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.
TrustBooks
TrustBooks is a specialized accounting software designed for law firms to maintain compliance with state bar requirements through automated three-way reconciliations and simplified trust account management.
Quick Comparison
| Feature | MyCase | TrustBooks |
|---|---|---|
| Website | mycase.com | trustbooks.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $39/month | $79/month |
| FREE Trial | ✓ 10 days free trial | ✓ 14 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 | 2010 | 2015 |
| Headquarters | San Diego, USA | Charlotte, USA |
Overview
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.
TrustBooks
TrustBooks provides a dedicated solution for managing your law firm's trust accounting without the complexity of general-purpose software. You can handle complex requirements like three-way reconciliations and individual client ledgers with just a few clicks. The platform focuses specifically on keeping you compliant with state bar rules, ensuring your records are always audit-ready and accurate.
You can easily track every dollar entering or leaving your trust accounts while maintaining a clear separation from your operating funds. Whether you are a solo practitioner or part of a growing firm, the software automates the tedious manual entries that often lead to accounting errors. It integrates directly with your existing legal tools to streamline your entire financial workflow.
Overview
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.
TrustBooks Features
- Three-Way Reconciliation. Generate automated reports that reconcile your bank balance, book balance, and individual client ledgers instantly.
- State Bar Compliance. Maintain records that automatically adhere to your specific state bar's strict trust accounting and record-keeping rules.
- Individual Client Ledgers. Track every transaction at the client level so you always know exactly how much each person has on deposit.
- Bank Integration. Connect your bank accounts to import transactions directly, reducing manual data entry and preventing human error.
- Online Payments. Accept credit card and eCheck payments from clients directly into your trust or operating accounts.
- Conflict of Interest Checks. Perform quick searches across your entire database to identify potential conflicts before taking on new matters.
Pricing Comparison
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
TrustBooks Pricing
- 1 Trust Account
- Unlimited users
- Three-way reconciliations
- State bar compliance reports
- Bank integration
- Email support
- Everything in Standard, plus:
- Unlimited Trust Accounts
- Operating account management
- Advanced reporting
- Priority support
- Custom chart of accounts
Pros & Cons
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
TrustBooks
Pros
- Simplifies complex three-way reconciliations significantly
- Excellent customer support tailored to legal needs
- Intuitive interface designed specifically for non-accountants
- Seamless integration with popular practice management tools
Cons
- Limited general business accounting features
- Higher price point than generic accounting tools
- Mobile experience is less robust than desktop