8am MyCase Reviews & Product Details

I use 8am MyCase for tracking the progress of my legal matters, billing, and calendaring. I like the tasks and workflow features best. It has a workflow feature that ensures all the steps of each case are addressed, and deadlines are automatically calendared. When I set up a new legal matter, I have workflows with tasks and deadlines ready, providing a framework to complete the work efficiently for my clients. Also, the initial setup of 8am MyCase was very easy to set up and learn. Review collected by and hosted on G2.com.

The billing syncs with QuickBooks, but sometimes the syncing gets stuck, and you have to remember that the syncing is one-way. In other words, if you delete a transaction in 8am MyCase, you need to manually delete or void it in QuickBooks. Review collected by and hosted on G2.com.

I use 8am MyCase in my practice primarily for family law and criminal defense, and it helps keep client information and documents together effectively. It really makes my life easier by virtually eliminating the need for clients to visit the office for signatures, as they can e-sign documents. I find the intake forms invaluable for collecting specific client information, and I really like that they're open to feedback and responsive to suggestions. E-signature and intake forms are especially important for us. The initial setup was super easy, which was great. Review collected by and hosted on G2.com.

Not a lot. And the few things that have been problematic, I've sent messages to support or made feature suggestions on the new forum, and those seem to get addressed. Review collected by and hosted on G2.com.

I find 8am MyCase easy to use, which is a big plus for me. The organization of files within MyCase is good. It really simplifies billing as our case management system is integrated, and it keeps all the client information mostly in one place. Review collected by and hosted on G2.com.

Large file storage/sharing is a problem for me because of file size limits. Most criminal law discovery videos can't be stored in the case file within 8am MyCase. I end up having to store these files in external systems like a NAS or Dropbox or OneDrive. This means I have to remember to look in at least two places for the full file, and I have to use the external system to manually share the files with the client. Review collected by and hosted on G2.com.

For the first time ever, I do not lose time. I am able to work across platforms to ensure that I document my work more effectively than ever before Review collected by and hosted on G2.com.

We have trouble with integration of e-mail client software and with use of the MyCase file system access. This is not super problematic; however, the system would be infinitely more efficient if these worked better. I also use Thunderbird as an e-mail client and there is no support. Review collected by and hosted on G2.com.

It helps me organize my contacts and calendar. I also use it for all of my billing and trust accounting. We have started using other features recently and I want to integrate more into our practice. I have been very happy with My Case. Review collected by and hosted on G2.com.

My main complaint is when I put an event on my calendar using my app, my paralegal cannot see it on her end. I have to go into My Case on a laptop and assign a color to the event before it shows up on my paralegal's calendar. It is just annoying. I also wish you could do more financially on the app. Review collected by and hosted on G2.com.

The client interaction and the client portal are among the best things we have ever had to help with communication with the clients. The clients enjoy being able to log in and view their documents and information, including their court date and anything related to their case. Review collected by and hosted on G2.com.

The downfall of MyCase is not able to delete several events from the calendar at once. The look of the case details when printing is not the best, but it does work. Review collected by and hosted on G2.com.

Streamlines my cases and fairly easy to use and affordable Review collected by and hosted on G2.com.

It doesn't seem to work as well as Clio - some of the functions are a bit analog compared to some of my colleagues using Clio and it is easier to find assistants with Clio experience rather than MyCAse however MyCase has GREAT videos and FAQs Review collected by and hosted on G2.com.

User friendly. Great support. Has all of the important features we need. Integrates with many different programs which makes the experience even richer. The client end of the platform is definitely a plus. Review collected by and hosted on G2.com.

There are a lot of features we don't use that can't be turned off or require workarounds. There are little things that seem obvious that could make the experience better but the only recourse we have is making a suggestion. Review collected by and hosted on G2.com.

I love how easy it is to bill clients and send deposit requests. Sharing documents with clients is easy and fast to do. It's easy to track and bill time as well. The messaging portal is great for clients to get a hold of us, and we love having the option to text clients so we don't have to give out personal cell phone numbers. Review collected by and hosted on G2.com.

The billing is not always easy to understand. We have a lot of clients that reach out with questions because they don't understand the bill. The deposit request character limit sucks because I need to write out a longer message sometimes but can't. It also requires me to send the deposit request every time I edit it instead of just letting me save it. I don't always want to send a reminder to a client if I need to edit the request. Review collected by and hosted on G2.com.

MyCase is, for the most part, user-friendly and has a good amount of features. Clients seem to like the Review collected by and hosted on G2.com.

Certain aspects need changed/updated like being able to move file folders (dragging and dropping) and other small details. Since it become 8am it seems like there have been some changes that are not ideal, hence my lower rating. For example, any new users do not have the ability to save documents automatically anymore, which is very frustrating and would be a nice feature to bring back. The note taking is really difficult as well. When you go to refund a client after closing out a case in the trust, once you refund them the amount, it shows the requested funds as overdue. In firm documents, you cannot upload multiple files into one folder at one time (this is not the case for case documents). There is no date on the timer function so if you don't save the timer that day, you don't necessarily know the date. When someone makes a comment on an invoice, you do not get a notification. So if someone writes something important you wouldn't know unless you randomly opened it. Also, email integration isn't great-saving documents easily and expanding out email integration compatabilities to Zoho or other emails would be very helpful and provide a higher rating. Review collected by and hosted on G2.com.