Recensioni su MyCase

10/10 Recommend

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Incredibly Useful and Critical Component of my Practice

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

Aspetti positivi:

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.

Aspetti negativi:

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.

Limited functionality, but adequate for a small firm

Commenti: One of our attorneys decided CLIO was a combination of more system and more expense than we needed and opted to go with MyCase, which we've used now for the past 4 or 5 years. It's an adequate, low cost case management system for a small firm, but definitely has limitations. Tech support tends to get overwhelmed causing extremely lengthy delays via phone or chat, and inquiries regarding what seems like should be obvious features or functionality get a default auto response of "thank you for that suggestion" and then nothing ever changes. They do seem to attempt some upgrades, but not always with much success. The integration with Outlook will sync the email with a matter, but it's a 50/50 chance on if the time entry will save too, so you constantly have to go double check. We've been told repeatedly to un-sync and re-sync the accounts but that shouldn't really be required on a daily basis. All that said, for a small firm just starting out, it has enough functionality at a decent price point to provide the necessary requirements of proper case management.

Aspetti positivi:

It's simple enough for new staff to catch on rather quickly.

Aspetti negativi:

A lot of this is nitpicking, but added together is enough to cause significant frustration with the software: * Requested funds don't appear within the matter or in "recent activity", only in overall firm billing and at the individual contact * No app for client side, and limited functionality on firm side * Can't convert a LEAD to a CONTACT (i.e., auto-generated LEAD via intake form that should be added to existing case has to be manually re-entered) * Admin has limited capabilities over firm users (i.e, can't add photos of staff when creating their profiles) * No option to include office admin time as a billing category * Phone numbers are displayed as a long string (i.e., 12345678901 instead of 1-234-567-8901, which is incredibly difficult to read given the miniscule size of the font they use) * When they recently added the recurring credit card charge billing option, all the notifications sent out specifically stated the client's desire to opt in would have to selected, then the system defaulted to opt in being auto selected with no ability to change the setting * Daily work summary email doesn't include the user being sent to * No ability to configure workflows with LEADS * No ability to configure workflows with an "if/then" setting for TASKS * No ability to integrate with Google Ads * No ability to integrate with Constant Contact * No ability to integrate with Ring Central * The entire interface is just a monotone gray, which I suppose is okay if you're colorblind, but otherwise makes for a blah user experience

Ball is in your COURTroom

Commenti: Favorable. And I would be inclined to use it again.

Aspetti positivi:

Easily being able to get the most up to date information regarding my case. And ease of contacting my attorney.

Aspetti negativi:

None. There weren't any drawbacks for me

Best in business

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

Aspetti positivi:

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.

Aspetti negativi:

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

The integration with Docketwise only works on way - From MyCase to Docketwise. The other way around won't work at all.

Commenti: I have been using Docketwise for a while. I never used MyCase. The sales representative told me that the integration from Docketwise to MyCase would be super simple. However, it is not true. The integration cannot be done automatically, and it cannot be done by exporting/importing contacts and matters, because Docketwise exports names as "Full names" and MyCase wants to import it as "First Name" and "Last name". So you have to do everything manually. This is a LOT of work. Also, the invoices and payments plans are a little hard to deal with. I mean.. I am putting all the billing info in MyCase, including past and closed cases. But sometimes the client paid a late fee or something and it is super hard to add this info, because the payments must match the flat fee rate.
Also, it would be way better if they could just add the immigration forms and case status updates to MyCasem, instead of making us use two separate softwares.

Aspetti positivi:

I liked the invoice settings, especially the payment plans. I was using only Docketwise and its invoice setting are terrible. So I signed up for MyCase to use this feature.

Aspetti negativi:

The integration (especially with Docketwise) and the support.

MyCase - Approaching Perfection with One Major (personal) Issue

Commenti: Very positive. While I am transitioning away from MyCase due to the file size cap, I would enthusiastically endorse the program for anyone looking for a fully featured program that has really embraced integrations with other legal-related service providers that expands the features (like Woodpecker for document automation, Case Status for communication, among others).

Aspetti positivi:

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.

Aspetti negativi:

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.

Great time management and more

Commenti: my paralegal enjoys MyCase and I am happy with the experience as it is very user friendly.

Aspetti positivi:

The time management and being able to centralize everything to each client. Being able to text directly with clients and the ability for them to fill out the e-forms. The multiple times. The list goes on

Aspetti negativi:

the billing part with creating invoices but I understand that it changes constantly

Definitely recommend

Commenti: Our firm loves MyCase. It's user-friendly and packed with amazing features that have helped us achieve a 245% growth rate over the last year. I have been so impressed with MyCase that I became a certified MyCase consultant so I can help other firms experience these game-changing benefits.

Aspetti positivi:

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

Aspetti negativi:

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.

Great case management software

Commenti: Great

Aspetti positivi:

Portability, upgrades & customer service

Aspetti negativi:

Email functionality deletes emails from server or duplicates.

Best Case Management Software Out There and I've Tried Almost All of Them

Commenti: Best that's out there for sure. I've used at least 6 different Case Managment Systems in the past but this is by far the best.

Aspetti positivi:

The sheer amount of features. I have both billable and contingency fee cases and MyCase covers both. It also feels more polished than other CMS's other there. For some reason, the other CMS's I've used feel cheap and bare bones and you have to build everything up. MyCase gets you started quickly because it starts with a default template.

Aspetti negativi:

I wish it was a little bit more customizable.

Great Potential, Falls Short

Commenti: Overall MyCase is just average. It could be so much better. I have asked MyCase to address these issues for over a year but they seem focused on adding bells and whistles like Zapier integration, document assembly improvements... all very good things, but neglecting the basic features that would make user experience so much better. If I was contemplating moving to MyCase I would think long and hard. If it wasn't for the client portal features, I would ditch MyCase.

Aspetti positivi:

MyCase has great potential. It plays nicely with other apps and the MyCase team has worked to make it more connective with zapier and other automation apps. It is headed in the right direction. It has a usable client portal feature and auto notification system that makes it valuable for our business in keeping clients updated on their files (cutting down on emails and redundant communications). It is stable-- very few glitches, outages, crashes, etc... Coming from the Amicus platform, it is far more reliable. It is relatively easy to set up and use.

Aspetti negativi:

Now for the bad news. 1. MyCase is frustratingly vanilla in ways that should be easily fixable. For example, MyCase allows almost *no* user customization for any of the meaningful ways users interact with the platform like events. Whereas most platforms allow calendar events to be listed by most recent or oldest, MyCase forces users to only view oldest to most recent (with an on/off toggle that lets you only view events in the future or the full list of events from oldest to newest). This means you have to endlessly scroll down the screen for any typical file with more than a handful of events. Worse, the main navigation bar at the top of the MyCase screen does not stay there when scrolling down, so if you want to navigate anywhere else or add a new event etc... you must scroll all the way back up to see that main bar and then scroll back down again to see the event you just added. Very annoying. 2. MyCase does not allow a user any control over what case information you see on a given file, so you wind up having to have multiple windows open to display the information you want rather than customize it for your practice. 3. MyCase forces an annoying amount of mouse clicking on users. For example, adding a new task to MyCase file requires 7 or 8 mouse clicks because MyCase does not allow for a user to set certain default settings that would avoid repetitious selections. 4. MyCase billing is just average. Again, creating bills and applying payments requires way too many clicks and selections. And it's needless. There's no reason MyCase cannot allow an Admin to set firm defaults for billing that would pre-fill in most of the data fields by default. Instead the user has to fill in each one manually over and over.

Best Investment

Commenti: Love it. Always recommend it to anyone I speak with.

Aspetti positivi:

The ease of use. And the app which makes life easy when out of the office.

Aspetti negativi:

A little expensive. I feel that as the firm has grown it’s become costly and there should be a better rate for over 10-20 users.

My Case management made easy!

Commenti: My overall experience with MyCase is that it is an amazing tool. Since I was not trained for this type of office work, it really made learning to get things finished in an acceptable order.

Aspetti positivi:

I love that we can easily keep track of every aspect of each individual case and not leave anyone hanging.

Aspetti negativi:

There are a few areas that can be complicated to navigate.

MyCase Review for SILR Investigations

Aspetti positivi:

I like that MyCase allows me to keep track of my clients in one CRM, that I can separate different practices of law, that it tracks revenue based on each practice of law worked.

Aspetti negativi:

I don't like how MyCase does not have a fee for a range of employees such as 1-10 employees at a certain rate.

mycase is great for our uses

Commenti: Fantastic product with good support and additional offerings. The new features that keep getting added, only improve the experiance.

Aspetti positivi:

Mycase is easy to work with and loaded with features. It's a great platform for our uses.

Aspetti negativi:

There is no ability to pro-rate or divide invoices. In our situation that would be a benefit, as well as having multiple billing contacts on one invoice. I'm hoping it's something that may get worked out into the future.

MyCase Review

Aspetti positivi:

Client tracking system, the ability to communicate with my clients through the portal, the ability to bill and track my time spent through the portal, the ability to produce invoices, and the fact that my clients can pay their invoices through the system.

Aspetti negativi:

There is not yet anything that has occurred that fits this category.

User friendly and convenient

Commenti: Love how it gives easy access for our clients to communicate with us and share documents.

Aspetti positivi:

Easy to login and use. Clients never call saying they need help figuring it out.

Aspetti negativi:

Document building is sometimes difficult.

Easy Billing and Time Tracking

Commenti: I like it and it makes my life so much easier!

Aspetti positivi:

MyCase is easy to access and always accessible. It it easy to find the prompts in the system to enter new information and it is really easy to track down information on each of the cases like time billed, what the expenses are. I like that it is flexible in when you do something, it is easy to see how it connects to other data screens in the system.

Aspetti negativi:

There are three main things that I dislike: 1. I wish that when you start typing a party in the search box and they have several matters that cascade down for you to pick from, I wish you could hover over the different options and the entire case title would pop up. I often have to refer to a hard copy cheat sheet because I'm not always sure which matter I am selecting, so I am forced to have to reference a log that has our matter number referenced at the beginning of the case. 2. In reports, I wish you could run a report for true past due balances (that consisted of jobs that had balance forwards only). Right now, our invoices are set up as "Due Upon Receipt". But they are immediately categorized a past due in all the reports. If I pull an aging report after I batch out the invoices, it includes ALL of my invoices because of our payment terms. I can't, or I haven't figured out yet, how to pull a report that just reflects my jobs with 'balance forwards' which are the real past dues. I wish there were more options and simplicity overall in customizing reports with that data we are entering. 3. When entering time, I wish you could default the type of activity. 99% of the time, I am entering 'Services'. I have that I have to type S or scroll down to get to it on every entry. That's annoying.

MyCase and its role on a Law Firm that helps Victims of Domestic Violence

Commenti: It has been amazing. There're few platforms on the industry that are as useful as MyCase is. MyCase is full of functions that don't require users in the industry to constantly look for third party platforms.

Aspetti positivi:

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.

Aspetti negativi:

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.

MYCASE REVIEW

Aspetti positivi:

I LOVE THE INVOICING, THE ABILITY TO TRACK PAYMENTS AND REVENUE (SIMILAR TO QUICKBOOKS) AND THE ABILITY TO TAKE PHYSICAL PAYMENTS.

Aspetti negativi:

I WISH THAT MYCASE PROVIDED A 1-1 DEMO TO EXPLORE ALL OF THE FEATURES THAT THE SOFTWARE HAS TO OFFER.

Overall good product

Commenti: Good. I miss the integration of Outlook so that both my calendars can update simultaneously.

Aspetti positivi:

The calendar, notes, and dashboard features.

Aspetti negativi:

I wish that the documents opened up in a new browser window.

My Preference for MyCase

Commenti: MyCase is vital to keeping everything in my law firm in one place. Whenever there's an issue, the MyCase Support team responds quickly - within the next business day, which is great.

Aspetti positivi:

Sharing documents via client portal, messaging and communicating with clients, invoices and billing electronically via easy-to-use interface, workflows, integration with Woodpecker for document templates and automation.

Aspetti negativi:

May have tooo many avenues for communicating - comments within documents, messaging, texts, emails integrated into MyCase - have had instances where I had to recall where a client posted a comment about a draft.

my case review

Commenti: good
i need to use more features but not enough time to learn

Aspetti positivi:

convenient and fairly simple to use. price is teasonable

Aspetti negativi:

no desk too option. have to open up on web each time you utilize.

MyCase Rocks

Commenti: MyCase has been a blessing to the firm. Communication with clients, document generating, billing, time tracking, and security are top notch.

Aspetti positivi:

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.

Aspetti negativi:

I wish that it had more apps that could be integrated.