Know What’s Working in Your Firm
Dashboards and reports track time, billing, and collections so you can optimize staffing and pricing.
⚙️ Feature Comparison
| Capability | MyCase | Clio |
|---|---|---|
| Case Management | ✅ Unified matters, tasks, docs & notes | ✅ Matters, tasks, docs & workflows |
| Client Portal | ✅ Built‑in portal & secure messaging | ✅ Client portal, add‑ons available |
| Time & Billing | ✅ Timers, batch billing, LEDES export | ✅ Timers, billing, LEDES |
| Payments | ✅ Native payments incl. trust accounting | ✅ Payments (via Clio Payments) |
| Integrations | ✅ Core integrations; focused set | ✅ Broad app marketplace |
🌟 Why Choose MyCase
All‑in‑One Simplicity
Essential tools are integrated and ready on day one.
Faster Billing
Batch invoices, reminders, and online payments built‑in.
Client Experience
Portal keeps clients informed without email overload.
Setup Speed
Onboarding is straightforward for small and mid‑size firms.
💳 Time, Billing & Documents
- Track time on web & mobile, convert to invoices in clicks.
- Document templates, eSign, and assembly keep files moving.
- Reporting for realization, collections, and utilization.
👥 Client Communication & Portal
- Secure messaging, file sharing, and case updates for clients.
- Tasking & reminders reduce back‑and‑forth emails.
- Intake forms and lead capture streamline onboarding.
💸 Integrated Payments
- Built‑in online payments with trust/operating account support.
- Payment links and client reminders improve cash flow.
- Batch billing for faster monthly cycles.
💬 What Firms Say
“Realization trends are finally clear.” — Managing Partner
“Collections improved once we tracked A/R weekly.” — Finance Director
❓ FAQ
Q: Can we export reports?
A: Yes—CSV/Excel exports for finance and analysis.
Q: Do reports cover utilization?
A: Yes—time worked vs billed and collected metrics.
🚀 Final Verdict
For running a tighter operation, MyCase reporting keeps you informed.
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