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MyCase vs Tabs3

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Our analysts compared MyCase vs Tabs3 based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
MyCase Software Tool
SelectHub Award Winner
Tabs3 Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

81 Detailed Analysis

User Sentiment

Excellent User Sentiment (945 Reviews)

Analyst Rating

79 Detailed Analysis

User Sentiment

Excellent User Sentiment (355 Reviews)
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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Tabs3 is an integrated suite of solutions designed for law firms to streamline their entire matter lifecycle. Practices can opt and pay for only the modules they need, which include billing, practice management, general ledger, accounts payable and trust accounting. It requires minimal implementation and can be deployed either in the cloud or on-premises. It has an array of ways to review important metrics, track billable hours, send bills and get paid faster.

In addition to modifying account structures with ease, users can stay on top of their cash flows by tracking and resolving invoices, bank statements, deposits and payments. It improves firm-wide monitoring with dashboards to visualize historical data and flexible reporting on productivity, profitability, billing and other aspects. Users can access it on the go from any device and use numerous integrations to enrich it.
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$39/User, Monthly
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$40 Monthly
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Tailored to your specific needs
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
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Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
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Knowledge Base
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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  • Expedited Billing: Boost cash flow with multiple payment modes, mobile payment options, and customizable statements and payment plans.  
  • Streamlined Data Management: Quickly find legal matters, records and case information with electronic data organization and easy-to-use search tools. 
  • Sync With Court Rules: Seamlessly sync the legal calendar to Federal and State-based jurisdictional rules with affiliations to ALA and ABA. 
  • All-in-One Connectivity: Stay connected regardless of the mode of deployment using a mobile app. 
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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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  • Financial Management: Manage firm financials with the end-to-end accounting portal. Interact directly with the billing module to issue checks, print financial statements, operate trust accounts and perform year-end reconciliations. 
    • General Ledger: Balance operating and trust accounts with the general ledger tool. 
    • Accounts Payable: Track all incoming and outgoing transactions for a holistic view of firm financials. Monitor aging receivables, cash requirements, vendor payments, recurring payments and voided checks. 
    • Trust Accounting: Automatically log all transactions made from trust accounts. Reconcile deposits and withdrawals and print checks from the client’s trust fund. 
    • Integrations: Supports integrations with Tabs3 Billing Software, Tabs3 Accounts Payable Software and Tabs3 General Ledger Software. 
    • 1099 Forms: Combine payment disbursements to vendors and trust account payees with the 1099 form. Always maintain compliance with IRS regulations. 
  • Matter Management: View a quick feed of matter-specific information like contacts, communication history, case notes, documentation and invoices directly into the dashboard. Verify the billing summary of matter information and issue invoices against unpaid bills. 
  • Calendar Management: Switch between firm-wide and personal calendar views to get a 360-degree picture of firm obligations. Schedule individual and/or collective appointments and color-code them based on associated staff and activities. 
    • Deadline Checks: Automatically check new calendar entries against existing events for scheduling conflicts. Set up custom federal, state, county and jurisdiction-based rules for detecting deadlines. 
    • Notifications: Notify individual or collective staff members about important events and hearings. 
    • Recurring Meetings: Automate calendar entries for recurring events that take place at both regular and irregular time intervals. 
    • Planning Templates: Prepare sequential events with calendar planning templates. Use event-based or time-based triggers for court rules and collection follow-ups. 
  • Conflict Checks: Check all potential clients for conflicts of interest. Investigate legal documents, emails, matters and attachments for partial and/or phonetic matches to the conflict checking tool. 
  • Email Management: Integrate with Microsoft Outlook to automatically track time spent on writing and reviewing client emails. Add emails directly to client files, perform conflict checks and sort by associated matter. 
  • Time and Expense Tracking: Track every minute of time spent on client activities and correspondence with multiple built-in timers. Interact directly with the billing portal to issue invoices directly from time entries. Set custom billing and increment rates for individual clients. 
  • Document Management: Organize legal documents by connecting them to associated matters and clients. Import scanned documents using the PaperPort extension. Track various changes made to a document across previous versions. 
    • Smart Documents: Autofill common data fields with information already in the firm database. Automatically issue invoices for any document-related activity. 
  • Workflow Automation: Engineer custom workflow patterns with up to 10 tasks including emails, communication, documentation, appointments and more. Assign tasks to staff members with trigger-based alerts. 
  • Controlled Access: Restrict access to sensitive documents with permission-based accounts and customizable viewership controls. Permit edits for specific data fields. 
  • Backup and Recovery: Secure firm information with regular backups. Export firm data at any time in case of power outages or network failures. 
  • eNote: Send secure messages in real time with the built-in messaging portal. Send appointment links and reminders along with text messages. 
  • Billing: Use the billing portal to directly transform time entries into billable hours. Prepare tailored bills with quick access to client contacts, payment history, write-offs, WIP, account balance and more. 
    • Billing Flexibility: Process payments faster with flexible billing methods. Issue contingency, retainer, hourly, flat fee or threshold-based bills and design custom rate charts for specific clients. 
    • Online Payments: Accept credit card transactions for expedited payments. Use the Tabs3Pay tool to email online payment links along with client invoices. Supports integration for LawPay and ProPay. 
    • Reports: Generate built-in reports for greater insights into revenue, important clients, receivables, compensation, productivity, profitable practice areas and more. 
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Product Ranking

#1

among all
Legal Software

#49

among all
Legal Software

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Analyst Rating Summary

81
79
94
96
89
69
75
83
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Matter/Case Management
Time and Expense Management
Billing and Payments
Client and Contact Management
Time and Expense Management
Billing and Payments

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

MyCase
Tabs3
+ Add Product + Add Product
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 96 69 83 69 64 78 67 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

57%
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User Sentiment Summary

Excellent User Sentiment 945 reviews
Excellent User Sentiment 355 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.

93%
of users recommend this product

Tabs3 has a 'excellent' User Satisfaction Rating of 93% when considering 355 user reviews from 4 recognized software review sites.

4.4 (107)
3.8 (27)
4.72 (449)
4.7 (160)
4.7 (373)
4.7 (166)
3.8 (16)
3.9 (2)

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

Tabs3 stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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: Users highlight the user-friendliness of Tabs3, making it easy to navigate and manage legal tasks.
Comprehensive Features: Tabs3 is praised for its wide array of features, covering various aspects of legal practice management, from time tracking and billing to document management.
Robust Reporting: Users appreciate the detailed reporting capabilities of Tabs3, allowing for insightful analysis of financial and operational 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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Limited Customization: Users have expressed frustration over the inflexibility of certain features, particularly when it comes to document assembly. For instance, one user found it cumbersome that they couldn't easily modify the formatting of numbered clauses within a legal document.
Learning Curve: Legal professionals transitioning from older software versions have reported a steep learning curve with Tabs3. The new interface and features require time and effort to master, impacting productivity during the transition phase.
Integration Challenges: Some users have encountered difficulties integrating Tabs3 with other essential software used in their legal practice. This lack of seamless integration can disrupt workflows and lead to inefficiencies.
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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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Users rave about Tabs3's robust document management and search capabilities, highlighting its ability to centralize all case-related information, making it easy to find any document quickly. They also appreciate the comprehensive financial tools, including billing, trust accounting, and reporting features, which streamline financial operations and ensure compliance. However, some users find the interface dated and not as intuitive as newer cloud-based solutions like Clio or MyCase. They also point out that the on-premise deployment option, while offering more control, can be more demanding to maintain than cloud-based alternatives. Despite these drawbacks, users consistently praise Tabs3's deep feature set and its long-standing reputation for reliability, making it a solid choice for firms prioritizing stability and comprehensive functionality over a modern user interface. It's particularly well-suited for larger, established firms with complex needs and the IT infrastructure to support an on-premise solution.

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Screenshots

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Head-to-Head Comparison

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