MyCase

Vorteile

MyCase is easy to use. The basic functions are intuitive and a new user can navigate the program without much instruction. As a user becomes more advanced, MyCase offers training and tutorials, and has a plethora of add-ons available, allowing a user to really customize the program to their needs. For me, the most valued features are the ability to accept online payments, the communication and notes features, the time tracking and billing features, and the leads tracking.

Nachteile

The email integration is not seamless. I wish that there was a way for emails send to/from a connected email to automatically synch with any client who has a matching registered email address.
Additionally, my rate has consistently gone up; I don't use a lot of the add-on features that are the justification for the price increases.

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Vorteile

MyCase has been an invaluable tool in streamlining my legal practice. The platform’s intuitive interface makes it a breeze to organize documents, create efficient workflows, and send documents out for e-signatures.

Whether I'm managing client files, tracking deadlines, or facilitating remote document signing, MyCase has consistently exceeded my expectations. Its user-friendly design and robust features have significantly improved my productivity and overall efficiency. Their customer service is great too.

Nachteile

I don't have any cons to say about MyCase.

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Vorteile

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.

Nachteile

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.

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Warum MyCase gewählt wurde

Zuvor genutzte Software

Vorteile

This program is needed for daily file managements and task follow throughs.

Nachteile

There is no way to implement a workflow in lead. Leads are tomorrow's clients, but, if you fail to follow through on the leads, they will go somewhere else. Just as in cases, there needs to be a way to implement workflows on leads.

Also, there needs to be better reports for accounting. You may enter 10 or 20 or more time entries that are billable in multiple cases. There is no way to run a report on "open time entries that are billable" to see what is pending. The financial reports are convoluted.

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Vorteile

I really like the user interface/layout. It feels very organized and non-chaotic. i know where everything is, and can easily locate case information/create new cases and invoices.

Nachteile

No serious cons. It is perfect and easy to use. My clients find it easy and straightforward. I would like it if there were more options to customize invoices. This may already exist in the premium plan perhaps, but I don't want to pay extra for this one little tweak/preference. I would like more flexibility and ease with invoice customization.

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