8am™ MyCase and LawPay helped manage my time and clients
Use Cases and Deployment Scope
We use 8am to receive credit card payments (formerly LawPay), as well as for case management (formerly MyCase) as well as for client communications. The client management software allows us to organize our digital files, share documents securely with client and opposing counsel as well as allowing clients and opposing counsel to upload documents directly to our digital case file securely. Within 8am, we can also send and receive text messages from clients. Clients start their contact with us by completing an Intake Form we created and have within the 8am program and is emailed to them for them to complete and return to us connected directly to their consultation digital file. Because we do a lot of immigration work, we have added our docketwise addendum to 8am and all our client information will automatically populate into our immigration forms, saving us time and ensuring accuracy. We use this program for essentially the entirety of our practice.
Pros
- Securely transfer documents to and from clients and opposing counsel
- text messaging with clients and other contacts
- Managing our office calendar with color coding for different office personnel
- Taking and adding our credit card payments
- Maintaing our digital files in the cloud allowing us to access them from anywhere at anytime
Cons
- Time Entries should show as billable and non-billable without the need to open each time entry to see if it is billable or not
- The app should allow searching for text messages just as the web version does
- The app should allow searching for files just as the web version does
Likelihood to Recommend
It is great for taking credit card payments, managing calendars, sharing and accepting document uploads and maintaining digital files.
The app is better than nothing, however is vastly inferior to the web version. The time entries should show on the first screen whether they are marked as billable or non-billable without having to enter each specific time entry
