MyCase Review (2026)
Practice Management Software for Legal. General practice management. Full workflow for solo through mid-firm general practice.
MyCase is the second-largest cloud PMS in the US legal market behind Clio, with an estimated 65,000+ attorneys on the platform across solo and small-firm general practice. The company was acquired by AppFolio in 2012, spun out to Apax Partners in 2020, and has been growing aggressively since on a combination of competitive pricing and intake-automation depth.
The product covers the standard PMS feature set (matters, billing, time tracking, calendaring, document storage) and adds two strengths that differentiate it from Clio. First, the client portal and intake automation are deeper than the Clio Grow equivalent at lower tiers. Second, the pricing is more aggressive: Basic at $39 per user per month undercuts Clio EasyStart at $49 by enough to matter for cost-sensitive solos. MyCase IQ added AI features in 2024 for intake automation, lead scoring, and document summarization.
The buyer profile skews even more solo and small-firm than Clio. MyCase wins disproportionately in family law, criminal defense, immigration, and small-firm PI where intake volume matters and price sensitivity is high. The integration ecosystem is smaller than Clio's but covers the most common needs (QuickBooks Online, LawPay, Zapier, e-signature, calendar).
Verdict: All-in-one PMS with strong intake automation and client portal.
Best for: Solo and small firms (1-15 attorneys) prioritizing intake-to-billing flow
Pricing: $39 Basic, $79 Pro, $99 Advanced per user/month
Pros and Cons
- Basic tier at $39 per user undercuts Clio EasyStart and PracticePanther Solo
- Client portal and intake automation included at lower tiers than Clio Grow
- MyCase Payments handles IOLTA-compliant trust routing without separate setup
- Strong mobile apps for iOS and Android with field-friendly time tracking
- MyCase IQ adds intake automation and lead scoring at no additional cost
- Implementation typically completes in 1-2 weeks with minimal disruption
- Integration ecosystem is smaller than Clio with fewer accounting and CRM partners
- Document automation lags Smokeball and Clio Draft on template-heavy practice
- Reporting depth is lighter than Clio Advanced or Rocket Matter ProfitFuel
- Trust accounting handled through integration rather than fully native ledger
- Less brand recognition for referral partnerships and Lawyer Marketplace inbound
Common Use Cases
Solo criminal defense or family law attorney with marketing-driven intake
MyCase Basic at $39 per user combines PMS, billing, and intake automation in one tool. The client portal handles document exchange, payment collection, and case-status updates without separate software. Solo family or criminal practitioners running Google Ads typically see 40-60% reduction in time spent on intake friction.
5-attorney small firm with high inbound lead volume
Pro tier at $79 per user adds automated intake workflows, lead scoring through MyCase IQ, and deeper reporting. Firms doing $5,000+ per month in paid acquisition see clear ROI on the intake automation. Three-year all-in cost runs $20,000-$35,000 versus $30,000-$50,000 on comparable Clio tiers.
Personal injury solo or 2-3 attorney shop running modest case volume
MyCase handles plaintiff PI workflow up to 100-200 active matters competently with Pro or Advanced tiers. Above that volume, Filevine or Litify become better fits. For solo or small PI shops where the practice is still building, MyCase is the cost-effective entry point.
Cost-sensitive firm switching off legacy desktop PMS
Firms migrating from Time Matters, PCLaw, or paper-and-QuickBooks land on MyCase for the price and ease of implementation. Most migrations complete in 2-4 weeks with $1,500-$5,000 in data import work. The integration with QuickBooks Online covers most accounting needs.
Pricing Detail
$39 Basic, $79 Pro, $99 Advanced per user/month
MyCase publishes three tiers per user per month, billed annually. Basic at $39 covers core PMS plus client portal and basic billing. Pro at $79 adds automated intake workflows, MyCase IQ lead scoring, advanced billing, and deeper reporting. Advanced at $99 unlocks custom fields, advanced workflows, MyCase Accounting (added 2024), and full intake automation. MyCase Payments runs the standard 2.9% plus $0.20 per card transaction for IOLTA-compliant routing.
Annual prepay saves roughly 10-15% off monthly billing. Implementation is free for most firms with self-service onboarding; data migration from a prior PMS runs $500-$3,000 depending on volume. All-in three-year cost for a 5-attorney firm on Pro with intake automation typically lands $20,000-$30,000, compared with $30,000-$45,000 for an equivalent Clio Essentials setup.
The Verdict
Buy MyCase if you are a solo or small-firm general practice where price matters and intake automation is the priority. Basic at $39 per user is the cheapest credible cloud PMS for firms that handle client funds, and the intake automation depth at Pro and Advanced tiers beats what Clio includes at comparable price points. Criminal defense, family law, immigration, and small-firm PI are the practice areas where MyCase wins most often.
Skip MyCase if you need the deeper integration ecosystem Clio offers, the document automation Smokeball delivers, or the high-volume PI workflow Filevine and Litify own. Above 15-20 attorneys, firms typically outgrow MyCase and migrate to Clio Advanced or a specialist. The platform also lags on enterprise features (multi-office hierarchy, complex billing arrangements, advanced KPI dashboards) that mid-firms need. MyCase is the right pick for cost-conscious small firms that value tight intake and a modest integration footprint over the broad ecosystem Clio brings.
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Frequently Asked Questions
Is MyCase Basic at $39 enough for a solo practice?
For most solo general-practice attorneys, yes. Basic covers calendaring, contacts, matters, time tracking, billing, document storage, and a client portal. Trust accounting works through MyCase Payments integration, which handles IOLTA routing competently for typical solo volume. The gaps are advanced reporting (Pro and Advanced add this) and document automation (limited at Basic). For solo PI, criminal defense, or family law where you need basic intake automation, upgrade to Pro at $79. For pure billable-hour solo practice with manageable client funds, Basic is fine.
MyCase vs Clio: which is better for a 5-attorney firm?
Cost-conscious 5-attorney firms with marketing-driven inbound lean MyCase. The Pro tier at $79 per user delivers intake automation, MyCase IQ lead scoring, and client portal at lower cost than Clio Essentials at $89. Firms that value the broader integration ecosystem, Lawyer Marketplace referrals, or planned growth past 15 attorneys lean Clio. The total cost difference at 5 attorneys is roughly $50-$150 per month, which makes the decision more about feature priorities than budget. Most 5-attorney firms run either platform competently.
Does MyCase handle IOLTA trust accounting properly?
Yes, through MyCase Payments which routes trust-applicable funds to the IOLTA account automatically when configured. The platform supports separate IOLTA ledgers per matter and produces three-way reconciliation reports at the Pro and Advanced tiers. For typical solo and small-firm trust activity (retainers, modest settlements, client cost deposits), the implementation is solid. For high-volume trust work (real estate closings, large PI settlements, multi-party class actions), the native depth lags Clio Advanced or CosmoLex. Most firms below 15 attorneys handle compliance fine on MyCase.
What is MyCase IQ and is it useful?
MyCase IQ is the AI feature set added in 2024 covering intake automation, lead scoring, document summarization, and email drafting assistance. The intake automation is the strongest piece: it routes incoming leads through conditional questions, scores fit against firm criteria, and pre-fills matter records when leads convert. The other AI features are useful productivity layers but not replacements for dedicated legal AI tools like Spellbook or Harvey. For firms running marketing-driven inbound, MyCase IQ pays back the Pro or Advanced tier upgrade. For pure billable-hour practice with low inbound volume, the AI features are nice-to-have rather than load-bearing.
Can MyCase scale to 50+ attorneys?
Most firms above 25-30 attorneys outgrow MyCase. The product was built for solo and small-firm general practice and the feature depth reflects that. Above 30 attorneys, firms typically need enterprise capabilities (multi-office hierarchy, custom approval workflows, advanced billing arrangements, dedicated dashboards by practice group) that MyCase does not deliver cleanly. Clio Advanced is the most common upgrade path; Centerbase or Litify make sense for larger or more specialized firms. Above 50 attorneys, MyCase is typically the wrong tool.
Reviewed by Rome Thorndike. Last verified 2026-05-11.
Pricing, features, and ratings are based on vendor documentation, public filings, product demos, and feedback from sales teams using these tools in production. We update reviews when vendors ship major releases or change pricing.