MyCase

Centralized Case Dashboard

MyCase consolidates all case data—documents, notes, deadlines—into a single, searchable dashboard. Attorneys can view status at a glance and assign tasks without switching apps. Claio offers a similar interface but lacks the same depth of billing integration.

Teams reduce time spent hunting for case details by 30% and improve collaboration across partners.

Automated Time & Invoice Management

The platform captures billable hours in real time, auto‑generates invoices, and syncs payments with accounting software. This eliminates manual spreadsheet work and speeds up cash flow.

Law firms see a 25% faster payment cycle and fewer invoice disputes.

Secure Client Collaboration

Clients access a dedicated portal to upload documents, view updates, and approve invoices. The portal is HIPAA‑compliant and logs all interactions for audit purposes.

Client satisfaction scores rise as transparency and accessibility improve.

Document Summarization & Research Assistant

Built‑in AI quickly summarizes long pleadings and suggests relevant case law, reducing review time. The tool integrates directly into the case view for instant context.

Attorneys spend 40% less time on preliminary document analysis.

Seamless Accounting Sync

MyCase connects natively with QuickBooks, Xero, and other accounting platforms, ensuring billing data flows without manual export.

Financial reconciliation errors drop, and staff can focus on client work instead of data entry.

On‑the‑Go Access

The mobile app mirrors desktop functionality, allowing attorneys to add time and review documents from client sites or court locations.

Field teams maintain productivity, reducing missed deadlines and improving client responsiveness.

• All-in-one practice managementMyCase keeps cases, clients, documents, and billing together in one place, so your team stops switching tabs to find things. The platform covers client intake, case management, calendaring, document management, billing and payments, client communications, and legal accounting.
• Client intake and lead managementCapture every lead with customizable online intake forms, without chasing details over email. The platform also includes eSignature, legal CRM, and client intake and lead management tools.
• Document management and automationBuild case documents from templates auto-filled with what intake already collected, generate documents for client cases, auto-populate with client details, and track all documents in one place. Advanced document automation and document templates are also offered.
• AI-assisted case management with 8am IQ8am IQ Case Assistant can summarize a file, build a timeline, or surface next steps. It can also extract facts, summarize documents, run OCR on scanned files, build case timelines, and surface next steps. 8am IQ for MyCase delivers legal AI software tools that speed up law firm workflows across documents, billing, and case management.

• Pricing details not shownThe scraped content includes a pricing page and a 10-day free trial mention, but no specific prices, plan tiers, or billing terms are evidenced in the provided content. Confirm pricing directly with MyCase before making commitments.
• Integrations not enumeratedThe site references an Integrations page and a Partner Network, but the scraped content does not list specific integration partners or capabilities. Verify the specific integrations your firm needs directly with MyCase.
• Security and compliance specificsThe site references Bank Grade Security and a Stay Secure & Compliant use case, but the scraped content does not detail specific certifications, standards, or compliance frameworks. Request documentation for your firm's compliance requirements.
• AI feature scope and availabilityAI features are described under 8am IQ and Legal AI, including AI Writing Assistant, Legal Document AI, AI Case Assistant, AI Legal Document Processing, and MyCase MCP. The scraped content does not specify plan eligibility, usage limits, or data handling for these AI tools, so confirm these details before relying on them.

Client Intake & Lead Management

Capture every lead with customizable online intake forms instead of chasing details over email. MyCase's Client Intake & Lead Management tools include intake forms, eSignature, and legal CRM so firms can collect client details once and reuse them throughout the matter.

AI-Assisted Case Management

Use 8am IQ Case Assistant to extract facts, summarize documents, run OCR on scanned files, build case timelines, and surface next steps. This legal AI capability sits alongside MyCase's case management, calendaring, and document management features.

Billing, Invoicing & Payments

Track billable time, automate invoicing, and accept online payments through LawPay. MyCase's billing and payments suite also covers time tracking, financial reporting, trust accounting, and legal accounting for firms that need to manage cash flow and profitability.

Client Communications & Portal

Give clients a 24/7 secure client portal that builds trust and cuts outreach, plus unlimited texting with a dedicated number and reminders. Built-in text messaging and the client portal keep case communications centralized alongside documents, tasks, and deadlines.

Create a MyCase account and invite your team members.

Set up your firm profile, including billing settings and client portal access.

Upload existing case files and configure document categories.

Begin recording time and generating invoices within 24 hours.