MyCASE, die erste All-in-one Web-basierte Praxis-Management-Software für Rechtsanwälte, wurde gebaut, um die häufigste Beschwerde in allen State Bar Associations zu adressieren... eine lückenhafte Anwalt- /Kunden-Kommunikation. Tausende erfolgreiche Juristen auf der ganzen Welt vertrauen täglich auf myCASE, um unglaublich organisiert zu bleiben, mit ihren Kunden leicht zu kommunizieren und zusammenzuarbeiten und gleichzeitig ihre Kanzlei zu verwalten und zu vergrößern. Da myCASE rechtliches Praxis-Management in der Cloud bietet, können Anwälte von überall und zu jeder Zeit arbeiten und deutlich ihre Produktivität steigern. Mit myCASE, bekommst Du all das und noch viel mehr: Mobiler Zugriff, sichere Kunden-Kommunikation, organisierte Fälle und Angelegenheiten, geteilte Kalender und Erinnerungen, Aufgaben, Kontaktverwaltung, hohe Sicherheit, Dokumentenmanagement und -aufbau, Zeit- und Rechts-Abrechnungsfunktionen, Online-Zahlung-Verarbeitung, professionelle Rechnungserstellung, geplante Zahlungspläne, Outlook und Google Synchronisierungen, QuickBooks-Integrationen.
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.
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.
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.
Hi Meredith, thank you for the honest feedback. With regards to document storage, we now offer an integration with Dropbox, which will allow you to easily view and edit documents stored in Dropbox through MyCase, without the need to download and re-save - any updates will be immediately reflected in MyCase. Also, we're actively exploring ways to improve our email integration with the goal of making it less time-consuming to save a large volume of emails to your cases. We take customer feedback very seriously and can assure you that your review is taken into consideration moving forward. If you have any questions or further feedback, please do not hesitate to reach out to our Customer Success team! Thank you again for your review.
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.
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.
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.
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
--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
--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
Hi Grace, thank you for your feedback. There is a way to store documents as part of a contact, and a member of our product team has reached out to help you through the process. We have also taken note of your thoughts on calendar printing and invoicing, and will be taking it into consideration for improvements in the future. If you have any questions, feel free to reach out to our customer support team! Your continued support and feedback is appreciated.
The people are great at customer service, I have had great experiences with Leslie Skelly, Drew, and Cat Allday. I like the Reports function and would like to see more Report options. I also like bulk exporting invoices.
The CMS functionality is great. I would suggest pinning the client to the top of the matter contacts, rather than having them appear at random in a long list. I would also suggest removing the 'Total' column from the Billing -> Account Activity section in the far right-hand column, or allowing the company to reset these figures annually. Seeing such a large 'Total' figure makes my boss angry since it accumulates over the lifetime of using MyCase and it is not helpful. Resetting the 'Total' every year would make it more useful.
While the websites department is a completely different division of Mycase, I found the websites to be expensive for the services received. In other words, I would like to have better access to editing the posts and the ability to delete another user's post. (For example, we have old employees who created posts, but since they are no longer with the firm, and we do not have the logins, there is allegedly no way to delete that former employee's posts.) Each firm should be given one master user account with full privileges to allow editing all posts. Also, we should be given access to the Google Analytics tracking, since MyCase controls the data and does not share it with the client/firm. It is terrible trying to track how many monthly users we have, and we are not able to use several APIs out there due to the non-sharing protocol where we do not know the UA code and have no access whatsoever to user traffic statistics.
We have tried many legal organization and calendar programs. MyCase is very easy to use and basic. Our Firm primarily uses the calendar to keep the consults, deadlines, court schedules for each attorney. The tasks are useful for myself, and I can set up due dates and keep track of what I have to do. I also put payment plan dates in there to remind me to call a client if they have not made payment. We also use the billing feature to make our invoices look better. The way mycase keeps track of incoming money isn't the best or most accurate. For example when we bill out expenses, it still shows as income. Also, when you deposit something into the Trust account in mycase, and use those funds to pay an invoice, there are some quirks. We do not use the "trust account" feature to keep track of the real IOLTA account at all. Everything is very easy to use and someone who isnt tech savvy can catch on easily as well. During the use of it, we found that the name of the event you are putting in you have to list a clients first, last name and it needs to be spelled correctly, or you can not search for it in the search bar. Even if you link a calendar event to a case, it wont show up in the search bar. We do not use the message feature or document feature, we also do not allow our clients access to their online case. We just use the program for our internal use only. Overall I would recommend this to most law firms. Our Firm has grown from 1 attorney and 2 support staff to 4 attorneys and 5 support staff. So the monthly price of the program is starting to not be affordable for a calendar program.
Weiter unter folgen häufig gestellte Fragen über MyCase.
MyCase bietet folgende Kostenpläne an:
Beginnt ab: $39/Monat
Kostenlose Testversion: Verfügbar
MyCase bietet die folgenden Funktionen:
MyCase hat die folgenden typischen Kunden:
Mittlere Unternehmen, Kleine Unternehmen
MyCase unterstützt die folgenden Sprachen:
MyCase hat folgende Preismodelle:
MyCase unterstützt die folgenden Geräte:
Android, iPhone, iPad
MyCase kann in folgende Anwendungen integriert werden:
Dropbox, G Suite, Google Calendar, Microsoft Outlook, QuickBooks Online
MyCase bietet folgende Optionen für Kundensupport:
Häufig gestellte Fragen, Wissensdatenbank, Online-Support, Telefon-Support, Video-Anleitungen