8am MyCase Reviews & Product Details

We chose MyCase and have been most pleased with its billing and accounting features. Billing is straight forward and easy to understand. You do have to look at old invoices because they do not carry past due amounts to new invoices, but this is understandable in light of how it works. It is also very easy to send reminders to clients of the past due invoices. A secondary issue in our selection (which has become a major tool in our firm) is the ability to communicate with and share documents with clients through the client portal. Review collected by and hosted on G2.com.

MyCase has a couple of areas that could use some improvement. The first is MyCase Desktop. This is the file explorer interface with MyCase document management. The less technically savvy people in my office were used to Microsoft's OneDrive and assumed that it would work the same. It does not. Also, we have noticed that sometimes the MyCase Desktop link will simply drop. This may be related to our internet provider (Comcast), but it is a problem that we did not have with OneDrive because you have to reset the link each time. The other issue we have with MyCase is the ability to share an entire file with a client. Currently you have to share individual documents. This is not normally a big deal, but when you need to share a large group of documents (such as discovery responses) it can become tedious. Review collected by and hosted on G2.com.

It is easy to navigate. I love the ease of use. Coming from a law firm where we did everything manually, this platform is so easy to use. It was easy to learn and navigate, and has multiple ways to access the information you're looking for. It made client information much faster to input and access. I love it. I am still getting used to the new interface, but with time, I will be able to navigate it smoothly. Review collected by and hosted on G2.com.

The change of interface and home screen. I was used to the old setup and did not want to change the way I interacted with time entries or calendar previews. I will adjust, but the change definitely added some unwanted and unbillable time to my days currently. Review collected by and hosted on G2.com.

I really like the most recent update to the home screen. I don't think the Timesheet calendar was previously there and I LOVE that it is now. This is the feature I use the most and I like that it is so easily accessible now. Review collected by and hosted on G2.com.

I didn't totally love the update that came before the most recent one in July. The screens look more plain and will take some time to get used to. Review collected by and hosted on G2.com.

It is easy to use but also help is just a key stoke away. I have had problems solved in minutes, without disrupting work within the firm. I enjoy the help videos and feature Fridays. The new AI for notes is also very beneficial. Review collected by and hosted on G2.com.

I wish there was a way to tag or link a document to a calendared event. To be able to see the Notice of Hearing attached to the calendared Hearing date, or Case management Order to Deadlines for easy review would be very beneficial. Review collected by and hosted on G2.com.

ease to set up cases; ease to set up leads/contacts; easy to tweak if the program allows; ease of intake forms; billing is easier as you can email them all from your computer Review collected by and hosted on G2.com.

Customer service takes too long now; call backs take a day or more; can't customize texting so you can control who sees it and should be by the attorney and paralegal. This feature is horrible for a family law firm, as the clients abuse it daily. If you block them from texting, it's deletes it "all", which is a form of malpractice, as now you longer have record of communication with your client. If you turn off notifications, you don't see any texts from any client then. Making appointments is way too clunky and it's smooth. The process to set up a lead, then make an appointment, with sending intake forms, takes too long. Needs to be a simple way to do these from the calendar screen, but MyCase forces you to go back and fill out the "lead information" first. Which doens't work either, as the clients want to establish if you can accomodate them with an appointment that works for them. Anytime we call to suggest something, it's never happens. We have been in practice for over 28 years and brought on MyCase at the onset of Covid as it is cloud based. MyCase never attempts any improvments that we have suggested. But, because it's cloud based, we have many clients that won't use the portal or do anything on through MyCase, because they don't trust it, which in turns causes more work for us. Review collected by and hosted on G2.com.

I love how much you can do with the platform. Clients can upload their own documents, you can send invoices, easily receive payments through integration with payment service providers, etc. I also like the visual appearance of the current user interface (they are changing to a new IU though and I don't really like the visual appearance of it). It is very easy to implement and to add new users. Customer support is great! We use the platform constantly each day and never has malfunction issues. Review collected by and hosted on G2.com.

There are some ways that the platform could be more intuitive/user friendly. I also wish it did not log you out so quickly! Review collected by and hosted on G2.com.

The facility to link different professionals to the same client; in the legal world, interprofessional collaboration is crutial. Review collected by and hosted on G2.com.

What made it a bit tedious was the boring presentation with dark colors, but now with the latest update, the presentation is much more dynamic and modern. Review collected by and hosted on G2.com.

We can do most of our operations from one platform and it only keeps improving! We are looking forward to all the new integrations and reports that are being built for it!! Review collected by and hosted on G2.com.

I wish we could do full calendaring from it. Review collected by and hosted on G2.com.

uploading entire thread of messages in Outlook to Email when first email with same re: line is loaded.

I'd love to tell you more about your software, but we started migration of data from another case management software on January 4, 2025 and I am still waiting to see documents populate in MyCase a month later. Sigh.

I'm not actually wanting this published or to enter your contest. I just want real people in your company to know my firm's transition to your software has been problematic. Review collected by and hosted on G2.com.

Can't create subfiles in Email - when an Email is copied from Outlook to Email, I can't tag it to further sort them later in Email; If an email is a document produced in discovery in my case and it is saved in Documents, it cannot be opened as a .eml or .msg formatted document from that section of MyCase.

Would like to have a report that lists every open case in the office -- it can be done but it is very difficult to create.

No person assigned as liaison from MyCase for the transition from Review collected by and hosted on G2.com.

We’ve been using MyCase in our law office on a daily basis, and it has truly transformed the way we manage our cases and clients. One of the standout features for us is the email integration. It's incredibly efficient—any email correspondence with clients or opposing counsel can be automatically linked to the relevant case. This not only saves time but also keeps all our communication organized and easily accessible.

The ease of use, combined with the powerful features like task management, document sharing, and invoicing, makes MyCase a crucial tool for our firm. The intuitive interface and seamless integration with our existing systems make it easy for our team to stay on top of everything.

Overall, MyCase has been a great addition to our office, and we look forward to continuing to use it to streamline our workflows and improve our client service. Highly recommend! Review collected by and hosted on G2.com.

While MyCase is an excellent tool for managing cases and client communication, there are a couple of downsides we've encountered. First, finding contacts that aren’t linked to specific cases can be tricky. When a contact isn’t associated with a case, it can take some extra time to locate their information, especially if you're unsure of the details. This can disrupt workflow, particularly when you're in a rush to get in touch with someone.

Additionally, task management can sometimes be a bit challenging. Tasks are easy to overlook, especially if there are changes to your calendar. For example, if a meeting is canceled or rescheduled, you may not get a notification, and the task tied to that meeting could be missed. This lack of automatic reminders or alerts for task adjustments can lead to important details slipping through the cracks.

These minor issues could be improved for a smoother experience, but overall, MyCase remains a valuable tool for managing the bulk of our office tasks. Review collected by and hosted on G2.com.