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MyCase

MyCase is an all in one legal practice management platform, now presented under the 8am brand, that keeps cases, clients, documents, and billing together so a firm stops switching tabs to find things. The homepage says MyCase is partnered with more than 130 bar associations and is trusted by more than 19,000 firms (both figures as stated by MyCase), and it organizes the product around intake, case management, and getting paid. Customizable online intake forms capture every lead without chasing details over email, case documents are built from templates auto filled with what intake already collected, and retainers and agreements are sent for signature with signing status visible at a glance. Case work runs in one central place: a combined calendar for appointments, meetings, and events with text reminders, document management that generates documents from client details and tracks them in one place, a secure client portal available around the clock with unlimited texting on a dedicated number and reminders, time entry and expense tracking with reminders for common tasks, billing and invoicing created automatically from tracked time across multiple billing rates, and customizable financial reporting with real time analytics on firm financial health. Payments are powered by 8am LawPay and accept debit, credit, eCheck, and client fee financing through Affirm, with payment plans and scheduled and recurring payments and next day payments, as MyCase describes them. The AI layer is 8am IQ, built into MyCase rather than sold as a separate tool. The homepage describes IQ supporting AI assisted case management, image based search with optical character recognition, contact and document review, and legal writing tools, with no separate tools, copied client data, or context switching. The IQ Case Assistant can extract facts, summarize a file or documents, run OCR on scanned files, build a case timeline, and surface next steps. Lead management gives a view of the prospective client pipeline from first contact through signing, with intake handled from start to finish and retainer creation and signing automated. MyCase also stresses onboarding designed to be quick and lawyer friendly with data migration and training covered, integrations so data entered once shows up everywhere with no double entry, and security it describes as bank grade. Pricing is described qualitatively only, as MyCase presents it: there are three per user subscription tiers billed per user. Basic organizes the essentials and helps firms get paid faster, Pro is positioned as the most popular tier and adds automation for routine work to scale the firm, and Advanced adds deeper intelligence and sharper insights. Annual billing lowers the per user rate compared with monthly billing on each tier, guided implementation, training sessions, support, and ongoing updates are included at no additional cost, and two optional paid add ons are listed for payments processing, presented with no monthly fee and competitive processing rates, and for accounting with three way trust reconciliation compliance, the accounting add on being available on Pro and Advanced. The pricing page FAQ states a short no cost trial with no credit card required and no charge if cancelled within the trial, no limit on firm clients who can access MyCase while firm employee seats follow the number of active users added, no long term contract or setup fee required, cancellation at any time in Settings with previously paid fees non refundable, and data protected with SSL security and bank grade encryption as MyCase describes it.

Legal Research Practice Management

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