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Law firms looking for an easy-to-use practice management software to manage case details, documents, contacts, time tracking, billing, and invoicing all in one place.
Mitratech HotDocs is used across banking, legal, financial and government institutes. It integrates with various business applications, such as CRM, governance, risk and compliance management and more
The best feature we love is the case management as it is super easy for us to retrieve the requested document as and when asked by the client.
My only complaint is downloading data is virtually impossible. We needed to duplicate our documents and had a really hard time doing so.
They take good care of me and I can see from updates that they are always working to improve the user experience. I am just SO PLEASED with MyCase.
So, a client with multiple cases, is an issue. Drafting of documents is horrible.
Customer support is very responsive and they are always making updates to improve the product. As a solo firm this program has been a great fit and very affordable.
The reports could be easier to follow/understand. It seems all the reports would be related, but it gets confusing.
I have been using it for years. They continue to make improvement and we are very happy with the product.
Even worse, they are pretending like they own their "themes" so that I cannot simply migrate my website to an affordable site. I haven't made a lot of mistakes in life, but MyCase was one of them.
Also, the help page is incredibly helpful, I hope people are using it because it is nothing like the usual help page programs have.
It is difficult to understand, difficult to set up, and difficult to work with. I have read the instruction manual, taken the the three day course, and am still having problems with setting it up.
I love the integration with Wealth Counsel and the customization that it allows with the word documents I produce for estate plans.
Beware of entanglement with the new owners of this software. They will suck you into a monthly subscription scheme which is virtually impossible to cancel.
It if very comprehensive-regarding surrogates courts and real estate documents. The tax forms are wonderful and helpful.
If you don't use it daily, you have to retrain yourself. I get inscrutable update messages and am fearful ty try.
Ease of use with other programs, customer service is very responsive, and documents look professional and clean.
Also recently developed author has many restrictions and lack features which are often used in developer.
Amal: My name is Amal. I'm an attorney at a small law firm and I give MyCase a rating of 5-stars. Prior to using MyCase, we used to use Clio software management. Clio was just a little bit more expensive, and to get all of the features that MyCase has under one price, we had to keep upgrading and purchasing separate items. MyCase was a game changer for our estate planning and probing practice. MyCase was very user-friendly. It had a lot of features, everything that we really needed. Everything was in one place, including billing, communications with clients, document collection. And clients actually love MyCase because they have their own client portal where they can access all of their documents, upload their own, and access their invoices and other tasks on their case. Transitioning from Clio to MyCase was a very easy process. People from MyCase reached out and supervised the whole process. They walked us through kind of collecting all of the information and data they needed and transferred it over to MyCase. It was a pretty straightforward process. And just kind of starting with MyCase was very easy, as I said. It's very user-friendly. And yeah, it's very easy to use. If you are looking for a software to streamline your practice, organize your tasks, and really just keep your staff on task and calendar, MyCase is the one for you.
MyCase
Top FeaturesMitratech HotDocs
Mitratech HotDocs
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