Last Updated

Key Takeaways

Generated from the text of customer reviews

MyCase supports law firms with client intake, case documentation, and financial reporting. It helps organizations of all sizes, including solo attorneys and large enterprises. Several users appreciate its ease of managing daily legal work, though some note that the platform offers limited report customization for specific job needs. Its recent update added Click’s Journey AI for lead intake and follow-up.

Our Verdict

MyCase focuses on managing routine legal case work and related firm administration. It suits law firms dealing in different practice areas, including family and criminal law. The platform’s pricing is considered reasonable for smaller practices, although recent increases have affected affordability for some users. Overall, we recommend it for law firms that require structured case management.

MyCase Specifications

  • Case Management
  • Document Management
  • Client Management (CRM)
  • Billing & Invoicing

MyCase Features

eSignature

MyCase features eSignature capability that lets firms send retainers and case documents for signing from any location to avoid delays when clients cannot visit the office. It allows professionals to reuse signature forms with stored case information, track requests, and resend incomplete documents. Additionally, the system encrypts completed files and retains an audit trail showing signature activity.

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Intake Forms

The platform lets firms create practice-specific questionnaires that adapt to questions based on client responses. It allows prospective clients to complete them from any device, and submitted information moves into the case file. The system reduces manual entry and gives staff earlier access to accurate client details for onboarding.

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Advanced Document Automation

MyCase software turns Microsoft Word files into reusable legal templates. It allows firms to populate documents with client and case data rather than entering the details again. Additionally, the platform’s standardized language helps reduce drafting errors. Users can also move completed documents directly to eSignature and the relevant case folder.

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Case Analytics

The system gives firms a clear view of case progress through customizable reports and workload monitoring. Its financial dashboards let users track billing, collections, expenses, and trust balances. Additionally, the software allows firms to filter results by attorney or practice area to identify workload issues and assess profitability.

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Time And Expense Tracking

This functionality records billable and non-billable time during live work, with calls and emails linked to each case. It allows attorneys to run up to three timers at once when switching between matters and log related expenses. Additionally, the platform’s Smart Time Finder tool lets firms identify any overlooked billable activities to help firms capture more of the work that should appear on client invoices.

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Legal Accounting

MyCase brings law-firm accounting into the practice management platform, with case revenue allocation, IOLTA safeguards, and role-based permissions. It also supports three-way trust reconciliation and automatic bank reconciliation to help firms identify discrepancies between client records and bank activity. Additionally, the platform keeps financial information connected to the relevant case.

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Pros And Cons of MyCase

Pros

  • Keeps routine tasks moving efficiently

  • Makes document sharing easier for staff and clients

  • Saves time by simplifying staff-client communication

  • Keeps case billing accurate as work is completed

  • Simplifies monthly invoicing and improves payment visibility

Cons

  • Frequent reboots can interrupt access to case documents

  • Lag and setup issues can hinder client communication

  • Inconsistent phone number formatting can cause confusion

MyCase Pricing

MyCase Basic

MyCase Pro

MyCase Advanced

  • Time Entry, Invoicing and Trust Accounting

  • Case and Contact Management

  • Customizable Reporting

  • Online Payments with Next-Day Deposits

  • Client Portal (Limited)

  • Unlimited Document Storage

  • Everything in MyCase Basic, plus:

  • Unlimited eSignature and Document Generation

  • 2-Way Texting, Chat, and Call Log

  • Client Intake Forms and Legal CRM

  • 70+ Integrations

  • Premium Billing, Invoicing, and Reporting

  • 8am IQ Writing and Document Assistant

  • Everything in MyCase Pro, plus:

  • 8am IQ Discovery Assistant (OCR)

  • 8am IQ Case Assistant

  • Desktop Drive (PC & Mac)

  • Advanced Document Automation

  • Split Billing

  • Conflict Check Tracking

  • Open API

Disclaimer: The pricing details were last updated on Sep 14, 2026 from the vendor's website. Please contact us for a tailored pricing list.

MyCase Reviews

Total 100 reviews

4.4

All reviews are from verified customers

Rating Distribution

5

Stars

67%

4

Stars

18%

3

Stars

7%

2

Stars

3%

1

Stars

5%

Share your experience

R
Robert

Legal Services, 1-10 employees

Less than 6 months

5.0

“A frustrating and rigid onboarding process”

Pros

I was drawn in by the promise of an all in one system, it would have been so convenient to replace my two subscriptions for Clio and QuickBooks with just one, but unfortunately that did not work out.

Cons

Getting started was a major hurdle. You cannot just begin using the software as you have to wait for weeks due to a mandatory accounting onboarding. This process involves two separate appointments, not the one they initially promise and each one takes about a week to schedule since they only offer them on Tuesdays and Thursdays. So I ended up canceling but they keep calling me for reasons I am not interested in.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

C
Cindy

Law Practice, 11-50 employees

More than a year

4.0

“Simple to use and very transparent”

Pros

MyCase is pretty simple to use and easy to learn. Anything I am unsure about is always covered in the help section on their site. The pricing and invoicing are very transparent too and the client portal is quite user-friendly for my clients.

Cons

I think it would be great to have template workflows that could be shared between users and customized for our firm. I would also love to be able to share certain tasks with external firms we work with.

Rating Distribution

Ease of use

8

Value for money

9

Customer Support

9

Functionality

9

R
Richard

Law Practice, 1-10 employees

More than a year

5.0

“Excellent value despite recent price hikes”

Pros

The value for the money is excellent. When I started, it was extremely affordable and still had all the features I needed to run my firm more efficiently.

Cons

It was pretty slow to roll out integrations that competitors like Clio had for a while, such as full email integration. They have definitely caught up in this area but unfortunately, it came with a significant price increase.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Frequently Asked Questions

Does MyCase offer an API?

Yes, MyCase offers an Open API to its users.

What language does MyCase support?

MyCase supports many languages, including English, Spanish, Korean, Portuguese, French, Turkish, Arabic, Chinese, and Russian.

What other apps does MyCase integrate with?

MyCase integrates with Mailchimp, CourtDrive, Finch, Dropbox, Claude, InfoTrack, and CallRail.

Does MyCase have a mobile app?

Yes, MyCase has a mobile app available on Android and iOS devices.

What type of pricing plans does MyCase offer?

The platform’s starting price is $60/user/month. It also offers two more pricing plans: MyCase Pro ($120/user/month) and MyCase Advanced ($150/user/month). Get a custom MyCase price quote today.

Who are the typical users of MyCase?

MyCase is used by legal professionals specializing in immigration law, personal injury law, bankruptcy law, family law, insurance defense, real estate law, and criminal defense practice areas.

What level of support does MyCase offer?

MyCase provides email, form submission, and phone support.