TrustRadius Insights for MyCase are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Online document storage: Users have found the online document storage feature of MyCase highly beneficial, allowing them to securely store client documents and reducing the need for postage. Multiple reviewers appreciate how this feature enables clients to easily access and monitor the progress of their case.
Effective scheduling: Reviewers praise MyCase's scheduling feature for its effectiveness in helping them stay on top of calendars and avoid missing important deadlines. This feature has been mentioned by several users as a valuable tool for managing appointments and tasks efficiently.
Streamlined client communication: The ability to communicate with clients through MyCase has been highlighted by multiple users as a positive aspect. They find this feature simple and intuitive, contributing to streamlined client communications and enhancing the overall client management experience.
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8am™ MyCase Reviews
1 Review
Other Services (except Public Administration)Non-profit Organization Management1
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Our partners use MyCase to help prospective planned givers arrange their estates towards a charitable gift or bequest. Most of these partners are estate planners or attorneys, and MyCase is a quick and easy tool to help clients work through various legacy giving options that best suit their needs and desires.
Pros
Great customer support
Good UX - easy, even for non-tech folks to learn
Keeps attorneys/planners up to date on latest & greatest
Cons
Automation not always the best
Pricing
A little glitchy with multiple files open
Calendaring/conflict resolution
Likelihood to Recommend
I'm not sure this would be a good option for a very large firm or one in which enterprise-level support is needed. If that was the case I would probably go with something that had more potential for customization and true integration across workflows. I do think this is a good option for a small shop that is looking for an easy entry point into this type of system.