MyCase
Last Updated
Key Takeaways
Generated from the text of customer reviews
MyCase supports law firms with client intake, case documentation, and financial reporting. It helps organizations of all sizes, including solo attorneys and large enterprises. Several users appreciate its ease of managing daily legal work, though some note that the platform offers limited report customization for specific job needs. Its recent update added Click’s Journey AI for lead intake and follow-up.
Our Verdict
MyCase focuses on managing routine legal case work and related firm administration. It suits law firms dealing in different practice areas, including family and criminal law. The platform’s pricing is considered reasonable for smaller practices, although recent increases have affected affordability for some users. Overall, we recommend it for law firms that require structured case management.
Overall Rating
Based on 100 users reviews
4.4
Rating Distribution
Positive
85%
Neutral
10%
Negative
5%
Starting Price
$60
per month
MyCase Specifications
- Case Management
- Document Management
- Client Management (CRM)
- Billing & Invoicing
What Is MyCase?
MyCase, now operating under 8am, is a legal practice management platform that brings case records, client intake, documents, billing, and payments into one system. It allows firms to collect prospective-client information through customizable intake forms and use those details to populate case documents and retainer agreements. 8am MyCase also provides users with case management tools to let attorneys and staff manage matter details, deadlines, documents, and client-related tasks. It also enables firms to record billable work, prepare invoices, and collect payments without moving case information between separate systems.
What Is MyCase Best For?
The software is well known for its 8am IQ Case Assistant, which helps law firms analyze information spread throughout case documents and communications. It allows legal professionals to identify key entities, obligations, and events, then organize them into chronological case timelines and structured summaries. By connecting related information throughout case materials, the platform provides attorneys with a clear context when reviewing matters. It reduces the need to search through documents individually.
How Much Does MyCase Cost?
The starting price of the platform is $60/user/month. This plan, also known as the MyCase Basic, includes various features, such as customizable reporting and unlimited document storage. Additional MyCase pricing tiers include:
- MyCase Pro – $120/user/month
- MyCase Advanced – $150/user/month
Besides the fixed subscription charges, users should also account for additional pricing to consider the total cost of ownership. It includes, but is not limited to, the following:
- MyCase Accounting: $39/user/month
- Document Migration: Approximately $500–$5,000, depending on the volume of data to be migrated
- Payment Processing: 2.99% + $0.30/transaction for Visa, Mastercard, and Discover
- E-Check Processing: 1%/e-check transaction, with returned e-checks costing a $10 fee
- Chargeback Fees: A $25 chargeback fee will be incurred when a payment dispute is initiated
- PCI Non-Compliance: Might add up to $19.95/month if required PCI compliance validation remains incomplete after the applicable grace period
- Additional Firm Users: Costs $60–$150/user/month on the next monthly renewal for additional users, depending on the selected MyCase subscription tier
Disclaimer: The pricing is subject to change.
MyCase Integrations
The platform integrates with the following:
- Claude Anthropic
- CallRail
- CourtDrive
- Dropbox
- Finch
- InfoTrack
- Mailchimp software
How Does MyCase Work?
Here's how you can get started with the software once your onboarding is complete:
- Log in to your account and open the main dashboard to review matters and tasks
- Set up staff access by assigning team members the appropriate permissions
- Open the case management area to review existing matters and access case information
- Customize intake forms for the practice areas handled by the firm and check the information collected from prospective clients
- Create document templates for similar legal documents and connect available case fields to reduce manual entry
- Review billing and time records to track billable work, expenses, and invoices
- Access reporting dashboards to analyze case activity and financial information
- Use the client portal to manage client-facing communication and document sharing
Who Is MyCase For?
The software is used by legal professionals specializing in various practice areas, including:
- Family law
- Criminal defense
- Immigration law
- Bankruptcy law
- Real estate law
- Personal injury law
- Insurance defense
MyCase Use Cases
Based on the platform’s current capabilities, we have analyzed and identified several situations where the platform can fit the daily demands of legal practices, such as:
Criminal Defense Firms Managing Court-Heavy Caseloads
Many criminal defense matters require attorneys to stay active and respond timely while moving between court appearances, client meetings, and case deadlines. In such scenarios, it becomes difficult to track client messages during busy working days, especially when communication is spread throughout email and other channels. MyCase software provides firms with a place for client messages, case information, and document access. It lets attorneys and staff respond without losing sight of the matter.
Family Law Firms Tracking Billable Work Across Lengthy Matters
The platform helps family law practices where matters remain active for extended periods and attorney time accumulates throughout the ongoing case work. Its time and expense tracking feature allows firms to record time during live work rather than reconstructing billable activity later. It is specifically relevant when attorneys handle several active matters, and the staff records related expenses and prepares invoices from recorded work.
Bankruptcy Practices Managing Filing Deadlines And Case Documents
Bankruptcy attorneys need to go through several filing requirements that involve various documents and time-sensitive events. In such situations, missing a deadline or overlooking a required task can result in creating problems for the firm and its clients. The system’s case management and calendaring tools let legal professionals coordinate case deadlines with assigned tasks. Additionally, its court-rule calculations and reminders provide additional support for deadline management.
Immigration Firms Handling Repetitive Form Preparation
MyCase is useful for immigration practices that repeatedly prepare forms using information already collected from the same client matter. Rather than entering identical details throughout separate forms, the system lets staff reuse case information during preparation. Additionally, the platform supports multilingual client forms to allow firms to serve clients who prefer to provide information in languages other than English.
Real Estate Law Firms Managing Transaction Funds
Several real estate matters involve client funds that must be handled separately from ordinary firm finances. The software’s legal accounting capabilities let firms manage earnest money deposits, security deposits, settlement costs, and client retainers within the applicable trust-accounting requirements. It is specifically relevant for practices where financial records must remain connected to individual transactions throughout the closing process.
Is MyCase Right For You?
MyCase might be an ideal platform for law firms that want legal software with practice management, intake, and accounting capabilities. It uses 128-bit SSL for data in transit and 256-bit AES encryption to store information, with backups. Additionally, the platform follows the PCI-compliance regulations to keep the financial data secure. Trusted by several firms, including Murphy Jones Law and Hagen Law Office, the software is capable of meeting the needs of growing law firms.
In the last few years, the legal industry has been increasingly moving towards cloud-based practice management and embedded AI. MyCase is keeping pace with this industry trend through its cloud-based platform and 8am IQ, which adds AI capabilities for legal case and document work.
Want to learn more about the MyCase software? Contact us at (661) 384-7070 for further details.
MyCase Features
eSignature
MyCase features eSignature capability that lets firms send retainers and case documents for signing from any location to avoid delays when clients cannot visit the office. It allows professionals to reuse signature forms with stored case information, track requests, and resend incomplete documents. Additionally, the system encrypts completed files and retains an audit trail showing signature activity.
Intake Forms
The platform lets firms create practice-specific questionnaires that adapt to questions based on client responses. It allows prospective clients to complete them from any device, and submitted information moves into the case file. The system reduces manual entry and gives staff earlier access to accurate client details for onboarding.
Advanced Document Automation
MyCase software turns Microsoft Word files into reusable legal templates. It allows firms to populate documents with client and case data rather than entering the details again. Additionally, the platform’s standardized language helps reduce drafting errors. Users can also move completed documents directly to eSignature and the relevant case folder.
Case Analytics
The system gives firms a clear view of case progress through customizable reports and workload monitoring. Its financial dashboards let users track billing, collections, expenses, and trust balances. Additionally, the software allows firms to filter results by attorney or practice area to identify workload issues and assess profitability.
Time And Expense Tracking
This functionality records billable and non-billable time during live work, with calls and emails linked to each case. It allows attorneys to run up to three timers at once when switching between matters and log related expenses. Additionally, the platform’s Smart Time Finder tool lets firms identify any overlooked billable activities to help firms capture more of the work that should appear on client invoices.
Legal Accounting
MyCase brings law-firm accounting into the practice management platform, with case revenue allocation, IOLTA safeguards, and role-based permissions. It also supports three-way trust reconciliation and automatic bank reconciliation to help firms identify discrepancies between client records and bank activity. Additionally, the platform keeps financial information connected to the relevant case.
Pros And Cons of MyCase
Pros
Keeps routine tasks moving efficiently
Makes document sharing easier for staff and clients
Saves time by simplifying staff-client communication
Keeps case billing accurate as work is completed
Simplifies monthly invoicing and improves payment visibility
Cons
Frequent reboots can interrupt access to case documents
Lag and setup issues can hinder client communication
Inconsistent phone number formatting can cause confusion
MyCase Pricing
MyCase Basic | MyCase Pro | MyCase Advanced |
|---|---|---|
$60 per month | $120 per month | $150 per month |
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Disclaimer: The pricing details were last updated on Sep 25, 2026 from the vendor's website. Please contact us for a tailored pricing list.
MyCase Reviews
Total 100 reviews
4.4
All reviews are from verified customers
Rating Distribution
5
Stars67%
4
Stars18%
3
Stars7%
2
Stars3%
1
Stars5%
Share your experience
Legal Services, 1-10 employees
Less than 6 months
“A frustrating and rigid onboarding process”
Pros
I was drawn in by the promise of an all in one system, it would have been so convenient to replace my two subscriptions for Clio and QuickBooks with just one, but unfortunately that did not work out.
Cons
Getting started was a major hurdle. You cannot just begin using the software as you have to wait for weeks due to a mandatory accounting onboarding. This process involves two separate appointments, not the one they initially promise and each one takes about a week to schedule since they only offer them on Tuesdays and Thursdays. So I ended up canceling but they keep calling me for reasons I am not interested in.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Law Practice, 11-50 employees
More than a year
“Simple to use and very transparent”
Pros
MyCase is pretty simple to use and easy to learn. Anything I am unsure about is always covered in the help section on their site. The pricing and invoicing are very transparent too and the client portal is quite user-friendly for my clients.
Cons
I think it would be great to have template workflows that could be shared between users and customized for our firm. I would also love to be able to share certain tasks with external firms we work with.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
9
Law Practice, 1-10 employees
More than a year
“Excellent value despite recent price hikes”
Pros
The value for the money is excellent. When I started, it was extremely affordable and still had all the features I needed to run my firm more efficiently.
Cons
It was pretty slow to roll out integrations that competitors like Clio had for a while, such as full email integration. They have definitely caught up in this area but unfortunately, it came with a significant price increase.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does MyCase offer an API?
Yes, MyCase offers an Open API to its users.
What language does MyCase support?
MyCase supports many languages, including English, Spanish, Korean, Portuguese, French, Turkish, Arabic, Chinese, and Russian.
What other apps does MyCase integrate with?
MyCase integrates with Mailchimp, CourtDrive, Finch, Dropbox, Claude, InfoTrack, and CallRail.
Does MyCase have a mobile app?
Yes, MyCase has a mobile app available on Android and iOS devices.
What type of pricing plans does MyCase offer?
The platform’s starting price is $60/user/month. It also offers two more pricing plans: MyCase Pro ($120/user/month) and MyCase Advanced ($150/user/month). Get a custom MyCase price quote today.
Who are the typical users of MyCase?
MyCase is used by legal professionals specializing in immigration law, personal injury law, bankruptcy law, family law, insurance defense, real estate law, and criminal defense practice areas.
What level of support does MyCase offer?
MyCase provides email, form submission, and phone support.