MyCase product overview
MyCase is complete legal practice management software designed for modern law firms. The platform covers the entire client lifecycle with Lead Management, Case Management, Billing and Invoicing, and Reporting. It includes integrated payments, two-way text messaging, and the MyCase Client Portal to centralize client communication and securely share files.
MyCase enables law firms to run efficiently from anywhere, provide a positive client experience, and track firm performance. It ensures that legal professionals spend less time on administrative tasks and focus more on practicing law while increasing the firm’s revenue.
Built to mirror the law firm workflow, insights and feedback from daily users drive MyCase’s design. The platform provides organizations with a reliable legal software solution through readily available training, dedicated customer support, and consistent product enhancements.
Pros of MyCase
- It keeps client files and communications secure with bank-grade data protection.
- It releases software updates as often as three times per week to ensure customers receive improvements quickly.
Cons of MyCase
- MyCase supports limited integrations.
Breakdown of core features
Customer relationship management (CRM)
With MyCase law firm CRM, users can track, manage, and convert more prospective clients into business for the law firm. The software lets legal practitioners assign tasks and set reminders. It also enables the creation of consultation appointments for prospective clients and ensures no lead goes unnoticed. Users can generate contact reports in the law firm CRM to segment client groups for emails, notifications, or personal messages on birthdays and special occasions. Firms can sync their MyCase lead database with their Mailchimp account for enhanced email campaigns.
Legal professionals can free up time and focus on their most important work with workflow automation from MyCase. The software automates repeatable tasks and equips lawyers with triggers to create tasks, events, or documents. Users can also base triggers on dates or completion of another task in their workflow. MyCase allows users to build reusable templates that include typical tasks, event deadlines, and documents. In addition, legal teams can customize workflows for each type of law they practice.
MyCase enhances how teams store, edit, sign, and share case documents with its centralized cloud database. The software’s document management feature facilitates secure collaboration and eliminates the need for another login. Users can collaborate on a file with colleagues or clients and align on one single source of truth. With real-time updates on mobile and desktop, everyone will always have access to the updated versions of all essential legal documents. Preparing and signing routine case documents in MyCase is seamless and simple with eSignature. Lawyers can store and send encrypted files for clients to sign from any device and get the signed form linked to their case file immediately.
The platform presents comprehensive case insights into the firm’s cases, finances, and workflows. Through the legal analytics feature, practitioners can get the data they need to make critical business decisions, grow the firm and maximize productivity.
MyCase compiles an extensive overview of the history, progress, and status of every case handled. It paints a clear picture of the firm’s financial performance, showing where there is room for improvement and opportunity to grow.
(Last updated on 07/14/2022 by Liz Laurente-Ticong)