All-in-one legal practice management software.
Grade: B — Score: 70/100
MyCase leverages advanced technology to provide a comprehensive legal practice management solution. With features like AI-assisted case management, document generation, and secure client portals, it ensures that legal professionals can manage their cases efficiently without the need for multiple tools.
The platform enhances workflow by integrating client intake forms, calendaring, and billing into a single interface. This reduces the time spent on administrative tasks, allowing legal teams to focus on their core responsibilities and improve client interactions.
However, firms must consider potential risks such as data security and compliance with legal regulations. MyCase employs bank-grade security measures, but firms should remain vigilant about their data management practices to mitigate any risks associated with digital case management.
MyCase Basic: $50 USD per user/month billed annually, or $60 USD per user/month billed monthly
MyCase Pro: $100 USD per user/month billed annually, or $120 USD per user/month billed monthly
MyCase Advanced: $130 USD per user/month billed annually, or $150 USD per user/month billed monthly
MyCase Accounting: $39 USD per accounting user/month; requires a MyCase plan
LawPay Payments: $0 monthly platform fee for MyCase customers; transaction and other processing fees apply
Additional Discovery capacity: $30 for 5,000 additional OCR pages for the firm; capacity expires at the end of the subscription period
Consider switching to Clio: Clio offers more extensive features for larger firms and greater customization options.
8am MyCase combines matter management, billing, client communication and embedded 8am IQ tools in one legal practice platform, with its broader integration set starting on Pro. Clio Manage documents more than 300 integrations, Zapier and an open API, while some intake, drafting, accounting and AI functions are offered through separate Clio products. Compare the exact modules, integrations and plan entitlements your firm needs rather than treating either product name as a complete package.
8am MyCase provides CSV exports for contacts and cases plus a Full Data Backup for many account records. The Full Data Backup does not include document files or invoice PDFs, so those must be downloaded separately. Build and verify the complete archive before cancellation rather than assuming the ZIP contains every client file.
8am MyCase Help says the firm keeps normal access through the paid period and then receives 30 days of read-only access. The Terms also reserve account closure and deletion rights when service ends, so the conservative course is to finish and verify all exports before cancellation. Paid subscription charges are non-refundable.
8am MyCase documents a QuickBooks Online integration for transferring supported accounting data. Firms that want bookkeeping and three-way trust reconciliation inside the platform can add MyCase Accounting for $39 per accounting user each month on top of a MyCase plan. Neither option proves that every QuickBooks workflow, historical record or accountant requirement is covered, so test the required transactions before deciding to replace an existing system.
8am MyCase Pro is the first tier that includes the 8am IQ Writing and Document Assistants. Advanced adds Case Assistant for matter-grounded questions and Discovery Assistant for OCR, with 5,000 pooled pages per active user each month. Basic does not list these embedded AI assistants among its included features.
The 8am Terms state that Customer Content and IQ Content are not used to train or fine-tune generative models, and customers retain ownership of their IQ inputs and outputs between the parties. The terms still allow product-improvement review that does not train the models. Data sent through the separate Claude connector is processed under the firm's Anthropic agreement and settings, so that path requires its own review.
No, 8am MyCase currently says individual Case Assistant chat histories cannot be deleted. It also says the vector data used for Case Assistant is retained for up to 30 days after the last activity on the case. Firms can disable 8am IQ at the firm level, but that control does not establish retrospective deletion of existing chat histories.
No, 8am MyCase says client portal contacts are not billed as active firm users. Basic includes a limited client portal, while higher tiers add broader intake and communication functions. Compare the specific portal actions your firm needs before choosing a tier.
8am MyCase Pro includes more than 70 documented integrations, while Advanced adds the Open API. The beta MyCase MCP is included with paid MyCase plans and currently gives Claude read-only access to permitted MyCase data. It requires a separate Claude Team or Enterprise subscription with training disabled, and any retrieved data is handled under the firm's Anthropic agreement and configuration.
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