8am MyCase

Overview

8am MyCase is a legal practice management platform from 8am MyCase, a company founded in 2010 and headquartered in Austin, Texas. Its feature set covers case and contact management, client intake, document automation, time tracking, billing, payments and trust accounting, with legal AI tools also listed. MyCase says more than 19,000 law firms use the product and reports partnerships with more than 130 bar associations.

The product is paid, with a 10-day trial that does not require a credit card. Cancelling during the trial does not incur a charge. Although a free plan is listed, the available free option is a trial rather than an ongoing free tier. MyCase describes its security as bank-grade and says it uses the highest security standards.

Key features

MyCase combines common legal-office workflows with client-facing and financial tools. Which features are included depends on the plan.

• Case, contact and time management: Basic includes case and contact management, time entry, invoicing and trust accounting.
• Client intake: Pro includes intake forms and legal CRM. Client Portal is listed as limited in Basic and as a core feature.
• Documents and workflows: Pro adds unlimited eSignature and document generation, automated workflows, and 8am IQ writing and document assistance.
• Payments: The platform supports debit and credit cards, eCheck, client financing and payment plans. LawPay Payments has no monthly fee, though processing rates apply.
• Accounting: The separate Accounting plan includes three-way trust reconciliations and firm financial management.
• Integrations: Pro includes more than 70 integrations. Listed examples include Google, Outlook, Zapier, QuickBooks, Microsoft Office, LawToolBox and Smith.ai.
• Discovery Assistant: Advanced includes 5,000 discovery pages per user each month, shared across the team. An additional 5,000 pages for the firm costs $30 and expires at the end of the subscription.

Pricing

MyCase offers monthly or yearly billing, with yearly billing saving up to 16%. The listed plan prices and terms are:

• MyCase Basic: $50 a month, billed annually. Includes case and contact management, time entry, invoicing, trust accounting, online payments, unlimited document storage and a limited client portal.
• MyCase Pro: $100 a month, billed annually. Includes everything in Basic, plus unlimited eSignature and document generation, automated workflows, client intake forms and legal CRM, 70+ integrations, and 8am IQ writing and document assistance.
• MyCase Advanced: $130 a month, billed annually. Includes 5,000 discovery pages per user each month.
• MyCase Accounting: $39 a month, billed monthly. Includes three-way trust reconciliations and firm financial management.
• LawPay Payments: free, with no monthly fee; processing rates apply. Includes integrated online payments and IOLTA trust account protection.
• Free trial: 10 days; price not listed. No credit card is required, and cancelling during the trial does not result in a charge.

The number of firm employees allowed depends on the number of active firm users in the plan. Support is available Monday through Friday, 6am to 5pm PST, at (800) 571-8062.

Platforms

The mobile app is available for iOS. Desktop Drive is available for PC and Mac on the Advanced plan. MyCase lists iOS and macOS as platforms.

Who it's for

MyCase is aimed at law firms looking to manage cases, client information, intake, documents, time, billing and trust accounting in one product. Pro adds client intake forms, legal CRM, document generation, workflows and a broad integration selection. Firms that need Discovery Assistant's page allowance or Desktop Drive should note that those are associated with Advanced.

Pros and cons

• Pros: Plans cover case management, time entry, invoicing and trust accounting; Pro adds intake, document automation, workflows and more than 70 integrations; the trial lasts 10 days and requires no credit card.
• Cons: There is no ongoing free tier; Client Portal is limited in Basic; Desktop Drive is available only on Advanced; additional Discovery Assistant pages incur a charge and expire at subscription end.

Alternatives

For other products in this category, see Legal Practice Management Software. If client access or payment workflows are the focus, browse Legal Client Portal Software and Legal Payments Software.

Other options include HoudiniEsq, LexNebulis, CaseFox, LEAP, CosmoLex, CaseDesk, Kleos and Clio Manage.

Verdict

8am MyCase brings core legal case management together with intake, document tools, payments and trust accounting, while tiered plans separate added workflow, integration and discovery capabilities. The 10-day trial gives firms a way to evaluate the product without a credit card, but the free option is not an ongoing plan. Compare the plan inclusions carefully, especially for client portal access, Desktop Drive and discovery page needs.