8am MyCase provides web-based practice management software designed for solo and small firm legal professionals. MyCase aims to offer a secure, all-in-one legal practice management solution to alleviate the burden of high caseloads, poor client communication, and practice management operations. The product aims to help users spend less time managing their firm and more time practicing law. MyCase can be accessed from any device or computer so users can manage documents and…
$49
per month per user
Rocket Matter
Score 9.0 out of 10
N/A
Rocket Matter, now from ProfitSolv is legal practice management and time and billing software on the web, with apps for iPhone and Android. Rocket Matter integrates to email, and also includes document management and calendar features.
It is great for taking credit card payments, managing calendars, sharing and accepting document uploads and maintaining digital files. The app is better than nothing, however is vastly inferior to the web version. The time entries should show on the first screen whether they are marked as billable or non-billable without having to enter each specific time entry
Rocket Matter is excellent for billing and invoicing for hourly, flat rate, or contingency matters. It does a great job of ensuring time is captured and then invoicing. Trust accounting is vital and works very well indeed, which is always important from an ethical and business standpoint. The mobile app is still not quite where it should be, but the web-based version is excellent in office.
Time capture - both via a timer and manual entry, makes sure you can get all the time entered on a regular basis in a quick and easy manner.
Decent mobile integration. iPhone and iPad app typically work well and allow you to input time and expenses away from the office.
Generating invoices and reminder statements is a snap, as are generating reports on income received and outstanding receivables as well as time worked.
While the Notes feature was immensely useful for keeping track of the last work completed on a matter or to keep a record of discussions with clients or relevant legal research, it could have been far more user-friendly. There is no way to export Notes saved to a .doc, .pdf, or any other format. To print or download Notes, I would have to painstakingly click on each entry and copy it into a word document, then go back to the previous page to click on the next entry to repeat the process as many times as there were notes. If printed directly from the website, the formatting spills off of the page.
I am pleased with the amount which can be customized in invoice templates in Rocket Matter. However, to create your own template you need to use fields recognized by the program. Rocket Matter provides a guide and a list of available fields, however, it is a fairly complex undertaking for anyone unfamiliar with using fields in Word documents or using other code, such as HTML. It would be more intuitive for users if Rocket Matter employed a template customizing feature similar to that of QuickBooks, where text boxes and fields can be inserted and manually dragged to the desire area of the template.
Rocket Matter can run very slowly and can slow down your computer quite a bit while it is running. I upgraded to a newer laptop with higher RAM after my first year of using Rocket Matter, and there was a noticeable difference in the speed and ease of use.
It is so easy to use. We've had multiple people join our team and they don't have any issues using it right away. It's also easy to use new features as they're developed. I think everyone should have and use a simple case management platform, and MyCase is my usual recommendation.
Years ago, they were very supportive. They tend to address issues, but they aren't very communicative when dealing with feedback. They just add new features suddenly. There aren't many issues with our platform, so we don't have many questions now, but years ago, we did have some issues that needed to be addressed and then they were much more responsive.
Prior to using MyCase, my firm relied on AbacusLaw for its CRM program. I have also used Amicus Attorney prior to that. AbacusLaw and Amicus Attorney were local area network programs using an onsite computer server. I started using MyCase so that I would have an entire cloud-based legal CRM program. At the time its best competitive feature was that the program was entirely cloud-based and that online retrieval of documents and client contact information was easily retrievable. The best contribution of these features is not just improving team collaboration, but improving efficient communication with clients by allowing them online access to their case file and secure communication with the client portal. Our Intake staff uses Clio Grow as a CMS (Contact Management System) despite some intake features being added my MyCase in the past year. Clio Grow has a Kanban board interface to manage incoming leads and improve intake team collaboration. MyCase's intake feature is new and less robust and intuitive to use compared to Clio Grow (formerly Lexicata). From the beginning, G Suite has always been an integral tool for email and calendar management. MyCase offers email and calendar support but G Suite is easiest to use on multiple platforms and hardware devices compared to MyCase.
I currently use e-ImmigrationAir by Cengrade. I feel it is a better software for immigration law firms, as it can auto-populate USCIS and ICE forms with client data, saving time and reducing repetitive tasks. However, I feel that Rocket Matter stands out for the many billing and invoicing features offered.
Organization: I know where to go for my case details
Efficiency: I just leave a window open on one screen logged into mycase and I can instantly modify/update matter details
Billing: integrated credit card payments/invoice updating is nice. Invoicing is a lot easier than prior platforms I used given you can email the invoice out directly from the platform, and see when it has been viewed.
Rocket Matter has streamlined tracking billable time, tracking funds earned from trust retainers, invoicing, and maintaining a detailed transaction record for IOLTA trust accounting. As long as I regularly entered payment and billing information to keep the data current, I could quickly complete non-billable accounting and invoicing tasks. I know it can consume huge amounts of time trying to recreate payment and billing histories, so using Rocket Matter to centralize these records greatly increased the amount of time I had for billable work.
Using Rocket Matter to record upcoming tasks, deadlines and events provided a secondary system for calendar management. Using Rocket Matter with Google Calendar allowed me to easily keep track of how I should spend my time and reduced the possibility of missing a deadline.
All of the data recorded in Rocket Matter can be used to generate reports for accounting and for analyzing how time is spent. Reports made it easy and fast to identify clients who were far behind in payments or who had funds available to invoice, without needing to manually check each matter.
