Item: 8am™ MyCase
Rating: 8
Author: Verified User

Overall Satisfaction with MyCase

Use Cases and Deployment Scope

My organization uses MyCase to keep track of our cases, their deadlines, and tasks that need to be completed, including for potential clients/leads. We also use MyCase to track our team's time and create timesheet reports each month. We're using some of the billing features as well but not all.

Pros and Cons

Pros

Task Management
Calendar Management
Reminders/Notifications

Cons

Use of AI (should not be integrated into MyCase, especially with legal services that require a high-level of confidentiality which AI cannot guarantee)
Payment Reconciliation (sometimes invoices don't show up, nothing in Help Center about how to remedy)
Billing (doesn't consider that billing contacts for a case may change based on who can pay)

Return on Investment

(Positive) Case/Task Management
(Positive) Information Storage for Clients
(Positive) Lead Tracking/Data

Usability

It's quite user-friendly once you get used to it, and there are videos/guides to learn more as well.

Alternatives Considered

LawPay, QuickBooks Online and Dropbox

MyCase helps alongside the other products that we use.

Key Insights

Do you think 8am™ MyCase delivers good value for the price?

Not sure

Are you happy with 8am™ MyCase's feature set?

Yes

Did 8am™ MyCase live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of 8am™ MyCase go as expected?

I wasn't involved with the implementation phase

Would you buy 8am™ MyCase again?

Yes

Other Software Used

LawPay

Likelihood to Recommend

MyCase helps us track tasks across team members. For example, if one person needs to translate a document while another needs to schedule a meeting to complete a form with a client, both of those tasks can be entered and assigned to the correct person with separate due dates. However, we don't utilize the Billing integrations as much as we probably could, mostly because our clients often have more than one person paying on their case and it makes it difficult/complicated to reconcile in MyCase's built-in system.

Using MyCase

Users and Roles

7 - Legal services in various ways - attorney, legal assistants, interpreters/translators, social worker

Support Headcount Required

2 - Not sure 100% what the question is getting at, but our office manager (myself) and our attorney keep MyCase up to date on our cases and client contact info while the rest of the team uses it to track their time and access case info.

Business Processes Supported

Case management
Client info storage
Note taking

Innovative Uses

Preparing specific reports for data reporting requirements
Team management
Helping to determine how much our prices should increase

Future Planned Uses

Billing reconciliation
Document tracking
Filing tracking

Likelihood to Renew

I don't personally handle whether or not we renew our subscriptions to platforms but it's very integral to our work so I doubt we'd get rid of it.

Evaluating MyCase and Competitors

Products Replaced

Not Sure

Key Differentiators

Integration with Other Systems
Ease of Use

Our team is very busy so having one platform to manage most of our data/time/task tracking needs is important.

Evaluation Lessons Learned

I was not involved in the evaluation and selection process but I would probably not consider anything with AI now as it arguably poses a security/confidentiality risk.