MyCase vs CounselLink

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

CounselLink Software Tool

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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LexisNexis CounselLink is a cloud-based software that helps corporate departments and law firms manage their legal operations. It offers a range of features to manage matters, invoices, vendors and reports in one place. Its powerful analytical and reporting capabilities enable teams to make data-driven decisions and optimize performance, resulting in better client outcomes.

Centralizing matter and invoice management helps reduce administrative burdens and focus on higher-value work. With the ability to track budgets and spending, businesses can better allocate resources and mitigate the risk of overages.
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Mobile
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Product Assistance

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In Person
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Videos
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Documentation
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Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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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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  • Comprehensive Analytics and Reporting: Legal departments can analyze expense data and make informed decisions. Generate reports on various metrics, including spend by matter type, matter status and vendor.
  • Robust Collaboration Tools: Collaborate with vendors, outside counsel and other stakeholders in a secure and centralized platform. Ensure that everyone is on the same page and can stay up-to-date.
  • Enhanced Matter Management: Track progress, store documents and manage deadlines. Automate workflows and provide alerts to ensure nothing falls through the cracks.
  • Optimized Spend Management: Gain visibility into legal fees, enforce billing guidelines and optimize billing rates. Identify cost-saving opportunities and get real-time budget tracking capabilities.
  • Efficient Vendor Management: Manage vendors, including law firms and other legal service providers. Track vendor performance, enforce service level agreements and ensure compliance with billing guidelines.
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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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  • Work Management:
    • Collect and Organize: Use legal requests to establish a centralized work intake source that meets specific requirements. Create custom fields that capture information unique to the department's needs. Configure the homepage to focus on what's most important and organize documents in a central repository.
    • Track, Audit and Report: The work tasks feature helps manage deadlines and maintain compliance with processes. Use the budgets module to plan legal spending and save costs. Assess the work status of law firms and internal staff and prevent any circumvention of business rules using audit trails. Get 80+ standard reports to analyze work and customize reports to organize and present data.
  • Financial Management:
    • Paper Invoice Processing: Capture all expenses with invoicing service. Convert all non-LEDES format invoices, including PDFs and paper, into electronic invoices.
    • Smart Review: Examine and categorize all line-item invoice charges with proprietary AI-enabled technology to comply with billing guidelines. Save time and money with automatic error flagging and adjustments.
    • Invoice Review: Automate invoice processing, audit electronic and non-electronic invoices, and include non-CounselLink reviewers with external invoice review.
    • Advanced Accounting: Manage budget, discounts, accruals and reserves to stay on track within preset thresholds.
    • Allocations: Easily assign invoice spend to one or more accounts by setting up allocation codes and applying allocation templates to any matter.
  • Vendor Management:
    • Vendor Profiles and Scorecards: Use law firm profiles and scorecards to gain comprehensive insights into the firm's performance. Analyze legal spending, matter distribution and timekeeper-level billing with visualizations. Rate and score law firms for better vendor selection.
    • Fee Structure: Invoice for legal work by negotiating fee agreements with law firms. Be equipped to handle all types of alternative fee arrangements.
    • Diversity Survey: Assess the vendor's diverse talent pool. Collect and track diversity information to increase accountability.
    • Rate Analysis: Compare and evaluate performance by establishing, monitoring and enforcing timekeeper rates. Visualize historical time comparisons for better insights.
    • Billing Guidelines: Simplify onboarding by creating and publishing billing practice documentation and allow law firms to accept before invoicing.
  • Contract Lifecycle Management: Draft better contracts, expedite authoring, streamline negotiation and analyze executed contracts. Manage all contract-related work with one tool, featuring real-time collaboration, workflow automation and actionable analytics.
  • Analytics:
    • Interactive Dashboards: Optimize the user interface by tailoring dashboards with relevant metrics.
    • Reports: Use standard and customized reports to make strategic decisions supporting organizational goals.
    • Benchmarking Database: Evaluate fair legal rates and compare department performance.
    • Trends Report: Gain insights for better decision-making and analyze legal market dynamics over time with guiding metrics and expert contributions.
  • Legal Hold: Automate and simplify legal hold obligations by identifying, notifying and communicating with document custodians. Create an auditable record and maintain control with customized tools and templates for communication, surveys, reports and web pages.
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Product Ranking

#1

among all
Legal Software

#47

among all
Legal Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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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 0 25 50 75 100
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User Sentiment Summary

Excellent User Sentiment 945 reviews
Good User Sentiment 12 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.

76%
of users recommend this product

CounselLink has a 'good' User Satisfaction Rating of 76% when considering 12 user reviews from 1 recognized software review sites.

4.4 (107)
3.8 (12)
4.72 (449)
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4.7 (373)
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3.8 (16)
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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

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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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Intuitive Interface: CounselLink is recognized for its user-friendly design, which simplifies navigation and overall user experience, even for those who are new to the platform.
Streamlined Billing: The platform streamlines the process of generating and managing client invoices, allowing for easy upload of billing entries and linking relevant client and matter details.
Invoice Tracking: CounselLink provides transparency into the invoice status and payment process, allowing users to track their invoices and anticipate payment timelines.
Client-Matter Linking: Users can easily link client information to specific matters, ensuring quick and convenient access to relevant data.
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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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Slow Performance: Users have reported experiencing slow loading times and delays between actions within the CounselLink platform, impacting productivity and user experience.
Time and Expense Entry Challenges: Some users find the process of entering time and expenses cumbersome and not as user-friendly as other features, potentially leading to inaccuracies or frustration for legal professionals.
Customization Limitations: Tailoring CounselLink to specific business processes or integrating it with certain existing systems may require additional coding or professional services, potentially adding to the overall cost and implementation timeline.
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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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Can CounselLink link arms with your legal team to boost efficiency and transparency? User reviews from the past year suggest a qualified "yes," but with some caveats. CounselLink garners praise for its user-friendly interface, with reviewers consistently highlighting its intuitive design and ease of navigation, even for those new to legal software. This accessibility is crucial for legal teams who need to quickly adapt to new technologies without extensive training. Users also appreciate CounselLink's robust billing management capabilities, particularly its ability to streamline invoice creation, submission, and tracking, which significantly reduces administrative burden and accelerates payment cycles. However, some users have reported that CounselLink can feel sluggish at times, with slow loading speeds impacting productivity. This is a recurring complaint that LexisNexis should address to ensure a seamless user experience. Additionally, while CounselLink's integration with eBillingHub is generally viewed positively, some users find the need for separate websites for certain clients cumbersome and counterintuitive. This fragmentation of access can lead to confusion and disrupt the otherwise streamlined workflow that CounselLink aims to provide. CounselLink's strengths lie in its user-friendly design, efficient billing features, and comprehensive reporting capabilities, making it a valuable asset for legal teams seeking to enhance operational efficiency and gain better visibility into their financial data. However, the occasional slow performance and the somewhat disjointed experience with client-specific websites are areas that LexisNexis should address to solidify CounselLink's position as a top-tier legal management solution. Overall, CounselLink is best suited for legal departments and law firms of all sizes looking to streamline their operations and improve financial transparency, particularly those who prioritize ease of use and efficient billing processes.

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