Announcing the NEW MyCase App for Lawyers

Yesterday we announced that the new MyCase iOS app was available for download in the App Store. Today we’re going to show you everything that it offers. We have no doubt–you’re going to be amazed at all of its features!

MyCase phone_hold2The First App for Lawyers and Their Clients

This app is truly the first of its kind. It allows both lawyers and their clients to access case information on the go, no matter where they might be. Using the MyCase app for lawyers, your clients can download the app onto their iPhones or iPads and then log into the MyCase platform using MyCase’s secure and private client portal.

Once your clients log in, based on the permissions that you set, they have access to:

  • Calendars
  • Documents
  • Billing data and invoices
  • Messages

The client communications features are one of the highlights of the MyCase platform. And, of course the MyCase app makes it easier than ever for you and your clients to communicate securely and privately, all in one place. Not only is accessing the mobile app simple and convenient, the client portal saves you and your clients time and money in so many ways:

  • You’re able to avoid emailing with clients, which is inherently unsecure, by communicating using MyCase’s secure portal
  • All of your clients’ comments and discussions are in one place–and you receive real-time notification of new activity
  • The secure client portal is available 24 hours a day, 7 days a week
  • The real-time activity streams eliminate time consuming and annoying “phone tag”

The Freedom to Practice Law on Your Terms

Cloud and mobile computing are the keys to managing your busy law practice no matter matter what time of day–and no matter where you are. And, the MyCase app is what makes it possible for lawyers to have 21st century, mobile law offices.

That’s because MyCase’s FREE app for lawyers provides you with access to all of the MyCase features that you use the most. Using the iPad or iPhone app, you can:

  • Create new tasks
  • Input calendar events
  • Submit billing entries
  • Enter new contacts
  • Send secure messages to clients and colleagues
  • Receive real-time notifications of new activity
  • Access Documents

In other words, welcome to the convenience, flexibility and security of the modern law firm! With the MyCase app for lawyers, no matter where you are, you’ll have everything you need to run your law office–right in the palm of your hand. Cloud and mobile computing provide the groundwork and the MyCase app makes it possible.

So what are you waiting for? Download the free MyCase app today. Your firm’s bottom line–and your clients–will thank you.

New Features – Statute of Limitations and Payment History on Invoices

The MyCase team has released several new features which are available to be used immediately. Below you will find a list of each feature that was pushed out to you already.

Payment History On Invoices
You are now able to include a detailed payment history for a particular invoice on the invoice itself. This is a firm setting that can be turned on and off in the firm setting section of your MyCase account. When turned on, every invoice will include a payment history.

Statute Of Limitations
We have made statute of limitations a default field on cases. This is a setting that can be turned on and off from within your firm settings of MyCase. With statute of limitations enabled as a firm setting, there are several features that you are able to take advantage of right now.

SOL – Completion
Each case can have a statute of limitations date set on it. Once this date has been satisfied, you can easily mark the SOL as being satisfied from the case details screen.


SOL – Reporting
We have created a new report under the “Case Reports” entitled Statute of Limitations. This report will give you a list of all of your cases and their corresponding SOL dates. You are able to toggle on and off satisfied dates appearing on that report as well.


SOL – Calendar
When you have SOL enabled, you will notice a new calendar available to you in your calendar view. This view will allow you to see all your SOL dates on the calendar. They will appear in the same way that all day events appear.


As always, these features are available to you immediately and we are here to help you should you need any assistance. We also want to let you know, in case you have not seen any of the press surrounding it over the past two weeks, we have brand new iPhone and iPad apps awaiting approval by the app store, so get excited!

Tips from Josh Camson on choosing a cloud-based law practice management system

Josh-Camson-Criminal-Defense-AttorneyThis week, we caught up with Josh Camson, a Pittsburgh criminal defense attorney and blogger at Lawyerist, where he is best known for his blog posts about his experiences in hanging up a shingle and starting a small law practice right out of law school.

One of his most popular series of posts at Lawyerist describes the process by which he and his partner tested the leading cloud-based law practices management systems, ultimately choosing MyCase. In this post, he shares tips that he learned along the way for choosing the best legal practice management software for your firm.

Why are law practice management systems important for a law office?

It’s important to come up with some kind of system to help you keep track of everything important to your practice. There are two ways to do this: either you use a jury rigged system from an assortment of providers or you use one practice management software system specifically designed to keep track of everything so that nothing slips through the cracks.

Why choose a cloud-based law firm management software over server-based legal software and how do you decide which is best for your law firm?

In my opinion, it’s not even an option to go server-based, the reason being when you’re sharing data with multiple lawyers in multiple locations–mobility is an absolute necessity. When using a cloud-based system there are less headaches because you don’t have to worry about IT maintenance for your server. With cloud computing, it’s the cloud provider’s problem and because each provider has many users, together the users have a stronger collective voice and thus any known issues that crop up are quickly corrected.

How did you prioritize features when you were looking at law firm management software?

We didn’t, because as a new firm, we didn’t know what we needed. Sure we had general ideas of what we wanted–billing, conflict check, contact management. And after trying out the leading cloud-based legal management software solutions, we began to get a sense of what features were most important to us. A more established firm would undoubtedly have a better idea of their needs based on the software currently being used.

I would say that now–after having used our software for a while–the homepage is the most important. I spend at least 80% of my time right there since most of what I use MyCase for is inputting data. So the well organized dashboard is extremely important to me. It’s so useful to have everything right there in front of me. The timer, the smart add feature, and the intuitive layout make it so easy for me to interact with the platform.

What are your top 3 tips for lawyers looking at the different case management software options?

1) Listen to your gut because once you choose your legal management software, you’re going to be using it every day all the time. And if you go with a particular platform just for the price or because a friend recommended it, you’re not going to be happy in the long run. It’s a personal preference, like picking a jury–sometimes you know right away if it’s not going to work.

2) Even if you think you won’t like a particular platform–give it a try. Test its features and make sure. Spend some time with it and don’t judge too quickly because you might miss something.

3) Be confident about your decision because once you’ve chosen a platform, it’s not always easy to switch to another platform.

Can you recommend the best sources when researching legal practice management options?

Lawyerist is a good resource. Law practice management software isn’t like a phone where you’ll want to read reviews regarding specs. You really don’t need to do a ton of research. Instead, it’s more important to give the different platforms a hands on test drive. Run a Google search to make sure you’re aware of the options available and then give them a try.

What are the top most useful features of legal practice software?

An easy-to-use timer, some type of mobile app, offline access, and customizable billing.

How has using a cloud-based case management software benefited your practice?

It’s allowed my partner and I to work from wherever we are. So, when I go on vacation it’s seamless and we never have any issues. Having a cloud-based case management software system offers complete peace of mind, since we know that we’re not letting anything fall through the cracks.

And, it’s so easy to ensure that our billing is up to date. It just takes one click to generate an invoice.

Another important feature is MyCase’s conflict check capabilities.

Finally, built in notes about the case ensure that anyone can pick up the case down the road and can see all of our notes about a client and every interaction with the client, all in once place.

 Any closing advice for lawyers looking at legal practice software?

Make sure that you want this kind of system because if you’re going for an all-in-one of system, once you do, you’re committed. It doesn’t make sense to piecemeal and use different systems and pay each company. But, make the most of the law firm management software you choose and make sure it works for you. And keep in mind that having everything in one place offers tremendous advantages, even if that means that as a result, some of the features will be less robust than others.

–Nicole Black

A MyCase Practice: Mark Brenner | Los Angeles Bankruptcy Attorney

brenner picMark Brenner is a people person. He enjoys spending time with others, and most importantly, he likes to help them. That’s why he began his career as a teacher, and at first, it was a good fit: “I started out as a teacher. I was teaching languages, Spanish in particular. And talking on my feet and interacting with the students–helping them to learn–was personally satisfying to me.”

Teacher by day, law student by night

But after a while, he realized that he wanted more. And, because his father was an attorney, he decided to pursue a law degree. “Although I greatly admired my father, I initially rebelled and became a teacher,” he explains. “But the reason I switched was because I couldn’t make as good of a living as I would have liked as a teacher and I wanted greater job security. So while I taught during the day, I went to night school and became a lawyer.”

The path to a solo bankruptcy practice

These days, Mark has a thriving solo bankruptcy practice in Los Angeles, California. But it wasn’t always this way. When he first started his law firm, his practice wasn’t nearly as focused.

In fact, he explains that he was the jack of all trades, something he eventually realized was a mistake–but he learned from it. “When I started my practice I took everything that came through the door,” he explains. “But I quickly learned that there are some branches of the law where the clients are never satisfied-no matter what you do or when you do it–such as family or divorce law.”

But bankruptcy law–well, according to Mark, that’s a different story: “Bankruptcy debtor work is extremely fulfilling since the percentage of clients who are happy with what you do is very high and that alone is its own reward.”

It was his second job after law school that lead him down the path to a bankruptcy practice. At the time, he was as an associate for a law firm that represented banks. Because of that position, he gained valuable experience dealing with debtors.

So when he was later presented with the opportunity to represent bankruptcy clients, he jumped at the chance. As he explains, it was a great fit and he has no regrets: “In 1986, I began to represent debtors. Ever since then, I’ve handled bankruptcy matters and it’s extremely fulfilling. My bankruptcy clients are nearly always satisfied. That makes me happy –and they refer me to others. So it’s happiness all around.”

The importance of client communication

One thing that sets Mark’s bankruptcy practice apart from others is his fluency in Spanish. According to Mark, because he is bilingual, he often represents Spanish-speaking clients: “I speak Spanish as an educated native–I read and write it well. So, I often provide services to Spanish speaking clients. In fact, 60% of my clients are Spanish speaking from either the U.S. or other countries, such as Spain, Venezuela  Chile, and Equador. I also set up corporations for international clients who want to set up a business in the U.S. As a result, I rely heavily on the Internet for education, advertising and client contact.”

That’s where MyCase’s client portal comes in. “The ability to stay in contact with my clients was a big problem before MyCase,” says Mark. “In fact, in California you can actually get sanctioned by the Bar for not adequately communicating with your client. Over my 30 years of practice, I actually received a few complaints about lack of communication, all of which were resolved in my favor. That risk has been virtually eliminated with MyCase because my clients are always notified whenever I work on a case. And my clients feel validated by the notification. As a result, my index of dissatisfied clients has simply disappeared. All of my clients feel like they are my only client–and it’s all because of MyCase.”

MyCase saves time and money

Because Mark represents so many international clients, the ability to quickly and inexpensively share documents and information via the Internet is extremely important.

According to Mark, MyCase’s law practice management software makes rapid document exchange extremely easy and affordable: “I just handled a matter in Argentina and needed a client’s signature. I got it in about an hour whereas before MyCase that process would have taken two weeks. I’d receive a document, then I’d have to copy it, put in an envelope, address it, stamp it, put it in the mail, wait 3 days for client to get it, another day for the client to open it, another for the client to look at it, then another day for the client to sign and send it back, and then a few more days for it to get to me.”

More MyCase benefits: an intuitive interface and outstanding customer service

But it’s not just the client portal that sold Mark on MyCase. Mark explains that it was the easy learning curve: “MyCase is intuitive. Things just work the way you think they should. So, for example, when I tried to do billing for the first time I figured it out immediately. Unlike Time Matters, my prior practice law management system, billing in MyCase is simple.”

And for the few times when he runs into issues when using MyCase, MyCase’s second-to-none customer service has solved the problem in no time.  ”The technical support is outstanding. They’re helpful, they understand my problems, and they listen to my suggestions,” he explains. “MyCase customer support representatives make me feel the way I want my clients to feel–like I’m their only user.”

A MyCase tip

And when it comes to making clients feel important, Mark suggests this unique way to utilize MyCase as part of a customer outreach initiative: “One of my favorite features is the one that allows me to send a message to all of my clients. It’s an extremely simple and affordable way to reach all of my clients. I use it much like an email newsletter to send occasional updates about what’s new in the firm or I’ll send a message if there’s an extremely interesting Supreme Court case. It’s a great way to ensure that my clients feel remembered and important. And clients who feel good will recommend more clients to you. It’s a win-win.”

–Nicole Black

How Lawyers Manage Their Law Practices While Mobile [INFOGRAPHIC]

As I explained last week, mobile apps are the law practice management interface of choice for busy lawyers on the go. It’s no wonder, since smartphone and tablet use by lawyers has risen dramatically over the past few years.

This increase makes sense.  After all, most lawyers bill by the hour and as a result, making the most of their time, no matter where they are, is a priority. Mobile tools–in particular law practice management apps–are one of the most convenient and efficient ways to manage a busy law practice from any location, whether it’s court, home, or even the beach.

And, it turns out that according to results of the mobile survey we recently conducted of MyCase users, lawyers do indeed manage their law practices from these locations–and many more. As the infographic below shows, 44% of lawyers use their MyCase mobile app in court, 24% while traveling, 24% at home, 1% in the office, 1% while on vacation and 16% use their app in a variety of other unspecified locations.

Other interesting results from our survey center around the features MyCase users access most frequently while mobile:  the calendar (59%), time and expense (39%), documents (33%), messaging and commenting (30%), contact information (28%), case information (24%), tasks (11%), other (7%), invoices and bills (2%), reporting (2%), client intake (1%), and trust accounting (1%).

For more useful statistics about lawyers use of mobile law practice management tools, take a look at the entire infographic below. It offers lots of insight into how attorneys are communicating with their clients and managing their busy law practices while mobile and on the move.

mycasemobile2.image

–Niki Black

The New and Improved Paralegal

THINK

(Photo credit: Erik Eckel)

Over the course of my 4 years as an attorney at a large consumer firm, one thing became quite clear: paralegals ruled! They were not only the backbone of the firm, but were also the heart, brains, and life of the entire operation. Without them, I’m not even sure that the lawyers would have known where to find their files, let alone enter their billing. These tasks, while not what the paralegals were trained for, were simply too time consuming for the lawyers and naturally fell onto the paralegals.

However, over the past 3 years, this paradigm has changed. Technology has made communicating with clients and completing the every day tasks of managing a legal case significantly easier. Using cloud-based law practice management systems, lawyers can now easily communicate with clients, view discovery, and enter their billing directly from an iPad while sitting in court waiting for their client’s case to be called. With a good practice management system, snail mail letters are no longer required and documents are available at the touch of a finger. Lawyers are now able to do their own ‘dirty’ work.

What does this mean for paralegals? It means more time. It means paralegals can also become more efficient. Most importantly though, they can now focus on performing the tasks that they were trained to do, thus providing even more value to the lawyers that they work with.

The problem is that some lawyers are using the technology boom as a way to cut back on costs. They are seeing that technology advances have made it easy and efficient for them to do some of these tasks themselves and are opting to cut back on paralegal hours, or are even eliminating the position altogether.

At MyCase, I have spoken to numerous lawyer clients of ours who have taken this approach. This is NOT the right approach to take. The new technology available is an opportunity to enhance the work done by your paralegals, not reduce it.

Paralegals are trained professionals who have amazing skills that, in a lot of cases, are being wasted. They are amazing at researching, writing, and organizing. If used properly, a paralegals are an asset and will actually help you represent your clients more effectively, not simply keep your office and caseload running smoothly. Paralegals can even become someone who can help get you more clients!

So, if you’re a lawyer in a solo or small firm and have paralegals in your office, think about what the majority of their daily tasks are. If all you have them doing is calendaring, writing letters, and entering billing, then it’s time to rethink your technology and the role of paralegals in your firm.

Upgrade your firm’s software and start doing some of the ‘dirty’ work yourself. The tools available are amazingly easy and efficient and you certainly won’t mind using them. Free up your paralegals in order to take advantage or their amazing talents. Let them become an irreplaceable asset not just for you, but for your clients. Let them do what they were trained to do!

–Matt Spiegel

Law Practice Management Wrap Up

Origami Box and Jewelry Bag

(Photo credit: hjwllms)

We here at MyCase love to read and learn everything there is to know about law practice management. So we make it a point to follow blogs that focus on law practice management in the 21st Century. And, every few weeks, we’ll share some of the posts that we found to be most interesting.

So now, for your reading pleasure–our wrap up of some of our favorite posts from the past few weeks:

–Niki Black
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Alternative Billing: Fad, Fancy, or the Future of Law?

Invoice from Standard American Petroleum Compa...

(Photo credit: Wikipedia)

Legal futurists like Richard Susskind and Mitch Kowalski have long predicted that value-based billing is the wave of the future for the legal profession–in part because corporate clients are beginning to demand it. In a recent interview, Mitch explains his theory:

Corporate clients are finally waking up to the arbitrary way in which they are charged and are demanding that legal fees bear a clear relationship to the client’s perception of the value received. How long the lawyer takes to provide that value is irrelevant.

Of course, just because clients prefer it doesn’t mean it’s necessarily the right solution–or even a workable solution. After all, lawyers have been billing by the hour for decades now and there must be a good reason for it, right? Perhaps hourly billing simply works better for lawyers, making their lives easier and improving client service in the process.

Or maybe, just maybe, lawyers can’t see the forest for the trees and are clinging to the old ways of doing business even though it literally makes them ill.

Unfortunately, according to a recent study, it seems that the latter explanation is the correct one. Rather than simplifying lawyers’ lives or aiding client representation, billing by the hour actually makes lawyers depressed and anxious, as explained by Vivia Chen at the Careerist blog:

(Lawyers who billed hourly) suffered from higher stress during downtime, and they worried more about having enough work. When work was available, they were tempted to work as much as possible. A vacation or a day off meant a loss of money. Other studies found that the problem got worse as people made more money, because they felt that their time was more valuable and therefore more scarce.

So, if it’s bad for our health and many clients increasingly seem to prefer the predictability of value-based billing, then consumer demand and common sense will no doubt result in change. Because change is good.

But then again, we’re talking about the legal profession–a profession that is willing to change, but does so at its own pace. And, when it comes to alternative billing arrangements, a new ALM report shows that lawyers are not exactly embracing value-based billing practices. Earlier this month, the Wall Street Journal Law Blog reported on the results of the study:

The ALM report surveyed 141 in-house law departments and 194 law firms on their use of—and satisfaction with—alternative billing arrangements.

It found that most law firms continue to rely on traditional billing for the majority of their work, and law firms are on whole less delighted with alternative fees than the corporate law departments they serve.

So alternative billing isn’t exactly catching on in the legal field. And quite frankly, the profession’s reluctance as a whole to embrace this concept makes perfect sense to me even though my resistance to value-based billing for certain types of cases makes little, if any, sense.

By way of explanation, I have a background in criminal defense and civil litigation. I’ve always charged flat fees for criminal defense files, while civil cases were billed either hourly or on a contingency fee basis. And, for some reason, I have a very difficult time conceptualizing the idea of billing a civil defense file–one that would normally be billed hourly–on a flat fee basis, even though it seems perfectly ok for a criminal file. This is so even though both files could unexpectedly settle or plea out or, alternatively, go to trial. So, both types of cases could end early on with minimal work or could result in many, many hours spent on pre-trial proceedings and on the trial itself.

But even though both cases have the same potential for a quick and early settlement or a lengthy representation, for some reason, I’m perfectly comfortable with the idea of estimating a flat fee up front for a criminal case, but not for a civil case. And the only explanation I can come up with for this apparent paradox is that that’s simply the way I’ve always done it. I have a certain comfort level with estimating costs for criminal cases, but not for civil cases. And I know from experience that in most criminal cases, in the end, it usually works out. But I can’t say the same for civil cases since I’ve never done it, hence my level of extreme discomfort when faced with the idea of value-based billing in a civil case.

I think that most lawyers are in the same boat as I am when it comes to value-based billing for matters that have always been billed hourly. You know it can probably be done, but it just doesn’t feel right. I do think, however, that this reluctance to embrace alternative billing will ease with the passage of time, and increasing client demands will accelerate this process.

For those of you ready to take the leap, Mark Robertson has some great advice in this recent article, “A Case for Alternative Billing,” from the ABA’s Law Practice Management Magazine. Mark suggests the following guidelines when setting a flat fee, and offers in depth explanations for each recommendation in the article: 1) know your costs; 2) data mine your files; and 3) determine the best-and worst-case scenarios.

And, law practice management guru Ed Poll provides further guidance for lawyers seeking to move to alternative billing in a recent ABA LPM section e-zine article “Technology Brings Billing and Receivables into the New World of Law.” Among other things, Ed explains why being open to the idea of transitioning to value-based billing is so important for solo and small firm practitioners:

Leveraging the efficiencies of technology will be a vital survival strategy for small practitioners in the “new normal” turmoil that law firms must deal with – but only if technology leverage is combined with innovative approaches to billing.  This point is crucial, because technology efficiencies without billing innovation will keep the firm from realizing technology’s financial benefit. In fact it could be the road to financial ruin if combined with a rigid billable hour approach, or with inefficiency in receivables policies.

Not everyone agrees with his conclusions, but he certainly makes a convincing case. So, even if you’re not quite ready to make the change to value-based billig, perhaps it’s time start thinking about alternative fee arrangements. Because it’s indisputable that the times they are a’changin’. It’s just a matter of how quickly and who’s going to be able to position themselves so that they can successfully pivot and make the changes work to their advantage.

–Niki Black