8am™ MyCase

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.

• All positive first with the credit card payment management
• Secondly with the integration of our client Intake Form
• Thirdly with our calendar management
• and perhaps most importantely, allowing us to communicate with clients via text
• Allowing us to share and receive documents and files securely with clients and opposing counsel

Amicus Attorney by CARET

QuickBooks Desktop Pro, Microsoft 365 Business Premium

Our law firm uses 8am MyCase for case management, client billing, and trust accounting. In terms of case management, we use it for calendaring, document management, and a convenient client communication portal. Our front desk is able to use the phone log feature to distribute missed calls to attorneys and staff. Our clients are encouraged to use the client portal to view documents related to their case and to communicate with our staff.

• Positive is client communication is much better
• Negative is that we cannot work in a single document with a client or other staff simultaneously
• The client portal is confusing for some clients.
• Positive impact is that it puts all of our case functions under a single roof.

Microsoft 365, Patriot Accounting, Patriot Payroll

I use 8am MyCase for most all aspects of my solo law practice. I keep track of billable hours, expenses, tasks, calendar items and handle all invoicing directly through the platform. It works great! I switched from a "legacy" competitor that I had used for 5+ years before making the switch to 8am MyCase and have never looked back. Even though it perfectly suits my needs for what I use it for, I know there is even more power to be unlocked from this platform if I merged/integrated other systems I use into this platform. Look forward to continuing to grow.

• Organization: I know where to go for my case details
• Efficiency: I just leave a window open on one screen logged into mycase and I can instantly modify/update matter details
• Billing: integrated credit card payments/invoice updating is nice. Invoicing is a lot easier than prior platforms I used given you can email the invoice out directly from the platform, and see when it has been viewed.

8am™ LawPay, CosmoLex and Clio

QuickBooks Online, Adobe Acrobat, Microsoft 365

I use 8am to track my time, my payments, my expenses, and lead forms. I know it has capabilities that I have not used, but I like that I can use it for intake, client management, secure document transfer, and that it tracks hours, payments, and expenses.

• Its an easy way to track my income and expenses
• it helps me track clients
• It helps me track old AR

Clio and CarpeDiem

8am™ LawPay, Microsoft 365, Lexis

Integrates with Dropbox and Outlook. Used for billing, calendaring cases info and keeping track of documents

• MyCase has significantly increased prices including price per user which has lowered the return on investment in my opinion. However, it is nice to have everyone on one system

Email to PDF for Outlook, Microsoft Teams