MyCase vs SettleWise
MyCase is a practice-management platform built for small law firms, offering a client portal, document storage, billing, and case workflow tools. SettleWise is purpose-built for family-law financial discovery — automatically sorting uploaded documents, flagging missing statement periods, and drafting the financial affidavit and marital balance sheet. Like Clio, MyCase and SettleWise are complementary: MyCase handles your case workflow, SettleWise handles the financial-discovery workflow that MyCase was never built to automate. Firms running 30 or more contested divorces a year recover the paralegal hours lost to document sorting regardless of which case-management platform they use.
| Feature | SettleWise | MyCase |
|---|---|---|
| Automatic document sorting (35+ family-law types) | Auto-categorizes client uploads into 35+ document types with consistent file naming — no manual sorting required. | Documents are stored in the client portal, but MyCase does not auto-classify family-law financial documents. |
| Gap detection for missing statement periods | Detects missing statement periods down to the month and flags them for paralegal follow-up before the next client call. | No gap detection; paralegals must manually review uploads to find missing periods. |
| Financial data extraction from statements | Extracts figures from bank statements, tax returns, pay stubs, investment statements, and K-1s into an editable draft. | No financial extraction capability; data must be re-typed manually from client documents. |
| Auto-drafted financial affidavit and marital balance sheet | Drafts the financial affidavit and marital balance sheet from extracted data for attorney review and filing. | No automated affidavit or balance sheet; attorneys and paralegals assemble these manually. |
| Case management, billing, and client communication | Not a case-management system — designed to layer on top of your existing case hub, not replace it. | Full case management, billing, and client communication tools well-suited to small and mid-size firms. |
| Branded client upload portal with compliance task list | Branded portal assigns clients a document task list with progress tracking so the firm sees what is still missing at a glance. | Client portal for secure file sharing and messaging, but without document-requirement task lists or compliance-status tracking. |
| SOC 2 Type II security and audit trail | SOC 2 Type II certified with per-client data isolation and a full audit trail of every access and modification. | MyCase offers standard security measures; firms should verify specific compliance certifications for their jurisdiction. |
The difference that matters
SettleWise processes the documents clients upload — auto-sorting, gap-checking, and drafting the financial affidavit from the extracted numbers. MyCase gives clients a portal to upload files and paralegals a place to store them; the 16 hours of document work still happen after the upload. SettleWise cuts that to roughly 2 hours per case.
FAQ
- Can I keep using MyCase and add SettleWise at the same time?
- Yes. SettleWise is designed to complement, not replace, your case-management platform. Keep MyCase for billing, calendaring, and client communication, and use SettleWise for financial-discovery workflow. SettleWise imports data from MyCase during onboarding.
- Is SettleWise more expensive than MyCase?
- They are not substitutes, so a direct price comparison does not apply. Contact SettleWise for current pricing based on your firm's active contested-divorce caseload.
- MyCase already has a client portal — why would I need another one?
- A portal that stores files is different from a portal that understands them. MyCase clients can upload documents, but MyCase does not auto-sort those files, detect missing statement periods, or extract financial figures. Your paralegals still do that work by hand after the upload. SettleWise automates those steps.
- How long does it take to get SettleWise running alongside MyCase?
- Onboarding is designed to be light. SettleWise imports your existing data, paralegals learn the upload-review-export flow, and most firms run a real case end-to-end within the first weeks. Contact SettleWise for a current onboarding timeline.