What It Does
MyCase is a cloud-based practice management platform for small to mid-size law firms. It covers matter management, calendaring, time tracking, billing, trust accounting, document management, client intake, and a client portal. The platform also includes built-in payment processing (credit cards, e-checks) and a legal CRM for lead tracking.
MyCase is part of the 8am group (formerly AffiniPay), which also owns LawPay, CASEpeer, DocketWise, and CPACharge. The group rebranded from AffiniPay to 8am in August 2025 and has achieved 217% revenue growth over the past three years, now serving 250,000+ professionals. This gives MyCase native payment processing via LawPay and increasing cross-product integrations.
Who It’s For
Solo practitioners — MyCase is a solid choice for solos who want an all-in-one platform without the complexity of enterprise tools. The client portal and built-in payments mean you can send invoices and get paid without cobbling together separate services.
Small firms (2-10) — The core market. MyCase handles the basics well — matter tracking, billing, calendaring, document storage. It won’t win awards for depth in any single area, but the breadth is good for firms that want one platform.
Mid-size firms (11-50) — Usable, but you may outgrow it. Firms at this size often need more sophisticated reporting, conflict checking, and document automation than MyCase provides out of the box.
Large firms / In-house — Not the target market. Look at Litify, iManage, or enterprise-level ELM platforms.
What We Found
MyCase competes directly with Clio, PracticePanther, and Smokeball in the small-firm practice management space. Its strongest differentiators are the built-in payment processing (LawPay integration is native) and the client portal, which includes secure messaging and document sharing.
Users generally praise the ease of setup and clean interface. The learning curve is lower than Smokeball or Clio, which makes it appealing for firms adopting practice management software for the first time.
Common criticisms include limited customisation options compared to Clio, occasional sync issues with calendar integrations, and a document management system that handles basic storage but lacks the depth of dedicated DMS tools.
MyCase publishes pricing: plans start at $39/user/month (Basic) up to $89/user/month (Advanced). There’s a free trial available. This makes it more transparent than several competitors.
Trust accounting is IOLTA-compliant, which is a must-have for firms handling client funds. MyCase positions security and compliance as differentiators, citing bank-grade security standards.
What We Haven’t Verified
- AI feature maturity — “AI-powered platform” is mentioned but specifics are sparse
- “Bank-grade security” — no published SOC 2 or specific security certifications found
- The 8am group cross-product integration depth between MyCase, LawPay, CASEpeer, and DocketWise
- Conflict checking thoroughness across complex corporate structures
Workflows
Based on practitioner evidence, MyCase is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems MyCase addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
New client calls the office, receptionist takes notes on paper, conflict check takes 48 hours — by then the prospect hired the first attorney who picked up the phone
Attorneys reconstruct their day at 9pm, guessing at time entries — studies show 10-15% of billable hours vanish when you don't track in real time
Client calls asking 'what's happening with my case?' — paralegal has to interrupt the attorney because matter status lives in someone's head, not a system
Solo attorney paying $500+/month across 6 different software tools that don't share data — needs one system that actually handles the basics without nickel-and-diming
Trust accounting is a disbarment minefield — one misposted IOLTA transaction means commingling client funds, and generic accounting software like QuickBooks doesn't understand the bar's three-way reconciliation requirements
Where it fits in your workflow
Before MyCase
Lead captured (website form, phone, referral) → MyCase CRM tracks pipeline → intake form sent → retainer e-signed → matter opened
After MyCase
Matter managed → tasks assigned → time tracked → documents stored → client portal provides status updates → invoice generated → payment via LawPay (native integration) → trust accounting reconciled → matter closed
Integrations & hand-offs
MyCase → LawPay (native payment processing, same parent company 8am). MyCase → QuickBooks/Xero (accounting sync). MyCase → client portal (case status, document sharing, secure messaging). MyCase → Google/Outlook (calendar sync).
Also used by similar teams
Community Data
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