MyCase Erfahrungen

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702 Bewertungen
- Branche: Anwaltskanzlei
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
MyCase met all our needs.
Bewertet am 13.2.2024
Overall, MyCase met all of our needs for case management and law office management for a small law...
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.
Vorteile
The features I liked best about MyCase are client billing, the client portal, keeping track of billable time, and document storage.
Nachteile
The feature that I liked the least was archiving emails to individual client matters. The interface never seemed to work as seamlessly as expected.
In Betracht gezogene Alternativen
ClioGründe für den Wechsel zu 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.- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 4.0 /10
MyCase Has Its Ups and Downs
Bewertet am 28.8.2024
Vorteile
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.
Nachteile
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.
- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Great tool for my start-up!
Bewertet am 20.2.2024
It has been a dream to use. My new firm is well grounded and ready to take off.
It has been a dream to use. My new firm is well grounded and ready to take off.
Vorteile
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.
Nachteile
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.
In Betracht gezogene Alternativen
ClioGründe für den Wechsel zu MyCase
Better pricing and integrations were available for a new start-up.- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
MyCase for a 2 lawyer firm
Bewertet am 12.2.2024
Overall very happy. We were able to combine our billing (formerly Timeslips) and our case...
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.
Vorteile
Cloud based so it can be accessed from any computer or device connected to the internet. Mobile app for iPhone is very useful.
Nachteile
Subscription cost for support staff to assist in calendaring and entering case and client information.
- Branche: Anwaltskanzlei
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
MyCase is a Necessity
Bewertet am 6.2.2024
Overall, I think MyCase has the best services and platform. The live customer support is critical....
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.
Vorteile
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.
Nachteile
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.
In Betracht gezogene Alternativen
ClioWarum MyCase gewählt wurde
Because MyCase is superior after considering all factors such as cost, services and support.Zuvor genutzte Software
ClioGründe für den Wechsel zu MyCase
Because MyCase is superior after considering all factors such as cost, services and support.- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
MyCase review
Bewertet am 6.2.2024
MyCase is very user friendly. in hindsight, it would be great to see/view how setup affects many...
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,
Vorteile
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.
Nachteile
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,
In Betracht gezogene Alternativen
ClioWarum MyCase gewählt wurde
Firm Central was very rigid and not user friendlyZuvor genutzte Software
Firm CentralGründe für den Wechsel zu MyCase
MyCase offered more options, and was more user friendly than Clio, close to same price, but maybe lower at the time- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
PI Litigation Paralegal/Satisfied
Bewertet am 12.2.2024
My overall experience with MyCase is excellent. I haven't had any major problems and the attorneys...
My overall experience with MyCase is excellent. I haven't had any major problems and the attorneys find it easy to work with.
Vorteile
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.
Nachteile
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.
- Branche: Anwaltskanzlei
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Good case management platform
Bewertet am 15.2.2024
Overall, I am happy with MyCase and am certainly not looking to change.
Overall, I am happy with MyCase and am certainly not looking to change.
Vorteile
User-friendly interface. Lower price than other services for the same features.
Nachteile
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.
In Betracht gezogene Alternativen
ClioGründe für den Wechsel zu MyCase
The features I wanted were available at a lower price in MyCase.- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
MyCase is Efficient for Case Management
Bewertet am 15.2.2024
Very positive. It has helped out team integrate better case tracking and give clients a clear...
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.
Vorteile
The case tracking events and timeline is extremely helpful to see the progression, time tables, and work put into a single matter.
Nachteile
Generating reports can be difficult to complete. The user interface can be difficult to locate at times.
In Betracht gezogene Alternativen
ClioWarum MyCase gewählt wurde
MyCase had a better framework shaped for our specific needs with client and case management.Zuvor genutzte Software
AirtableGründe für den Wechsel zu MyCase
The integration and constant development was appealing.- Branche: Rechtsberatung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Every Paralegal Needs this Program
Bewertet am 6.2.2024
Love mycase. It is the easiest part of my job.
Love mycase. It is the easiest part of my job.
Vorteile
This helps me stay on top of my case load. Everything is one place and it is user friendly.
Nachteile
Some of the features like document automation seem great but the time it takes to implement is just not available to me.
In Betracht gezogene Alternativen
ClioWarum MyCase gewählt wurde
Attorney wanted to get organized and we started looking at programs.Zuvor genutzte Software
Microsoft OutlookGründe für den Wechsel zu MyCase
Recommended by another law firm who had made the switch.- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 8.0 /10
Solid program that could use some basic improvements
Bewertet am 10.11.2023
Overall, the switch to MyCase has been positive for our firm. More features in one product, much...
Overall, the switch to MyCase has been positive for our firm. More features in one product, much higher billing with less time spent manually inputting time, and document templates have revolutionized our practice. However, the features that are lacking seem like simple fixes that would be intuitively considered in a UX design process.
Vorteile
MyCase is a great way to keep track of cases, clients, conflicts, and time. The document template feature has revolutionized our practice. I like the text messaging feature and the consolidation of many features into one program. "Smart" time tracking is a game changer, and we are billing infinitely more time overall.
Nachteile
Navigation between client uploaded files is unwieldy and time consuming. You can't edit today's calendar events directly from the dashboard. If you have a timer running in the app, it doesn't show in the online version until the time is saved.
- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
MY CASE IS AN OVERALL ASSSET
Bewertet am 6.2.2024
We really like MyCase. The billing features are very easy to use.
We really like MyCase. The billing features are very easy to use.
Vorteile
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!!
Nachteile
We referred My Case to a friend and never received the $500.00 referral bonus.
- Branche: Rechtsberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
My MyCase Experience
Bewertet am 12.2.2024
It's been good. I tried another service and did not like it as much, so I switched back to MyCase.
It's been good. I tried another service and did not like it as much, so I switched back to MyCase.
Vorteile
I found the interface particularly easy to work with, easy to set up. Very intuitive.
Nachteile
That I have to pay for a seat just for my bookkeeper to pull my monthly reports.
- Branche: Anwaltskanzlei
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Excellent case management
Bewertet am 23.11.2023
Highly recommend it’s an easy application and works great to keep organized workload
Highly recommend it’s an easy application and works great to keep organized workload
Vorteile
The way to stay organized with tasks and due deadlines- it’s a great way to keep your caseload organized
Nachteile
That if I choose a contact to be an attorney for the child, in one case I cannot change that contact to be an adversary on another case.
Warum MyCase gewählt wurde
Keep all in one platform for billing purposesZuvor genutzte Software
Bill4TimeGründe für den Wechsel zu MyCase
Better understanding of program. Easy to use.- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Best Practice Management Software on the Market!
Bewertet am 10.8.2023
Overall, this is the best legal practice management software you can buy. I have tried Clio,...
Overall, this is the best legal practice management software you can buy. I have tried Clio, Amicus, and Rocket Matter. This software is by far the best. It has features that I love, outstanding customer service, and is somewhat reasonably priced. I use it daily and my firm could not function without this product. I love the integration with Docketwise, even though I wish it were all one program, and I love the time tracking and client management options. Also, it is user friendly and mostly customizable, which is great for a firm like mine that handles multiple practice areas. I always recommend MyCase!
Vorteile
Better than Clio, Amicus, and Rocket Matter! You cannot find a more versatile product. The ease of use and all the different features and functionalities. I am able to do everything I need on almost every case with one program. It saves me time and money in every case. MyCase has outstanding customer support as well. They listen to feedback and implement changes based on what client's want and need!
Nachteile
Would like to see several improvements. I love the time tracking feature and being able to set up case rates, but I wish I could set up multiple case rate profiles for quick and easy selection. For instance an appointed rate, retained rate, and modifiable case rate would be amazing. It would be great to enter bulk time entries for multiple dates on a single client in addition to the current options. I would like to be able to send clients case reminders and other case information without having to put in an email for portal access. I would like clients to be able to use their phone number as a portal access option, and to schedule text message reminders even when clients don't have an email. It is surprising the number of immigration and criminal defense clients that do not have or use their emails, and thus, cannot get automated case reminders. Finally, I do not love the MyCase Documents feature for creating templates, and I really don't want to pay for an integration like Woodpecker to make document automation easier. I would love to see that feature updated and become more user friendly. I will say the only software I tried that allowed for easier document drafting and automation was Amicus. I hated everything else about Amicus though, including the price, and switched to MyCase without looking back.
Warum MyCase gewählt wurde
Each of those programs was lacking features and functionality that I wanted. MyCase had almost everything I could ever want in one platform.Zuvor genutzte Software
Amicus AttorneyGründe für den Wechsel zu MyCase
The versatility, the design, which I thought was more user friendly than any other product including Clio, and the variety of customizable features.- Branche: Anwaltskanzlei
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Wow!! How easy is this.
Bewertet am 12.2.2024
Overall, after finally convincing myself to take advantage of the full capabilities of MyCase I...
Overall, after finally convincing myself to take advantage of the full capabilities of MyCase I can't live without it.
Vorteile
The ability to track everything just as I would if using a paper file, and calendar is great.
Nachteile
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.
- Branche: Rechtsberatung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
We don't know what we would do without it
Bewertet am 16.9.2024
MyCase has made us much more efficient we use it for time tracking, clients contacts, invoicing and...
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.
Vorteile
Secure online portals where we can securely communicate with clients and remotely access online documents
Nachteile
It gets a little glitchy when multiple files are opened.
- Branche: Anwaltskanzlei
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Recommended Changes
Bewertet am 19.2.2024
It's OK. I feel like it has room for improvement. I don't like that I can no longer email from...
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.
Vorteile
I like cloud storage and time tracking. I like that I can download all of my case documents.
Nachteile
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.
- Branche: Rechtsberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
The ease of MyCase.
Bewertet am 15.11.2023
Wonderful. It is my first experience with a law firm. This program, makes me look like I've been...
Wonderful. It is my first experience with a law firm. This program, makes me look like I've been doing it a lot longer.
Vorteile
The program makes my job so easy. I can not forget to do tasks, because it is all right there. It helps create an active case log and we can make sure that we are staying on top of everything.
Nachteile
The billing is the only feature that I am not nuts about. However, I believe it is the operator that is lacking.
- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 9.0 /10
Solid Timekeeping System
Bewertet am 7.2.2024
Very good and accessible timekeeping system.
There are many reports available, and it's not clear...
Very good and accessible timekeeping system.
There are many reports available, and it's not clear what they all are.
Vorteile
Running reports is very fast and easy.
My Case makes it easy to look ahead to upcoming deadlines.
Nachteile
The calendar function does not compute in weeks, which is critical for me.
Some reminders pop up every time I open the program, and I can't do anything until I dismiss them...which means they are just annoying and I ignore them.
- Branche: Rechtsberatung
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Good Investment
Bewertet am 12.2.2024
Overall it is great software and I use it daily.
Overall it is great software and I use it daily.
Vorteile
I like the billing program and invoicing the most. It’s easy to use and I love the app on my phone
Nachteile
I don’t like the way documents that clients upload appear in the list of documents.
- Branche: Rechtsberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Overall Review of MyCase
Bewertet am 6.6.2024
Vorteile
Billing
Calendar
Time Management
Client Information
Nachteile
We need separate accounts for each employee.
- Branche: Rechtsberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
A friend to small firms
Bewertet am 7.2.2024
Vorteile
All encompassing platform that is user friendly and efficient, overall. Customer service is stellar - above and beyond expectations and always a quick response.
Nachteile
Pricing has been increased significantly in the last few years - I believe my monthly expense has nearly tripled.
Lacks hard backup on the firm’s end.
- Branche: Rechtsberatung
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
HIGHLY RECOMMEND THIS PRODUCT
Bewertet am 2.11.2023
Great! Love this system over all despite it being for attorneys I have managed quite easily to make...
Great! Love this system over all despite it being for attorneys I have managed quite easily to make it work for my business.
Vorteile
Everything! It is easy to use, customizable, keeps track of my time worked on each file per client, tasks allow me to stay on track. This system made it possible for me to take on more work and as such additional clients. Don't know what I would do without it.
Nachteile
I utilize this system from a different perspective as I am not an attorney. I am a self employed Claim Consultant - Virtual Assistant. My clients are Attorneys. If I want to see which cases are open with which client there is no easy way to do this on my end. I either need to go to my open cases (in which case I am unable to see per client) or go into Contact/People which I can scan all cases for each client but it lists all open and closed cases. I would like to be able to just see open cases per client.
- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 0.0 /10
Worst Experience Ever
Bewertet am 26.9.2024
HORRIBLE. Do NOT consider switching to MyCase if you have been in business for more than a few...
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.
Vorteile
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.
Nachteile
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.