- MyCase is cloud-based legal practice management software for solo, small, and mid-size law firms, covering cases, documents, client communication, billing, and payments.
- It is now branded 8am MyCase, sitting alongside LawPay, CASEpeer, and DocketWise after AffiniPay bought it in June 2022.
- Pricing runs $50, $100, or $130 per user per month on annual billing, and the features most firms want (intake forms, CRM, texting, automations) start at the $100 Pro tier.
- MyCase is built around hourly billing, so contingency work, liens, and settlement math need workarounds. One Capterra reviewer said it plainly, and we quote them below.
- CASEpeer, from the same parent company, is the personal injury version, and SmartAdvocate, Filevine, and Litify are the other PI-native options worth pricing.
- No case management system answers your phone. A PI case generates roughly 150 calls, and your CMS only holds the ones somebody types in.
MyCase is cloud-based legal practice management software that keeps a firm's cases, documents, calendars, client messages, billing, and payments in one place. It runs about $50 to $130 per user per month, and it serves solo, small, and mid-size firms across practice areas.
That answers the search box version of what is MyCase. It does not answer the question a plaintiff firm is actually asking, which is whether a system built around billable hours can run a practice paid on contingency.
So this guide covers the parts most answers to what is MyCase skip: which features sit behind which price tier, what personal injury firms run into after a few months, how MyCase relates to CASEpeer (same owner, different product), and the work no case management system touches.
Quick disclosure before we start: HelloCounsel builds AI voice agents for plaintiff firms, so we have a view on the last part. We do not sell case management software, and the rest of this is a straight read on MyCase.
What Is MyCase?
MyCase is a cloud legal practice management platform for law firms in the US and Canada. It combines case and contact management, calendaring, document management, client intake forms, a client portal, time tracking, invoicing, trust accounting, and online payments in one login, with mobile apps for iOS and Android.
In plain terms, it replaces the pile most small firms start with:
| What firms use before | What MyCase replaces it with |
|---|---|
| Shared drives and desktop folders | Document management with templates and unlimited storage |
| A wall calendar and personal Outlook invites | A firm-wide calendar with reminders |
| Email chains with clients | A client portal, two-way texting, and a call log |
| A separate billing tool and a spreadsheet | Time entry, invoicing, trust accounting, and LawPay payments |
| Paper intake sheets and a lead spreadsheet | Online intake forms, a legal CRM, and eSignature |
Who owns MyCase now
MyCase started in San Diego in 2009 and was acquired by AffiniPay in June 2022. The product now carries the 8am brand, alongside LawPay, CASEpeer, and DocketWise, which matters for two reasons: payments run through LawPay by default, and CASEpeer, the personal injury system, sits inside the same company. Hold that thought for the fit section.
Who MyCase is built for
The short answer to what MyCase is best for: solo attorneys, small firms, and mid-size firms that want one system instead of five. It serves family law, criminal defense, estate planning, bankruptcy, immigration, and general practice, and it partners with more than 130 bar associations. Many of those associations pass along a member discount, which is how plenty of firms end up on MyCase in the first place.
What Does MyCase Do? The Features That Matter
Asking what MyCase is gets you a category. Asking what it does gets you a decision. The feature list is long, so here it is grouped by the job each part does rather than by menu name.
Cases, calendars, and documents
This is the part of what MyCase is that firms use hourly. Every matter holds its contacts, notes, tasks, deadlines, and documents. You generate documents from templates that auto-fill client details, track versions, and share files without email attachments. The calendar pulls firm-wide deadlines into one view with text reminders.
Intake forms, legal CRM, and eSignature
Customizable web intake forms feed a lead pipeline, so prospective clients move from first contact to signed retainer inside the same system. Retainer agreements go out for signature and come back tracked. This is the piece that makes MyCase interesting to firms that have been running intake on paper or in a spreadsheet, and it starts at the Pro tier.
Client portal, texting, and the call log
Clients log in to a secure portal to see updates, share documents, and message the firm. Firms on Pro and above get two-way texting from a dedicated number, plus a call log. Read that last part carefully: a call log is a place to record calls, not a system that answers them. We come back to this.
Time entry, billing, trust accounting, and payments
Time tracking, invoicing, multiple billing rates, trust accounting, and payments through LawPay, including payment plans and next-day deposits. MyCase Accounting is a $39 per user add-on for three-way trust reconciliation. Billing is where MyCase invests most, and the homepage ROI calculator asks for your hourly billable rate.
The AI features: 8am IQ
Pro includes an AI writing and document assistant. Advanced adds the 8am IQ Case Assistant, which summarizes files, builds timelines, and surfaces next steps, plus a Discovery Assistant that runs OCR on 5,000 pages per user each month. There is also a MyCase MCP connector that lets a firm query MyCase from Claude, read-only and bound by existing permissions.
Worth knowing
Adoption is not universal yet. In the ABA's 2024 Legal Technology Survey Report, 30% of lawyers at firms with 10 to 49 lawyers used AI-based tools, against 46% at firms of 100 or more (ABA Journal). Buying the tier is easy; getting the team to use it is the real project.
How Much Does MyCase Cost in 2026?
Half the people searching for what MyCase is really want the price. MyCase publishes it, which is more than most legal software vendors do. Three tiers, priced per user per month, as of September 2026:
| Plan | Annual billing | Monthly billing | What you get |
|---|---|---|---|
| Basic | $50/user/month | $60/user/month | Case and contact management, time entry, invoicing, trust accounting, online payments, reporting, unlimited document storage, limited client portal |
| Pro | $100/user/month | $120/user/month | Everything in Basic, plus unlimited eSignature and document generation, workflow automation, intake forms and legal CRM, two-way texting and call log, premium billing and reporting, the AI writing assistant, and 70+ integrations |
| Advanced | $130/user/month | $150/user/month | Everything in Pro, plus the 8am IQ Case and Discovery Assistants, advanced document automation, desktop drive, conflict checking, split billing, and an open API |
Add-ons sit on top. MyCase Accounting is $39 per user per month. LawPay payments carry no monthly fee, just processing rates. Annual billing saves up to 16%, and there is a 10-day free trial with no credit card.
Run the math for a real firm. Say you have two attorneys, two case managers, and an office manager, all on Pro:
- 5 users x $100: $500 a month, or $6,000 a year on annual billing
- Add MyCase Accounting: another $195 a month, so $8,340 a year
- Drop to Basic to save money: you lose intake forms, the CRM, texting, and automations, which are usually the reason you bought it
The tier gating is the part worth circling. Most firms quote themselves the $50 number and end up on Pro within a quarter.
Practical tip
Check your bar association before you buy. The State Bar of Arizona, for example, lists a 10% lifetime discount for members starting with MyCase, and 130+ associations partner with the company. It is a five-minute check that can knock a few hundred dollars a year off the bill.
Is MyCase Right for a Personal Injury Firm?
This is where the honest answer to what MyCase is for diverges from the marketing. MyCase is a good small-firm system. It is also built around billing hours, and your firm does not bill hours.
Where MyCase fits a PI practice
It works for smaller plaintiff practices that want organization first: one place for matters and documents, a client portal that cuts down status calls, intake forms that beat paper, and reasonable pricing. It also fits firms running mixed work, where some matters are hourly or flat fee and contingency is only part of the book. The interface is clean, onboarding is quick, and support gets consistent praise in reviews.
Where contingency practices hit the wall
The gap shows up once volume grows. A Capterra reviewer running personal injury and employment matters put it better than we could: MyCase allows contingency matters but <q>"doesn't actually have any functionality built in for contingency cases."</q> Same reviewer, fair point, and they still called the platform a good experience for basic case management. (Capterra)
What that means day to day:
- Liens and settlement math: no native lien tracking, no settlement disbursement calculators, no fee splits built for a contingency file
- Medical records: requests and provider follow-up live in tasks and notes rather than a records module, unless you bolt on an integration
- Case value and treatment tracking: no PI-native fields for treatment status, policy limits, or case value
- Reporting: reviewers flag limited reporting and customization, which bites when a firm administrator wants case-cycle numbers rather than billing numbers
- Performance at volume: reviewers also report slow loading with large document sets, which is a normal week for a PI file
What MyCase is not
Worth naming plainly, because the marketing language covers a lot of ground. MyCase is not a full accounting package: it handles billing and trust accounting, and firms still run QuickBooks alongside it for financial statements. It is not a medical records system, not a lien manager, and not a reporting warehouse for case-cycle analytics. It is also not a phone system, which is the one most firms forget until the first month of missed calls.
The PI-native alternatives, including one from the same company
CASEpeer is the personal injury product inside 8am, and it is structured the way a plaintiff file actually moves, with tasks, timelines, treatment, and settlement tracking built for a PI matter. One Capterra reviewer calls it a "strong case management system" that carries a personal injury file from intake through settlement. SmartAdvocate, Filevine, and Litify are the other names that come up once a firm outgrows general-purpose software.
| System | Built for | PI-native features |
|---|---|---|
| MyCase | General practice, solo to mid-size | Intake forms, lead management, workflow automation, expense tracking |
| CASEpeer | Personal injury, small to mid-size | Statute alerts, medical, lien, and settlement tracking, PI reporting |
| SmartAdvocate | Personal injury and mass tort | Insurance tracking, automated workflows, settlement calculators |
| Filevine | Mid-size and larger PI firms | Highly configurable, deep integration marketplace |
| Litify | Larger multi-office plaintiff firms | Built on Salesforce, strong dashboards and reporting |
None of this makes MyCase a bad software. It makes it a general-practice buy. If contingency files are your whole business, price CASEpeer and SmartAdvocate before you sign a MyCase contract, and if you are already comparing, our guides to AI intake for SmartAdvocate firms and AI receptionists for Litify firms cover how each one handles the call side.
How MyCase Works Day to Day
Software tours flatten everything into features. The way it actually runs at a five-person firm looks more like this.
1. A lead comes in. They fill out your intake form from your website, or someone on your team enters the call. The lead lands in the CRM pipeline with a status
2. You qualify and sign. The retainer goes out for eSignature from the same record, and the signed copy files itself against the new matter
3. The matter opens. Contacts, notes, tasks, and deadlines live on the case. Documents generate from templates already filled with the client's details
4. Work happens. Your team logs time or expenses, texts the client from the firm number, and posts updates to the portal instead of fielding another status email
5. Money moves. Invoices generate from tracked time and expenses, clients pay by card or eCheck through LawPay, and funds land in the right account with trust rules applied
6. You look at numbers. Reports show billing, collections, and case activity, and on Advanced the AI assistant summarizes a file or builds a timeline on request
It is a tidy loop, and it is genuinely better than a shared drive and a billing tool that do not speak. Note where the loop starts, though. It starts once information is already inside MyCase. Getting it there is your team's job.
MyCase Pros and Cons
Pulled from the product itself and from verified reviews on Capterra:
| Pros | Cons |
|---|---|
| Clean interface and short learning curve, which matters when your case managers are not technical | No native contingency, lien, or settlement functionality, which is the core of a PI file |
| Published pricing, a 10-day free trial, and bar association discounts, so you can test before committing | Intake forms, CRM, texting, and automations start at the $100 Pro tier, so the entry price is rarely the real price |
| Billing, trust accounting, and payments are strong, and LawPay is built in rather than bolted on | Reviewers report limited reporting and customization flexibility, and clunky bulk time uploads |
| Client portal and two-way texting cut the volume of status emails a small team fields | Performance slows with large document and data volumes, which is a normal PI file |
What reviewers keep saying
Three themes repeat across recent reviews.
- First, value: firms describe MyCase as more affordable than the bigger platforms and admit it does not match them feature for feature.
- Second, support: responsive and knowledgeable, which comes up often enough to count.
- Third, ceilings: reporting, customization, and bulk actions run out of room before the firm does.
Read those together and you get a fair picture of what MyCase is, which is a well-executed system for firms that do not need a specialized one.
What MyCase Integrates With
MyCase lists 70+ integrations from Pro up, with an open API on Advanced. The ones a PI firm would actually reach for:
- Arctrieval: automates medical and billing record requests, with provider details syncing back to the case
- Case Status: pushes case stages and updates to a client-facing mobile app
- Attorney Share: sends and tracks referrals inside MyCase
- Briefpoint and EsquireTek: draft and respond to discovery
- CallRail: call tracking that ties signed cases back to ad spend
- Dropbox and QuickBooks: documents and accounting
Notice the pattern. Records retrieval, client updates, and call handling all get solved by connecting something else. The CMS is the destination for that work, never the thing that performs it.
The Work No Case Management System Does
Buy any of the systems above and you still have the same Tuesday. A client calls for a status update, an adjuster returns a call about a settlement demand, a records clerk needs the authorization resent, and a new lead calls at 8:40 p.m. while everyone is home.
Our analysis puts a typical personal injury case at roughly 150 calls over its life, and most of them arrive after the client signs. Your CMS holds only the ones somebody typed in.
HelloCounsel's AI voice agents close that gap. They answer the main line, identify the caller and the matter before the conversation starts, and qualify new leads against your intake criteria. Once a lead qualifies, they open the case and organize the first records requests. From there, they chase providers for records, open insurance claims, run client and treatment check-ins, and wait in hold queues so your case managers don't. Every call is written back to the matter with a summary and transcript, which is what CMS write-back means in practice.
What that changes inside the firm:
- Faster case onboarding: Up to 60% faster, since matter setup and first records requests happen at intake
- Speed to answer: Every call picked up on the first ring, including after hours
- Staff hours back: Less time on hold and retyping messages, more on treatment, records, and demand work
- Lower overhead: Call volume grows without a matching increase in hires
- A complete file: Your CMS reflects the full conversation history, not just what someone remembered to type
Our agents have handled 25,000+ calls and 500+ hours of call time, with 93% SOP precision on every call and a 48% improvement in call reception rates. Write-back is native to SmartAdvocate, Filevine, Litify, Lead Docket, and Clio, with custom integrations for other systems.
Whichever CMS you choose, two questions decide how complete your file ends up: who answers the phone, and what happens to the call afterward. For the operational detail, see our guides to the cost of missed calls and outbound calling for PI firms.
How to Decide
You came for what MyCase is. Here is what to do with the answer, in three plain conditions.
You probably already know which one you are.
1. Stay on MyCase if your firm is small, your work is mixed, and your biggest problem is organization, billing, and getting clients to stop emailing. The Pro tier at $100 per user covers it.
2. Price a PI-native system if contingency is your whole practice and you need liens, settlements, treatment, and records tracked natively. Start with CASEpeer and SmartAdvocate, and bring Filevine or Litify in if you are past 50 staff.
3. Fix the call gap either way. Reviewing your own numbers first helps: pull a month of call logs, sort them by caller type, and see how much of the conversation history actually made it into your files.
If that third one lands, see how our AI voice agents handle a PI firm's call load, or book a call with our founders and bring a week of call logs.
You can also read more about the team and our guide to evaluating an AI voice agent before you talk to anyone, including us.
Frequently Asked Questions
What is MyCase used for?
MyCase is used to run a law firm from one system: case and contact management, calendars and deadlines, documents, client intake forms, a client portal, texting, time tracking, invoicing, trust accounting, and online payments through LawPay.
How much does MyCase cost per user?
As of September 2026, MyCase costs $50, $100, or $130 per user per month on annual billing (Basic, Pro, Advanced), or $60, $120, and $150 monthly. MyCase Accounting adds $39 per user.
Is MyCase good for personal injury firms?
It works for smaller plaintiff firms that want organization and simple intake. It lacks native contingency, lien, and settlement tracking, so high-volume PI firms usually move to CASEpeer, SmartAdvocate, Filevine, or Litify.
What is the difference between MyCase and CASEpeer?
Both belong to 8am. MyCase is general-practice software built around billing across many practice areas. CASEpeer is purpose-built for personal injury, with statute alerts and medical, lien, and settlement tracking.
Who owns MyCase?
MyCase was founded in San Diego in 2009 and acquired by AffiniPay in June 2022. It now carries the 8am brand alongside LawPay, CASEpeer, and DocketWise.
Does MyCase have a free trial?
Yes. MyCase offers a 10-day free trial with no credit card required, and many bar associations offer member discounts on top of published pricing.
Does HelloCounsel work with my case management system?
HelloCounsel writes calls directly into SmartAdvocate, Filevine, Litify, Lead Docket, and Clio, and builds custom integrations for other case management systems. The team scopes your setup during onboarding.
Share this article
