Family Law Firm Achieves Record High Productivity with MyCase

Partnering with MyCase

We were using another software system for front office, back office, and case management. It was not designed for a firm of our size. As you can imagine, we faced many problems trying to make things work efficiently. The software was bulky and incompatible with a lot of the things we had to do. For the longest time, we had to find a lot of fixes around stuff, but we managed. Then, one of our paralegals who had used MyCase in her previous job found out we were considering MyCase and told us how great it was and how easy it is for employees to use.

How has client communication improved since using MyCase?

“Two-way texting” in MyCase has made it so much easier to stay in touch with our clients; client responsiveness has gone way up, particularly for new client confirmations. In the past, when a client sent us a text message, we’d have to figure out a way to transfer that correspondence to our server containing the client’s information, after which we could finally respond. Now I can communicate back and forth with them instantly.

How has MyCase helped you better your client experience?

The “client portal” has been a game-changer for us. Anytime we upload a document for a client, they automatically receive a notification. Then, they can log in whenever they want to download said document and respond to us. That’s been a huge productivity booster for us. We also use the portal for new client onboarding. It takes less than five minutes for us to share a welcome letter and add them to the portal. It’s unbelievable. It’s like sliced bread.

Why is having a cloud-based practice management system a necessity for your firm?

One of the biggest benefits of switching to MyCase has been being able to work remotely. In February 2021, Texas experienced the worst storm in recent history. It was so bad that our entire power grid failed; we had to shut down the office for a week. It was a relief to not have to worry about our files being destroyed or losing five days worth of progress on our cases. With MyCase, we were able to access everything from our cell phones and home computers; we continued to work without any problems.

Which feature in MyCase makes your day-to-day life easier?

The “workflows” feature is so great because case details that used to take us forever to enter manually, now take us seconds. We’ve created workflow templates so that anytime we start a new case, all of our calendar events and action items pre-populate. As soon as we enter a final trial date, I know when my pleadings and expert designations are due. I know when discovery has to be completed and I know the pre-trial date—all in one second, and that is fabulous. I wish we had started using workflows earlier.

Tell us how using MyCase’s “online intake forms” saves you time?

The “online intake forms” are my favorite feature because prospective clients just fill it out at home, they send it back in, and all their information populates into MyCase. And then when they hire us, they turn it into a case file with just one click. So, it’s really convenient.

The less I have to administer and the more I can partake in telling other lawyers what we need to be doing and how we need to be doing it, the better for the client.

Has MyCase reduced the turnaround time of your client onboarding process?

Initially, we had to email all new clients our contract. The client then had to print, sign, scan, and send the contract back to us. eSignature in MyCase changed everything. Now we just email the contract, the client initials every page, signs it, and we get it back the same day. They no longer have to print or scan anything; it’s just automatic.

How do you maintain strong oversight of your cases with a high caseload?

Immigration cases can go on for months, even years. MyCase is essential when it comes to keeping all of us on top of our cases for the entire duration of the case, no matter how long it takes to close. In the past, I would have to fumble through case files to find notes; sometimes I’d even have to call the client directly. In MyCase, you can easily search all the way through a case’s activity history and see exactly what’s going on, what’s already been done, and the exact date and time that it happened.

How has MyCase evolved over time to meet all your needs?

I absolutely love how MyCase has been growing with our business. Things are getting streamlined and things are moving faster. It’s smooth. It’s easy to use. It’s innovative. It’s affordable. I frequently get notifications that something new has been added, and 9 out of 10 times, it’s a feature that helps me in my role. We use every aspect of MyCase and it just makes sense for us to have software that keeps evolving, month after month.

How has MyCase helped your firm succeed?

Because of MyCase, we’ve seen so much growth in the business, literally going from maybe meeting three to four people a day to meeting 15 people a day. It has been an amazing process that we’ve been able to implement into the firm. We have hundreds of cases and hundreds of clients at any given time. We process hundreds of new prospects every single month. There’s no way we’d be able to tackle that volume in a timely manner without MyCase.