Avaliações e Detalhes do Produto de MyCase

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 Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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 Análise coletada por e hospedada no 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! Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

The system is fairly intuitive; I don't find that I struggle to find what I need. It seems to have been designed by someone who is familiar with the legal profession and has first-hand experience using case management software as a user and not just a developer. Análise coletada por e hospedada no G2.com.

It would benefit from better integration with Outlook, both email and the calendar. Additionally, I am endlessly frustrated by the auto-logout feature that I have not been able to change or turn off. I understand that it's a security precaution, however my workstyle involves having multiple tabs open as visual reminders of what I need to work on next. The problem is that if just one tab is inactive for too long, MyCase logs me out of ALL of my open windows, even if I am in the middle of a task. Análise coletada por e hospedada no G2.com.

It streamlines everything. Honestly, I give it an A to A+, it's just that it moves so smoothly, what few quibbles I have jump out at me every time. Análise coletada por e hospedada no G2.com.

Honestly, it absolutely drives me crazy that I have to log in every time I open MyCase. the password is already autofilled, so going to TWO landing pages (the first with ads and products for sale; the second with the login, preentered) is just irritating as hell. I also don't like that I can't edit my homepage wiht the financial overview, open cases, etc. Some info I want to see all the time, other info, I don't. Análise coletada por e hospedada no G2.com.

The case management is completed with ease and no issues. The customer support is amazing with great customer features. This was intergrated into our systems with ease and the drive created made it easy to navigate and utilize. We use mycase everyday. Análise coletada por e hospedada no G2.com.

There are alot of features, so picking the ones needed took a little time. A list of features and uses would be great for the future. Some addons would be great if they were with the main features. Análise coletada por e hospedada no G2.com.

Nosso escritório começou a usar o MyCase há vários anos, após vários incidentes de falhas no sistema. O processo de integração foi super fácil e o MyCase estava lá para nos guiar em cada etapa. A capacidade de ter tudo em um só lugar e disponível em qualquer lugar tem sido uma mudança de jogo para o nosso escritório. Você pode personalizar para suas áreas de prática até certo ponto. Há muitos vídeos de treinamento e tutoriais sobre todos os aspectos do MyCase. Isso simplificou nosso escritório desde a entrada até o fechamento de um arquivo. O suporte ao cliente do MyCase tem sido fantástico - até mesmo através do chat. Análise coletada por e hospedada no G2.com.

O lado do portal de pagamento ainda está deficiente, pois você não consegue cobrar taxas adicionais em cartões de crédito neste momento. O lado de contabilidade precisa de mais treinamento e explicação sobre como o sistema funciona. Análise coletada por e hospedada no G2.com.

O que me atraiu para o MyCase há cerca de 10 anos foi o Portal do Cliente. Eu adorava que meus clientes pudessem verificar o status do caso sem precisar falar comigo. Depois descobri que o MyCase era fácil de usar e abrangente. Ao longo do caminho, fiz sugestões ao MyCase sobre como melhorar suas ofertas e, para minha surpresa, elas foram rapidamente implementadas. E eles ainda tentam se manter à frente. Análise coletada por e hospedada no G2.com.

A desvantagem, se é que se pode chamar assim, é que existem várias maneiras de acompanhar o status do caso, então aprender a ser consistente com o uso de uma plataforma leva tempo. Para verificar o status do caso, posso verificar entradas de tempo, registros de chamadas, notas ou, de todas as coisas, "status do caso". Análise coletada por e hospedada no G2.com.

I do like the time entry feature and profitability analysis of each case. Also, it makes it much easier to keep track of my tasks, with calendars and all sorts of reminders (via email, pop up, lists, etc). Análise coletada por e hospedada no G2.com.

The email integration is not very helpful, needing constant manual review. Análise coletada por e hospedada no G2.com.

The Info page is a great tool to keep all the most vital data in one succint location. Relatedly, the Reports are phenomenally useful when you fine tune your preferred collumns/data output. Análise coletada por e hospedada no G2.com.

The Notes seem messy and disorganized. It would be helpful if you could categorize each note by type, person, or activity with a specific time stamp for each note.

I would also like to be able to filter my reports based on pending trial dates in ascending/descending order.

Of all the case management software I've used in my plaintiff's practice, MyCase is the ONLY platform that does not have a settlement/negotiations function within the case, Excel seems to be the best workaround. Análise coletada por e hospedada no G2.com.