MyCase Features

The time recording, case/contact data storage, docusign, billing features are what I started using. I used abacus before cloud based practice mgt software was available. I have used Clio. Mycase is more intuitive than other practice mgt software programs with which I have experience. It is easier to use. I was slow to use some of the better features like templates. I realized that I could distinguish...

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Slightly more detail on creation of templates from judicial council forms would be helpful. I imagine CA is a big market. CA has court approved forms for civil litigation and family law. Family law is the most form driven area of CA state litigation. Why not pre-load Petition FL-100, Summons FL-110, Response FL-120, Declaration re Minors FL-105, Income and Expense Declaration FL-150, Request for Orders FL-300, Responsive Decl Request for Orders FL-320, Asset and Debt Declarations FL-142 and FL-160 into mycase? If you do you will have a marketing tool for family law attorneys.

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 love the ability to modify types of cases and fit the program to our ever-changing needs. I don't believe there is any other case management system with this level of flexibility. I also like that MyCase is a one stop shop. All our time entries, billing, documents and calendars are in one place.

I wish editing documents was a bit simpler. Editing in the program is cumbersome and if you download then edit, you have to re-load the document. I don't know if the technology exists to make this any better at this point, and it has certainly improved since we began using MyCase.

Client invoicing and time tracking make this product stand out.

The program does everything we need it to do. I cannot think of anything to change.

I am more efficient with the software than without

Sometimes it slows me down but then I email them and they tweak it and speed it back up.

I was in need of a legal case management system as prior to this I was working off G Suite (which I continue to use in conjunction) but could not get organized. I need to request and obtain medical records in a secure platform. Prior to this system it was near impossible for me to keep track of missing information and timely follow up. I love that I can share my work with my clients.

I do wish I could share the "info" page with them and I have been unable to figure out how to formulate letters in the system. I use google and MS and drop them into documents. It would be preferable if I could separate out the recent activity from what I have done v what my client has completed. As I do the majority of work in the system it is a long list of what I dropped into Mycase or completed and what my clients have dropped into documents can get lost in the list.

Easy to use and set up, does everything I need it to do, perfect for my practice

Phone app doesn’t include color codes on calendar function.

Amazing legal software. It comes highly recommended.

I can't think of anything. maybe automatic document generation

Ease of use. Receptiveness to adding services and options. The ability to track leads. Dropbox integration. Billing is institutive.

Would like top see the options in the mobile app catchup with the online capabilities, especially accepting payments.

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.

I love the ability to have all my cases available via digital. I can share the documents with my clients and communicate with them via the client portal. All in one solution.

I would like them to have more integration, like with Onedrive, Google Drive.

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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What I love the most about this software is that it's always updating features and areas of needed interest. I love that the MyCase team is always there to take a concern, suggestion or edit that may be needed or wanted. I love that it's ALMOST an all in one system. I love that you can do customizing within the software on the end user side as well, without having to contact MyCase for most of them. I love that this is easy to learn, use and contact support. I love that MyCase is always willing to update to stay current.

What I like least about this software is the inability to filter OPEN and CLOSED cases in the Trust Account Activity and Trust Account Summary. We use this section for a quick check on which cases has a balance and which cases don't, but it shows EVERY case we have in MyCase without a way to filter out Closed. We have far too many cases open to check one by one. I also like least about this software that you have to request engineering to re-add Contact Groups that you delete, when it was added by the end user in the first place. An accidental delete of a contact group takes too much involvement to have re-added and we end up creating new ones. I also like least about this software that the App and the Desktop version are so much different in a few areas that are used most in our office.

Bank grade encryption of data and documents. Ability to give clients access to their own portal, which is very easy to use, and allows them to upload documents directly to the system with drag and drop function. Clients can message securely, have their own calendar for case related events, our firm can task clients with a checklist, and they can pay online. The Client secure access was a major reason we switched to MyCase in 2012.

I prefer to have more robust reporting functionality as it relates to managing cases by dates, and other case data. The reporting function exists but is not developed enough to capture all the data I prefer in my case management reports. Email integration is not ideal, but I understand a major upgrade is coming soon.

I am a huge fan of MyCase. Let me tell you why: 1. MyCase is extremely navigable. It is easy to understand and use. In a world where many attorneys are afraid of technology and change, that is really useful. 2. MyCase has a feature on every page view called "add an item." Unlike competitors, it ACTUALLY allows you to add any item whatsoever (notes, calendar entries, new files, contacts - you name...

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There isn't much that I hate about MyCase, if anything. 1. My MOST IMPORTANT request has always been that, once a workflow is created, we are given the opportunity to REORDER tasks within the workflow (not just subtasks). If this were provided to me, I'm pretty sure every single request I have ever made (and there are a LOT of them) would have been addressed. 2. My second request would be for...

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1. The best feature about Mycase is the client portal and client communication tools. This helps us automate some essential functions like sharing documents, court dates, deadlines, and obtaining information from clients to cut down on staff time. Now instead of dealing with "update calls" and requests for copies from our clients are able to focus on other tasks. 2. The workflows feature helps...

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The one feature that needs work is email integration (saving emails sent and received to Mycase). The feature as it stands today requires a good deal of manual matching of emails to cases, a tedious task. I believe it would work better if they integrated email through IMAP or POP and allowed you to access and send external emails through Mycase, which would aid the sync process quite a bit.

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.

I can access all of my case files, police reports, court reports and documents anywhere. I carry an iPad to court. The other attorneys carry a back breaking stack of files. When a Judge thought I had to be goofing around, he was shocked when I showed him Mycase and how I was doing my billing, document review, and communicating to my office while waiting for my turn in the Courtroom.

It took a long time to get the billing options right. I hated having to integrate with Quickbooks and the sync not work correctly. I finally can print past due statements with a lot more ease. Thank you for fixing it. I would love to be able to access amount due on the road from the app on my phone.

--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

--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

Hi Grace, thank you for your feedback. We are happy to report that 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.

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...

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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.

Thank you for sharing how MyCase helps you run your practice more efficiently. We appreciate your thorough feedback and have passed on your suggestions to our product team! We are also happy to share that we have updated our time entry so that you can now create time entries based on messages, notes, & events.

I love that the software is user friendly. If you can use Facebook, you can use MyCase. Older clients are always hesitant until they use it for the first time. It makes client communications (regardless of method--text, call, e-mail, message) simple to maintain and to track. My staff and I can stay on the same page about what is being communicated to clients because it's all in the case file!

The third party integrations could use some work. MyCase doesn't allow for Zapier and so it means things are a little less automatic and requires a person to go in and do things. Some times that is a bit time consuming. They have added a number of third party integrations that are phenomenal.

I've used MyCase since mid-2012 and it keeps getting better. It has helped me be able to grow from a solo practice into a multi-attorney boutique firm. They are constantly adding and improving features, and actively seek customer feedback to provide features that users want. As a business owner, the impact it has had on clients paying on time is tremendous. Clients have a very positive view as well - they love being able to log in at any time of day to get updates, post documents or leave notes for us. Cannot say enough good things about MyCase.

Nothing comes to mind at the moment......

- The Customer Service representatives are 100,000/10. - Access ANYWHERE on ANY device. - Continually improving EVERY aspect to maintain its prestige position as the BEST CRM available.

The only MyCase change that I have ever disliked was the background color going from dark blue to white; it is difficult for low and limited-vision persons, like myself, to see some of the fine print details. Thank goodness for zoom!

Thank you, Brianna, for taking the time to share your positive experience! It is great to hear that MyCase is solving real-time problems for your firm. We have received your feedback on our UI design, and will take this into account with updates moving forward. We look forward to our continued partnership, please do not hesitate to reach out if you have any additional feedback.

Quick and easy to set up. If you can navigate facebook or social media, you can navigate mycase. Client's ability to have secure access to their electronic file, all appointments, court dates etc. cuts down on calls/emails asking for documents or to confirm when an appointment is leaving staff time open for more meaningful (and billable) work. Interface allows clients to upload their own documents to the file as well. Invoicing, tracking tools for billable hour goals, online payments and easy to create reports brings valuable information to the firm. Also love that they are constantly updating features based on user feedback. For example - we have the ability to text message with clients now, which is a great way to communicate with those client's who wouldn't otherwise use email etc.

Some of the integration features we are not using. I prefer to keep my quickbooks separate for example. Some of the clients have brought concerns about being able to access from a mobile device. The app for users needs some updating as not all features are available or user friendly.