MyCase

With no clerical staff I can do everything in one place - no more spreadsheets for time tracking and dibursement tracking. Document management has greater capabilities than I have even found use for all of it. Learning new tricks every day.

I may have overestimated the value but I am not dissatisfied with the value.

I absolutely love the calendar and the ease of use for CERTAIN portions of MyCase. The timer is a great addition in order to track your hours. Uploading documents is also easy to navigate.

MyCase is not user friendly. There are certain procedures we try to implement through MyCase that are nearly impossible to do. When we contact a rep for MyCase, they are usually not able to assist us either. We wanted to be able to update the steps of a specific case as we go, to where if someone drops off working on the case, someone can just go into MyCase and see where they left off. But creating that flowchart, with warnings and whatever else, is basically not possible with MyCase. We wanted to have main levels of work flow with sublevels underneath each main level (steps and substeps), and we have not been able to create that. We also dislike that you cannot add multiple people to a Lead, nor can you use the same e-mail for a married couple to electronically send them docs for signature.

User-friendly interface. Lower price than other services for the same features.

While the core platform works well and consistently, the add-ons are hit and miss. The accounting add-on is buggy at times: it periodically refuses to sync with my bank account. It also is difficult to change accounting entries when I discover an error such as categorization. The new gmail add-on stopped working for close to a month.