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Author: s | 2025-04-25

MyCase Desktop connects your MyCase account to your desktop. Through MyCase Desktop, MyCase Pro and above subscribers can edit files stored in MyCase using the same editing

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Keep track of all interactions without missing a detail.I appreciate how seamless it is to navigate through different features. I don’t have to waste time figuring out where things are.What G2 users like about MyCase:"What attracted me to MyCase about 10 years ago was the Client Portal. I loved that my clients could check on case status without having to speak to me. Then I discovered that MyCase was easy to use & comprehensive. Along the way, I made suggestions to MyCase on how to improve their offerings & to my surprise they were quickly implemented. And they still try to stay ahead of the curve."- MyCase Review, Joseph F.What I dislike about MyCase:There are moments when the system seems unresponsive, which can be frustrating when I'm in the middle of something important.While MyCase offers a lot of features, it can be overwhelming to navigate through them all without guidance.What G2 users dislike about MyCase:"We have had constant problems with accounting features of billing within Mycase that should be routine features. There is no ability to print itemized statements of billing/payments which is a problem almost daily for clients who do not want to click on each individual billing statement. We also need this feature when we file a statement of attorney fees with the court and have to do this manually. Forwarding payments to each invoice also causes problems, so we have to manually apply payments to each outstanding invoice if the client has not paid in full each month.To not have the ability to upload folders for clients is a huge problem in the documents feature. We would like to use MyCase to handle our case documents, but the limitations are too great to be able to use this feature which is disappointing. The search feature has a

‎MyCase on the App Store

Tell you, it delivers on that promise in a big way.What I love most about MyCase is how easy it is to use. The interface is super intuitive, which means you don’t need to be a tech wizard to get the hang of it. Everything feels seamless, from managing cases to communicating with clients. Speaking of which, client communication is a breeze. MyCase keeps all client interactions organized, so you’re never hunting through emails or sticky notes trying to find that one message from two weeks ago.Billing? Oh, it’s a dream. The billing features are robust and make invoicing quick and painless. You can generate invoices, track time, and even handle online payments all in one place. It’s like having a mini-accountant built right into the software. Plus, document management is top-notch. Uploading, organizing, and sharing documents is ridiculously easy, saving me tons of time.But hey, no software is perfect, right? There are a few things that could use some improvement. For starters, I really wish MyCase had better alert features for client communications. Sometimes, I miss messages because there aren’t strong enough notification options. Also, while the software is feature-rich, it can be a bit overwhelming at first. There’s a lot packed into MyCase, and finding the specific feature you need can feel like searching for a needle in a haystack.The lack of subfile organization in emails. When you’re managing multiple cases and tons of client emails, having subfolders would make life so much easier.I've also seen an occasional lag. It’s rare, but when it happens, it can be pretty frustrating.Overall, though, MyCase is a solid tool for legal professionals. It’s user-friendly, efficient, and packed with features that genuinely make managing a legal practice easier. What I like about MyCase:Managing client communications has never been simpler. MyCase helps me

Refer a Friend to MyCase

Client management, email management, invoicing, trust accounting, and customizable workflow automation. You can choose between running the desktop version of HoudiniESQ or a cloud-based solution. Legal Files Legal Files is a case and matter management software that is used by law firms, insurance companies, governments, and universities. Legal Files features matter management, litigation management, file notes, response tracking, document text searching, automated task scheduling and phone messaging. MyCase MyCase is a web-based legal practice management software. MyCase offers a secure client portal, communications tools so you can send messages to clients or staff, activity streams and online payment processing. MyCase also has certified consultants who can assist clients with using the legal practice management software. Needles Needles is a legal case management software for attorneys and small law firms. Needles features include billing, contact management, case status, and reporting. Needles also maintains a list of local hardware vendors and other legal service vendors on its website if you need help installing, implementing, or using this software. PCLaw PCLaw is a client, matter, billing and legal program from LexisNexis Practice Management solutions. PCLaw features contact and client management, case and matter management, billing, trust accounting, and law firms accounting modules, such as cash, accounts receivables, and accounts payable modules. You can add payroll processing and credit card processing for additional fees. ProLaw ProLaw is a legal practice management software from Thompson Reuters. ProLaw's program includes court docketing, legal calendaring, document assembly, time and expense tracking, budgeting, billing and contingency analysis and. MyCase Desktop connects your MyCase account to your desktop. Through MyCase Desktop, MyCase Pro and above subscribers can edit files stored in MyCase using the same editing MyCase Desktop connects your MyCase account to your desktop. Through MyCase Desktop, MyCase Pro and above subscribers can edit files stored in MyCase using the same editing software they use today–such as Microsoft

How do I add firm users to MyCase?

All your case files at your fingertips Boost productivity and streamline your team’s workflow with our legal document management software. Enhance the way you store, edit, sign, and share case documents thanks to our centralized cloud database. Keep legal documents organized and accessible Give the team relevant access to the files and documents in our cloud-based legal document management system, creating secure, easy collaboration and eliminating the need for another login.Keep everything in one place with unlimited data storageShare, tag, and comment on documents in real-timeFast-track your work with templates that automatically populate documents with case informationFind exactly what you need with our customizable filtering system Build and update documents together – anywhere, anytime Collaborate on a document with colleagues or clients and align on one single source of truth with File Sync and MyCase Desktop. With real-time updates on mobile and desktop, everyone will always have access to the most up-to-date versions of all essential legal documents. Collaboration is made simple with document management software for lawyers. Streamline document execution Preparing and signing routine case documents is seamless and simple with eSignature, included with MyCase Pro and Advanced subscriptions. Store and securely send encrypted files for clients to sign from any device, and get the signed form linked to your case file immediately.Electronically sign important case documents from any device, with no third-party integration requiredUse eSignature templates for forms that you send out on a regular basisAutomatically populate eSignature requests with case and contact data that is already stored in MyCase MyCase allows me to practice virtually anywhere in the world since I can access all of our firm’s documents and case files in the cloud. Alphonse Provinziano/Attorney, Provinziano & Associates Integrate with your existing document tools MyCase works alongside multiple integration partners your firm already relies on. Integrate with Dropbox so that you can easily access your case documents directly from MyCase. With File Sync you can use Microsoft Word, Adobe, and other desktop software outside of MyCase, with the changes automatically reflected in MyCase. MyCase Drive: Fast File Management Work directly from your desktop file explorer to save and edit documents with MyCase Drive.Organize case documents and folders with drag-and-drop functionalityAutomatically sync changes made within MyCase or from your desktop, saving you valuable time while providing greater accuracy Find Documents Easily with Full Text Search MyCase makes it easy to find the documents you are looking for with Full Text Search. Search the contents of .pdf and .doc files to quickly run conflict checks or easily find the documents you’re looking for.Save time and find the content you are looking for with easeRun conflict checks quickly and easily Let's revolutionize the way you work Join lawyers from

How do I cancel my MyCase Subscription?

What is In Office Payments?We’ve created the ability for a firm user to take a payment on behalf of a client directly in the MyCase web application. In Office Payments makes it easy for you to charge one time transactions, consultation fees, or over the phone payments.How do In Office Payments Work?By processing an invoice or trust deposit within MyCase, your computer becomes a virtual terminal for processing payments in house. Simply locate any invoice in MyCase and make sure Online Payments has been enabled. Click here to learn more about enabling online payments on an invoice or click here to learn more about requesting trust funds.After making sure your online payments has been enabled, click the Record Payment button on your saved invoice or Deposit Funds for a trust deposit. Then key in your client’s credit card information into the terminal and the payment will begin processing instantly (see below).​On the top of the terminal you also have the option to record offline payments, including trust and non-trust credit payments (see below).​If you need to get back to the Online Payment option, you can click the Online Payments tab to get back to the payment terminal.​After an In Office Payment has been received, the invoice will update to reflect this (see below).​Can I use In Office Payments to Deposit Funds into a Trust account?Yes, certainly! With MyCase Payments enable, deposit funds into trust like you normally would and you will be prompted to enter payment information. If you would like to learn more about depositing funds into a client's Trust Account, click here.Can I use In Office Payments to Deposit Funds into a Credit account?Yes, certainly! With MyCase Payments enable, deposit funds into your operating as credit account like you normally would and you will be prompted to enter payment information. If you would like to learn more about depositing funds into a client's Credit Account, click here.Does MyCase charge PCI fees?No, MyCase will not charge you any additional fees for using In Office Payments. For more information on PCI compliance, click here.

How do I get my data out of MyCase?

As QuickBooks, Microsoft 365, and Google Workspace, enabling seamless data sharing and collaboration. Filevine is a cloud-based case management software designed to help legal professionals streamline their workflows and enhance productivity. With a strong focus on document management and automation, Filevine makes it easier for family law practitioners to keep their cases organized and efficient.Why I Picked Filevine: I chose Filevine for this list because its document management and automation capabilities are exceptional, making it stand out among other tools. Its intuitive interface and powerful features make it the best choice for managing documents and automating repetitive tasks in a family law practice.Standout features & integrations: Filevine offers advanced document management, allowing users to store, access, and collaborate on documents with ease. It also provides robust automation features, which enable the creation of custom workflows and the automation of routine tasks, saving time and reducing errors. Some of its most important integrations include Microsoft Office, QuickBooks, Dropbox, and Adobe Sign, further enhancing its overall functionality. LEARN MORE ABOUT FILEVINE: MyCase is a legal practice management software designed to streamline communication and collaboration between attorneys and their clients. Its secure client portal ensures that confidential information is exchanged safely, making it the ideal choice for law firms that prioritize secure client communication.Why I Picked MyCase: I chose MyCase for this list because of its emphasis on secure client communication and collaboration. The platform stands out with its user-friendly client portal and robust security measures, setting it apart from other legal practice. MyCase Desktop connects your MyCase account to your desktop. Through MyCase Desktop, MyCase Pro and above subscribers can edit files stored in MyCase using the same editing