MyCase vs Xpertdoc
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Sir Richard BransonMost popular feedback for MyCase
It was significantly more expensive, and we found that we were paying for a multitude of features and functions which we didn't use or need.
Brad R.
About MyCase
yCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location.
Most popular feedback for Xpertdoc
XpertDoc is an integral part of our day to day operations at ABC Financial Services. We use XpertDoc for contract generation, e-signature collection, document routing, and variety of other uses internally and externally. Support has been fantastic and working with XpertDoc is painless. I have recommended, and would further recommend, XpertDoc to other companies in search of a solution for document generation and management.
Josh D.
About Xpertdoc
Xpertdoc's innovative and intuitive document generation and automation product empowers you to simplify, optimize and automate consistent processes for the creation, generation, management, delivery, storage, and e-signature of better documents, faster, resulting in improved communications, accelerated business processes, increased productivity, and reduced dependence on IT. Plus, we offer integrations to leading CRM platforms and enterprise core systems such as ERP, CPQ, ECM, and more.
MyCase reviews
I love the workflows, specifically, I love the fact that if you have to change a date within the workflow, that you don't have to manually change all of your tasks associated with it. You can recalculate the tasks based on the new date. Brilliant!
- Sharon G. paralegal
Communication. MyCase makes communicating with clients effortless. I can share documents, obtain signatures, and answer client questions in minutes.
- Sam S. Managing Attorney
I love the ease for clients and users alike. I appreciate the app for all types of phone platforms. This helps my clients in the event of an emergency.
- Traci C. Attorney
Xpertdoc reviews
Love what Xpertdoc did with this. Has made my life easier on so many different fronts. Would highly recommend to anyone who wants to make their lives easier! Also found the Xpertdoc employees themselves to be really easy to work with as well.
- David H. Recruiter
I just see the benefits of this software. It saves time for us to have it. The only problem is that we have a constant need of change with the document based on needs of our customers, internal users and change of the template which is a difficult problem on how to maintain our budget.
- Katerina P. Sr. Franchise Admin Specialist
Customizable Templates help us solve our document requirements.
- Michael M. Manager - Sol. Eng. & Order Admin Computer Software
Pros & cons
MyCase
| Pros |
|---|
| For example - we have the ability to text message with clients now, which is a great way to communicate with those client's who wouldn't otherwise use email etc |
| The best feature we love is the case management as it is super easy for us to retrieve the requested document as and when asked by the client |
| The features are awesome and they are constantly improving |
| I love the ability to have all my cases available via digital |
| I can share the documents with my clients and communicate with them via the client portal." |
| Cons |
|---|
| My only complaint is downloading data is virtually impossible |
| We needed to duplicate our documents and had a really hard time doing so |
| Even worse, they are pretending like they own their "themes" so that I cannot simply migrate my website to an affordable site |
| I haven't made a lot of mistakes in life, but MyCase was one of them |
| The reports could be easier to follow/understand |
| It seems all the reports would be related, but it gets confusing |
| So, a client with multiple cases, is an issue |
| Drafting of documents is horrible." |
Xpertdoc
| Pros |
|---|
| ConsSpeed and can do anything in the way of document creation |
| Develop good looking documents and integrates with existing software |
| Cons |
|---|
| Can be complex - page breaks are the hardestComplexity of setup |
| Requires some VB Scripting to successfully use which requires us to engage IT for every updated.Sometimes the speed is frustrating |
| Our users don't like waiting on the "swirl of death" |
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