MyCase logo

MyCase

by AffiniPay · Since 2010
No reviews yet
Active1+ countriesCloud
Quick facts
VendorAffiniPay
Year launched2010
StatusActive
Location9201 Spectrum Center Blvd, STE 100, San Diego, CA 92123, US
Countries served1+
Languages1
Integrations30+
Free tier
Free trial
Contact sales

About MyCase

MyCase is a legal practice management software from AffiniPay that assists law firms in managing their operations. It includes features for case management, time tracking, and client communication so legal professionals can effectively organize their work. The platform also supports billing and invoicing, document management, and calendaring to ensure comprehensive case oversight. MyCase provides a user-friendly interface that is accessible from various devices, facilitating remote access for legal teams. Key capabilities: case management time tracking billing document management client communication Best for: law firms that need to manage cases and client interactions efficiently.

MyCase is a comprehensive law practice management software tailored to meet the needs of legal professionals across various practice areas. It offers a wide range of features such as legal document management, making it a versatile solution for law firms of all sizes. The user interface of MyCase is intuitive and well-designed, providing users with easy access to essential tools and functions. The dashboard is customizable, allowing users to tailor their workspace to suit their specific needs. The clean layout and logical organization of information enhance usability, making it easy for users to navigate through different modules and features. One of the standout features of MyCase is its seamless integration of core functionalities. The software streamlines workflows by offering a centralized platform for managing cases, documents, time tracking, billing, and client communication. This integrated approach sets MyCase apart from its competitors, as it eliminates the need for multiple software tools and improves overall efficiency. In terms of performance, MyCase is fast, reliable, and capable of handling large datasets with ease.

Pros & Cons

What users like
  • +1. User-Friendly Interface: MyCase is intuitive, making it easy for legal professionals to learn and use.
  • +2. Comprehensive Case Management: MyCase integrates time tracking, billing, document management, and client communication in one platform.
  • +3. Secure Client Portal: Clients can access their case details, pay invoices, and communicate securely.
  • +4. Mobile Access: The mobile app offers the flexibility to manage cases on the go.
  • +5. Good Integration Options: MyCase integrates with several third-party tools, helping law firms connect their preferred apps with the platform.
What users flag
  • 1. Limited Customization: Some users may find the level of customization for reports and templates to be limited.
  • 2. Advanced Features for Larger Firms: Larger firms may require more robust features than MyCase offers for complex legal operations.
  • 3. Learning Curve: Some users may need time to familiarize themselves with the full set of features, especially when it comes to advanced functionality.
  • 4. Integration Limitations: While MyCase integrates with many tools, it may not support all industry-specific applications.

Features

Key features

1. Case Management
o Manage all aspects of a case from intake to resolution, including case details, tasks, deadlines, and client information.
o Organize all communications and documentation related to a case in one centralized location.
2. Time Tracking
o Track billable hours easily with MyCase’s built-in time tracker, which integrates with the case management system.
o Timer functionality allows for easy logging of time entries while working on a case, whether at the office or on the go.
3. Billing & Invoicing
o MyCase offers customizable invoicing templates, allowing law firms to create detailed invoices that reflect the billing structure of their choice (hourly, flat fee, etc.).
o Online payments
Clients can pay their bills directly online via integrated payment gateways (such as LawPay), reducing administrative overhead for law firms.
4. Client Portal
o MyCase provides a secure client portal where clients can view their invoices, make payments, access case documents, and communicate with their attorney securely.
5. Document Management
o Cloud-based document management lets law firms store, share, and manage documents within the case management system. Users can upload, organize, and search documents with ease.
o Versioning and access control features help keep documents organized and secure.
6. Task Management & Workflow Automation
o Set up tasks related to specific cases or matters, and assign tasks to team members.
o Workflow automation features help streamline repetitive tasks and ensure that deadlines and follow-up actions are completed on time.
7. Calendaring & Deadlines
o MyCase integrates a calendaring system that helps track important case deadlines, appointments, and hearings. It can be synced with Google Calendar and Outlook for seamless scheduling.
o Automated reminders help ensure that critical dates are never missed.
8. Reporting & Analytics
o Generate detailed reports on billable hours, payments, expenses, and financial performance.
o Customizable dashboards provide a snapshot of the firm’s financial health and productivity.
9. Time & Expense Tracking
o MyCase enables easy tracking of both time and expenses for each matter, allowing law firms to bill clients for out-of-pocket expenses and billable hours.
10. Integrations
o MyCase integrates with popular third-party tools such as QuickBooks (for accounting), Dropbox (for document storage), Zapier (for workflow automation), LawPay (for online payments), and more.
o Integration with Google Workspace (Gmail, Google Calendar, and Google Drive) helps law firms streamline their workflows.
11. Mobile App
o MyCase offers a mobile app for both iOS and Android devices, allowing legal professionals to manage their cases, time, invoices, and communication on the go.
12. Client Communication
o Secure messaging through the client portal and email integrations, allowing seamless communication with clients.
o MyCase also supports SMS text messaging for direct communication with clients.
13. Trust Accounting
o MyCase provides trust accounting functionality, helping law firms manage client trust accounts in compliance with ABA guidelines and state bar regulations.
14. Legal Document Automation
o MyCase includes features for creating automated legal documents, such as contracts and client intake forms, reducing the time spent on routine paperwork.

Additional features

• Reporting & Analytics
Run detailed reports on finances, time tracking, and case progress.
• Time & Expense Tracking
Track both time and expenses associated with cases for billing.
• Integrations
Integrate with QuickBooks, Dropbox, Google Workspace, LawPay, and other third-party tools.
• Mobile App
Use MyCase on mobile devices to manage cases, track time, and communicate with clients.
• Client Communication
Secure client messaging and email integration.
• Trust Accounting
Handle client trust funds and ensure compliance with legal requirements.
• Legal Document Automation
Create common legal documents with automation tools.

Pricing

Free trial
Free version
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Promo Offer

Monthly plans

Basic

USD 39

Pro

USD 79

Advanced

USD 99

Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

All countries.

Interface languages

English

Billing currencies

🇺🇸USD

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