When it comes to choosing a software for your law firm’s case management, there are a lot of factors to consider, from features to pricing and the ability to integrate your accounting software. We often help clients use their software alongside their accounting system to get the best outlook on their law firm KPIs, track billable hours more efficiently, and identify stopgaps in their process that are preventing them from being more profitable. One of the softwares we often recommend to clients is MyCase, which is an all-in-one legal software for billing, case management, CRM, and more.
Customers rated MyCase the #1 legal software on Capterra, and one of the reasons our clients love it is because it streamlines their process completely. Today, we’re sharing some information about the software and some of our favorite features to help you decide if this software is right for you.
What makes this software different from software similar to MyCase?
One of the things that makes MyCase unique is that the software is specifically designed for small and medium sized firms. As such, they offer flexible pricing to make the software more affordable and customizable. Additionally, MyCase is an all-in-one solution, while other software solutions may need to be integrated with other software from alternative vendors. This is great for law firms who want to streamline everything in one simple place and avoid using lots of different apps for their case management, time tracking, and billing.
Does MyCase Integrate with QuickBooks Online?
Yes! A lot of attorneys may see the words “all-in-one” on the MyCase website and think that accounting functions must all be done internally, but this isn’t the case. MyCase offers seamless integration with QuickBooks Online, which is an important capability for many law firms. This means that while you can manage your billing easily in MyCase, you won’t have to settle for baseline financial data. You can unlock the full power of QuickBooks Online by working in both software side by side.
Can You Collect Payments Through MyCase?
Definitely! MyCase offers a great payment processor that allows clients to pay via mobile or web and also allows you to collect those payments in your office. This saves attorneys money on third party integrations and eliminates the need for an external payment processor, which can be helpful when streamlining your billing process.
Our Favorite MyCase Features
MyCase has a ton of great features for growing law firms who want to take their case management to the next level. A few of our favorites are:
- Calendaring
- Case Analytics
- Client Intake Forms
- eSignature
- Client portal
- Billing & invoicing
- LawPay Payments
Is MyCase Software Secure?
Luckily for attorneys, MyCase software offers Bank Grade security, which offers peace of mind that your clients’ sensitive and financial data is always protected. By being an all-in-one solution, the software also reduced the need for third party software that is not backed by Bank Grade security, making this one of the most secure options available for attorneys.
What does MyCase Cost?
MyCase is extremely cost efficient with flexible and transparent pricing starting at just $39 per month when billed annually. Plus, you can update your subscription at any time to fit the needs of your firm. Keep in mind that there are costs related to accepting credit card payments through MyCase. These fees vary by brand but range from 3-3.9%.
Is MyCase Trust Compliant?
Yes. MyCase supports trust accounting by only deducting fees from operating accounts. This ensures that trust account balances remain accurate throughout the lifetime of the case and reduces stress for attorneys overall. However, you should be aware that in the case of a client dispute with their card issuer, there could be a situation in which a trust account would be debited. MyCase recommends including language in your client retainer agreement in which the client would agree to not dispute a charge through their card issuer prior to attempting resolution with you directly.
How to Integrate MyCase with QuickBooks Online
MyCase offers integration for QuickBooks Online, but the process will look different for attorneys, depending on their QBO subscription and needs. We recommend working with a specialized bookkeeping firm for attorneys to integrate these two software solutions for best results.
