Tool Directory · Practice Management

MyCase

by MyCase, Inc. (Part of AffiniPay, which also owns LawPay, CASEpeer, Soluno, Woodpecker)

A cloud-based legal practice management software providing tools for case management, billing, client communication, and lead management, with emerging AI capabilities.

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Overview

MyCase is another leading cloud-based LPMS designed primarily for small to mid-sized law firms. It offers a comprehensive suite of tools similar to Clio, covering case and document management, time tracking, billing (tightly integrated with LawPay), client communication via a secure portal, calendaring, and task management. It also includes features for lead tracking and workflow automation. MyCase has begun incorporating AI features, such as MyCase IQ for analyzing firm data and potentially AI tools for document review or summarization, although these might be less mature or broadly deployed than Clio Duo as of the last update. It's part of the AffiniPay family, which provides integrated payment processing (LawPay).

Use cases

Primary: Managing law firm operations (case management, billing, client communication).

Other use cases:

  • Lead management
  • Workflow automation
  • Utilizing emerging AI features for data analysis or document review.

AI capabilities

  • Emerging AI features. MyCase IQ uses AI for analyzing firm performance data. Potential for AI in document review
  • Summarization
  • Or drafting assistance is likely under development or in early stages.

Pros & Cons

Pros

  • Comprehensive feature set
  • Generally user-friendly
  • Strong payment integration
  • Good customer support reputation
  • Includes lead management features.

Cons

  • ! AI features may be less developed than some competitors (like Clio Duo)
  • ! Pricing requires contacting vendor
  • ! Some users report occasional glitches or desire more customization.

Pricing

Model: SaaS subscription, tiered (e.g., Basic, Pro, Advanced). Requires contacting vendor for quote.

Pricing details: Not publicly disclosed on the main site. Historically started around 49/user/month but requires quote confirmation.

Integrations

  • Integrates with LawPay (natively)
  • QuickBooks
  • Google Workspace
  • Microsoft 365
  • Dropbox
  • CalendarRules
  • Woodpecker (document automation, also owned by AffiniPay). Integration list may be less extensive than Clio's marketplace.

What sets it apart

  • All-in-one platform approach
  • Strong integration with LawPay for payments
  • User-friendly interface
  • Part of the larger AffiniPay ecosystem (potentially offering bundled solutions).

Compliance & security

SOC 2 Type II.