About MyCase











MyCase pricing
MyCase does not have a free version but does offer a free trial. MyCase paid version starts at US$49.00/month.
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- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
My impressions of MyCase a little more than a year in
Overall, my experience with MyCase has been a positive one. I love the client portal and have received excellent feedback from my clients about how professional my CMS is. The texting feature is amazing as I am someone who wants to save all of my client communications. Texting using MyCase makes that incredibly easy.
Pros
I love how easy MyCase makes it for me to stay in communication with my clients. I also love the task feature as it gives me the kinds of reminders I need to stay on track with my cases.
Cons
I do not like that what I can access on the mobile app is very different/limited compared to what I can access on my computer's browser. I also do not like how counterintuitive some of the customization features are in terms of where on the platform they can be found or how the options work.
Alternatives Considered
ClioReasons for Switching to MyCase
A colleague I trust told me they have had no problems with MyCase and with that, I heard all I needed ot hear.- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
MyCase in a Nutshell.
Overall, its been a pleasure, however, for the cost and with competition out there like Clio, more needs to be done on the automation side and on the reporting side.
Pros
This program is needed for daily file managements and task follow throughs.
Cons
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.
Alternatives Considered
ClioReasons for Switching to MyCase
It was touted as a great product from a law firm client.- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
A pefectly organized, efficient practice management suite for a solo attorney probably...
A great investment to keep on top of casae activity,keep clients informed, perform time tracking, billing, etc.
Pros
Configuration and implementation were easy and intuitive. I was able to set up all of my contacts and matters quickly and was using the software actively in my practice almost from day one. Integration with LawPay makes what formerly required spreadsheet data tracking automatic within the MyCase suite.
Cons
While much of the software and menus are self-explanatory and I find things where I would expect them I've had to resort to the Support database more than I expected. I could probably have availed myself of more training from the implementation team but chose to figure it out by trial and error.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Worst Experience Ever
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.
Pros
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.
Cons
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.
Alternatives Considered
ClioReasons for Choosing MyCase
The switch did NOT happen, as MyCase could not complete the data migration.- Industry: Law Practice
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
It may not be MYCase, but maybe it's YOURCase. Try the demo.
I test drove MyCase to see how it worked as opposed to Clio because I was looking for a more cost effective alternative; I did not find that in MyCase. It is more expensive and less exciting.
Pros
I like that MyCase offers a free trial for you to evaluate the software on your own; it is difficult to come by a CRM that you don't have to speak with twelve different representatives and have someone else manage your demo
Cons
MyCase offers background time tracking which is really great but that is pretty much the only benefit I saw in switching from Clio; overall it seems like MyCase is just more money for less functionality
Alternatives Considered
ClioReasons for Switching to MyCase
I did not make the switch. I decided that MyCase was more expensive for less functionality. Even though the service was nice and I love LawPay, MyCase just does not give me anything I am missing.- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Very poor customer service.
It was good, but things are going downhill fast. I don't think they value client input enough.
Pros
Positives:
-Unlimited storage
-E-signature
-Somewhat open API.
-Case insight menu
-Easy to add users
-Easy to update case status.
Cons
Negatives:
-Very poor customer service. I'm paying for products and services and they have a policy of not calling customers for customer support after 6 months. This is ridiculous. You pay for upgraded features and they won't stand by them other than to link you to a youtube page.
-They seem to be outsourcing coding and software support to third parties who require additional monthly fees and integration pains. I would rather that they increase user monthly fee and provide internal testing, customer support, and a new feature once in a great moon.
-I think they are out of the loop with what firms want and how firms use their software. For example, the dashboard doesn't have a call button, but has a sticky note feature that our firm almost never uses. It is far better to have quick access to a call button than a sticky note.
-In my opinion, they are so focused on Mycase "IQ" and billing that basic features like bulk merging and template setup that integrates well with workflow are put on the backburner.
-The reporting features are very limited and basic things like creating a custom shareable report appear impossible.
-The documents section is an unmitigated disaster. I kid you not, there are 8 types of documents in the dropdown: case documents, unread case documents, firm documents, esignature documents, intake forms, word templates, esignatures, and advanced templates. What a mess.
The advanced templates dropdown menu simple leads you to a screen that says to add the microsoft word add on. It appears to me that the microsoft word add on requires you to login to mycase every time instead of recognizing your machine.
Reasons for Switching to MyCase
Case insights menu is fantastic. Years ago, my firm received personal attention and people were available to call. The training in the beginning was good. They used to add useful features instead of off-shooting nearly everything for integrations that don't work that well with the software.- Industry: Legal Services
- Company size: Self Employed
- Used Weekly for 6-12 months
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Review Source
Great for Solos Just Starting out
It is a positive experience. Everyone has been helpful in answering my questions and getting me onboarded.
Pros
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.
Cons
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.
Reasons for Switching to MyCase
I did trials for all three and I just liked MyCase better. They all offer just about the same form of features and functionality. I also trusted LawPay over the 3rd party services that were being used for payment processing and I liked that LawPay was already integrated into MyCase.- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Streamlined Solution for Legal Professionals
Pros
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.
Cons
I don't have any cons to say about MyCase.
Reasons for Switching to MyCase
MyCase gave me the best bang for my buck. It also integrated nicely with LawPay, which I wanted.- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Easy to use
Easy to use. Simple to understand and provides multiple services in one product
Pros
Simple to use. Easy to access client information and manage billing information
Cons
Some issues with uploading firm documents - batch loading does not load directly to firm files
- Industry: Law Practice
- Company size: Self Employed
- Used Monthly for 6-12 months
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Review Source
The Case for Mycase
Overall, it’s a good product and very reasonably priced. I didn’t like (or couldn’t figure out) document automation, and since that is critical to me, I ultimately went in a different direction.
Pros
The default reminders are excellent, and the price can’t be beat.
Cons
Document automation is very clunky, or at least I couldn’t figure it out.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
MyCase changed our Firm
Pros
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
Cons
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)
Alternatives Considered
ClioReasons for Switching to MyCase
I spoke with people who used Clio and I had previous experience from a prior firm with MyCase and decided it was a better fit for our firm- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Mediocre practice management. Good enough, though.
It's OK. Not bad enough to undertake the daunting task of migrating to something different, but not good enough to necessarily recommend.
Pros
I like that it is OS neutral. I like the billing.
Cons
It's not really that great for anything I do, and it's pretty restrictive on how you can set things up. For instance, there's no field in the user category to put my bar number, which is something that goes into pretty much any pleading that I draft. (1) Why isn't that field available, and (2) why can't I create custom fields? They always seem to be adding "features" that I rarely find any use for, but they won't fix bugs in their system. For four years, now, I can't clear an e-check that a client bounced. It shows up in the "rejected payment in last 30 days" field. They can't be bothered to fix that bug. Ever since COVID customer service has gone way down.
Reasons for Choosing MyCase
Trying to keep my database up with the times was getting to be too expensive.Switched From
Claris FileMakerReasons for Switching to MyCase
Price. Less bad than the others. Smokeball's name was simply too stupid for me to seriously consider.- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
MyCase is worth look at.
We have been using for many years and are satisfied with the workability of the product and mobile app
Pros
Fully covers all areas of practice including billing, calendaring, client & case tracking.
Cons
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.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
My loyal assistant
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.
Pros
MyCase makes billing, invoicing, and trust accounting easy to manage on a daily basis. It saves me hours.
Cons
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.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
MyCase is an excellent client management and billing program
Overall my experience with MyCase has brought absolute relief to the client management, document management and billing process. I have done my best to get other attorneys to use MyCase and will continue to highly recommend MyCase. The cost/benefit ratio is excellent.
Pros
MyCase is so user friendly for client management and document transfer. It is incredibly user friendly for time entries, billing and uploading documents. It is also intuitive for finding contacts and documents. Additionally, the key word search capabilities are wonderfully easy and intuitive.
Cons
Making the view of folders and documents compact
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Very Happy with MyCase!
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.
Pros
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.
Cons
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.
- Industry: Legal Services
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Great CRM for Legal Firms
Pros
We use MyCase mainly for case management & it is wonderful! We're able to bill all of our legal clients directly onto their related matter making it extremely easy to have them pay directly online with credit cards or even make offline payments & have them saved on the file! We save all of our notes on OneDrive & MyCase as per our compliance standards. MyCase makes it so easy to add notes and make sure all internal users are able to see and use the feature.
Cons
It can be quite expensive to have a lot of users added on the law firm side, but it does make up for it with unlimited client add-ons.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
A Must Try for Law Firms.
I have used this software for ten years. The software offers most if not all of the features offered by more expensive programs. Any technical issues I have had which have been few, have quickly been resolved by tech support. I highly recommend.
Pros
This software is very easy to set up and use and offers alot of functions for a reasonable fee.
Cons
We have the LawPay integration but for initial payments, it seems to function as two separate systems where trust account payments must be processed in LawPay and reentered into MyCase. Also we get our email through GoDaddy and the email integration app does not work. I really miss this feature as it made billing for email correspondence seamless.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Best Law Firm Management Software I've Use
10/10 Best customer support and very reliable, convenient, and effective software.
Pros
The software is easy to use and has every function you would ever need. You can manage documents, deadlines, and Client invoices/Trust Accounting all in one place, and more. If there is a function you need and don't see, not to worry. MyCase is the only software I have ever used that actually responds to customer feedback. They will update the software, if you point out a flaw or an area that they can improve, the latter being more likely, but still uncommon. MyCase does it all!
Cons
The monthly fee, but it's worth it. I just hope MyCase doesn't realize they could charge me more.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
My Case essential for Law Practice
My Case is essential for my Law Practice and makes my Practice so much easier. The only complaint I have is the cost (I currently pay nearly double what I paid when I first began using My Case).
Pros
The ability to update client information, call clients, update billable hours in real time instead of having to wait to get home, or to the Office, to update billing.
Cons
Cost keeps going up. It is worth the value, but my cost has almost doubled since I began using My Case
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Going on 10 years, still happy!
Overall I'm very happy, I've been with them since 2015 and I still find their pricing reasonable.
Pros
It's easy to use, new hires, interns can easily learn and adapt to the program. Also it's not over down with too many bells and whistles, it does what it needs to.
Cons
Sometimes they seem a bit slower than other programs to add new options or integrations.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Wish i thought of it.
Great. I could not practice law without it.
Pros
Doc storage and client's can access files they need to read or sign without calling the office.
Cons
The app freezes every time the message or keyboard is used. Aweful flaw. They know its busted and need to fix it. I have almost left because of it. It has cost me hours in lost time.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Evaluation of MyCase
It has been very positive and convenient.
Pros
I had never used it before and it was easy to figure out.
Cons
I really don't have any complaints about using this product.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Love MyCase, but there is room for improvement.
Pros
Love the simplicity of tracking time and expenses and generating a billing statement from that time. This was the #1 feature I needed from it. Second key feature is client contact information and case status information. I use the "status updates" tab constantly to keep track of where I'm at in a case and key notes.
Cons
Billing feature needs improvement. They don't allow you to post a QR code or photo on the billing except your main logo, and they don't pass on credit card fees (the 3% fee) to the client, which is HUGE for a small firm, despite their claims that they are fully interfaced with lawpay. This is a huge inconvenience. I use the mycase to generate the bills but use a different software to bill so we don't incur hundreds of dollars of credit card fees.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
MyCase review Kansas
Very pleased, good customer service and functional product.
Pros
All of the functions and ability to tailor to my needs.
Customer service, ability to make suggestions for improvements/changes.
Cons
Changes to email system that are coming, not being able to scan directly into the system to maintain documents in a faster time frame.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
My Case management made easy!
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.
Pros
I love that we can easily keep track of every aspect of each individual case and not leave anyone hanging.
Cons
There are a few areas that can be complicated to navigate.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
MyCase met all our needs.
Overall, MyCase met all of our needs for case management and law office management for a small law firm. Our overall experience using MyCase is excellent! I would highly recommend it to other small law firms.
Pros
The features I liked best about MyCase are client billing, the client portal, keeping track of billable time, and document storage.
Cons
The feature that I liked the least was archiving emails to individual client matters. The interface never seemed to work as seamlessly as expected.
Alternatives Considered
ClioReasons for Switching to MyCase
I chose MyCase over Clio because it better fit a law practice that concentrated in Personal injury and Family Law matters. It also was less expensive.- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Limited functionality, but adequate for a small firm
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.
Pros
It's simple enough for new staff to catch on rather quickly.
Cons
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
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Great tool for my start-up!
It has been a dream to use. My new firm is well grounded and ready to take off.
Pros
MyCase was simple to start using. It is intuitive and once you get it's design, it works very nicely. The internal reminders and messages features help my team keep every case moving.
Cons
MyCase could needs to be more forgiving on a mistake and allow a Note to move from the wrong case file. It also needs to allow for a capture of time for LEADS so they may be billed when they convert.
Alternatives Considered
ClioReasons for Switching to MyCase
Better pricing and integrations were available for a new start-up.- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Wow!! How easy is this.
Overall, after finally convincing myself to take advantage of the full capabilities of MyCase I can't live without it.
Pros
The ability to track everything just as I would if using a paper file, and calendar is great.
Cons
I find it a bit of a nuisances that I cannot past into the search bar. If I copy a name or case number, I have to type a character in the search bar then highlight it and paste my search. I would rather just paste my info and go.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
MyCase for a 2 lawyer firm
Overall very happy. We were able to combine our billing (formerly Timeslips) and our case management (Time Matters), plus had tools for circulating documents and messaging to clients.
Pros
Cloud based so it can be accessed from any computer or device connected to the internet. Mobile app for iPhone is very useful.
Cons
Subscription cost for support staff to assist in calendaring and entering case and client information.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
MyCase is a Necessity
Overall, I think MyCase has the best services and platform. The live customer support is critical. I don't want to email someone about a problem. I don't want to wait hours or days for a response. When I have a problem, I want to pick up the phone and speak with someone and solve the problem. The live technical/customer support is worth it's weight in gold.
Pros
TEcnical Support. It is invaluable to have a live, English speaking person who will instruct me on how to resolve an issue when one arises. The day MyCase stops this feature is the day I start shopping for a different provider. When I can't figure a solution out related to MyCase, they are always responsive and proficient. They answer your questions immediately and are the biggest selling point for your company.
Cons
LawPay being the only merchant service provider integrated with MyCase. They are charging too much and I have thought about canceling MyCase because I can not use the merchant services provider I want because they don't integrate with MyCase.
Alternatives Considered
ClioReasons for Choosing MyCase
Because MyCase is superior after considering all factors such as cost, services and support.Switched From
ClioReasons for Switching to MyCase
Because MyCase is superior after considering all factors such as cost, services and support.- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
MyCase review
MyCase is very user friendly. in hindsight, it would be great to see/view how setup affects many different areas of the data base. how clients are listed in sorting or reports, from first/last name vs last/first name, if not ability to view setup, maybe suggestion popups of different ideas to set up clients ect,
Pros
I like all of our clients, forms, documents in one place, easily searchable, easier for conflict checking, reports are great. MyCase is always improving and updating.
Cons
I don't like that reports do not have a total count of the case, I would like search options of how cases are listed in the client, currently there are not options and they are listed in abc order,
Alternatives Considered
ClioReasons for Choosing MyCase
Firm Central was very rigid and not user friendlySwitched From
Firm CentralReasons for Switching to MyCase
MyCase offered more options, and was more user friendly than Clio, close to same price, but maybe lower at the time- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
MyCase Review for SILR Investigations
Pros
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.
Cons
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.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
PI Litigation Paralegal/Satisfied
My overall experience with MyCase is excellent. I haven't had any major problems and the attorneys find it easy to work with.
Pros
M Case is user-friendly and needed if you are a law firm or solo practitioner. I find this helpful for those attorneys/paralegals who work with multiple attorneys in different states. It is also super helpful for PI cases such as soft tissue, litigation cases.
Cons
At this time I don't have any Cons, as our firm grows and the usage for My Case becomes greater, I may have some suggestion for improvement.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Good case management platform
Overall, I am happy with MyCase and am certainly not looking to change.
Pros
User-friendly interface. Lower price than other services for the same features.
Cons
While the core platform works well and consistently, the add-ons are hit and miss. The accounting add-on is buggy at times: it periodically refuses to sync with my bank account. It also is difficult to change accounting entries when I discover an error such as categorization. The new gmail add-on stopped working for close to a month.
Alternatives Considered
ClioReasons for Switching to MyCase
The features I wanted were available at a lower price in MyCase.- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
MyCase is Efficient for Case Management
Very positive. It has helped out team integrate better case tracking and give clients a clear picture of the work performed. We have also kept better billable hours by logging times directly into MyCase and associating the time with the completed task.
Pros
The case tracking events and timeline is extremely helpful to see the progression, time tables, and work put into a single matter.
Cons
Generating reports can be difficult to complete. The user interface can be difficult to locate at times.
Alternatives Considered
ClioReasons for Choosing MyCase
MyCase had a better framework shaped for our specific needs with client and case management.Switched From
AirtableReasons for Switching to MyCase
The integration and constant development was appealing.- Industry: Legal Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Every Paralegal Needs this Program
Love mycase. It is the easiest part of my job.
Pros
This helps me stay on top of my case load. Everything is one place and it is user friendly.
Cons
Some of the features like document automation seem great but the time it takes to implement is just not available to me.
Alternatives Considered
ClioReasons for Choosing MyCase
Attorney wanted to get organized and we started looking at programs.Switched From
Microsoft OutlookReasons for Switching to MyCase
Recommended by another law firm who had made the switch.- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
MyCase Has Its Ups and Downs
Pros
I absolutely love the calendar and the ease of use for CERTAIN portions of MyCase. The timer is a great addition in order to track your hours. Uploading documents is also easy to navigate.
Cons
MyCase is not user friendly. There are certain procedures we try to implement through MyCase that are nearly impossible to do. When we contact a rep for MyCase, they are usually not able to assist us either. We wanted to be able to update the steps of a specific case as we go, to where if someone drops off working on the case, someone can just go into MyCase and see where they left off. But creating that flowchart, with warnings and whatever else, is basically not possible with MyCase. We wanted to have main levels of work flow with sublevels underneath each main level (steps and substeps), and we have not been able to create that. We also dislike that you cannot add multiple people to a Lead, nor can you use the same e-mail for a married couple to electronically send them docs for signature.
- Industry: Legal Services
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Best Case Management Software Out There and I've Tried Almost All of Them
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.
Pros
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.
Cons
I wish it was a little bit more customizable.

- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Everything I need as a solo attorney
Pros
With no clerical staff I can do everything in one place - no more spreadsheets for time tracking and dibursement tracking. Document management has greater capabilities than I have even found use for all of it. Learning new tricks every day.
Cons
I may have overestimated the value but I am not dissatisfied with the value.
- Industry: Legal Services
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
We don't know what we would do without it
MyCase has made us much more efficient we use it for time tracking, clients contacts, invoicing and calendaring.It is a very cost effective management tool plus very helpful in that clients can see what is happening in their cases.
Pros
Secure online portals where we can securely communicate with clients and remotely access online documents
Cons
It gets a little glitchy when multiple files are opened.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Great Potential, Falls Short
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.
Pros
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.
Cons
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.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
MY CASE IS AN OVERALL ASSSET
We really like MyCase. The billing features are very easy to use.
Pros
My Case is very user friendly; however, I feel the template portion should be streamlined as it is very confusing. Also, I wish it had an internal medical timeline for injury cases, where I could include pertinent information like dates of doctor's appointments, the doctor's name/location and the outcome of visit and then be able to print it in a timeline form. No other software has this and we manually prepare a medical timeline for each one of our WC and personal injury cases. More than 300 plus cases!!
Cons
We referred My Case to a friend and never received the $500.00 referral bonus.
- Industry: Education Management
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
MyCase Review
Pros
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.
Cons
There is not yet anything that has occurred that fits this category.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Recommended Changes
It's OK. I feel like it has room for improvement. I don't like that I can no longer email from MyCase portal. That makes it hard and more work for me to connect my emails to cases on MyCase.
Pros
I like cloud storage and time tracking. I like that I can download all of my case documents.
Cons
I wish it would link cases to emails via Thunderbird and other apps. Also, wish it links incoming and outgoing emails, not just outgoing. Wish it can do drag and drop or ctrl+select instead of clicking on each document that i want to select to do things with. Practice Panther has a better interface than MyCase in that regards.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
My MyCase Experience
It's been good. I tried another service and did not like it as much, so I switched back to MyCase.
Pros
I found the interface particularly easy to work with, easy to set up. Very intuitive.
Cons
That I have to pay for a seat just for my bookkeeper to pull my monthly reports.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
mycase is great for our uses
Fantastic product with good support and additional offerings. The new features that keep getting added, only improve the experiance.
Pros
Mycase is easy to work with and loaded with features. It's a great platform for our uses.
Cons
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.

- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
10/10 Recommend
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.
Pros
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.
Cons
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.
Reasons for Switching to MyCase
The price and robustness of the product was superior. I felt that - at the time - I was getting the most "bang for my buck."
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Incredibly Useful and Critical Component of my Practice
The customer service is top notch. Anytime I've needed anything or had questions about the software, staff have been quick to assist.
Pros
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.
Cons
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.