MyCase

Commentaires: I am able to work at home and at locations and times convenient to clients; I can offer work-at-home opportunities to staff; storage is no longer an issue since my office is almost entirely "paperless"; I have been able to reduce the number of support staff; the return calls I have to make has been greatly reduced because there is no longer a need to locate files and contact others to ensure everything is up to date; I have an efficient means of tailoring case management based on the type of case or client

Avantages: --I am able to access and update my entire case files from anywhere;
--my staff can view the same information I am, when I am away from the office
--it is easy to adjust to the specific requirements of my practice; for example, I can set up a "case" for all my administrative information ("Office Admin, 2018"), including documents, time, and expenses

Inconvénients: --the software allows firm specific information to be input, but is limited on its usefulness; for example, I have a field for travel time as part of a time entry, but the invoice only shows the total time
--the inability to store documents with a contact as opposed to a case; for example, I use a particular therapist on multiple cases but I cannot attach her resume to her contact information; to be rapidly accessible, I must store the same document with every case
--the calendar can only be printed in an agenda format; to print monthly or weekly views, I must go outside the software to a sync'd calendar

Commentaires: Primarily, the ability to run my practice as a true solo, and to be able to work from anywhere and be as responsive as my clients need and expect me to be.

Avantages: I like having everything in one place. Being able to access everything I need about my clients, opposing counsel, documents, billing, etc. makes it so I can follow up with my clients wherever I am. That's invaluable to me. My clients can pay online, I can send invoicing reminders, and now I can add interest. Calendaring is really a plus because when I enter it into MyCase it automatically sends to my clients and goes to outlook. One less thing for me to remember to do. I need to do better with tagging, but clients can send me discovery documents, I can send them documents to review, we can see the changes between versions. I upload the final product, and my clients get their entire case file as it progresses, and have one location where they can view everything that's happened. I also like that I can tell when a client has logged on, so if they haven't and I need them to respond, I can follow up. That eliminates the "lost in the ether" issues that crop up.

Inconvénients: There's nothing I dislike, but there are always room for improvements. I'd love expanded searchability for documents and enhanced sorting. The trust accounting is a bit of a nightmare for me, so that can definitely be cleaned up. More than anything, I'd like them to maybe partner with some people. I'd love to be able to scan something directly from my ScanSnap to MyCase, or even have a desktop app that I could save documents to that would automatically sync with MyCase. Last, enhanced time entry would be a godsend. If I'm sending a message, it'd be nice if something popped up when I hit send to ask if I'd like to bill for it. Same for taking notes in the clients file.