MyCase

My favorite features in MyCase are the case management, client management, document management, templates and automation.

I don't like that the invoices aren't more customizable and that the billing and invoicing aren't compatible with contingency firms. I also with MyCase would integrate with a VOIP phone system like Ring Central so we can automate some of our calling procedures.

The case tracking events and timeline is extremely helpful to see the progression, time tables, and work put into a single matter.

Generating reports can be difficult to complete. The user interface can be difficult to locate at times.

I like that it is OS neutral. I like the billing.

It's not really that great for anything I do, and it's pretty restrictive on how you can set things up. For instance, there's no field in the user category to put my bar number, which is something that goes into pretty much any pleading that I draft. (1) Why isn't that field available, and (2) why can't I create custom fields? They always seem to be adding "features" that I rarely find any use for, but they won't fix bugs in their system. For four years, now, I can't clear an e-check that a client bounced. It shows up in the "rejected payment in last 30 days" field. They can't be bothered to fix that bug. Ever since COVID customer service has gone way down.