MyCase Review

Our verdict

MyCase fits generalist small firms that want case management, billing, native IOLTA/trust accounting, intake, and client communication in one system without stitching together add-ons. It scores well on ease of use and support, and trust accounting is a genuine built-in strength. Before buying, verify current per-user pricing and annual-commitment terms directly (third-party trackers still show outdated figures), confirm that LEDES/e-billing and court-rules calendaring depth match your practice area, weigh the extra-cost MyCase Accounting add-on for full business accounting, and note the weak mobile-app ratings and the export gap where documents and invoices are excluded from the self-serve backup.

In depth: how MyCase handles the matter lifecycle

Intake begins in MyCase's lead-management/CRM layer (a Pro-tier feature, not in the entry Basic plan): customizable web intake forms by practice area feed a lead pipeline, prospective-client case files, and e-signature, with conflict-check tracking surfaced on the Advanced tier. Won leads convert into matters, MyCase's documented system of record for cases, contacts, companies, custom fields, tasks, and workflow/event automation. Calendaring covers deadlines with Google Calendar and Outlook two-way sync and automated event creation; native court-rules/jurisdiction-based deadline calculation is thinner than dedicated docketing tools and typically leans on partner integrations, so rules-based calendaring should be verified. Billing is a core strength: billable time and expense capture, batch and automatic invoice generation, payment plans, and integrated LawPay/MyCase Payments (PCI/IOLTA-compliant); a separate MyCase Accounting add-on ($39/user/mo) plus QuickBooks integration extend into business accounting. Trust accounting is genuinely native, with trust ledgers, IOLTA compliance, and documented three-way reconciliation-a differentiator versus tools that outsource trust to integrations, and it is available from the Basic tier. Documents live in centralized cloud storage with client-portal sharing, internal templates, and MS Word-based document automation for fee agreements, discovery, and trust/will templates; versioning depth is less clearly documented. Reporting includes customizable financial reports plus case-performance and billing insights. Security relies on AWS hosting, 256-bit AES at rest and SSL in transit, nightly S3 backups, role-based permissions, and audit trails, with 2FA available and SSO via SAML partners; the 8am trust center at trust.8am.com documents a current SOC 2 Type 2 attestation (available on request), even if the marketing security page does not detail it. Export is self-serve via Settings > Import/Export: a full backup produces 16 CSV files spanning contacts, cases, tasks, time entries, and financials including trust and account activity-but documents and invoices are excluded and must be downloaded manually, with one backup permitted per day. Onboarding is a real asset: free guided data migration, a dedicated onboarding manager for eligible firms, live weekly training, and phone/chat/email support, consistent with strong ease-of-use ratings. Honest gaps: extra-cost full accounting, communication/intake features gated behind the Pro tier, limited native court-rules automation, and poorly rated mobile apps.

MyCase scorecard

Each product is scored against the same nine-criterion rubric. Points reflect the depth of documented capability in each legal workflow, not user sentiment (which we track separately below).

Capabilities documented by the vendor

Treat these as questions for a plan-specific demonstration; a feature label does not prove depth or inclusion in every plan.

• Case/matter management with contacts, custom fields, tasks, and workflow automation
• Time and expense tracking with billable-time capture
• Automatic and batch invoicing with payment plans
• Integrated LawPay/MyCase online payments (PCI/IOLTA-compliant)
• Native trust/IOLTA accounting with three-way reconciliation (included from Basic)
• MyCase Accounting add-on plus QuickBooks integration for business accounting
• Client intake with customizable forms, lead management, and legal CRM (Pro tier and up)
• Built-in e-signature (included from the Pro tier, not the entry Basic plan)
• Document management, MS Word document automation, and templates
• Secure client portal with document sharing; integrated two-way texting on Pro and up
• Legal calendaring with Google Calendar and Outlook two-way sync
• Customizable financial, billing, and case-performance reporting
• Role-based security, audit trails, nightly AWS/S3 backups, and 2FA
• iOS and Android mobile apps plus self-serve CSV data export

Strengths and cautions

MyCase pricing

From $50/user/mo (Basic, billed annually); $60 month-to-month

MyCase publishes three tiers on its pricing page. Billed annually (saving up to 16%): Basic $50/user/mo, Pro $100/user/mo, Advanced $130/user/mo; month-to-month the same tiers are $60, $120, and $150/user/mo. A MyCase Accounting business-accounting add-on runs $39/user/mo, and LawPay Payments is listed at $0/mo with competitive processing rates applied per transaction. The 8am IQ discovery assistant add-on includes 5,000 pages/user monthly (shared firm-wide) with additional capacity at $30 per 5,000 pages. MyCase advertises a 10-day free trial with no credit card required and no long-term contract or setup fee. (Prices re-verified 2026-07-17 on MyCase's live pricing page, its own support-center article, and Capterra; older third-party trackers still list a superseded $39-$109 schedule.)

Open the official pricing page ↗ Prices change; confirm the current rate card and total contract cost in writing.

What real users rate MyCase

Aggregated from the independent platforms below — a weighted 4.5/5 across 1,244 reviews on 3 platforms. These ratings stay separate from the house rubric and are never blended into the product score.

Data portability questions to ask

• Can the firm obtain a complete export before signing and again after cancellation?
• Which documented formats preserve contacts, matters, relationships, custom fields, notes and communications?
• Are original documents, attachments, versions, calendar records, invoices, payments and trust ledgers included?
• Are audit history, permissions and stable record identifiers preserved?
• What service, fee, delivery time and post-termination access apply?

Run the same legal demo scenarios

1. New matter intake and conflict check: Submit a realistic web inquiry, detect a possible conflict, capture the resolution, send an engagement letter and open the matter without re-keying contact data.
2. Court deadline change: Move a court date and show how dependent deadlines, assignments, notifications and the audit trail change. Confirm that rules-based calculations are jurisdiction-appropriate.
3. Time to invoice and payment: Enter time from desktop and mobile, apply a rate arrangement, review a pre-bill, issue an invoice and record an online payment.
4. Trust and IOLTA reconciliation: Receive a retainer, allocate funds by client and matter, apply earned funds, reconcile the account and produce the supporting ledger without commingling.
5. Complete export: Export contacts, matters, custom fields, notes, communications, documents, calendar data, time, invoices, payments and trust ledgers in documented, usable formats.

Official source register

Dates record the direct research check; vendor content can change afterward.

• MyCase Pricing (plans, add-ons, trial) ↗Checked July 17, 2026
• MyCase Help Center: How much does MyCase cost ↗Checked July 17, 2026
• MyCase Features overview ↗Checked July 17, 2026
• MyCase Data Security page ↗Checked July 17, 2026
• MyCase Free Data Migration page ↗Checked July 17, 2026
• MyCase Help Center: How do I get my data out of MyCase (export) ↗Checked July 17, 2026
• Official homepage ↗Vendor-owned source