MyCase vs PracticePanther

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Our analysts compared MyCase vs PracticePanther based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

MyCase is a cloud-based practice management tool designed to streamline legal operations, including document management, client intake, billing and accounting, time tracking and litigation. Drive collaboration across teams, monitor case progress and assign tasks via the legal calendar. Prepare automated workflows for daily activities and centralize client communication with a dedicated self-service client portal. Offer multiple payment options and tailored plans along with LEDES billing. Implement an effective lead conversion strategy with optimized intake forms, firm websites and analytics dashboards.

Accessible from any mobile device, it enables lawyers to run preconfigured reports on business health, automatically perform year-end reconciliations and manage trust accounts. Secure user accounts and legal documents with bank-grade encryption both at rest and during transit. Eliminate data redundancy with automated data validation.
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PracticePanther is a cloud-based platform that helps manage cases, documents, client communications, time tracking and billing for law firms. It acts as a centralized hub for handling client information, cases and documents. Its reporting tools let you track your firm’s financial health and performance.

The platform allows you to create detailed case files, including evergreen retainers, deadlines, billable hours and specific tasks associated with each case. It offers document management tools, enabling attorneys to edit, track changes, eSign and share files with concerned clients and internal departments.

Additionally, you can track time spent on each case, generate detailed invoices and automate trust account management. Practices of all sizes can automate invoicing, time-tracking and payments while remaining compliant with IOLTA, ABA and state bar guidelines.

The software also allows firms to store client contact information, communication history and matter details in one place. It provides tools for client intake and onboarding, including custom intake forms, checklists and client portals. Its intuitive mobile app helps you stay connected with your firm and communicate with staff and clients remotely.

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$39/User, Monthly
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Tailored to your specific needs
$49/User, Monthly
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Tailored to your specific needs
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Mobile
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
Email
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FAQ
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Knowledge Base
24/7 Live Support

Product Insights

  • Maximize Billable Hours: Save time with simplified time tracking and billing capabilities to focus more on billable tasks. 
  • Improved Lead Conversion: Convert leads into paying clients and understand the sales pipeline better with streamlined lead management services. 
  • Dedicated Website Service: Attract more leads with access to a customizable website, SEO tools and Google Analytics. 
  • Easily Accessible Case Files: Get 24/7 access to critical case information from any device with an internet connection and from any location. 
  • Minimum Time to Market: Reduce the ramp time for existing employees with an intuitive UI and a plentiful knowledge base. 
  • Simplified Collaboration: Share case progress, deadlines and crucial touchpoints with team members and clients via a shared legal calendar. 
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  • Never Miss Billable Hours: PracticePanther excels in time and expense management, with our data showing that it offers 96% of all key requirements out of the box. You can manage retainers and set custom hourly rates, item prices and contingency rates. It supports multiple time clocks and helps you log billable and non-billable hours accurately. You can also add uniform task-based management (UTBM) codes while creating time and expense entries to set benchmarks.
  • Improve Client Experiences: Another strong suite is the platform’s client and contact management module, which has received an 89 rating from our analysts. You can design unique client intake funnels to capture all required information. Clients get individual portals to submit documents, track cases and pay invoices. You can use the built-in two-way messaging system or send emails and text messages from the software interface. The platform maintains a communication log and enhances client outreach with email campaigns and lead-tracking tools.
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  • Case Management: Consolidate case-related documents into one location, track ongoing cases and manage obligations through the legal calendar. Leverage automated workflows to carry out repetitive tasks and standard procedures. 
    • Documentation: Store an unlimited number of documents in customizable folders. Pre-fill document templates with case information. Encourage collaboration on documents across multiple teams, track version history and access legal documents globally from any mobile device. Upload, download and print documents in bulk. 
    • Legal Calendar: Create calendar entries and link them to associated cases. Share important events with clients and team members. Color code entries and sort by status or cases. Access a personal calendar and a centralized calendar for firm-wide updates on meetings, deadlines and appointments. Automatically get notifications on important events, touchpoints and Statute of Limitation deadlines. 
    • Status Reports: Get real-time insights into case history, progress and status via the dashboard. Track the firm’s productivity with built-in reports. Supported reporting metrics include cases by stage, average duration spent in each case and cases closed over time. 
    • Automated Workflows: Implement code-free automation to prepare workflows for standard processes. Automatically set case milestones, assign tasks and create forms. Get alerts for important dates, trial hearings and deadlines. 
  • Integrations: Integrate with Microsoft Outlook for real-time document synchronization, collaborative editing, offline editing and browser-based editing. Other integrations include Google Calendar, Outlook Calendar, QuickBook and Mailchimp. 
  • Security: Encrypt case files and messages with 128-bit SSL encryption while in transit and with 256-bit AES encryption at rest. Regularly back up the firm’s data. Validate data integrity after every update and eliminate redundancies. Physical access to servers is controlled via security escorts and two-factor authentication. 
  • Electronic Signatures: Send encrypted documents to clients for their signatures. Supports multiple signers and countersigners and complies with the ESIGN act. Use the eSignature dashboard to track pending signatures. 
  • Billing: Manage the entire billing cycle from invoicing and time tracking to payments and accounting. 
    • Legal Invoicing: Create legal invoices directly from time entries. Generate UTBMS codes for billable tasks and implement LEDES billing. Prepare invoices in bulk and share them with clients via the client portal, emails or traditional paper. Sort invoices by payment status and get automated notifications for overdue and outstanding payments. Automatically notify clients regarding outstanding invoices. 
    • Revenue Reporting: Run built-in reports on aging invoices and accounts receivable. Run reports on the firm’s financial health. Compare the amount billed to revenue collected to prepare a case revenue report. Measure performance against business goals and take corrective action if necessary.  
    • Time Tracking: Track billable hours with multiple timers or add entries after completing the task. The Smart Time Finder tool identifies billable actions without time entries. Leverage billable and non-billable expense tracking and embedded activity timers to maximize billing proficiency. Track time on the go from mobile devices and automatically link entries to associated cases. 
  • Payments: Offer clients multiple secure payment options, including in-person, over the phone, and online via credit card (Visa, Mastercard, Discover, AMEX) or eCheck (ACH). Process eChecks for free and automatically update invoice status and trust accounts for payment reconciliation. Set up tailored payment plans and automated monthly reminders for clients. 
    • Accounting: Seamlessly manage multiple trust and operating accounts. Deduct credit card fees only from operating accounts, maintain detailed logs of every transaction and organize payment history by date range or case.  
  • Lead Management: Use the Lead Status Board extension to manage the entire lead lifecycle from prospect to client. Break down lead acquisition into multiple stages and assign staff tasks for every step. The analytics dashboard gives complete visibility into successful referrals, touchpoint history and conversion rate. Process leads faster with customizable intake forms and eSignature support. 
  • Client Experience: Provide clients with a secure, two-way channel for sharing messages, documents and events via the client portal. Automatically record all correspondence for future reference. Directly share invoice links for simple, secure and direct online payment. 
  • Website: Design a custom, mobile-friendly website with preconfigured search engine optimization, Google Analytics integration and 99% uptime. Upload a custom business logo. Embed client intake forms and client portal connections directly into the website. 
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  • Case Management: Store detailed user information with ease, along with tags and follow-up updates, making it easy and organized.
    • Remote Access: Get quick overviews of all case-related information, including contacts, tasks, calendar entries, documentation and more. Automatically sync firm databases for unobstructed remote access from any device with an internet connection.
    • Contacts and Matter Management: Keep legal matters organized and up-to-date by adding relevant contacts, notes and bills. Limit access to sensitive matter information with controlled permissions. Securely collaborate with team members and share and recall data.
    • Conflict Search: Link contacts to matters for checking on conflicts of interest and parties represented by the lawyer.
  • Document Management: Manage all your documents in one place and set up automation to reduce repetitive tasks.
    • Centralized Repository: Store and manage all legal documents and files securely in a single location. Enhance efficiency by electronically sending documents for signatures, auto-populating client information, and creating custom templates to streamline document creation workflows.
    • Organized Access: Avoid wasting time searching for documents. Organize files by client and matter for easy retrieval. Use custom tags to categorize and filter your firm's legal documents.
    • E-Signatures: Expedite the document approval process by offering electronic signatures via email, text message or the client portal. Create and send multiple documents for eSignature in batches simultaneously.
    • Cloud Integration: Connect with leading cloud storage platforms like Dropbox, Google Drive, OneDrive and Box.com. This eliminates the need to switch between platforms and helps you sync all document changes automatically.
    • Customizable Templates: Boost document creation speed by uploading and using pre-defined templates. Automatically populate templates with your firm's information and client data. Track document progress through a dashboard with status indicators (incomplete, completed, in progress, overdue) and assign conditional tasks as needed.
  • Legal Billing: Never miss a billable hour with automated time and expense tracking tools.
    • Customizable Invoicing: Create professional invoices tailored to your firm's branding. Include client information, activity logs, notes and more. Assign specific billable rates based on user, activity, matter or contact for accurate fee calculations.
    • Integrated Payment Processing: Accept payments through various methods, including custom payment links, the client portal, phone or in-person transactions using Panther Payments, the native payment processor.
    • Billing Reports: Gain insights into your firm’s performance by generating detailed reports. Analyze billing trends and collections data, identify top-billed practice areas, and filter reports by custom tags, bank accounts, payment methods, contacts or matters.
  • Trust Accounting: Manage trust and operating accounts while automating compliance with IOLTA, ABA and all 50 state bar regulations. Stay informed about retainer balances by setting up automatic alerts. Receive notifications when trust account balances fall below pre-defined thresholds and perform daily three-way reconciliations for oversight of your trust account activity.
  • Legal CRM: Organize client data, gain a holistic view of cases, automate client onboarding and sync new client data from automated intake forms.
    • Custom Tags: Categorize contacts by client type (existing, potential etc.), professional contact or any other relevant category using custom tags. Use these tags to filter data and gain insights into your client base.
    • Client Portals: Provide clients with a secure online portal. They can access uploaded documents, communicate with your firm, review invoice balances and make online payments. The platform automatically populates client information from their intake forms to create accurate profiles.
    • Workflow Automation: Streamline client follow-up with automated workflows that trigger tasks and events based on pre-defined conditions. Automate appointment scheduling and send automatic reminders to clients, ensuring timely communication.
  • Calendaring: Create time entries, confirm client meetings, manage tasks and stay on top of court rule deadlines using a centralized calendar system.
    • Visualized Deadlines: Use color-coded tags to visually identify deadlines and events associated with specific contacts, matters and tasks.
    • Automated Time Capture: Convert appointments and events into time entries with a single click, ensuring all billable hours are captured and accurately allocated to the appropriate client.
    • Court Rule Integration: Connect with LawToolBox to sync pre-set and custom court rule deadlines with your PracticePanther calendar and workflows, keeping you ahead of important legal dates.
  • Integrations: Connect to a host of essential applications to improve the firm’s productivity and automation standards. Some popular applications it supports integrations with include Gmail, Microsoft Outlook, Microsoft Exchange, Box, Dropbox, Outlook, Google Calendar, Apptoto and many more.
  • Security: Protect firm data against vulnerabilities with 256-bit military-grade encryption. Limit platform access to authorized IP addresses and enable two-step authentication. Maintain client confidentiality and HIPAA compliance with Box.com’s secure storage capabilities.
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Product Ranking

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Analyst Rating Summary

81
75
94
84
89
90
75
55
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Matter/Case Management
Time and Expense Management
Billing and Payments
Client and Contact Management
Time and Expense Management
Client and Contact Management
Integrations and Extensibility
Platform, Security, and Compliances

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

MyCase
PracticePanther
+ Add Product + Add Product
Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 94 89 75 62 100 78 82 100 84 90 55 18 75 76 82 97 0 25 50 75 100
94%
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6%
82%
6%
12%
100%
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92%
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8%
83%
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17%
60%
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40%
60%
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64%
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36%
21%
0%
79%
100%
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78%
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22%
78%
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22%
78%
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22%
83%
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17%
83%
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17%
100%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

57%
0%
43%
100%
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67%
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33%
100%
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User Sentiment Summary

Excellent User Sentiment 945 reviews
Excellent User Sentiment 613 reviews
93%
of users recommend this product

MyCase has a 'excellent' User Satisfaction Rating of 93% when considering 945 user reviews from 4 recognized software review sites.

92%
of users recommend this product

PracticePanther has a 'excellent' User Satisfaction Rating of 92% when considering 613 user reviews from 3 recognized software review sites.

4.4 (107)
4.2 (100)
4.72 (449)
n/a
4.7 (373)
4.7 (508)
3.8 (16)
4.6 (5)

Awards

SelectHub research analysts have evaluated MyCase and concluded it earns best-in-class honors for Matter/Case Management. MyCase stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Matter/Case Management Award

PracticePanther stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Client Communication: MyCase offers a secure client portal that facilitates easy document sharing, messaging, and appointment scheduling, streamlining communication and collaboration.
Case Management: The platform provides tools for organizing case files, tracking deadlines, and managing tasks, ensuring that legal professionals stay on top of their workload.
Billing and Invoicing: MyCase simplifies the billing process with features like time tracking, expense recording, and online payment processing, making it easier for lawyers to get paid promptly.
Mobile App: The MyCase mobile app allows attorneys to access case information, communicate with clients, and manage tasks on the go, providing flexibility and convenience.
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Ease of Use: Many users find PracticePanther easy to use, with an intuitive interface that makes it accessible for beginners without extensive coding experience.
Comprehensive Features: The software addresses critical legal practice management needs, offering tools for billing, invoicing, time tracking, case management, document handling and client portals.
Efficient Automation: PracticePanther offers automation for client onboarding, billing and document handling, streamlining workflows and saving time on repetitive tasks.
Easy Accessibility: The cloud-based platform, along with its mobile app, helps users access tasks and stay in touch with their operations from anywhere.
Streamlined Client Experiences: The platform offers client onboarding automation, unique portals and internal messaging tools that help simplify and streamline client-attorney interactions.
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Limited Customization: MyCase offers limited options for tailoring workflows or interfaces to specific firm needs, which can be frustrating for users with unique processes.
Billing Challenges: Some users report difficulties with generating invoices, particularly batch billing, leading to inefficiencies and potential errors in client billing.
Mobile App Functionality: The mobile app's features and functionality lag behind the desktop version, limiting its usefulness for lawyers on the go.
Integrations: MyCase's integrations with other software can be limited, requiring workarounds or manual data entry to connect with essential tools.
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Performance Issues: Some users report the software being slow and unresponsive, particularly during peak usage times.
Bugs and Errors: A few users reported calculation errors in trust accounting and time tracking due to bugs and cookie issues.
Documentation Quality: The software’s documentation could be clearer and more user-friendly, particularly for new users.
Limited Reporting: The solution offers limited pre-built reporting templates and dashboard visualizations. However, the vendor offers assistance in designing custom ones.
Integration Challenges: Users have reported faulty integrations with third-party tools, especially with Zapier, Jubilee and Record Grabber.
Billing Limitations: The platform offers limited billing customizations and requires users to manually open each bill to see its content, making the review process slow and cumbersome.
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MyCase has attracted a loyal following within the legal community, with many users praising its intuitive interface and comprehensive features. The platform's ease of use is a recurring theme in reviews, making it accessible even for those with limited technical expertise. Users appreciate the ability to efficiently manage cases, track time, and communicate with clients all within a single platform. MyCase's billing and invoicing tools also receive positive feedback, streamlining the often cumbersome process of generating invoices and collecting payments. Compared to competitors like Clio and PracticePanther, MyCase is often lauded for its affordability and user-friendly design, making it a popular choice for solo practitioners and small law firms. However, some users note that MyCase's reporting capabilities may not be as robust as those offered by some competitors, and integrations with third-party applications could be more extensive. Despite these limitations, MyCase's core functionality, affordability, and ease of use make it a compelling option for legal professionals seeking a reliable and efficient practice management solution.

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During testing, I found PracticePanther relatively straightforward to set up. Customizing the platform with my firm’s logo and name was a breeze. Creating matters, assigning tasks and syncing calendars felt intuitive. Even integrating Panther Payments for online payments was smooth sailing. While the interface could use a design refresh, it’s functional and easy to navigate.One standout feature is the matter creation process. The ability to categorize matters with tags and custom fields is beneficial. PracticePanther’s flexibility in handling different billing structures, including flat rates, hourly rates and retainers, is a major plus. The platform's automatic alerts for depleted retainer funds are a time-saver.I'm also impressed with its document management capabilities. The integration with cloud storage and the version history feature is invaluable for maintaining document control. Creating custom templates for different document types is a convenient touch.While PracticePanther offers a solid foundation for legal practice management, it presents some notable limitations. The billing process is particularly cumbersome. The absence of a streamlined review function, forcing users to open each invoice individually, significantly hampers efficiency. This contrasts sharply with other platforms that offer more intuitive billing and reviewing navigation.Additionally, the lack of advanced features, such as integrated legal research tools, is a drawback for firms that rely heavily on online research. Although the software can track time, the absence of connections with research websites and tools means manual timekeeping, which can be error-prone and time-consuming.Despite these shortcomings, PracticePanther is well-suited for solo practitioners and small law firms with relatively straightforward caseloads. Its ease of use and core features, such as matter management and document handling, make it a viable option for firms that prioritize these functions. However, for larger firms with complex caseloads or those that require advanced features like robust reporting and analytics, PracticePanther may fall short.

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