MyCase Law Practice Management Review: Taking MyCase for a Test Drive

Updated: March 28, 2014

Next up in this ongoing series reviewing law firm practice management software is MyCase. MyCase is a cloud-based law firm practice management company. As I’ve mentioned in previous articles, I am a huge fan of cloud-based practice management software. Aside from it being incredibly easy to get started and manage, cloud-based software means you can access it with either a Mac or PC from any computer, anywhere. If your office burns down or is the victim of John Grisham-like attorney espionage, your case files are still intact..

Related: The Best Law Firm Practice Management Software: An In-Depth Comparison

First, about MyCase’s standard features: MyCase, like all other law firm practice management solutions, lets you create cases, allowing you to manage all your correspondence, documents, calendars, timekeeping, and billing for your clients. Law firm practice management software makes your law firm more efficient by centralizing and streamlining your case management. Know who at your firm is working on which client matter, see each client’s documents and correspondence, and keep tabs on client timekeeping and billing.

I am not going in-depth through things like client-based timekeeping, calendaring, and e-mail management, as these features are common to every case management software offering available. Instead, I am going to focus on what MyCase does better and worse than its competitors to help you decide which law firm case management software is for you.

Now that you’ve gotten your intro on law firm practice management software, let’s cut to the chase: what’s good about MyCase?

A few of the best features of MyCase:

  • It’s incredibly easy to get started with MyCase – the easiest learning curve
  • 30-day free trial
  • Link MyCase to your trust account and accept online payments from clients
  • iPhone (and now Android!) app that you, your staff, and your clients can use
  • Create fill-in-the-blank document templates to allow MyCase to instantly populate your standard forms with your client information
  • Keep clients involved and up-to-date through the MyCase client portal

Ease of Use

With most law firm practice management software products out there, there is a bit of a learning curve. It generally takes a while for you to get used to their system, to figure out how to upload and integrate documents, to integrate your email and calendars, and to figure out their timekeeping. Of all the products I’ve tested so far, MyCase was definitely the easiest to get started with. They don’t have a time-consuming or invasive, required tutorial. In fact, MyCase’s dashboard layout is so user-friendly that it basically shows you everything you can do on login.

Related: Clio Practice Management Review: Taking Clio for a Test Drive

Overall

I found that MyCase is a really easy-to-use law firm practice management solution. Getting started is incredibly easy, MyCase is offered at a great price point, it has a mobile app, and does most everything you’d want your law firm practice management software to do.

If you have any feedback on MyCase, we’d love to hear it in the comments below.

If you are interested in trying out MyCase with a 30-day free trial, click here.

Andrew Cabasso
About the Author: Andrew Cabasso
Andrew Cabasso is a practicing attorney and VP of Web Services at Uptime Legal where he runs JurisPage, an Internet Marketing firm specializing in online presence solutions for law firms including website design, SEO, and search marketing. He has given many lectures and CLEs on website design and Internet marketing to legal professionals. He is the author of Search Engine Optimization for Lawyers and The Complete Guide to Attorney PPC. Follow Andrew on LinkedIn, Google+, or Twitter.

16 comments on “MyCase Law Practice Management Review: Taking MyCase for a Test Drive”

  • Andrew-

    Thanks for the thorough review of MyCase. Just wanted to point out 2 things. First, we just released a Quickbooks integration this week. You can learn more about it and watch a video of it in action here: http://www.mycase.com/blog/2013/09/mycase-integrates-with-quickbooks/.

    Second, we do have Outlook integration, but you may have missed it. And, in June we actually updated this plugin. You can learn more about that feature here: http://www.mycase.com/blog/2013/06/new-feature-updated-outlook-plugin/

    Thanks again for your review and if you have any other questions, I’d be happy to answer them!

    Niki Black
    Director | MyCase

  • I am half way through the trial period and LOVE this software. I have started the conversion process and am currently getting ALL my cases uploaded. Cannot say enough positive things about this program.

  • The inability to customise invoices (other than adding a logo and some notes) is a deal breaker for me and a lot of other lawyers I suspect.

  • The quickbooks integration works but it’s superficial. It doesn’t transfer the details of the time entries. Very disappointing.

  • I’m about to start my office, and I’m going to give this software a try … I’ve heard a lot of great things about it!

  • I’m on the hunt for a new practice management system, so I signed up for the test drive of MyCase. I’ve used Amicus Attorney & Timeslips for years, and its time to update our very old installation.

    There is much to like about MyCase. For me there are several deal-killer missing features.

    I do some work under assignment from insurance companies, which means I have to bill in compliance with the insurance carrier’s rules. MyCase can’t handle this. Two key omissions – no electronic billing formats are built in, and no ability to generate a simple .txt file of a bill. Also problematic – no built in support for UTBMS billing codes.

    Second problem for me – inadequate reporting. No way to run a collections report that would show how much we’ve collected on the billings of my part-time associate. Our deal is that she gets a % of what we collect on her own time. MyCase can’t generate a report for this.

    Not a show stopper, but problematic. You have to go with their one poorly designed bill format. No ability to choose alternate bill formats or to customize the bill format. The one bill format has it all there, but I dislike the look and feel of it.

    There are some other missing features that are less important, but those are the big ones.

  • Note for Canadian customers: MyCase does NOT synch with the desktop or cloud version of Quickbooks, basically rendering it useless if you want to integrate your accounting with your practice management software. I called MyCase and they told me they have no timeline to fix this. For me, this is a serious dealbreaker. I guess MyCase is basically abandoning their Canadian market. I guess I will need to go with Clio or the horrible PcLaw.

  • So I just signed up for the free trial- here are my issues: For criminal defense matters, there’s no page to place the DA’s information/Witness information/etc. and for personal injury, there’s no page to enter insurance information, etc. If there is, I must have totally missed it. Just hoarding my client’s info is something I can do with a custom word document (Which I already do).

    • I have just finished watching the tutorial- you can add custom fields for your matters and on contact forms if there are details relevant to you that are not included in the standard form. I thought the same re the defendant details when I was doing the trial but the tutorial cleared it up.

  • I practice criminal and traffic defense as a solo practitioner, do it all myself. I pride myself on never missing a hearing, always being able to answer my clients’ phone calls and personally knowing what is going on with their case. MyCase works fantastic to support this type of practice. The calendering system is great, instant access to everything, including documents, and printable pages for my paper files. Also, the clean, uncluttered look makes using MyCase pleasant for all of those hours I spend in it. The area I have asked them to improve is to make the iPhone app as complete as the full website. Not everything is accessible through the iPhone app. For example, some client information that at times is critical referencing cases, like drivers license number and birthdate, is not visible through the app–why would then not make information accessible makes no sense. However, calling clients is quickly done through the app, as is looking up calendar issues, etc. I swear by MyCase. There are a few improvements I have suggested, but they seems to always be making significant improvements. For example, now they offer ACH payments for free–bye-bye credit cards fees!

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