u/goniochrome

Hello,

I am a Paralegal at a solo law firm and my background is in IT and Automations. I honestly can't believe my experience with MyCase thus far so I was hoping to find out if others are having similar problems and if Clio is any better.

Ironically enough, I was a Zapier certified expert for several years and not even Zapier team seems to be able to get them to fix it for automations. It's at the point my boss wants me to look into Clio as an alternative.

First, MyCase does not seem to be taking their automation API seriously. I have explained to them that it doesn't seem to matter how you "search" the system for a case/caller that it doesn't seem to attach to both correctly. I was able to narrow this down to them not using industry standards which REQUIRE them to normalize the phone number formatting in the back end so it is searchable properly. In this case I opened a ticket with Zapier and forwarded to them where Zapier said it is on their end. They consistently want to request a shared screen. For security posturing I don't see why they need to share screen with me when they can confirm this issue with Post man or with a sample CRM sandbox on their end.

Second, the gmail add-on falls short in two ways. Who has ever heard of a law firm that only has one email they need synced to the system? Also for the last 2 weeks it has been impossible to attach any email attachments in the gmail add on (even after removing and reinstalling in incognito) and again they don't seem to want to do anything about it.

Third, MyCase Desktop just stops working regularly. I have a Mac and I have to completely "eject" the virtual drive for it and reopen it and sometimes that doesn't even work.

Forth, I know they refer to their "Advanced Automation" as if it is helpful but I am convinced it takes more time than doing things manually given how you can't even use it to select multiple things you need (i.e. I was trying to set up Estate Planning automations and I need them to be able to select one or more of: Wills, POA, Trusts, Anatomical Gifts).

Hey yall,

As someone who has only been in Lynchburg 2 years I operate heavily off recommendations and I know I am not alone. I had asked about credit unions around here and I wanted to let other folks Beacon Credit Union is not somewhere I would recommend.

They don't allow mobile deposit of checks for 45 days after the account is opened. My first experience with them has been quite the nightmare from the beginning to the end. They were not very responsive during the process not explaining things, making me reach out to them to find out where the hold up was, and now being completely off guard in 2026 where I have a bank I can't deposit checks into but claims they have "mobile banking".

Hopefully this saves someone else the trouble I went through.

If you have a credit union recommendation that is actually in the 21st century please let me know.