Running a law firm means doing two jobs at once: practicing law and managing the business around it. Every deadline, invoice, client message, and trust deposit competes for attention with the work clients actually hired you to do.
8am™ MyCase is designed to take the business side off your plate by consolidating cases, clients, billing, and payments into a single platform. This guide covers what MyCase does, who it’s built for, and where it may not be the right fit.
What is MyCase?
MyCase is cloud-based legal practice management software designed around how law firms work. It isn’t a generic CRM or work management tool adapted for legal use. Its workflows, terminology, and reports are built for legal practice, including court-rule calendaring, trust-account compliance, and matter-based billing.
Firms use MyCase to manage the full life of a matter, from first client contact through case resolution and final payment. The solution includes:
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Case management
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Case and matter management
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Calendaring and task management
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Document management and automation
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8am IQ legal AI tools for document analysis, search, and drafting support
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Claude MCP connector for using Claude’s AI with your MyCase data
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Client management
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Client intake and lead management
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A secure client portal with messaging
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Financial management
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Time tracking and legal billing
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Trust accounting and online payments
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Reporting dashboards
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MyCase is available on a subscription basis, with monthly or annual billing, no long-term contracts, and a 10-day free trial. You can learn more about the company on the About MyCase page or on this Why MyCase page.
How is MyCase connected to 8am?
MyCase is one of the solutions in the 8am platform, alongside LawPay, CasePeer, DocketWise, CPACharge, and ClientPay. 8am acquired MyCase in 2022, bringing legal payments and practice management together.
For a law firm, this connection has a practical effect. Because LawPay is also an 8am product, payments in MyCase are native rather than handled by a separate third-party processor. That gives firms one point of accountability for IOLTA-compliant trust accounting and operating account workflows. To learn more about the parent company, read What is 8am explained .
Who is MyCase for?
MyCase is built for legal professionals at firms of every size—solo practitioners, small law firms, growing mid-size firms, and large law firms. Most customers are firms with roughly 2 to 50 users, ranging from attorneys and paralegals doing the legal work to office managers, practice managers, and administrators who keep the firm running.
Larger firms choose MyCase when they need a platform they can standardize and extend. runCustom fields and intake forms, workflow automation, and an open API let firms shape MyCase around their own processes. Integrations with tools like NetDocuments, LEDES billing, reporting dashboards, and SOC 2 Type 2 attestation support the scale, reporting, and security requirements of bigger teams.
MyCase supports a wide range of practice areas, including:
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Personal injury
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Family law
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Criminal defense
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Immigration law
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Estate planning
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Civil litigation
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Business law
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Real estate law
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IP law
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Insurance defense law
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Bankruptcy law
Firms tailor the platform to their own practice. Custom fields and custom intake forms let you capture the information your matters require, workflow automation handles repeatable steps, and an open API lets firms connect MyCase to other tools to build their own automations.
What can you do with MyCase?
MyCase covers the day-to-day work of running a firm, from the first client call to the final payment. Here’s how it supports each stage, and where it can save your team the most time.
Manage cases, calendars, and clients
MyCase centralizes matter information, documents, notes, deadlines, and communication in one place. Calendaring supports court rule triggers, so deadlines can be generated from the rules that apply to your case. The secure client portal gives clients a single place to message your firm, share documents, and sign documents electronically, with unlimited eSignature support. Client texting and two-way SMS add another way to stay in touch. See more on the case management and client communications pages.
Automate workflows and documents
Repetitive administrative work is where firms lose billable hours. MyCase includes document management and automation, custom intake forms with lead tracking, and advanced workflow automation. For example, a firm can capture a new lead through an intake form, convert that lead into a client and matter, and carry the information into the documents and tasks that follow, instead of re-entering it at every step. Because lead data ties directly to matters and clients once a case opens, there is no separate CRM to reconcile.
Capture time and bill faster
Unbilled time is one of the most common sources of lost revenue. MyCase gives attorneys several ways to capture it: Timers that run while they work, batch time entry, time entry from the mobile apps, and a smart time finder.
Time entries connect directly to matters, invoices, and reports, so there is no gap between work performed and work billed. From there, firms can bill by matter, by client, or in bulk, with customizable invoices, LEDES billing codes, payment plans, recurring billing, and automatic late notices. Learn more on the legal billing software page .
Handle payments and accounting in one place
MyCase includes built-in trust accounting designed to handle client funds, with trust and operating accounts kept separate. Clients can pay by credit card or ACH through the native LawPay integration, with next-day payments available. Firms that need more robust accounting capabilities, including three-way reconciliation, can add the accounting add-on. For general accounting, MyCase also integrates with QuickBooks Online. See the financial management page for details.
Work faster with legal AI
MyCase also offers the MyCase MCP, the first official Claude connector for MyCase, built and supported by 8am. It lets your team search for and retrieve MyCase data directly from Claude using plain-language questions, such as a case summary, invoice status, or case timeline. The connector covers cases, clients, documents, billing, trust accounting, tasks, calendars, and more. It is read-only, and Claude can only see what each user is already permitted to see in MyCase. The MyCase MCP is included at no extra cost on all MyCase plans and works with Claude Team and Enterprise accounts. AI feature availability varies by plan; see the pricing page for details or explore the legal AI software page for more.
How does MyCase connect with other tools?
MyCase is designed to cover the core of a firm's workflow natively: case management, billing, trust accounting, client portal, and LawPay payments. For everything else, it integrates with the tools firms already use.
Current integrations include:
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Accounting: QuickBooks Online
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Calendar and email: Microsoft Outlook, Google Calendar, Gmail, MailChimp
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Documents and storage: Dropbox, NetDocuments
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Legal-specific tools: Infotrack for court filing and service, LawToolBox for court rules calendaring
MyCase supports 60+ additional integrations, and the full list is in the integration directory .
Why do law firms choose MyCase?
Firms evaluating legal software want proof, not promises. Here is what can be verified:
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Highly rated by your peers : MyCase is rated 4.4/5 on G2 and 4.6/5 on Capterra .
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Top-of-the-line security: MyCase uses the same 128-bit SSL encryption standard used by banks, providing law firms with a secure connection to send and receive data.
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Trusted legal payments: MyCase and LawPay are both 8am solutions, so payments are built in via native integrations. LawPay is recommended by the American Bar Association, and 8am maintains 175+ bar association partnerships across its portfolio.
See what your firm can accomplish with MyCase
With MyCase, your firm can manage cases, track and bill time, handle trust accounting, communicate with clients, and accept payments from a single cloud-based platform, so your team spends less time on administrative work and more time on clients.
Ready to see how it fits your firm? Start a free trial or view pricing .
