MyCase

My favorite features in MyCase are the case management, client management, document management, templates and automation.

I don't like that the invoices aren't more customizable and that the billing and invoicing aren't compatible with contingency firms. I also with MyCase would integrate with a VOIP phone system like Ring Central so we can automate some of our calling procedures.

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.

The software does the billing and case management ok. The price point is very good for this product. The customer support is one of the best I have experienced. They are constantly making improvements to the software. Calendaring software works well.
The payment of invoices is seamless. This works perfectly.

The software lacks a few features. For example, you have to manually bill each and every client. Also, if you have over 100 clients, then I am not sure how you keep track of invoicing them. Here are a few basic items that I think are important but are lacking: You can not set a minimum balance for a client that automatically goes on the bill. You cannot apply payments to one particular case. It gets applied to the client, not the case. Money is paid or requested by client. So, a client with multiple cases, is an issue.

Drafting of documents is horrible. It controls fonts and layouts and is just bad. I use it to merge and then use Word to fix it up.

Being able to access my cases remotely is critical, so I can work anywhere I have internet access. I also like that all team members on a case can see progress, status, and changes. Text messaging is also a big plus because it's the easiest was for clients to contact the firm and keep costs manageable.

The outlook/mycase email interface is clunky and not very user friendly. The legacy inbox has made it worse as we now have to look in two places to find emails, so staff has been instructed to not use the new feature from within outlook. Maybe this is already possible and we just haven't explored it yet, but not linking the email chains would also be really helpful.