MyCase Erfahrungen

10/10 Recommend

Kommentare: I rave about MyCase anytime a colleague asks my opinion. Admittedly, I do not have experience with any other practice management software, but when I was comparing my options before signing up with MyCase I was most impressed by the completeness of the product as compared to other programs; and the price was by far the most competitive.

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.

Excellent case management

Kommentare: Highly recommend it’s an easy application and works great to keep organized workload

Vorteile:

The way to stay organized with tasks and due deadlines- it’s a great way to keep your caseload organized

Nachteile:

That if I choose a contact to be an attorney for the child, in one case I cannot change that contact to be an adversary on another case.

Hard to Use program

Kommentare: My experience was terrible and I felt I was left on my own to try to figure out this complicated system.

Vorteile:

Simply stated, there is really nothing about the product I liked.

Nachteile:

The billing does not always show what is in the trust account and when I asked a person to assist on the phone she claimed she was too busy to assist with all my questions so I felt I was on my own to figure it out.

An essential tool for law office and case management

Kommentare: Outstanding. My working day is spent using MyCase all day long.

Vorteile:

MyCase is easy to use for the most part. For the basics in case management, it is intuitive. It is easy to learn additional functions. If you are not sure about a function or that it even exists, getting technical support is easy and usually immediately responsive and helpful. Making comments on a calendared event is an excellent and useful function. The ability to make personalized notes on an invoice is very helpful. When creating an invoice, crediting funds held in escrow is easy. Tracking possible clients in leads and making preliminary notes is a great feature that is complimented with the global search function. The ability to remind, me, my staff and event clients is terrific.

Nachteile:

The mobile app could have more of the functions as the desk top version. Resetting a matter and tracking the history of events of a particular case could be improved. Verifying any type of payment for a client or matter is difficult to find. A function of invoicing could be improved in regard to selecting items to be billed and reserving others; example: if I want to invoice for expenses but not fees at a given time creating an invoice is difficult.

My loyal assistant

Kommentare: I have used MyCase for years, leaving it only for a time when I went to a firm that used a different product for time tracking. As soon as I could, I returned because I have found MyCase the most intuitive and rich program.

Vorteile:

MyCase makes billing, invoicing, and trust accounting easy to manage on a daily basis. It saves me hours.

Nachteile:

Some of the editing functions are not intuitive to me and I find that I must call customer service. I have never found the website support at all useful, but really appreciate how responsive customer service is for day-to-day questions.

Incredibly Useful and Critical Component of my Practice

Kommentare: The customer service is top notch. Anytime I've needed anything or had questions about the software, staff have been quick to assist.

Vorteile:

I started my practice with another software, but quickly realized that only MyCase had all the functions and features I needed to manage a small, one-attorney law firm. My Case allows me to spend less time on case management and document coordination and more time defending my clients.

Nachteile:

The billing between trust and operating accounts can be somewhat confusing, but I also recognize that I likely need more specific training on this aspect of the software.

MyCase is worth look at.

Kommentare: We have been using for many years and are satisfied with the workability of the product and mobile app

Vorteile:

Fully covers all areas of practice including billing, calendaring, client & case tracking.

Nachteile:

Calendar requires manual moving of entries. It would be great if it was drag-n-drop as daily tasks have to be rescheduled constantly. Also, they are constantly advertising new products and have become a hub for outside vendors.

MyCase changed our Firm

Vorteile:

I love that clients get automatic reminders of appointments, court hearings and meetings. The billing side is so much better than Timeslips and is very user friendly

Nachteile:

That we are not able to let one user only receive or invoice on selected cases. (they don't need access to all cases, just mediations)

MyCase works for a small lawfirm

Kommentare: We received a lot of help from MyCase personnel in the early phases of our use. We have not needed their people to continue to operate the program.

Vorteile:

The calendar is easy to use. Client data is easy to enter.

Nachteile:

We are pleased overall with MyCase. I have no complaints.

Best in business

Kommentare: I have been staggered by the ease of use, particularly over time, and the connectivity for our clients. It's simply outstanding.

Vorteile:

Everything about MyCase has either impressed me, or been improved, in the last two years. Just insanely responsive and appropriate to our medium-sized firm's needs. We'll never switch.

Nachteile:

The cost is not inconsequential, but it works in our budget.

This software is AMAZING. Yes, AMAZING.

Kommentare: MyCase has helped streamline the law practice that I help to manage. It's usability and features have made my life easier, and have made my management of case and client files more consistent, both front and back. Clients all receive the same level of excellent care, and I feel good knowing that by applying my workflows, I'm not missing anything. MyCase task management features are completely worth the cost of the software, even if that was all I was going to use it for. I cannot stress enough how awesome the task management is. I'm so obsessed that I literally ran out of characters above. I also want to give a HUGE SHOUTOUT to MyCase's support team. I have had lengthy conversations with them about various issues that have come up on my end (generally not glitches, but requests I have for making MyCase more disability-accessible, etc.) and the team has never let me down. Everyone I have had the pleasure of working with has been friendly, professional, funny, kind, and knowledgeable. They take good care of me and I can see from updates that they are always working to improve the user experience. I am just SO PLEASED with MyCase. I am a convert and sing its praises to anyone who will listen (and often to those who won't!).

Vorteile:

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 it, it can be done), link it to people or cases, and perform ALL NECESSARY TASKS/FUNCTIONS from basically one screen view. That means, for instance, I can manage most case files without having to actually toggle through each file, saving me loads of time and energy. 3. MyCase has the best workflow management feature I have found to date. First and foremost, MyCase allows for the SIMPLE, INTUITIVE, QUICK creation of a workflow. Within that workflow, it allows you to edit tasks and add subtasks within tasks (BRILLIANT, WHY DOESN'T EVERYONE DO THAT???). I cannot stress this enough - subtasks are necessary, they are useful, and I would die without them. Or at least my pristine file management would. 4. MyCase saves mouseclicks. I cannot express to you, the reader, how important this is over time. I don't want to have to click on a search bar, then click on a case, then wait for the case to load, then click notes, then click add a note, then add my note and click done, and then click something else and something else and something else. SOLID APP. I have run out of characters!

Nachteile:

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 the phone app (at least on iOS) to be a little more robust and similar to the web-based version. My current workaround is just logging in on my mobile browser, but it's a little cumbersome. It saves me in a pinch when I need it, but otherwise I tend to avoid using MyCase on the go. 3. Oh, one final thing - MyCase performs maintenance on Tuesdays at 10PM (Pacific), which is a prime time for me to be working, so that sometimes cuts into my productivity. However, I totally get why they have to - that's 1AM on the east coast and they need to be done by the time the east is waking up and working. So, I always try to take the "oops, MyCase is no longer available" as a sign that I should stop working.

MyCase Daily User Experience

Kommentare: MyCase has been a wonderful tool for our firm. It allows for a more digital experience for both users and clients. MyCase is always updating to stay ahead of the current trends and needs, and they never take a long time to correct issues when they are reported. I love the MyCase staff which is always helpful and willing to explain things so we better understand why or why not something is the way it is. I will be happy telling others of the useful and customization features within MyCase. The support staff and product managers are always willing to help and take suggestions, which they tend to implement if they can. I have had a ton of ideas implemented which makes our daily activities easier. Overall, this software is pretty user friendly, high ability to customize a lot of areas, an all in one type of feel and beneficial for any office looking to go more digital.

Vorteile:

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.

Nachteile:

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.

Steer Clear If You Are A Defense Firm!

Kommentare: So far horrendous!

Vorteile:

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

Nachteile:

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 from our previous billing program so we have to manually go into all the time entries and add the codes for ledes billing along with all of the client matter id, client id, law firm id, law firm matter id, along with enabling ledes formatting on each and every case! I also just discovered that if you have a client that does not require ledes formatting, there is no way for the claim number to show up on the invoice unless you manually add it in the description field every time you bill the file. Needless to say, all of these issues are very time-consuming when you have 100-plus open matters and your sole responsibility is not invoicing clients. They also do not permit the customization of columns on the case list page, but they will tell you you can run a report that is customizable. The only problem is that NONE of the reports have hyperlinks to actually open up the file so you have to constantly switch from screen to screen - again very time-consuming and not easily accessible! Another huge drawback is the synching with Quickbooks! If you advance client costs and place an ent

It's easy to use and you can start simply and add features

Kommentare: I have practiced for a long time. When I began I worked for a big firm that valued tracking billing time above all else. This was a good experience. When I started my firm I was always good at keeping track of time. Mycase makes it easier. A lawyer rarely bills all their time. But tracking every minute should be the goal. Integration of docu-sign and ability to keep all data about a case within the software makes for more efficient practice.

Vorteile:

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 my firm by completing tasks quicker than average for the industry. Using electronic data forms allows us to obtain relevant data from customer and swiftly prepare the pleadings necessary to initiate case or respond to case and to prepare pleadings for requesting temporary relief orders from the court. We are continuing to explore the use of templates. Our goal is to have the petition or response, the declaration regarding minors, the income and expense declaration, the request for orders all template based. Having calendar synced is good. Having email synced is great. Ensures all time is considered for billing.

Nachteile:

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.

A Great Product That Continues to Grow and Bring Value

Kommentare: MyCase has provided the opportunity for my firm to coordinate activity between staff, set and track critical date, as well as maintain an overall awareness of the business from a financial standpoint.

Vorteile:

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

Nachteile:

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

My horrific experience with MyCase

Kommentare: The benefit we had working with MyCase is that is honed our customer service abilities as we were regularly confronted with astounding MyCase failures which we used as lessons for our staff to make sure that we never came off acting like MyCase.

Vorteile:

Terminating the Agreement. Although it was as entertaining as a trip to the dentist, it was the one glimmer of sunshine in an otherwise dreary software experience.

Nachteile:

We spent months with their support staff trying to implement MyCase. Failure after failure, it finally came became clear that they were unable to service our firm and that it was time to terminate the agreement and they continued to charge us monthly. It turned out that somewhere in the fine print it stated that you had to terminate via their online software. The problem we ran into was that even after months of banging our heads against the wall, we still didn't have access to the online software. We pointed this out to their support staff and they didn't care. We ended up paying over $10,000 and never used the software for a day. We ended up going with Clio. Maybe it was just in comparison to the agony of working with MyCase but we found our transition to Clio to be a dream.

Ease of Use and Best in Class

Kommentare: Without Mycase I don't believe I would have been able to start and build my practice as I have.

Vorteile:

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.

Nachteile:

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

Why MyCase!

Kommentare: Wonderful tool for tracking cases and keeping up with documents.

Vorteile:

The calendar is a great feature for staying in track.

Nachteile:

Email is difficult to integrate with other emails.

4 Years and Counting...

Kommentare: Legal problems in family law and mediation.

Vorteile:

What I like most are the E-signature and web payment.

Nachteile:

MyCase continues to improve its software and has been very useful and effective in the legal industry. What I like the least is the 'workflow' - most likely because I don't understand how to use it yet. I prefer to open a new case, set the workflow, and it automatically checks the box on what needs to be done next.

MyCase has made my practice workable with minimal staff and monetary investment

Kommentare: I am able to work at home and at locations and times convenient to clients; I can offer work-at-home opportunities to staff; storage is no longer an issue since my office is almost entirely "paperless"; I have been able to reduce the number of support staff; the return calls I have to make has been greatly reduced because there is no longer a need to locate files and contact others to ensure everything is up to date; I have an efficient means of tailoring case management based on the type of case or client

Vorteile:

--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

Nachteile:

--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

Amazing Product, but could use some tinkering. Always improving and easy to use.

Kommentare: Great. Love how easy it is to use and that you can get to the same place several different ways. The customer service is A+, best of any software company or really and service provider we use. Our clients also seem to really love the portal and the ease of making payments. Add Item options should be colored again for ease of use.Quickbooks has some issues syncing and causes odd results.Really needs to add a date filter in the "Create a New Invoice" page for when I am billing the prior month. Filtering by "uninvoiced balance" is insufficient because it captures charges for current month, which is not the month I am billing for.

Vorteile:

Easy to use. Love how the clients can pay online. I love how the case and client screens are integrated.

Nachteile:

I absolutely hate that I cannot have my legal staff assist with the billing functions without also having them see the financial condition of the firm. I have lost an employee to them seeing how much the firm brought in and them believing we did not pay them enough. They then shared this information with other staff. I have considered leaving MyCase because of this I hate it so much. I need my staff to be able to send out payment requests for a retainer or a consultation or I need them to be able to answer a client's question about how much they still owe without the firm having to disclose how much we make each month or each year. It is honestly outrageous that this has not been resolved yet.My second largest complaint is that there is not easy way to download a remove (i.e. export) a client's contact, case info, communication and documents in an easy way. We are obligated to keep our client's file for a particular duration of time and best practice is that this information be kept in two locations, in other words, it must be backed up. The reminders pop-up is also very frustrating that I cannot control the default "ignore" time. It is set at 10 minutes and that is that.

MyCase is the most intuitive and easiest to navigate system I've tried out of many.

Kommentare: Primarily, the ability to run my practice as a true solo, and to be able to work from anywhere and be as responsive as my clients need and expect me to be.

Vorteile:

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 to my clients and goes to outlook. One less thing for me to remember to do. I need to do better with tagging, but clients can send me discovery documents, I can send them documents to review, we can see the changes between versions. I upload the final product, and my clients get their entire case file as it progresses, and have one location where they can view everything that's happened. I also like that I can tell when a client has logged on, so if they haven't and I need them to respond, I can follow up. That eliminates the "lost in the ether" issues that crop up.

Nachteile:

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.

The Best Practice Management Solution Everywhere

Vorteile:

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 us take the thinking out of the routine tasks that need to be done on a case so we can focus our mental energies on the unique aspects of a given case. 3. Mycase is incredibly responsive to customer feedback. 90% of the suggestions I have submitted over the years are implemented and become part of the product. They release new features multiple times every month and help make a good product even better!

Nachteile:

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.

Great product

Kommentare: Mycase provides our clients control and open access to all aspects of their case. It has helped streamline communication, document signing and invoicing. It was easy to set up and continues to be updated with new features that help our practice run smoothly. Highly recommend for a small firm that does not/cannot invest thousands up front in case management software.

Vorteile:

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.

Nachteile:

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.

Easy and Efficient Case Management

Kommentare: I began using MyCase when it was relatively young. As a result it has been easy to master each new feature as it has been introduced. Tech support is responsive and helpful when needed. MyCase continues to add features based on input and suggestions from users and there seems to be a focus on staying current and relevant to demands of law office management.

Vorteile:

From the beginning, it was easy to use, and as it has evolved, it remains user friendly. It eliminates the need for a paper file. One of the best features is that clients have access to their case, documents, calendar, billing and to their attorney. The messaging function eliminates voice messages and most phone calls. Clients can leave questions at any time of day or night and will have a documented answer without telephone tag. Overall case management is significantly more efficient than paper files.

Nachteile:

The creation of Automated documents has been disappointing. The feature exists but is not as user friendly as the rest of the software. The recent integration with Dropbox is confusing as well but I suppose that may be my lack of familiarity with how it functions.