8am MyCase

The functionality adds digital signature fields to documents and forms, allowing recipients to sign, date, and initial electronically from any device. It supports electronic signing within the document workflow and can send automated reminders through email and text when signatures remain outstanding. Firms can also use the feature to collect signatures on forms and other documents that require client approval or execution.

Client messaging templates provide reusable messages for routine case communications and automatically populate each message with relevant client and case details. The feature supports standardized message content for recurring updates while inserting case-specific information into the template, so firms can create personalized messages without rewriting the same details for each client.

MyCase Smart Spend connects firm spending with the LawPay Visa card and records purchases within the financial-management workflow. The feature supports both virtual and physical cards, allowing firms to assign cards to staff members and establish individual spending limits. It records transactions, stores associated receipts, and links expenses to specific cases or client invoices for tracking within 8am MyCase.

Case Analytics generates reports across revenue, expenses, billable hours, caseloads, case status, and payment history. The reporting functionality organizes data by individual users, practice areas, or the entire firm, allowing firms to examine different areas of their case and financial data from configurable reporting views. It brings multiple operational and financial data points into a centralized reporting interface for analysis.