8am Showcase — Solutions to power your law firm
Payment Preferences
Accept payments on your terms
Set the way you get paid.
Give clients convenience. Keep control.
Accept payments on your terms
Choose exactly which payment options appear on every invoice.
Seven in ten consumers say multiple bill-payment options improve their satisfaction with the biller, and 65% expect website or app-based card payment.
NYSBA
Payments shouldn’t be a trade-off
All-or-nothing payment settings force firms to choose between staying in control and offering convenience to their clients.
Choose which payment methods appear on invoices
The right payment methods vary by client, matter, and firm policy. Turn card, ACH, or financing on or off for individual invoices, so every payment request fits.
Clients only see what the firm approves
When a client opens a payment request, they only see the options chosen for that invoice. The checkout experience stays intuitive and professional.
“With LawPay’s option for credit, debit, eCheck, or Pay Later, that makes our probability of getting retained four times greater.”
Kim Burch
Office Manager
Murphy Jones Law
California and Nevada
Payment Preferences
Accepts payment on your terms
Firm Agent
From a morning brief of what’s due today to where your firm should grow next, Firm Agent answers it all in one conversation.
Firm Agent
See exactly where things stand
An agent for the whole firm.
Confidence starts with firm-wide clarity
See exactly where things stand
From a morning brief of what’s due today to where your firm should grow next, Firm Agent answers it all in one conversation.
The average knowledge worker now spends 60% of their time on status updates, searching for information, and coordinating between tools.
Asana - State of Work Innovation
One conversation
Every day, legal professionals lose hours piecing together case details and running reports to see firm-wide insights.
Start the day already caught up
Firm Agent knows your whole firm and provides a complete morning brief, so you can proceed with the confidence that comes with staying on top of all tasks and deadlines.
One answer without running three reports
What’s our most profitable practice area? Who bills the most? What’s our realization rate? Which leads are at risk? Firm Agent answers quickly, accurately, and in plain language.
Spot issues before they become problems
Overdue invoices across all active matters. Cases with no billed time in 60 days. Workload by practice area. Just ask, and Firm Agent finds what needs attention now.
Everyone sees only what they need
Firm owners and administrators see all matters and full financials. Attorneys see their own. Paralegals see permitted matters with financials blocked. Firm Agent enforces the same role permissions already set in MyCase.
Josh Carter, Principal Product Manager
8am, Texas
“An attorney can ask which trial-bound cases have gone quiet on client contact without touching a filter. That turns a workflow that today takes multiple screens and manual cross-referencing into a single conversation.”
Firm Agent
Discovery Assistant
Somewhere in your scanned files is the information you need. Discovery Assistant makes sure you find it.
Discovery Assistant
Every detail surfaced
Discovery, handled.
Every file searchable. Every insight sharper.
Every Detail Surfaced
Somewhere in your scanned files is the information you need. Discovery Assistant makes sure you find it.
35% of documents uploaded to MyCase are image files
MyCase data
It’s in the details
Without OCR, scanned PDFs, JPGs, PNGs, and TIFFs sit in your system as image files, invisible to search.
Now every file is searchable
With built-in OCR, every image-based file is automatically converted into readable, searchable text. Passports. Court records. 200-page PDFs from opposing counsel. Nothing gets missed.
No juggling add ons. No extra steps.
OCR runs automatically the moment a document is uploaded to MyCase. No conversion step, no third-party tools, no re-upload. The file is searchable as soon as it’s in the system.
Search results you can rely on
Search case data with confidence, knowing Discovery Assistant ensures important details aren’t overlooked.
“This is quite awesome. Thank you.”
Linda G., Paralegal
Insurance Litigation firm
Arizona
Discovery Assistant
Every detail surfaced
Case Assistant
Ask matter details, get a historical timeline, and draft and send a client message, all without leaving your case conversation.
Case Assistant
No switching tabs or screens
Every case, on track.
Ask, draft, send. All in one chat.
No switching tabs or screens
Ask matter details, get a historical timeline, and draft and send a client message, all without leaving your case conversation.
According to the 2025 Future of Professionals study, 50% of legal professionals using AI reported using it for correspondence drafting.
Thomson Reuters
A leading bar complaint addressed
Poor communication is a leading driver of bar complaints. Case Assistant drafts client updates that keep clients informed and the firm protected.
Case answers you can trust
Case Assistant spans case facts, documents, and financials to answer any query. Ask "Where do we stand financially on this matter?" and get a clear answer, with complete case context.
Catch billing surprises before the client does
With financial data fully integrated, Case Assistant can surface a matter running over budget or uninvoiced expenses before they become a problem — giving firms a chance to address it on their terms.
Consistent prompts that yield faster results
A built-in prompt library lets you save and reuse your most effective queries. Get consistent answers without starting from scratch or trying to remember what worked last time.
Draft it. Send it. Never leave the chat.
Case Assistant brings in relevant case details to draft client messages. Review and send directly from the chat. No switching tabs, no lost context.
“Having all of our financial data available on demand is instrumental to our success and my peace of mind.”
Todd Spodek
Managing Partner
Spodek Law Group
New York
Case Assistant
MyCase MCP
When Claude reads data from MyCase, it becomes context Claude carries into everything, from casework to insights about firm profitability and growth opportunities.
MyCase for Claude
Ask anything, get the full picture
MyCase, meet Claude.
Close the gap between data and action
Ask anything, get the full picture
When Claude reads data from MyCase, it becomes context Claude carries into everything, from casework to insights about firm profitability and growth opportunities.
69% of legal professionals personally use general-purpose AI tools such as ChatGPT, Gemini, or Claude for work, up from 31% in 2025
8am™ 2026 Legal Industry Report: Generative AI Adoption
Answers shouldn’t be this hard to find
Getting an answer from your own data means running reports, exporting them, and clicking through tab after tab. Most firms just live with it, and none of that time is billable.
Move casework forward faster
MyCase MCP connects your firm data directly to Claude. Every answer comes from your firm’s own records, not a generic AI guess. Get answers fast, without the manual search or copy and paste.
Data without the legwork
No more exports, copy-pasting, or stale spreadsheets. Just live data, straight from MyCase.
Clear, firm-wide insights
Ask Claude about your firm’s staff, productivity, or revenue across every matter. Check unbilled hours, outstanding invoices, or get a fast read on which practice areas are the most profitable.
You stay protected and in control
Every connection between MyCase and Claude respects the rules your practice already runs on and aligns with 8am data protection standards.
“I really wanted to be connected to MyCase. I really wanted to be connected to all my systems because then it would just be instantaneous and go through all of my systems and know where problems lie.”
Lance K.
Founding Attorney
Criminal Law Firm
Texas
Included in every MyCase plan
Up and running in minutes. No setup fee. No per-seat charge. No separate contract. Just enable it in MyCase settings and connect from the Claude connector directory.
MyCase MCP
Client Messaging
Write intake confirmations, status updates, and reminders once. Send them to every client, every time, automatically personalized.
Client Messaging
Type less, send faster
Message clients in a click.
Sending client updates just got easier
Type less, send faster
Write intake confirmations, status updates, and reminders once. Send them to every client, every time, automatically personalized.
68% of law firm clients care about experience as much or more than outcomes.
Case Status: Legal CX Report
It’s a bandwidth gap
There’s no time to send updates on every open matter. Client message templates and AI drafting close that gap, making it easy to stay on top of regular, proactive client updates.
An informed client is a confident client
Clients who hear from you regularly trust you more, and call less. Message templates handle the routine updates you send every day. When you need something custom, Case Assistant drafts it with AI. Free your team to focus on the work that actually moves cases forward.
Every message feels personal
Templates tailor messages by automatically pulling in client names and relevant details, while Case Assistant’s AI references full case context to customize each client message.
One template library for the whole team
Firm-approved templates mean every staff member sends communications that reflect the firm’s tone and standards. New hires get up to speed faster. Nothing off brand goes out.
Built to keep getting better
Your templates work today. As automated sends roll out, the same templates you’ve already built will start firing on their own at key case milestones, no extra setup required.
“The efficiency gained from the MyCase client portal alone saves me at least 2 hours each day. My workday has decreased from 14 hours per day to 11 hours per day—all because of more efficient client communication.”
Emily Amara Gordon, Founding Attorney
Amara Immigration Law, LLC
Massachusetts
Client Messaging
Document Draft
Easily turn blank pages and precedent documents into templates that auto-populate using your MyCase data.
Document Draft
Documents that build themselves
Draft in seconds, not hours.
Documents that build themselves
Faster drafts at every stage
Easily turn blank pages and precedent documents into templates that auto-populate using your MyCase data.
Among legal professionals using legal-specific AI, 51% draft documents manually, and 62% draft document templates manually.
2026 Legal Industry Report, Generative AI Adoption
Drafting is its own job
Drafting is crucial for firms, but it eats hours. Time disappears into building templates and wrestling with Word.
Templates created for you
Upload a document you already use, and 8am IQ Draft turns it into a ready-to-use template, complete with relevant fields. It stays true to your original, so you can trust every document you send.
Seconds from your first draft
Instead of starting from a blank page, describe what you need and IQ Draft creates a template for you to review and edit.
Populates from case data and runs the numbers
Matter details come straight from MyCase and formula fields do the math. No manual work, no triple-checking, just confidence in the finished document.
Stay in MyCase from start to finish
Generate a complete, matter-specific document right in your browser, without needing to open Word. Finished documents save back to the matter.
“Building a document from scratch has always taken real time, that’s just true across the industry. 8am IQ Draft gets that down to minutes, and firms can reuse what they build across every case that needs it, so those hours come back again and again.”
Mar Morgan, Product Manager
8am, Texas
8am IQ Draft
Smart Spend Intelligence
Connect spend to cases with a click. One dashboard shows what’s tracked in advanced costs. Nothing gets missed.
Smart Spend Intelligence
Track every case dollar
See where the money goes.
Recover more of what you’re owed
Track every case dollar
Connect spend to cases with a click. One dashboard shows what’s tracked in advanced costs. Nothing gets missed.
57% of attorneys struggle with reimbursable expense collection.
MyCase data
Unlinked expenses mean missed reimbursements
Firms quietly absorb hard costs not linked to a case, instead of billing the client.
Integrated spend management. Total financial clarity.
Full visibility into every case expense. Tracked and recovered automatically with Smart Spend.
Faster case matching
Smart Spend Intelligence surfaces the most likely case for an expense based on recent activity, reducing a multi-step search to a single click.
Billing insights without data diving
With expense insights right on your dashboard, review spend attribution and turn lost billables into actionable numbers.
“What used to be a monthly reconciliation nightmare is now a seamless process. With 8am Smart Spend, expenses are automatically tied to matters, so nothing gets lost.”
Kathleen Gasparian
Founding Attorney,
Gasparian Spivey Immigration,
Louisiana
Smart Spend Intelligence
8am Capital
Traditional lenders check your credit. 8am Capital checks your revenue, and offers funds in days, not months.
8am Capital
Fast, flexible funding
Capital when you need it.
Capital when you need it
Fast, flexible funding
Traditional lenders check your credit. 8am Capital checks your revenue, and offers funds in days, not months.
70% of small businesses have less than four months of cash on hand.
Bipartisan Policy Center
Traditional lending is complicated
Delayed client payments. Advanced client expenses. Uneven revenue. Law firms operate with inherently variable cash flow profiles that traditional lenders often struggle to evaluate.
Funding in days
Applications live inside 8am with decisions in minutes and funding in 1-2 business days. Repayments happen automatically as revenue comes in.
No impact to credit
Approval is based on firm revenue and three months of payment history. That beats the 20-30% approval rate most firms get at a major bank.
Your revenue, now working as capital
Growth, cash flow or scaling up, 8am Capital is built to fund the next stage of the business you’ve built.
“Usually with a loan like this through a bank, you’re downloading three or four months of bank statements and filling out forms - it’s a whole process. With 8am Capital, it was already set up. We just answered the questions and got approved. The convenience is awesome.”
Ken Gallon,
Founding Attorney
Ken Gallon & Associates,
Oklahoma
8am Capital
Pay Later
Your clients pay over time while you collect funds up front.
Pay Later
Client financing at checkout
Let clients pay over time.
Client flexibility without delaying payment.
Client financing at checkout
Your clients pay over time while you collect funds up front.
Firms that offer Pay Later client financing see up to a 10% increase in collections.
LawPay data
Firms leave money on the table
When a client doesn’t have the cash they need, firms choose between discounting, carrying a payment plan, or waiting. Each option costs time, money, or both.
Clients apply and get an answer in minutes
Eligible clients apply for financing at checkout through Affirm and get an instant decision, with no impact to their credit score. Approved clients repay over time, on amounts from $150 to $30,000.
Get paid upfront and Affirm handles the rest
When a client uses financing, you receive the invoiced amount by ACH within one to five business days. Repayment happens between the client and Affirm, so you’re not liable for collecting on the loan.
Flexibility you control
You decide which invoices offer financing. When it’s enabled, the client sees it at checkout and chooses from there.
As part of the firm’s family law software suite, LawPay gives Diana Cupps Law the flexibility and reliability needed to make payments easier for clients while keeping cash flow consistent.
“Offering Pay Later often makes the difference in a client’s decision to choose our firm. This feature aligns perfectly with our mission to provide quality legal services to as many people as possible.”
Troy Cupps, Office Manager
Diana Cupps Law
Oklahoma
Pay Later
Quick Charge
Collect any payment from your dashboard with no invoice or case required.
Quick Charge
Payments without the setup
Charge a card in seconds.
The easiest way to collect a payment
Payments without the setup
Collect any payment from your dashboard with no invoice or case required.
68% of legal professionals say collecting client payments is among their firm’s largest hurdles.
8am™ 2025 Legal Industry Report
Setup delays are payment delays
Most payments start with setup: find the contact, open the case, create the invoice. These tasks stand between firms and their money.
Collect a payment in one step
Take a payment from the home or billing dashboard, with no invoice, case, or contact required. Quick Charge is the shortest path to paid, whether the client is new or one you’ve billed for years.
Speed with Compliance
When a new client pays, their contact is created automatically, so your records stay clean without slowing you down. Each payment routes to the right trust, credit, or operating account in the flow.
“We definitely get paid faster due to MyCase. Sometimes we receive payments within seconds or minutes. Most clients pay within one day.”
Kim Leval,
Business Manager
Sorenson Law,
Oregon
Quick Charge
Customizable Dashboards
Firm staff can customize their own dashboards to surface what’s most relevant to them
Customizable Dashboards
See what matters first
See what matters first.
Your dashboard, your way
See what matters first
Firm staff can customize their own dashboards to surface what’s most relevant to them
Small business leaders lose more than a full workday, 9 hours every single week, to excessive multitasking, operational inefficiencies, and context switching.
Business.com
One size doesn’t fit all
Everyone starts their workday differently. When the default is the same for every role, you scroll past what doesn’t apply to you to find what does. That clutter steals your focus.
Personalize in seconds
Show, hide and rearrange widgets on your home and billing dashboards. Reconfigure your layout whenever your priorities shift.
Less clutter, more focus
See what you need as soon as you log in: a to-do list, unread messages, a financial overview, whatever matters to you. Nothing to dig through.
“I like how flexible the system is. I can customize so many things.”
Trevor Theilen, Attorney
Trevor Theilen Law Office
Texas
Review sourced from G2.com
Customizable Dashboards
Next Day Payments
Two to three days becomes one. No setup, no fee, no guessing when funds will arrive.
Next Day Payments
Predictable deposits every time
Funds in your account, fast.
Yesterday’s payments in hand today
Predictable deposits every time
Two to three days becomes one. No setup, no fee, no guessing when funds will arrive.
88% of small businesses face cash flow disruption.¹
52% now view payment systems as strategic assets, signaling a shift toward modern, integrated financial operations.²
¹Relay Cash Flow Compass Report
²Marquta 2025 State of Payments Report
Cash flow is king
Firms plan better knowing exactly when their money lands. Predictable deposit timing means payroll gets covered, expenses get managed, and growth decisions get made with real numbers, not estimates.
Get funds by the next business morning
For eligible firms, next-day deposits are standard. No activation, no added cost, nothing to turn on.
Confident planning starts with predictable payments
When funds arrive the next business day, payroll, vendors, and growth decisions run on certainty instead of estimates. Every payment feature works exactly as it does now, still fully IOLTA and PCI compliant.
“8am’s next-day payments allow us to always know when funds are hitting, taking the guesswork out of planning around payroll and expenses.”
Jim Tombor, Partner
Perisho Tombor Brown PC,
California
Next Day Payments
Apple Pay
When paying is this quick and easy, clients don’t delay.
Apple Pay
The checkout your clients want
Tap to pay, right in MyCase.
Getting paid is faster than ever
The checkout your clients want
When paying is this quick and easy, clients don’t delay.
In 2026, consumers pay in-store with a digital wallet 12x more frequently than in 2022
PYMNTS Intelligence, 2026
Extra steps slow payments
Clients increasingly expect to pay in seconds from their phone. Make them dig out a card and type it in, and you’ll wait longer to get paid.
Skip the typing.
Clients pay from their Apple device with Face ID, Touch ID, or a passcode. For those who already use Apple Pay, there’s nothing to enter and nothing to look up.
Convenience and compliance
Apple Pay funds land in the right accounts with clean reconciliation, so you get the convenience without the IOLTA risk.
A better experience from request to receipt
“With Apple Pay, checkout is noticeably faster and smoother. Clients aren’t spending time entering card numbers anymore and our firms are seeing more payments come through.”
Rickey Leung,
Principal Product Manager
8am, California
Apple Pay
Payment Preferences
Choose exactly which payment options appear on every invoice.