MyCase Reviews

“The ultimate all-in-one legal platform

Pros

This system has almost every feature you could want to run a law practice. It handles billing, invoicing, accounting, case management, tasks and even works as a CRM. It also automatically tracks my communications like texts and emails. My entire workflow is now built around MyCase.

Cons

It could make a couple of improvements. For a larger practice, it offers good value but the cost is a bit steep for a solo attorney. So I would recommend a cheaper plan for one-person firms. It also lacks a client scheduling feature which would be really helpful. Other than that it is a great system.

“Simple to use with great service

Pros

MyCase platform is simple to use and managing documents is pretty easy too. Plus their customer service is consistently great. It took me some time to adjust to the new interface but now I really like it.

Cons

I have not run into many problems. On the rare occasion I have, they were fixed right away. Since I do not use every single feature, I cannot really comment on most of them.

“A single hub for our entire team

Pros

It lets me keep track of nearly everything in a single, centralized place. Overall this is incredibly helpful for supporting a legal team of three.

Cons

To be honest I am not as fond of the new design as I was of the older version. But I'm slowly getting used to it. I mean change is always a bit tough to adjust to.

“User friendly for the legal industry

Pros

It is very user-friendly and feels right for the legal industry. I also like that you can complete many tasks from different screens. Even customer service is always helpful and the built-in texting feature is really practical.

Cons

The constant visual updates can be frustrating. Because just when we learn where everything is, they move it. The billing section is also a little confusing to navigate.

“easy to learn platform

Pros

It is a comprehensive and user friendly platform for case management, billing and financial analysis. Also it is very easy to learn and use. Invoicing and timekeeping are not an issue too and it even includes useful perks like e-signing for documents.

Cons

I noticed the price has increased a lot but then again, so has everything else. Plus some features like the desktop app feel useless to me. If they add to my bill, I just won't use them and the company should really focus on its core strengths instead of trying to replicate something like Word with its own editing tool.

“Improved our small firm operations

Pros

Our small firm's operations improved dramatically when we started using this. Communication about cases and our ability to see the overall workflow got much better. Timekeeping became easier and more accurate and our invoices are now simpler to create and look more professional.

Cons

The document management feature could be more user friendly. While storing files is fine, actually working with them inside the platform is difficult.

“Easy navigation with fantastic quick actions

Pros

Navigating the system is easy and user-friendly. I especially like the new Quick Actions tiles on the right side, where you can pick an action from different categories.

Cons

I have no complaints. The new menu is very basic. Plus the add note feature is especially handy for quickly attaching a note to a case file.

“Great value and easy to use

Pros

We love how easy MyCase is to use, it is an all-in-one, cloud-based system with so many great features. Plus being able to handle our invoicing through it is fantastic and we get payments almost immediately after sending an invoice. Their support team usually responds quickly if we have any issues. Overall we'd highly recommend it as it's great value for the money.

Cons

Well I preferred the old way tasks were displayed on the main dashboard. It was easier to see everything at a glance with less clicking. Also if their system has an outage, you are stuck and cannot work. It's been rare in the years we have used it, but it does happen.

“Easy to use

Pros

The platform is really user-friendly and the built-in calendar is great. The only thing I'd change is making the document saving process a little quicker.

Cons

My calendar needs more AI capabilities. I would also like the phone app to be more user-friendly and include more features.

“Well organized and client friendly platform

Pros

Well I am a big fan of all the features and how well everything is organized across the different tabs. It is also very easy for our clients to navigate on their end, so I am glad we can offer them this platform.

Cons

I wish there was a tool to generate new leads from our existing contact list. I would also like to have more tutorial guides to show how certain features can be used to make our workflows more efficient.

“Perfect for efficient client communication

Pros

It brings all our client communication, documents, case tracking and invoicing together in one place. New staff members can get up to speed quickly without much training. The client portal and online payments make handling cases and bills much more efficient and their customer service is also very responsive.

Cons

My biggest issue with it is not being able to send a single message to a specific group of clients within a case. Right now you can only message everyone at once or contact people one by one. It would be so much more efficient if we could select several clients from the same case and send one tailored message to just them.

“Top features yet simple to use

Pros

I run my expert witness practice with MyCase. The interface is clean and easy to navigate. Document management is good too though it can feel a bit clunky at times. Also time recording feature is excellent and the integration with QuickBooks Online is very helpful. They also provide great customer support and training resources.

Cons

Managing documents requires too many steps. So a simple drag and drop feature into folders would be a big improvement. Also the process for uploading documents for clients to see is not as effective as giving them direct access.

“An affordable all in one solution

Pros

As a solo practitioner I needed an affordable solution that covers client management, case tracking, bookkeeping and trust accounting. MyCase handles all of that and is priced very reasonably.

Cons

The hardest part was just getting used to a new system. Every platform works a little differently, so there is always a learning curve when you switch. On the plus side the training materials are very useful and you can get one on one help if you need it.

“A one stop shop for clients

Pros

My favorite part is that it is a one stop shop for both me and my clients. The real-time communication and the ability to upload and download documents are great too. Plus clients really like having that direct link to our firm and it helps keep me and every case organized.

Cons

There are a few features I find frustrating. Such as you cannot save a draft of a message. Payments on old invoices do not show up in the history we can add to a new bill and you cannot customize the home screen to show only the tools you use most.

“Makes client communication incredibly easy

Pros

I love how easy it makes client communication. Tracking billable hours and creating clear, transparent invoices for clients is also not an issue. I also really love that customer service is always accessible when I need help and the video tutorials are great for learning the system.

Cons

It is a bit inconvenient that we cannot search through documents in the main firm library as easily as we can search for files within individual cases.

“responsive customer support

Pros

They are quick to respond to and implement good new ideas for the software. The customer support is pretty solid too. So I have no complaints.

Cons

Occasionally software bugs can take a long time to get fixed. For example, for months whenever I printed a document to PDF from MyCase, the auto-date feature would show the wrong date like one day ahead. It took them a while but they did eventually resolve the issue.

“The best case management program available

Pros

The 8 a.m. draft review was well-structured and clear. The case details were presented logically, the tone was professional yet friendly and the action items were concise, making the next steps easy to follow. Overall it is the best case management program I have used.

Cons

My experience was good overall but I think the part about next steps and follow-up actions could have been more detailed. Plus a few points like problems with document templates and what to expect from support, felt glossed over which left some uncertainty about who was responsible for what and when.

“Keeps all case info centralized

Pros

MyCase platform is very easy to navigate. It keeps all our case information in one central spot, just a few simple clicks away.

Cons

On the rare occasions when it has been down, it really highlighted how much I depend on it for my everyday work.

“offers ideal texting feature for clients

Pros

The texting feature is my absolute favorite. It is simple to use and my clients love it. Since texting is the best way to reach most of them, this feature is just perfect for my practice.

Cons

I have not figured out how to customize the menu on the right side of the screen. I also find it confusing when a number appears on the calendar for an event that belongs to another user, not me.

“Adapts perfectly for any business!

Pros

We use this software to run a business that is not in the legal industry. But we have managed to adapt it perfectly to our needs and would be lost without it. I was a little unsure during the transition to the new site layout but the changes actually improved things I didn't even think needed fixing. So we love it.

Cons

Since our office is in Australia, if we cannot find an answer in the online help section, we have to rely on email because of the time zone difference which can slow things down.

“great experience!!!!

Pros

This tool keeps me consistently informed and on track. I am very happy with the service as it offers great value, solid document management and helpful customer service with very little wait time. The features are also easy to use and understand.

Cons

I honestly don't have anything to add for what I liked least. Yes you heard it right I do not have a single negative thing to say as my experience with the service has been entirely pleasant so far.

“Excellent value despite recent price hikes

Pros

The value for the money is excellent. When I started, it was extremely affordable and still had all the features I needed to run my firm more efficiently.

Cons

It was pretty slow to roll out integrations that competitors like Clio had for a while, such as full email integration. They have definitely caught up in this area but unfortunately, it came with a significant price increase.

“Simple to use and very transparent

Pros

MyCase is pretty simple to use and easy to learn. Anything I am unsure about is always covered in the help section on their site. The pricing and invoicing are very transparent too and the client portal is quite user-friendly for my clients.

Cons

I think it would be great to have template workflows that could be shared between users and customized for our firm. I would also love to be able to share certain tasks with external firms we work with.

“A frustrating and rigid onboarding process

Pros

I was drawn in by the promise of an all in one system, it would have been so convenient to replace my two subscriptions for Clio and QuickBooks with just one, but unfortunately that did not work out.

Cons

Getting started was a major hurdle. You cannot just begin using the software as you have to wait for weeks due to a mandatory accounting onboarding. This process involves two separate appointments, not the one they initially promise and each one takes about a week to schedule since they only offer them on Tuesdays and Thursdays. So I ended up canceling but they keep calling me for reasons I am not interested in.

“Great features

Pros

It integrates fairly well with Google Calendar and is great for managing case files, documents, due dates and checklists. It was also an amazing tool for tracking my billing by day or month and for setting goals. I also liked the feature for communicating with clients directly within their case file.

Cons

The cost went up significantly while I was a subscriber and the per user pricing can be frustrating. Creating a backup by downloading all my data was not easy or convenient either. I was also unhappy with how high their credit card processing fees were.

“User friendly for tracking and cases

Pros

I love how user-friendly MyCase is. It is so easy to track my time, stay on top of my cases and share documents with clients.

Cons

Well I would like the ability to do batch billing for a single case across different dates. I have also had persistent problems getting the text messaging feature to work properly. It's been months without a fix, despite being told they are working on it. Still I am really hoping for a resolution soon.

“A terrible experience!

Pros

My experience was terrible. They overcharged me and then refused to do anything about it. We spent a year calling back and forth and they never returned our calls, basically just ignoring us. Once they have your credit card, it is over. They claim it is in their terms that they can keep your money and that is that. They even had the nerve to charge my card again a year later.

Cons

They overcharged me and then refused to do anything about it. We spent a full year going back and forth on calls and they never returned our messages, essentially just ignoring us. Once they have your credit card on file, you have no leverage.

“Great product

Pros

As a small firm we like that MyCase offers subscription plans that fit our needs without making us pay for features we won't use. Also the customer service is prompt and thorough. It is a great product overall.

Cons

I wish I had more control over the invoicing process like being able to fully modify the default invoice template or change its initial state when it's generated. I would also like to create calendars for individual clients who have multiple cases, rather than being limited to a per-case view.

“Extremely easy and quick to use

Pros

It is very easy to use for tracking my time against client files. Invoicing clients is also quick and the payment options are simple for them to use.

Cons

There is absolutely nothing to dislike about it. My previous time and billing software was clunky and had difficult links but this tool is the complete opposite. It is so easy to use.

“pretty perfect for day to day tasks

Pros

The overall ease of use is its best feature. It is very user-friendly for basic case management, standard reports and other day to day business tasks.

Cons

This is not a major con but more tailored staff training would be helpful like either one-on-one sessions or guidance specific to our business. Also it is hard to know how to adapt all the features to our individual needs. So a better understanding of all the available tools would help us use the platform more effectively.

“simple, all-in-one platform with fair pricing

Pros

It is simple to use and has all my tools in one spot. The customer service is a big step up from most, the pricing is fair and I can get to it from any internet-connected device. It is also amazing for managing remote employees with tasks and notes.

Cons

Umm there is no built-in spell check. It can also be difficult to get ahold of customer service sometimes and the integration often needs to be reloaded multiple times.

“Tracks everything in a single app

Pros

I can track emails, documents, notes, calls and billing all inside a single app. The built-in texting feature is also a plus and whenever I run into trouble, customer service is usually quick to respond and help out.

Cons

One thing I would love is to send a global message but only to clients in a specific practice area. Also the Outlook add-in does not work with the new version of Outlook, so I am hoping that gets fixed soon.

“Key for growing my small firm

Pros

MyCase has been key in helping my small law firm grow and manage client cases more effectively by combining timekeeping, billing and document management. I have not even used all its features like the calendar integration but the parts I do use work great.

Cons

I wish there was a better system for automatically reminding clients about late payments. As far as I can tell, you can create bills in a batch but you cannot automatically send reminders or payment demands to everyone who is past due.

“packed with all the essential tools

Pros

I really like its simplicity and that it has all the essential tools to run our firm. The smooth integration with our accounting software and LawPay is a huge bonus.

Cons

While It is always getting better, the pace of improvements and new integrations with other tech could be faster and more efficient.

“Easy communication with full records

Pros

Communicating with clients is not a problem through the portal, messaging and texting. I also love that a clear record of all those conversations is easy to find.

Cons

In the messaging system, we cannot start a draft and then come back to finish it later. The result of it is that I have lost message content a few times after starting to write something.

“Powerful yet simple to navigate

Pros

Storing information, navigating the system and sharing documents with clients is all very easy. Overall it is a powerful yet simple program to use.

Cons

My least favorite thing is that you cannot add a single contact to multiple files for the same Homeowners Association. You have to add them individually to every single case which is very time-consuming.

“Consistently meets all my needs!

Pros

MyCase consistently meets all my needs for a legal CRM. The layout is also clean, modern and makes sense, which cuts down on training time for new staff and lets us focus more on our clients. Plus all the important details from documents and deadlines to client messages are just a few clicks away.

Cons

The drag and drop feature for uploading documents can be a bit glitchy sometimes. It does not always register the files you drop or it can be less responsive than you'd expect. To be fair, I am not sure if this is a software problem or something with my browser but it is a minor annoyance on an otherwise smooth platform.

“Automated folders for every case

Pros

I love how many features it has. My favorite is the folder set template that automatically generates when I open a new case.

Cons

To be honest I am not a fan of the new layout for lead tasks. When you click on the task box, you cannot see the full task name. There is also no way to click out of the box once you are in it. I also dislike that they removed the scroll bars in the task box for matters which makes it hard to see the full list, especially on my laptop screen.

“feature-rich value

Pros

We are really happy with the price, the features, how easy it is to use and the ability to talk with clients while managing their entire file.

Cons

With the new user interface, it is a little harder to find notifications for client messages, texts and new documents from clients.

“Very easy and simple to use

Pros

MyCase is very easy and simple to use. I taught myself how to use the program and it was incredibly user-friendly.

Cons

The per-user pricing model is my main issue. It would be much more cost-effective if they had a flat rate tier for small teams, like a set price for 1 to 5 people.

“highly user friendly for new hires

Pros

It is very user friendly and simple to teach to new hires. Our office loves every feature we have tried and we know we are barely using all the capabilities it offers.

Cons

A few features could definitely be improved. The easiest one to fix in my opinion is the inability to mark a text message as unread because of this, staff members have opened texts meant for me and I have ended up missing a few important messages.

“easy to use with great billing

Pros

Finding information is easy with the search function and entering data is not a problem too. Plus I really like the built-in billing and share option that lets clients pay directly through their invoice link. Uploading documents for clients to view by simply logging in is another great feature. The team is also very open to suggestions and provides quick help when needed.

Cons

It never gives us a heads-up before they roll out new changes or update the system.

“No learning curve and very organized

Pros

The platform is so smooth that there is practically no learning curve. Also it is very organized and user-friendly. Once you log in, it just works doing everything I need in a simple and understandable way. Overall I am a huge fan!

Cons

I really wish there was a dedicated app for the client portal. I also do not like that my clients have to log in through the main website as it feels a bit clunky and unprofessional. Or maybe I am just missing where that option is?

“User friendly with faster drafting

Pros

It is very user-friendly and easy to use. I am also a big fan of the template feature which makes drafting documents much faster.

Cons

Nothing major but it would be helpful to have a search function for templates instead of just having to scroll through the entire list to find the one I need.

“A horrible product

Pros

Everything was terrible. I mean it is a horrible product with awful service. The document merger did not work and I wasted a great amount of time trying to fix my documents because information was missing and did not transfer over.

Cons

The document merge fields and the customer service were both problematic. I was told repeatedly that there was a bug in my system and that the tech team was working on it.

“The best software

Pros

Seriously this is the best case management software I have used in over 20 years of private practice. It makes tracking my time and keeping files organized effortless. With LawPay integration, sending bills and getting paid is simple and it allows the firm to collect funds directly into my Trust or Operating Account. Plus the intake features like online forms and document automation are also powerful. So if you are not using MyCase, you need to ask yourself why.

Cons

If I had to find a downside it is that it is so feature-rich it's hard for one person to master it all. I feel pretty comfortable with it but I know I am not using everything to its full potential like the MailChimp integration, simply because I have not had the time to explore. That said I have no real complaints as the software and support are both excellent.

“Great organization but has some limitations

Pros

It does a great job organizing the entire case file including all communications. Clients can view their records without having to ask for copies and the text messaging feature is very useful. Time entries and basic billing are pretty simple too though split billing can get complicated, especially without the dedicated feature and even then there are some limitations.

Cons

There are a few things I would change. Such as for now I cannot send emails directly from MyCase and have to download documents first to send them. The split billing process is also frustrating as if I split an invoice between two people and only one pays, I cannot just forward the balance to a new invoice for the other person. Also Affirm payments do not apply automatically to the correct invoice and have to be manually reconciled. And sometimes the system just glitches and I cannot work at all.

“Good but could be better

Pros

I love how easy it is to let customers review their discovery through an app or website.

Cons

Well I wish that when you upload certain types of evidence like videos, you could play them directly on the site instead of having to download the file every time you want to review it.

“Excellent service and all in one tool

Pros

The customer service is excellent. Any issue and there have not been many, gets a quick response from a very polite and helpful team. Plus it is great having all the tools for preparing, editing and sharing documents in one program.

Cons

We have not run into any problems that we would consider a real con. No issue has ever made us second-guess our decision to use it.

“provides huge convenience

Pros

Having all client information and files in one centralized location is a huge convenience.

Cons

The main drawbacks are that it can be tricky to organize all the built-in and custom data in a user-friendly way. The available training also seems a bit insufficient and it takes time for even experienced attorneys to learn and feel comfortable with all the features.