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Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

List of Appfolio MyCase Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
McFarling Law Group Professional Services 17 $5M United States AppFolio Appfolio MyCase Case Management 2012 n/a In 2012 McFarling Law Group implemented Appfolio MyCase as its Case Management application. The small professional services firm of 17 employees configured Appfolio MyCase to centralize client matter records and to improve client experience across attorneys and administrative staff. Implementation prioritized a central document management layer and consolidated matter records, with configuration of client intake workflows, secure client communications, calendar and task management, and structured document storage to support case lifecycle management. Appfolio MyCase was provisioned to provide a client facing portal and secure messaging aligned to the firm s emphasis on client experience, reflecting standard Case Management functional modules for legal practice management. Operational coverage was firm wide and the deployment supported both front office intake and ongoing case handling, consolidating ad hoc file storage into a single source of truth for case information. Governance focused on standardizing intake procedures, document organization rules, and staff training to ensure consistent use of matter and document structures within Appfolio MyCase. Rollout was staged across users to align daily workflows and embed the application into routine client service processes. McFarling Law Group reported that Appfolio MyCase matched the firm s envisioned needs for centralized case information and document storage, meeting the explicit objective to improve client facing workflows. Appfolio MyCase serves as the core Case Management tool for managing matters, documentation, and client communications at the firm.
Spodek Law Group Professional Services 10 $2M United States AppFolio Appfolio MyCase Case Management 2011 n/a In 2011, Spodek Law Group implemented Appfolio MyCase for Case Management as a cloud-hosted case management platform to centralize client intake, onboarding, document access, billing visibility, and ongoing client communications. Appfolio MyCase is used as the firmwide Case Management application to provide a single repository for case files, client portals, and billing reviews, supporting client-facing workflows and internal case team coordination. The implementation emphasized a standardized onboarding process and client walkthroughs that orient new clients to 24/7 communication channels, document retrieval, and billing transparency, reinforcing client trust during high-stress engagements. Operational coverage spans intake through active matter management and invoicing, with governance focused on consistent onboarding scripts, portal usage policies, and consolidated case records, and the firm reports using Appfolio MyCase for the better part of a decade.
White Davis & White Law Firm PA Professional Services 14 $2M United States AppFolio Appfolio MyCase Case Management 2018 n/a In 2018 White Davis & White Law Firm PA switched to Appfolio MyCase for Case Management. The decision followed more than a year of performance and usability problems with their earlier software that contributed to substantial revenue loss, and the firm chose a cloud based platform to centralize matter handling across its practice. The Appfolio MyCase deployment focused on core Case Management capabilities, including matter and contact management, document management and storage, time capture and billing, calendar and deadline tracking, and client communication through a secure portal. Appfolio MyCase was configured to support small firm workflows typical for a 14 person professional services organization, with emphasis on cloud access, user friendly interfaces, and consolidated case records for attorneys and administrative staff. Rollout occurred at the turn of 2017 into 2018 with firm wide adoption across attorneys and support staff, and governance centered on standardizing intake to billing workflows and centralizing document control. The implementation narrative ties White Davis & White Law Firm PA Appfolio MyCase Case Management to legal practice management functions, reflecting a shift to cloud first operations after prolonged service issues with their earlier on prem solution.
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