MyCase Reviews

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.

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.

Nothing to date. Was very misled during our initial demo with Conor

The misconceptions from the initial contact through the program becoming fully functional have been nothing less than a nightmare! Mycase does not allow you to upload or attach a firm logo to email signatures which may be fine for a sole practitioner but not conducive for a P.A. This program is not geared toward a defense firm. Firstly, none of our UTMBS codes were carried over from unbilled time...

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Better than Clio, Amicus, and Rocket Matter! You cannot find a more versatile product. The ease of use and all the different features and functionalities. I am able to do everything I need on almost every case with one program. It saves me time and money in every case. MyCase has outstanding customer support as well. They listen to feedback and implement changes based on what client's want and need!

Would like to see several improvements. I love the time tracking feature and being able to set up case rates, but I wish I could set up multiple case rate profiles for quick and easy selection. For instance an appointed rate, retained rate, and modifiable case rate would be amazing. It would be great to enter bulk time entries for multiple dates on a single client in addition to the current options....

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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.

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

The ease of it all. MyCase has allowed us to improve our client communications, especially time managing cases and client contact.

They changed the way you text and it has been complicated since then (have not been able to use text messages).

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.

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.

I like just about every function on MyCase. I love that they continually find other integrations and functions to make part of the system. Without it, I was a huge mess!! and poor! I am still learning how to use some of the functions, but each one has made the value of MyCase increase exponentially!

More of the alerts for the functions (ie receive message) need to be available for the phone app. I am not always at a computer and I need to get alert notifications when a message is sent to me.

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.

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.

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.

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.

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.

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 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.

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.