MyCase defaults the calendar to Hawaii's time for Apple and Mac users. My clients who has Apple products say that the calendar shows the wrong time for events. They have to go into the system and default the calendar to Eastern standard time.

MyCase is fully featured, approachable, and easy to get right to work - especially if you are starting fresh and don't need to transfer files/matters over. I did transfer with (relatively) ease from Smokeball. I like that the application makes quick access to information easy (typically, its the calendar, but can be case details like confirming the courtroom number, quick access to client's contact information, etc.) I thought the layout was largely very intuitive and clean.

The biggest issue is the file size limitation that can be uploaded to a file (capped at 1GB).Another issue that I ran into was that if I logged into MyCase on another tab or browser, I would be logged out of the first tab/browser (meaning I couldn't have two open at the same time), which was frustrating when it came to doing some data entry.

Before starting my law firm I had been using several different office management programs. None of them was as easy to learn and use as MyCase. The ability to incorporate the cases that I had prior to starting my firm was seamless. The clients love the access it gives them to their file and for communication.

Some of the integration apps take some work before they are fully connected, but it's not a huge problem.

MyCase is a very good product that is comparable to most other much more expensive options.

The accounting and invoice features of MyCase are very limited for our kind of practice. I don't like the fact that email attachments are automatically sent and saved to the case file. I'd like to be able to customized the features a little more.

We love the ease of time tracking, the mobile app and organization features.

We have had client complaints that the client-side is confusing when they are looking for documents that have been shared or upcoming events. It would also be more efficient if we could share entire file folders rather than individual documents. Finally, a notification or icon when a new note has been posted to a case would make that function more useful.

Client management is incredibly easy with this software. Keeps all Court dates, documents, billing, etc. I can select what I want the client to see too, which also keeps them from calling constantly as they can see what’s going on in their case. I can also do weekly billing and see who exactly is overdue. We also do weekly calendar meetings to assess any upcoming conflicts on the calendar. It is all very user friendly and pretty intuitive. This is my favorite client management software.

The mobile app. Being a litigation attorney, I am in court all the time. So using the app is my saving grace for many things, but it needs some serious updating. You can still see your calendar and still see that people are overdue (but can’t see by how much or when). It’s easy to access the clients information so you can call them if you put their number in the system, etc. However, you can’t open...

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The client portal feature of the software is great. (Although we got a lot of complaints about the app.)

The company rolls out updates CONSTANTLY and they don't seem to beta test any of them first! There are constantly issues. I can't even pull accurate reports, I informed the company of the issue over a year ago and they still haven't corrected it, so I can't pull accurate income or billable reports. They seem more interested in releasing "the next big thing" rather than focusing on basics and standard functionality, which is disappointing. Such as the calendar- it seems standard to be able to drag an event to a new time frame, have alerts, etc, but features on basics like that are missing. We tried to work with the developers and made the software work as long as possible, but in the end we made the decision to switch.

Hi Erin, thank you for your honest review. We are sorry to hear about your experience, it is one of our primary goals at MyCase to add high-value features based on feedback from customerrs like you. A member of our product team has reached out to hear more about your firm's needs so that we can better partner with you moving forward. We hope to continue our partnership and greatly appreciate your feedback.

I can’t say enough good about mycase. I recommend it to other lawyers all the time! I stumbled upon it in about 2014 when I was started working for Sellers & Associates. I couldn’t believe that they didn’t have any software to run the firm with. The firm had 2 PI cases when I started and I purchased mycase for the firm and built up the personal injury practice to about 200 active files. I have been...

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The price! I started using it back in 2014 and the price has about doubled since then I think. Plus, I wish it wasn’t the same price for every user in a firm. Like maybe a discount for additional users…? I’m a small firm and I’m having to pay nearly $200/mo for just myself and one employee. That’s a lot for us.

The number of features that have been added since we started using My Case over 2 years ago have been game-changers. The integrated email, calendaring, and document management are outstanding.

None of the cons are deal breakers. Trust fund case management, inability to send global messages to specific practice areas, and some functions in billing are the least user friendly of the bunch.

I really like the portal aspect of the software. I am able to put everything under a client's file and can choose what I share with the client. Using the portal is a way to ensure that emails or documents do not get lost. MyCase is constantly improving. Now they have added a text feature. They also integrate with other systems for ease of use in managing your practice. I also like the invoicing and billing aspect. Once invoiced the client can pay directly from the invoice either through the portal or from the email that indicates they have a bill that is due. You can even use it for consultation fees even before you open up a file for the client.I was able to easily adapt to using this software and as they add new features it makes operating my practice easier.

Even after almost ten years of using this software, I am still learning. I would definitely say take the time to get familiar with all the features. They have many articles that help you learn the product and if that still doesn't help you can always call customer service. I have had to do that a few times and they were alway courteous and helpful. I wouldn't say I have any cons except the cost of the software has increased several times since my initial start. I guess that is to be expected. I will say that over the years they have increased the features as well.

Ease of use. App. Interface. Design. Client communication and ease of billing.

Costly, no auto responses capability in communications. So, if I'm not available or out of town and a client messages me, it could be a week before there is a response. Also, if a client messages my legal assistant, that message doesn't show up under my messages. All messages from that client to any in the firm should be able to be seen by all.

Hi Tray, thank you for sharing how MyCase has streamlined your billing and client communication. Regarding visibility into client messages, MyCase now allows you to enable all client message notifications for any firm member that has access to that case. Learn more here: https://help.mycase.com/s/article/Messaging-Overview. Our product team has also read and is discussing your thoughts on auto-responses, we appreciate the feedback. If you have any additional questions, please do not hesitate to reach out to support@mycase.com. Thank you for partnering with MyCase as we continue to improve on your experience.

its ease of use, customer service, user friendliness.

it could be even better than it is if they added some additional items that I have requested.

The cost cant be beat - if the company responds to customer service complaints The functionality of the program is good and had potential to be great - until the support functions went away - and along with that the best customer support specialists. The billing and invoicing program is easy to use.

Customer support is now only available via chat. The agents are no longer knowledgable. The function to submit a question does not result in any feedback at all. The program is now getting glitchy and the newest update is just terrible looking and terrible functionally.

Hi Karin, we are sorry to hear about your recent experience. Our Customer Support phone line continues to be available for all customers at (800) 571-8062. It can be found on our Support page here: https://www.mycase.com/support, along with email and chat options. We take our customer feedback seriously and each piece of feedback is reviewed by our Customer Success and Product teams. One of our Customer Success Managers has been in touch to learn more and follow-up with any other questions you may have. We look forward to providing you with a more positive experience moving forward and to work with you for many years to come.