Intapp
Intapp provides cloud-based software solutions designed to help professional and financial services firms manage the entire client lifecycle, from deal sourcing and onboarding to compliance and execution.
MyCase
MyCase is a comprehensive legal practice management software that helps law firms manage cases, track time, automate billing, and communicate securely with clients through a centralized cloud-based platform.
Quick Comparison
| Feature | Intapp | MyCase |
|---|---|---|
| Website | intapp.com | mycase.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $39/month |
| FREE Trial | ✘ No free trial | ✓ 10 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2000 | 2010 |
| Headquarters | Palo Alto, USA | San Diego, USA |
Overview
Intapp
Intapp offers a specialized connected firm management platform built specifically for the unique needs of legal, accounting, and financial services. You can move away from fragmented data and manual processes by using a unified system that connects your teams, processes, and data. The platform helps you manage high-stakes relationships and complex regulatory requirements while ensuring every billable hour or deal point is captured accurately.
By integrating deal management, risk assessment, and time tracking into a single environment, you can make more informed decisions and improve your firm's profitability. Whether you are a partner at a global law firm or an investment professional at a private equity house, the software adapts to your specific workflows to reduce administrative burdens and enhance client service delivery.
MyCase
MyCase is a complete legal practice management solution designed to help you run your law firm more efficiently from a single dashboard. You can organize every aspect of your practice, from initial client intake and document management to complex case workflows and final billing. By centralizing your files and communications, you eliminate the need for multiple disconnected tools and reduce the risk of administrative errors.
The platform is built specifically for small to mid-sized law firms looking to modernize their operations and improve the client experience. You can access your entire practice from anywhere using the mobile app, ensuring you stay productive whether you are in the courtroom or working remotely. It solves the common headache of manual time tracking and delayed payments by offering integrated credit card processing and automated invoice reminders.
Overview
Intapp Features
- DealCloud CRM Manage your entire pipeline and relationship network with a CRM built specifically for capital markets and advisory workflows.
- Conflicts & Risk Screening Automate your conflict-of-interest checks and onboarding processes to ensure you remain compliant with industry regulations.
- Intelligent Time Capture Capture every billable minute automatically across your devices so you can increase realization rates without manual entry.
- Terms Management Centralize and enforce client outside counsel guidelines and engagement letters across your entire organization automatically.
- Employee Compliance Monitor personal trading and certifications to mitigate internal risks and maintain firm-wide regulatory standards effortlessly.
- Collaboration & Content Organize your documents and communications within a secure, matter-centric workspace designed for professional collaboration.
MyCase Features
- Lead Management. Convert prospects into clients faster with customized intake forms and automated follow-up emails that sync directly to your calendar.
- Centralized Case Management. Access every document, contact, and court date related to a matter in one organized digital file from any device.
- Integrated Billing. Generate professional invoices in seconds and accept online payments via credit card or eCheck to get paid faster.
- Secure Client Portal. Share documents and exchange messages with your clients through a private, encrypted portal that keeps sensitive information safe.
- Automated Workflows. Create standardized task lists and calendar events for specific case types to ensure your team never misses a deadline.
- Two-Way Text Messaging. Communicate with clients via text directly from the platform while keeping your personal phone number private and secure.
- Document Automation. Draft routine legal documents instantly by pulling data directly from your case files into your custom templates.
- Advanced Time Tracking. Capture every billable minute with built-in timers that link directly to your cases for accurate, effortless invoicing.
Pricing Comparison
Intapp Pricing
MyCase Pricing
- Case & contact management
- Document management
- Billing & payments
- Client portal
- Online intake forms
- Calendar & tasks
- Everything in Core, plus:
- Full document automation
- Two-way text messaging
- Advanced lead management
- Custom fields
- Priority support
Pros & Cons
Intapp
Pros
- Deeply specialized for professional services workflows
- Strong automation for complex compliance tasks
- Excellent visibility into deal pipelines and relationships
- Reduces manual data entry for time tracking
Cons
- Significant initial setup and configuration time
- Higher price point than general-purpose CRMs
- Interface can feel complex for new users
MyCase
Pros
- Intuitive interface that is easy for non-technical staff
- Excellent customer support with fast response times
- Seamless integration of billing and payment processing
- Mobile app provides full functionality on the go
- Client portal improves communication and transparency
Cons
- Document automation has a slight learning curve
- Limited customization options for specific report types
- Higher tiers required for basic text messaging
- Initial data migration can be time-consuming