What level of MyCase expertise do I need for basic firm operations versus complex customizations?
Basic operations like case entry, time tracking, and billing require beginner-level skills that most legal staff can learn. Complex customizations like workflow automation, advanced reporting, and system integrations need intermediate to advanced expertise, especially for initial setup and optimization.
How can I tell if someone actually knows MyCase well versus just having it on their resume?
Ask them to walk through a specific workflow setup, like configuring intake forms for your practice area or explaining how they'd handle trust accounting. Real experts can discuss configuration details, common pitfalls, and best practices specific to different types of legal practices.
Can MyCase handle complex billing scenarios or is it just for simple hourly billing?
MyCase handles sophisticated billing including contingency fees, flat rates, trust accounting, payment plans, and mixed billing types. However, it's not designed for the most complex enterprise billing scenarios that very large firms might need - it's optimized for small to mid-sized practices.
How well does MyCase integrate with the accounting software and tools my firm already uses?
MyCase integrates well with QuickBooks, common email platforms, calendar systems, and payment processors. Most integrations are straightforward, but complex setups with multiple tools or custom requirements benefit from someone experienced with the API and integration troubleshooting.
How long does it typically take to implement MyCase and see results?
Basic setup takes 1-2 weeks, but full implementation with data migration, workflow configuration, and staff training typically takes 4-8 weeks depending on firm size and complexity. You'll see immediate benefits in organization, with efficiency gains becoming apparent after 2-3 months of use.
What ongoing support will I need after MyCase is set up and running?
Most firms need occasional help with new feature adoption, workflow optimization, and staff training as the practice grows. Monthly or quarterly check-ins are common, with additional support needed when adding new practice areas, integrating new tools, or scaling operations.
