Product Overview of MyCase
MyCase is a comprehensive, cloud-based practice management software specifically designed for solo and small to midsize law firms. It aims to streamline and simplify the daily operations of legal professionals, allowing them to focus more on practicing law and less on administrative tasks.
Key Features and Functionality
Case Management
MyCase offers a robust case management system that includes features such as:
- Task Management: Automatically generate task lists for every case type and auto-assign tasks to the right team members.
- Document Management: Manage and store all case documents in one cloud location, known as MyCase Drive. This allows for easy editing, e-signing, and sharing of documents with colleagues and clients. Documents can be auto-populated with client data from intake forms, significantly reducing the time needed to prepare them.
- Calendaring: Sync firm calendars to avoid cross-checking for availability and send auto-reminders for important dates and events.
Client Communication and Intake
- Client Portal: Facilitates secure direct messaging, document sharing, court date sharing, and secure payments. It also allows clients to access billing and invoicing information.
- Custom Intake Forms: Create customized client intake forms that can be embedded on the law firm’s website. These forms automatically sync client information into the system, eliminating the need for manual data entry.
Time and Billing
- Time Tracking: Track billable and non-billable hours, with features like Smart Time Finder to prevent lost billable time. Generate time entries for all activities performed during the day.
- Billing and Invoicing: Manage billing hours, create client statements, track expenses, and handle retainer billing. The system also supports secure payments through the client portal.
Integration and Automation
- Integration: MyCase integrates with various tools such as Dropbox, Google Calendar, QuickBooks, and Microsoft Outlook, ensuring seamless workflow across different platforms.
- Workflow Automation: Create workflows, input triggers to automate manual tasks, and assign tasks according to the workflow. This automation helps in maintaining a smooth and efficient workflow.
Reporting and Analytics
- Reporting: Provides analytics and reporting features to help law firms track their performance and make informed decisions.
Mobility and Accessibility
- Cloud-Based: Accessible from any device, whether in the office or on the go, thanks to its cloud-hosted platform.
- Mobile Access: The platform is mobile-friendly, allowing users to manage their practice from anywhere.
Additional Benefits
- Centralized Dashboard: Offers a centralized dashboard where users can interact with all the features and functions of the software, providing a clear overview of their practice.
- E-Signature: Includes built-in e-signature functionality, making it easier to finalize documents electronically.
- Training and Support: Provides readily available training, dedicated customer support, and consistent product enhancements to help law firms get started quickly and efficiently.
Pricing
MyCase offers three pricing plans:
- Basic: $49/user/month ($39 when billed annually)
- Pro: $89/user/month ($79 when billed annually)
- Advanced: $109/user/month ($99 when billed annually)
Overall, MyCase is a powerful and intuitive tool that helps law firms streamline their operations, enhance client communication, and improve overall efficiency, making it an excellent choice for legal professionals looking to manage their practice more effectively.