MyCase Release Notes

CaseForm and 8am MyCase: Faster, more accurate court forms

Court forms are part of the job. But for most legal teams, they’re also one of the most time-consuming and error-prone parts of the job. With repetitive data entry, strict formatting requirements, county-specific variations, and deadlines, there isn’t much room for error.

That’s why we’re excited to introduce the CaseForm and 8am™ MyCase integration, a quicker and easier way to complete court forms using the case data you already have in MyCase.

With CaseForm by Caseway, firms can automatically fill real court forms using approved matter details from MyCase, review the completed form, and save it directly back to the matter. No retyping, no copy-and-paste. Just court-ready forms prepared faster and with fewer errors.

*Note that CaseForm currently only supports California court forms—4,500 court forms across 58 California counties. Texas and Florida forms are coming next.

A better way to handle court forms

Court forms may look straightforward at first glance, but they require careful attention to detail. Even small oversights can slow things down, which is why having a reliable, consistent process in place makes all the difference.

Eliminate repetitive data entry

With the integration, approved client and matter details flow directly from MyCase into court forms. Instead of re-entering the same information multiple times, your team can generate completed forms using data that already exists in the matter.

Reduce errors and filing delays

By pulling information directly from your system of record, the integration minimizes manual entry and the risk of typos or missing fields. That means fewer rejected filings and less time spent making last-minute corrections.

Stay on track with deadlines

Court timelines don’t change—but your workflow can improve. Automating form preparation helps your team complete filings more efficiently, freeing up time for substantive legal work while approaching deadlines with greater confidence.

How it works

The integration is designed to fit into your existing MyCase workflow.

1. Connect CaseForm to MyCase: Users grant permission-based access, ensuring control over what information is shared.

2. Select the matter and form: CaseForm pulls only the selected matter data and relevant documents needed to generate the specific court form.

3. Review the court-ready form: CaseForm produces a filled form using MyCase data. You review and make any final adjustments.

4. Save back to MyCase: Once finalized, the form is saved directly into the corresponding MyCase matter—keeping your case file complete and organized.

There’s no need to rebuild templates or overhaul your internal systems. It works alongside the processes your team already knows.

Why this matters for your firm

For growing firms, hiring additional staff to manage administrative workload isn’t always practical. But the volume of court forms doesn’t slow down.

The CaseForm integration helps firms:

• Save valuable time by reducing repetitive form preparation

• Reduce clerical errors by relying on existing matter data

• Maintain current workflows without retraining staff or adopting complex systems

Less administrative work, more confidence at filing time.

MyCase houses all matters, documents, and client information in one central place. CaseForm builds on that foundation by handling one of the most time-intensive administrative tasks: Preparing official court forms using the data already stored in your matters.

Because CaseForm is designed specifically for real court forms and legal workflows, there’s no complex setup, template rebuilding, or process overhaul required. The integration fits with your existing workflow, helping your team prepare forms faster, reduce errors, and approach filing deadlines with greater confidence—all while keeping everything organized in MyCase.

Get started today for faster, easier form filings.

New to MyCase?

Get a demo of MyCase.

Already a MyCase customer?

Learn more about the CaseForm integration.

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What is Seeb.AI?

Seeb.AI is a virtual receptionist designed for law firms. It answers incoming calls 24/7, identifies the caller, and responds using live information pulled directly from the firm’s case management system.

For MyCase users, Seeb.AI focuses on front-end growth and administrative efficiency. It can:

• Capture and qualify new leads
• Sync lead information directly into MyCase
• Read billing data to automate payment follow-ups
• Share case information with verified existing clients

By automating routine calls, Seeb.AI helps firms reduce non-billable work while delivering a faster, more professional client experience from the very first interaction.

What the Seeb.AI and MyCase integration does

The Seeb.AI integration with MyCase automates some of the most time-consuming parts of running a law firm: intake calls, payment reminders, and basic client inquiries.

With the integration in place, Seeb.AI:

• Responds to every incoming call, day or night—no waiting, no voicemail
• Recognizes callers and confirms access through phone matching and one-time passcodes
• Collects and qualifies new leads, syncing them directly into MyCase
• Checks open balances to trigger automated payment reminders
• Shares accurate case details with verified clients
• Organizes call activity and notes within Seeb.AI

Leads get immediate responses, clients get clear answers, and staff stay focused on higher-value work instead of managing phones.

The problems this integration solves

As firms grow, communication challenges grow with them. The MyCase + Seeb.AI integration is designed to address the most common pain points.

1. Missed calls mean missed revenue

Staff can’t answer every call, especially after hours or during court days. When calls go unanswered, potential clients move on. Seeb.AI ensures every inquiry is answered instantly, helping firms capture more leads and opportunities.

1. Manual follow-ups drain time

Following up on invoices and routine client questions pulls attorneys and admins away from billable work. Seeb.AI automates payment reminders and basic updates using MyCase data, reducing repetitive administrative tasks.

1. Clients expect instant answers

Today’s clients expect fast, transparent communication. Long hold times and voicemails create frustration and erode trust. Seeb.AI delivers immediate responses and accurate information at any time of day.

How Seeb.AI works with MyCase

MyCase centralizes case management, billing, and client communication in a single platform. Seeb.AI builds on that foundation by handling front-line client conversations automatically.

Using live case and billing data from MyCase, Seeb.AI delivers accurate responses, captures new leads, and verifies callers without pulling staff into every interaction.

Together, MyCase and Seeb.AI help firms:

• Access real-time case and billing information
• Create new leads directly in MyCase
• Provide consistent, reliable answers to callers
• Protect sensitive information through secure caller verification

The result is an always-on client experience that reduces daily call volume while keeping firms fully in control of their data.

Top features of the Seeb.AI and MyCase integration

• Always-on AI receptionist: Every call is answered immediately, whether it’s a new inquiry, an active client, or a billing question. No voicemail, no missed calls, and no reliance on staff availability.
• Automated lead intake: Seeb.AI gathers and qualifies new leads through configurable intake questions, then sends that information straight into MyCase for timely follow-up.
• Automated payment reminders: By referencing outstanding balances in MyCase, Seeb.AI handles invoice follow-ups automatically, helping firms stay on top of payments without manual outreach.
• On-demand case updates: Verified clients can access accurate case information pulled directly from MyCase, reducing routine status calls to the firm.
• Secure caller verification: Phone matching and one-time passcodes confirm caller identity before any case details are shared, protecting client confidentiality.

The MyCase + Seeb.AI integration is designed for firms with 3–50 staff across a wide range of practice areas, including family law, personal injury, business law, and estate planning.

These firms often manage high call volumes but don’t want to add headcount just to answer phones or chase payments. Seeb.AI works alongside existing MyCase workflows, so firms don’t need to change how they manage cases or train staff on complex new systems.

Make every client call count

With MyCase, Seeb.AI doesn’t just answer calls—it qualifies leads, follows up on payments, provides case information, and keeps conversations productive across the entire client lifecycle.

The Seeb.AI integration with MyCase helps law firms answer more calls, capture more leads, and reduce administrative work without adding staff. By automating intake, payment follow-ups, and routine client communication, firms stay responsive while protecting their team’s time.

New to MyCase?
Get a demo of MyCase.
Already a MyCase customer?
Learn more about the Seeb.AI integration.

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The legal landscape in 2025: What MyCase customers faced

In 2025, law firms across practice areas navigated a common set of challenges:

• Administrative work continued to compete with time spent serving clients
• Expectations for faster communication and clearer updates kept rising
• Firms needed stronger visibility into finances, caseloads, and overall performance
• Trust accounting, compliance requirements, and deadlines required constant attention
• Interest in AI and spend management tools grew—alongside the need for accuracy and reliability

These realities helped guide the MyCase roadmap in 2025. A simple question shaped every update: Does this help firms work with more clarity and confidence?

A defining year for MyCase

2025 marked a significant milestone as MyCase officially became 8am MyCase, aligning the product more closely with the broader 8am professional business platform and brand. This change reflected continued evolution from practice management software into a more connected, insight-driven hub for legal operations and business professionals.

That momentum was evident in how firms utilized MyCase throughout the year, as well as in the scope of new capabilities delivered to support their day-to-day work.

What we focused on in 2025 to make your day-to-day easier

Every update we made to MyCase this year was designed to fit naturally into your firm’s existing workflows, reducing friction rather than adding complexity.

Practical AI built into MyCase

In 2025, MyCase continued to invest in AI, with a clear focus on developing tools that support outcome-driven legal work and reinforce attorneys’ professional judgment.

The AI-powered capabilities in 8am IQ help legal professionals:

• Get fast, reliable answers by asking questions across cases, documents, and firm data
• Surface and summarize key information with less time spent digging through documents

These enhancements were built to enhance productivity while keeping you fully in control of your work.

Clearer financial visibility with 8am Smart Spend

As firms continued to grow and manage more complex work, having a clear, reliable view of spending became even more essential.

That’s why we introduced 8am Smart Spend—to help firms stay on top of expenses and make financial decisions with greater confidence. Smart Spend brings spending and reporting together in one place, with tools designed to be easy to use and simple to manage:

• Real-time visibility into spending so you always know where money is going
• Automated tracking and reporting to reduce manual work and simplify reconciliation
• Built-in spend controls that help teams stay aligned with firm budgets

With 8am Smart Spend, firms gained clearer oversight into their finances, making it easier to plan, manage, and move forward with confidence.

MyCase product highlights from 2025

Alongside new AI and spend management tools, MyCase continued delivering enhancements that helped firms manage more of their work in one place.

• Integrations launched: 18 for a total of 50 available
• New features added: 11 new updates and enhancements
• Busiest month for MyCase users: October
• Invoices created: 4,795,617
• Tasks created: 13,561,081
• Cases created: 2,768,002
• 31% of invoices paid the same day they were sent

Learning, connection, and the MyCase community

Kaleidoscope 2025

In 2025, business professionals (including many MyCase and other 8am customers) came together in person at Kaleidoscope, the inaugural user conference for legal professionals, presented by 8am.

The event brought together:

• 330+ attendees
• 26 breakout sessions
• Hands-on learning, peer discussions, and conversations with the MyCase team

Kaleidoscope also reflected the values of the 8am community. Through attendee contributions and an 8am match, more than $11,000 was donated to Ronald McDonald House Charities of Central Texas.

Education and events throughout the year

Beyond Kaleidoscope, MyCase customers engaged through webinars, educational sessions, and events designed to support firm growth and operational confidence.

• Webinars hosted: 19
• Events attended: 40

Looking ahead to 2026

As firms prepare for the year ahead, MyCase remains focused on delivering practical improvements that support clarity, confidence, and consistency in legal work.

Thank you for being part of the MyCase community in 2025. We’re proud of what we built together—and we’re committed to continuing that work in 2026. Cheers to a new year!

Interested in making MyCase part of your 2026? Book a demo.

Original source Report a problem

The legal landscape in 2025: What MyCase customers faced

In 2025, law firms across practice areas navigated a common set of challenges:

• Administrative work continued to compete with time spent serving clients
• Expectations for faster communication and clearer updates kept rising
• Firms needed stronger visibility into finances, caseloads, and overall performance
• Trust accounting, compliance requirements, and deadlines required constant attention
• Interest in AI and spend management tools grew—alongside the need for accuracy and reliability

These realities helped guide the MyCase roadmap in 2025. A simple question shaped every update: Does this help firms work with more clarity and confidence?

A defining year for MyCase

2025 marked a significant milestone as MyCase officially became 8am MyCase, aligning the product more closely with the broader 8am professional business platform and brand. This change reflected continued evolution from practice management software into a more connected, insight-driven hub for legal operations and business professionals.

That momentum was evident in how firms utilized MyCase throughout the year, as well as in the scope of new capabilities delivered to support their day-to-day work.

What we focused on in 2025 to make your day-to-day easier

Every update we made to MyCase this year was designed to fit naturally into your firm’s existing workflows, reducing friction rather than adding complexity.

Practical AI built into MyCase

In 2025, MyCase continued to invest in AI, with a clear focus on developing tools that support outcome-driven legal work and reinforce attorneys’ professional judgment.

The AI-powered capabilities in 8am IQ help legal professionals:

• Get fast, reliable answers by asking questions across cases, documents, and firm data
• Surface and summarize key information with less time spent digging through documents

These enhancements were built to enhance productivity while keeping you fully in control of your work.

Clearer financial visibility with 8am Smart Spend

As firms continued to grow and manage more complex work, having a clear, reliable view of spending became even more essential.

That’s why we introduced 8am Smart Spend—to help firms stay on top of expenses and make financial decisions with greater confidence. Smart Spend brings spending and reporting together in one place, with tools designed to be easy to use and simple to manage:

• Real-time visibility into spending so you always know where money is going
• Automated tracking and reporting to reduce manual work and simplify reconciliation
• Built-in spend controls that help teams stay aligned with firm budgets

With 8am Smart Spend, firms gained clearer oversight into their finances, making it easier to plan, manage, and move forward with confidence.

MyCase product highlights from 2025

Alongside new AI and spend management tools, MyCase continued delivering enhancements that helped firms manage more of their work in one place.

• Integrations launched: 18 for a total of 50 available
• New features added: 11 new updates and enhancements
• Busiest month for MyCase users: October
• Invoices created: 4,795,617
• Tasks created: 13,561,081
• Cases created: 2,768,002
• 31% of invoices paid the same day they were sent

Learning, connection, and the MyCase community

Kaleidoscope 2025

In 2025, business professionals (including many MyCase and other 8am customers) came together in person at Kaleidoscope, the inaugural user conference for legal professionals, presented by 8am.

The event brought together:

• 330+ attendees
• 26 breakout sessions
• Hands-on learning, peer discussions, and conversations with the MyCase team

Kaleidoscope also reflected the values of the 8am community. Through attendee contributions and an 8am match, more than $11,000 was donated to Ronald McDonald House Charities of Central Texas.

Education and events throughout the year

Beyond Kaleidoscope, MyCase customers engaged through webinars, educational sessions, and events designed to support firm growth and operational confidence.

• Webinars hosted: 19
• Events attended: 40

Looking ahead to 2026

As firms prepare for the year ahead, MyCase remains focused on delivering practical improvements that support clarity, confidence, and consistency in legal work.

Thank you for being part of the MyCase community in 2025. We’re proud of what we built together—and we’re committed to continuing that work in 2026. Cheers to a new year!

Interested in making MyCase part of your 2026? Book a demo.

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Estate planning has changed. Clients today manage more than just physical property—they own digital assets, online accounts, and encrypted investments that need to be accounted for in their plans. Yet most intake processes are still stuck in the past, relying on PDFs, emails, and spreadsheets that slow everything down.
That’s where Eternal Me, now integrated with 8am™ MyCase, comes in. This secure, connected platform modernizes the estate planning intake experience—giving firms and clients one hub for both traditional and digital assets.

What Eternal Me does

Eternal Me replaces fragmented, paper-based intake workflows with an all-in-one digital platform built for modern estate planning.
With the MyCase integration, you can create secure digital estates in just a few clicks—either by launching a new matter in MyCase or importing existing clients directly into Eternal Me Pro. From there, you can collaborate with clients and staff in real time, capture complete data for every asset, and move matters forward faster.
Instead of managing files across multiple tools, everything—forms, reviews, and approvals—lives in one secure hub.

Why it matters for your firm

Estate planning clients expect both convenience and security. They’re managing bank accounts and crypto wallets right alongside family homes and heirlooms. Eternal Me gives firms a single, streamlined way to handle both—while reducing errors and manual back-and-forth.
Here’s what that means for your team:

• Simplified intake: Replace PDFs, spreadsheets, and multiple apps with one connected platform that captures everything the first time.
• Faster progress: Collaborate with clients and staff in real time to keep matters moving.
• Future-ready workflows: Handle traditional and digital assets with the same advanced security standards.
  Whether you’re a solo attorney or a small team, Eternal Me helps you deliver the modern client experience that estate planning now demands.

How the integration works

The Eternal Me integration is designed to make your existing MyCase workflows more powerful and connected. With this integration, you can move effortlessly from case management to intake—all without ever leaving your MyCase environment.

• Matter sync: Launch a secure digital estate directly from any new MyCase matter. Each estate automatically links to your case file, keeping client and matter information consistent across both platforms.
• Client import: Already have clients in MyCase? Instantly import them into Eternal Me to begin intake or update estate details without re-entering data.
• Centralized hub: All intake forms, client responses, document reviews, and approvals are organized in one secure, collaborative workspace. This eliminates the need for back-and-forth emails or separate systems to track progress.
  No extra logins, no duplicate data entry. Just a secure, connected experience between your case management and intake systems—designed to save time and keep your team aligned.

Get started with Eternal Me

With Eternal Me and MyCase working together, you can modernize your estate planning intake and give clients the confidence that every part of their legacy, physical or digital, is securely protected.
New to MyCase?
Get a demo.
Already a customer? Learn more about the
Eternal Me integration.

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Why every missed call is a missed opportunity

It's not unusual for attorneys to juggle the demands of drafting, research, court appearances, consultations, emails, and more with the ever-present need to attract new clients.

Balancing productivity with client acquisition is no easy feat—and often, it’s that critical incoming call that slips through the cracks. Whether you’re knee-deep in documents, meeting with a client, or simply taking a break, you can’t always answer the phone.

Statistically, that unanswered call may mean missing not just an opportunity, but potential revenue.

According to a recent American Bar Association report, responsiveness to client inquiries is a key factor in client retention and satisfaction; yet, many legal professionals allow calls to go unanswered. Unfortunately, a caller who doesn't reach a real person will probably skip leaving a voicemail or calling again and call the next attorney in their Google search instead.

So, how can you ensure that every inquiry receives the timely, professional response it deserves without sacrificing your focus or compromising billable hours? The answer lies in smart delegation and the right tools.

Let's explore why responsiveness matters, what clients expect, and how pairing a virtual receptionist service with your practice management software can help you capture more opportunities while staying focused on the work that matters most.

Why every missed call is a missed opportunity (continued)

The telephone remains a primary communication method for clients seeking legal services. Unlike asynchronous channels like email or webforms, a phone call often signifies a higher intent to hire. In other words, when a potential new client picks up the phone, they're probably ready to make a decision.

In fact, our data—collected from over 62 million calls handled for Ruby customers—shows that the vast majority of calls to law firms are either potential new clients or existing clients.

• Potential new clients (60%): These are your most valuable calls. They represent direct opportunities for new business and firm growth. A phone call allows you to make a personal connection and demonstrate your firm's professionalism from the very first interaction.
• Existing clients and known contacts (25%): These callers expect prompt, personal, and knowledgeable service. How you handle their calls directly impacts client satisfaction, loyalty, and your firm's reputation.
• Other callers (15%): This group includes solicitations, wrong numbers, and other non-urgent calls that can nonetheless cause major distractions.

When you miss a call from a potential new client, they rarely leave a message. Instead, they move on to the next firm on their list. Meanwhile, a missed call from an existing client can lead to frustration and a negative perception of your service. In either scenario, the cost is significant, in the form of lost revenue, a damaged reputation, and wasted marketing spend.

What modern clients expect: Responsive service

Think about your own experiences when you purchase professional services. How do you feel when your call goes unanswered, you're put on hold for an extended period, or you speak with someone who is unhelpful? These negative experiences can quickly sour a relationship.

Today's clients expect and demand responsive service. A positive, helpful phone experience can set your firm apart and build lasting loyalty. There are four key pillars to delivering this level of service:

1. 24/7 accessibility

Legal issues don't stick to a 9-to-5 schedule. By being available to answer calls 24/7, you demonstrate a commitment to your clients' needs. This constant availability ensures you capture every opportunity, whether it comes during business hours, after hours, or on a weekend.

2. A personal, friendly touch

How your phone is answered matters. A warm, professional greeting (e.g., "Thank you for calling Smith & Jones Law, how may I help you?") makes a vastly different impression than a rushed or generic "Hello?" A friendly tone and active listening make callers feel valued and confident that they've contacted the right firm.

3. Knowledgeable help

Callers expect to speak with someone who can help them. This means having a representative who can answer basic questions, understand their needs, and connect them with the right person at your firm. An empathetic and capable first point of contact is crucial.

4. Professional qualification and intake

Answering the phone is just the first step. To turn a caller into a client, you need an efficient intake process. That means the person answering your phone should be able to screen calls, qualify leads, and collect critical information, making it simple for callers to take the next step.

Bridge the gap with Ruby and 8am™ MyCase

If providing friendly, professional, 24/7 service for every caller sounds like a full-time job—well, that's because it is. The good news is you don't have to do it yourself. With Ruby's attorney answering services, a team of virtual receptionists manages your calls whenever you're unavailable, acting as a seamless extension of your firm.

Ruby gives you on-demand access to experienced, U.S.-based receptionists who speak English and Spanish. And we do so much more than just answer the phone. Other capabilities include:

• Scheduling
• New client intake
• Payment collection
• Assistance with outbound calls

Ruby + MyCase integration

Ruby integrates directly with MyCase, creating a powerful system for managing client communications and firm operations. This saves you time on administrative tasks, enhances responsiveness, and ensures your firm never misses an opportunity or detail.

Here’s how it works:

• Sync call details automatically: When a Ruby receptionist answers a call for your firm, all the details are captured and synced directly into your MyCase system. You receive real-time updates on client communications without any manual data entry.
• Streamline client intake: Manage all client information collected by Ruby within MyCase. Our receptionists can use your custom webforms for intake, ensuring data is collected consistently and accurately. This keeps all lead data, analytics, and client communication in one convenient, centralized location.
• Improve client experience: With 24/7 live answering, your clients and potential clients always reach a friendly, professional representative. Our receptionists ensure every caller feels welcome and understood. This high-touch experience leads to better engagement and higher client satisfaction.
• Boost productivity: By entrusting Ruby with call handling, you and your team can focus on practicing law and logging more billable hours. The integration ensures you have all the information you need from every call, right within the platform you already use to manage your cases.

More clients. More time. Less stress.

You can't afford to let new opportunities slip away. By combining Ruby's expert virtual receptionists with MyCase, you create a system that captures every lead, enhances client service, and boosts your firm's productivity. It's time to reclaim lost revenue and provide the responsive experience your clients deserve.

Learn more and get a demo today.

About the author

The Ruby Team

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Capture every call, qualify every lead

Firms often deal with clunky intake processes, human error, or virtual receptionists who don’t deliver the empathy or context clients expect. That can quickly lead to missed calls, lost leads, and revenue slipping through the cracks. Clerx AI helps prevent those losses by ensuring every call is answered, every qualified lead is booked, and every detail flows into MyCase automatically.

Here’s how it works:

• AI reception: Answers inbound calls, day or night.
• Lead qualification: Screens callers and collects intake details in real time.
• Calendar booking: Schedules consultations directly on your MyCase calendar.
• Payment collection: Collects consultation fees or retainers upfront via LawPay (if enabled).
• Data sync: Pushes new contacts, call notes, and recordings into MyCase instantly.

What this means for your firm

The MyCase + Clerx AI integration was designed to help small and mid-sized firms scale without sacrificing service or adding overhead. With this tool, your team can:

• Turn more calls into clients by ensuring no lead slips through the cracks.
• Cut intake costs by up to 70% while still delivering a professional, client-friendly experience.
• Eliminate manual entry errors since all details auto-sync into MyCase.
• Boost conversions by up to 2x thanks to real-time qualification and booking.

Whether you’re a solo attorney or managing a busy practice, this integration gives you a reliable, client-ready intake process—without the bottlenecks of traditional call answering.

Seamless connection with MyCase

Clerx AI integrates directly into MyCase, pulling all intake details, call notes, and booking data into your account in real time. That means no duplicate entry, no chasing down missed information, and no delays in moving cases forward.

Plus, if you use LawPay, your firm can collect consultation fees or retainers at the very first point of contact—ensuring your time is protected and clients are committed.

Why this integration matters for you

Missed calls mean lost opportunities and can negatively impact client trust and firm reputation. Automating intake and syncing data directly into MyCase ensures your firm can focus on serving clients instead of chasing leads.

Here’s what your firm can expect:

• Higher conversion rates. Every qualified lead is captured, booked, and synced.
• Lower intake costs. Firms cut overhead without reducing service quality.
• Scalable growth. Handle more matters without hiring additional staff.

This integration delivers a professional, always-on intake experience that helps turn every call into a client opportunity.

New to MyCase?

Book a demo to see how MyCase and Clerx AI can help your firm grow with more leads, seamless intake, and lower overhead.

Already using MyCase?

Learn more about the Clerx AI integration here.

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