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MyCase
Practice More, Manage Less.
MyCase Reviews - Page 2
703 reviews
Recommended
Toni R.
Law Practice, 1-10 employees
Used daily for less than 6 months
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HORRIBLE. Do NOT consider switching to MyCase if you have been in business for more than a few years, would like the majority of your data migrated over, and do NOT have your own dedicated IT professional on-staff that can make this their full-time job for a couple months.
Not much to say here. It sounded like it would be a great "all-in-one" fit and would replace 3 other software programs, but we were NEVER able to get the data migrated and therefore was never able to use it.
The limitations on data migration and then lack of customer service when thngs started to go bad. We are a small law firm that has been in business since 1996. We had used the same CRM during that time, and had made customizations in that CRM. We were intrigued and excited by having an all-in-one law based CRM with associated billing and workflow capabilities. That being said, as we started digging into the work needed to "match" our fileds of data with the MyCase program, and the customization that would be needed - we realized that we would lose about 80% of our data and it was a one-shot data migration shot. While their migration specialist was nice, he did not once respond directly to our CRM IT person to answer very specific questions. Even worse was the customer service we received from the onboarding person - who was aware of our data migration struggles and a COVID outbreak in our office - but kept insisting that the data migration was easy, no big deal, and if we didn't get it completed within the 60 day initial time frame, we were "on our own." It was at this point that we decided the whole MyCase experience was not worth it - as it would essentially mean that we would lose the majority of our CRM data, and/or need to essentially shut down the office for two weeks to have all staff and our IT person configure and/or re-enter the data - and our reasonable assumption, given our treatment, was that we would receive horrible customer service in the future. It was at this point, when I respectfully asked for a partial refund, since we had paid for a whole year in advance - that all communication with our direct MyCase representatives ceased. Extremely disappointing.
Dianna N.
Legal Services, 1-10 employees
Used daily for 1-2 years
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We have loved it - we are able to keep exponentially better records in all aspects of our cases. From leads to case completion, there's a place in MyCase to document everything, and we absolutely love that. Being able to customize our own workspace within MyCase has been amazing as well. We can collect only the information that we need.
The reduction in paperwork is worth its weight in gold. We can documents within the firm with absolutely no extra steps. By being able to add or remove staff from each individual case, we can ensure the security of our cases, the notes, the documents, etc.
That you took away the email function that let us draft emails from within MyCase, and attach case documents. That was absolutely amazing. Now we have to download documents to our computer, and send it from Outlook. It was WAY more convenient when we could do it from within MyCase. Also, that ensured that the email was part of the case record with no additional effort.