MyCase

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

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

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

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

Avantages: What I love the most about this software is that it's always updating features and areas of needed interest. I love that the MyCase team is always there to take a concern, suggestion or edit that may be needed or wanted. I love that it's ALMOST an all in one system. I love that you can do customizing within the software on the end user side as well, without having to contact MyCase for most of them. I love that this is easy to learn, use and contact support. I love that MyCase is always willing to update to stay current.

Inconvénients: What I like least about this software is the inability to filter OPEN and CLOSED cases in the Trust Account Activity and Trust Account Summary. We use this section for a quick check on which cases has a balance and which cases don't, but it shows EVERY case we have in MyCase without a way to filter out Closed. We have far too many cases open to check one by one. I also like least about this software that you have to request engineering to re-add Contact Groups that you delete, when it was added by the end user in the first place. An accidental delete of a contact group takes too much involvement to have re-added and we end up creating new ones. I also like least about this software that the App and the Desktop version are so much different in a few areas that are used most in our office.

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

Avantages: I am a huge fan of MyCase. Let me tell you why:
1. MyCase is extremely navigable. It is easy to understand and use. In a world where many attorneys are afraid of technology and change, that is really useful.
2. MyCase has a feature on every page view called "add an item." Unlike competitors, it ACTUALLY allows you to add any item whatsoever (notes, calendar entries, new files, contacts - you name it, it can be done), link it to people or cases, and perform ALL NECESSARY TASKS/FUNCTIONS from basically one screen view. That means, for instance, I can manage most case files without having to actually toggle through each file, saving me loads of time and energy.
3. MyCase has the best workflow management feature I have found to date. First and foremost, MyCase allows for the SIMPLE, INTUITIVE, QUICK creation of a workflow. Within that workflow, it allows you to edit tasks and add subtasks within tasks (BRILLIANT, WHY DOESN'T EVERYONE DO THAT???). I cannot stress this enough - subtasks are necessary, they are useful, and I would die without them. Or at least my pristine file management would.
4. MyCase saves mouseclicks. I cannot express to you, the reader, how important this is over time. I don't want to have to click on a search bar, then click on a case, then wait for the case to load, then click notes, then click add a note, then add my note and click done, and then click something else and something else and something else. SOLID APP. I have run out of characters!

Inconvénients: There isn't much that I hate about MyCase, if anything.
1. My MOST IMPORTANT request has always been that, once a workflow is created, we are given the opportunity to REORDER tasks within the workflow (not just subtasks). If this were provided to me, I'm pretty sure every single request I have ever made (and there are a LOT of them) would have been addressed.
2. My second request would be for the phone app (at least on iOS) to be a little more robust and similar to the web-based version. My current workaround is just logging in on my mobile browser, but it's a little cumbersome. It saves me in a pinch when I need it, but otherwise I tend to avoid using MyCase on the go.
3. Oh, one final thing - MyCase performs maintenance on Tuesdays at 10PM (Pacific), which is a prime time for me to be working, so that sometimes cuts into my productivity. However, I totally get why they have to - that's 1AM on the east coast and they need to be done by the time the east is waking up and working. So, I always try to take the "oops, MyCase is no longer available" as a sign that I should stop working.

Commentaires: Great product which covers all the basic requirements of case management software and a price that can't be beat. I'm still using it, but looking at other options as I grow to avoid some of the more time-consuming aspects/cumbersome aspects of the software.

Avantages: Cost is minimal and allowed me to get up and running with case management software immediately upon starting my law firm. It covers the basics - central place for case details, contacts, and documents; repeating task lists and deadlines; calendaring; and integration with quickbooks and email (to an extent). There is an obvious need for this type of product and I'm glad it is/was available.

Inconvénients: The email integration is cumbersome and essentially requires you to forward messages to MyCase and then sort them individually into the correct cases. It does recognize emails/contacts frequently used and suggests a case assignment, but you still have to go through each email one by one and affirm that suggestion to get it to import into the case. With just a small caseload, this is time-consuming and would not be manageable for large volumes of emails. The documents are stored in MyCase and accessible from wherever you are. That's nice, but not as helpful for me since it requires you to download the document onto your computer from MyCase, read it or make changes, and then re-save in MyCase if changes are made. Since I am mostly using the same computer each time, I don't want/need to re-download documents every time. To avoid, I just go to where the document is saved on my computer, but then I'm toggling between MyCase and my desktop. There is no way to work on/view documents WITHIN MyCase, which would make a huge difference. It is nice to know that documents are available just by logging in on any device, but it's not as useful for a solo with one main work computer without the ability to open the document without downloading it.

Commentaires: MyCase has allowed us to provide more detailed information internally for each case, given our clients more interaction with their case, and communication flows well using the messaging function, payment can be easier (we use the e-check function, which is currently free with the software), and having a central system for the office makes it easier for us to work from multiple locations. There are many features we use, including the MyCase app for our firm, tasks, calendar, notes and checklists for each case, and many others. Although there are some features that need work to be useful to our firm (reporting, intake forms, and tasks, and some integrations), MyCase overall is well worth it for our small firm. MyCase is very open and eager to receive feedback from users, and incorporates updates regularly, which improves the system, and have seen my feedback implemented into the system. Customer Service in my experience is excellent, and timely. I highly recommend MyCase.

Avantages: Bank grade encryption of data and documents. Ability to give clients access to their own portal, which is very easy to use, and allows them to upload documents directly to the system with drag and drop function. Clients can message securely, have their own calendar for case related events, our firm can task clients with a checklist, and they can pay online. The Client secure access was a major reason we switched to MyCase in 2012.

Inconvénients: I prefer to have more robust reporting functionality as it relates to managing cases by dates, and other case data. The reporting function exists but is not developed enough to capture all the data I prefer in my case management reports. Email integration is not ideal, but I understand a major upgrade is coming soon.