Case management, billing, and client communication for law firms
MyCase is a cloud-based legal practice management platform for solo, small, and mid-sized law firms.
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AI Editor ApprovedApproved and published by our AI Editor-in-Chief after full panel analysis.MyCase is a cloud-based legal practice management platform that centralizes cases, documents, billing, and client communication for law firms. It is built for solo practitioners, small firms, and growing mid-sized practices across areas like personal injury, family law, criminal defense, and immigration. Pricing is a per-user subscription with a 10-day free trial and no long-term contracts: Basic starts at $60 per user per month ($50 billed annually), Pro at $120, and Advanced at $150. Core capabilities include case and matter management with court-rule calendaring, customizable intake forms feeding a built-in legal CRM, a secure client portal with two-way text messaging, unlimited document storage with eSignature, time tracking with LawPay online payments, and 8am IQ AI assistants for drafting and discovery review on higher tiers. It fits firms that want one system from intake through billing; alternatives include Clio, PracticePanther, and Smokeball.
Law firms run their day-to-day work inside MyCase from intake to payment. New leads arrive through customizable intake forms and move through a pipeline in the built-in legal CRM; once retained, each case holds its documents, contacts, calendar events, and tasks in one place. Deadlines are tracked with court-rule-based calendaring that syncs with Google Calendar and Outlook, while clients follow their matter through a secure portal where they can message the firm, share documents, and see upcoming tasks and events. Attorneys log time as they work, generate invoices in batches, and collect payment online with next-day deposits.
The platform's automation and AI layers go deeper than basic case tracking. Workflow automation creates tasks, events, and documents from templates so recurring case types follow a set process, and advanced document automation generates Word-based legal documents from merge templates. The 8am IQ assistants add AI to higher tiers: a Writing Assistant on Pro, plus a Case Assistant and a Discovery Assistant with OCR on Advanced. Built-in two-way text messaging logs every exchange to the case record, eSignature is included on any device, document storage is unlimited, and 70+ integrations connect QuickBooks, Google Drive, Dropbox, OneDrive, and calendar tools. A MyCase Accounting add-on ($39 per user per month) brings three-way trust reconciliation and financial reporting.
MyCase targets solo practitioners, small firms, and growing mid-sized practices of roughly 2-50 users, with practice-area workflows for personal injury, family law, criminal defense, immigration, bankruptcy, and trust and estate law. It is sold as a per-user subscription in three tiers — Basic at $60 per user per month, Pro at $120, and Advanced at $150, with discounts for annual billing — and comes with a 10-day free trial, no credit card required. It competes with Clio, PracticePanther, Smokeball, Filevine, and CosmoLex in the legal practice management category, generally positioned as a simpler, lower-cost option.
MyCase is fully cloud-based and runs in the browser, with mobile apps for iOS and Android for working on cases away from the desk. The Advanced tier adds Desktop Drive for PC and Mac, conflict checks, split billing, and an open API for custom integrations. Payments run through integrated LawPay with ABA and IOLTA compliance.
Generates invoices automatically and batch-sends them to clients, with premium reporting on higher tiers.
Accepts credit card and ACH payments with next-day deposits and ABA/IOLTA compliance.
Captures billable hours and expenses per case, with Smart Time Finder surfacing unbilled work.
Centralizes case details, contacts, documents, tasks, and events for every matter in one cloud workspace.
Tracks deadlines and court dates with court-rule triggers and syncs with Google Calendar and Outlook.
Sends and receives two-way SMS with clients, automatically logged to the case record.
Gives clients secure access to messages, shared documents, tasks, and upcoming events.
Stores unlimited case files in the cloud and generates Word-based legal documents from merge templates.
Collects legally binding signatures on any device, included with the subscription.
Customizable intake forms feed a lead pipeline with stage tracking and duplicate prevention.
Connects QuickBooks, Google Drive, Dropbox, OneDrive, Outlook, and Google Calendar on Pro plans and above.
Automatically creates tasks, events, and documents from templates so recurring case types follow a set process.
Core case management and billing for firms getting started; $50/user/month when billed annually.
Most popular tier, adding client intake, automation, and AI writing; $100/user/month when billed annually.
Full automation and AI suite for established firms; $130/user/month when billed annually.
A durable, cheaper alternative to Clio for small firms that don't need enterprise depth.
“MyCase is a mature, profitable legal practice platform now integrated with LawPay under one owner. It undercuts Clio on price but reserves its best AI for the $150 Advanced tier.”
MyCase and LawPay live under one roof now, both owned by 8am, formerly AffiniPay. That vertical integration is why client payments clear as next-day deposits instead of sitting in a processor's float.
The vendor question answers itself. Fifteen years in market, profitable, TA Associates as majority owner after Apax exited in 2022. That's defensible past the board's 18-month horizon. Clio is bigger and integrates deeper, but you'll pay $149 a seat for Complete versus $130 here on annual.
The catch: the 8am IQ Case Assistant only appears on Advanced at $150 a seat monthly. If AI discovery review is why you're switching, budget the top tier. For a 2-to-50-lawyer firm that wants billing, intake, and a client portal without a Clio-sized invoice, this clears the bar. Pilot it on one practice area.
Strong number-two behind Clio: simpler and cheaper, but shallower integration depth.
Partnered with 130+ bar associations, a safe choice to defend to partners.
Cloud setup and a 10-day trial deliver value in a week, not a quarter.
All-in-one case, billing, and client comms replaces several point tools for small firms.
Fifteen years in market, profitable, TA Associates majority owner — a durable three-year bet.
Solo and small law firms who want an affordable Clio alternative.
Large firms who need deep customization and a big integration marketplace.
Built for repeatable practice-area work, with real lock-in as the strategic cost.
“MyCase matches how small firms actually run recurring matters, with automation and trust accounting built in. The strategic cost is data gravity: shared ownership with LawPay makes leaving harder than joining.”
Practice-area workflows for personal injury, family, immigration, and bankruptcy tell you who this was built for. A firm running the same matter type repeatedly gets Workflow Automation that generates tasks, events, and documents from templates — the operational spine small firms often rebuild by hand elsewhere.
The three-year concern is data gravity. Matters, documents, trust ledgers, and client messages all live in one cloud store, and MyCase now shares a parent with LawPay, so your payments rail and case system have one owner. Convenient today, but it is lock-in: leaving means untangling billing and case data at once, however clean the export.
The ceiling shows above roughly 50 users, where Filevine's configurability and Clio's integration surface pull ahead. Advanced-tier conflict checks, split billing, and an Open API still give a mid-sized practice runway. A sound three-year bet for firms that value one trusted system over maximum extensibility.
Firm number-two behind Clio, positioned as the simpler, lower-cost system.
Practice-area templates and court-rule calendaring map to how small firms run matters.
70+ integrations, QuickBooks, and an Open API on Advanced cover most SMB stacks.
Single-store convenience becomes lock-in once billing and case data are entangled.
Solid workflow and trust-accounting depth for SMB, short of Filevine's configurability.
Small firms who run repeatable practice-area matters like PI or immigration.
Firms above fifty users who need deep configurability.
Transparent tiers and next-day deposits, but AI and trust accounting cost extra above the sticker.
“MyCase publishes all three tiers with no sales call and undercuts Clio on annual pricing. Budget for the upsell: AI needs Pro or Advanced, and trust accounting is a $39 add-on.”
Annual billing cuts every tier by about 17%. Basic drops from $60 to $50 per user, Advanced from $150 to $130. For a 10-lawyer firm on Advanced, that is $2,400 saved a year against a one-year commitment.
The real cost creep is elsewhere. AI lives upstairs: the 8am IQ Writing Assistant needs Pro, the Case and Discovery Assistants need Advanced. Trust accounting is not in the sticker either. MyCase Accounting is a $39-per-user add-on. A 10-seat firm wanting AI plus three-way reconciliation runs $189 per user, $22,680 a year.
Payments are the honest part: LawPay processing, next-day deposits, ABA and IOLTA compliant, no separate gateway fee to model. Against Clio, Advanced at $130 annual undercuts Clio Complete's $149. The catch: a 10-day trial is short for a system this deep.
Per-user model plus integrated LawPay means low procurement friction.
No long-term contract required, but the 10-day trial is short for evaluation.
All three tiers and add-on prices are visible without a sales call.
Consolidating billing, payments, and case tools gives a measurable cost offset.
AI upsells and the $39 accounting add-on push per-seat cost well past sticker.
Small firms who want visible pricing without a sales call.
Firms needing bundled AI and trust accounting at the entry price.
Intake, calendaring, and batch billing hold up daily, once you clear the AI paywall.
“MyCase removes the real daily friction for small-firm staff: intake-to-matter handoff, court-rule deadlines, and batch invoicing. The catch is that AI drafting and OCR live behind the Pro and Advanced tiers.”
The moment that matters for a paralegal is the intake-to-matter handoff. A lead fills a customizable intake form, lands in the legal CRM pipeline, and converts to a matter without re-keying a single field. That is the friction MyCase actually removes.
Court-Rule Calendaring earns its keep — it triggers deadlines off jurisdiction rules and syncs to Google Calendar and Outlook, so a missed filing date stops being a 2am fear. Smart Time Finder sweeps up unbilled work. Batch invoicing sends the whole month's bills in one pass, not one client at a time the way PracticePanther makes you crawl.
The daily friction is the AI paywall. The 8am IQ Writing Assistant that speeds drafting sits on Pro; OCR discovery review, 5,000 pages a month, needs Advanced. Clio gates its AI too, so it is a category habit, not a MyCase sin. But on Basic, you are drafting everything yourself.
Intake-to-matter handoff and batch invoicing hold up past the demo.
The support center articles read as practitioner-written, not marketing.
AI gating and a client-facing focus add small frictions for back-office staff.
Advanced document automation and an Open API give power users room.
Calendar sync and QuickBooks fit the tools a firm already runs.
Paralegals and small-firm attorneys who manage intake and billing daily.
Basic-tier users who expect AI drafting included.
Nails the client-facing stuff and mobile, but hides the AI behind higher tiers.
“MyCase clearly sweated the parts clients and staff touch daily: the portal, texting, and real mobile apps. The AI everyone wants, though, only shows up once you pay for Pro or Advanced.”
The thing MyCase gets right is the part your clients actually touch. The Client Portal is not an afterthought — clients message the firm, see their documents, and check what is due. Two-way texting logs straight to the case, so nobody is screenshotting texts into a file anymore.
Mobile is a real product here, not an apology — iOS and Android apps that let you work a case from the car, not just read it. And the little stuff adds up: eSignature on any device, unlimited document storage, so you are not playing gigabyte Tetris the way a capped plan makes you.
Where it gets you is the tiers. The 8am IQ AI everyone is excited about starts at Pro, $120 a seat, and the good discovery OCR is Advanced only. Clio does the same dance, so it is not unique, but it stings. Basic feels bare in 2026, but for a small firm this respects your time.
Client Portal and logged two-way texting show care in the parts people touch daily.
All-in-one breadth means real ramp time from first hour to fluent.
iOS and Android apps are real working tools, not read-only afterthoughts.
A 10-day no-credit-card trial lowers the bar, but Basic feels sparse.
A mature 15-year platform with unlimited storage feels solid, not flaky.
Small firms who want a polished client-facing portal and real mobile apps.
People expecting AI features on the entry-level plan.
Fifteen years and four owners in — a survivor, but watch the renewals.
“MyCase has survived four ownership handoffs since 2010, which is a real durability signal. The catch is private-equity price creep and an AI layer that is still unproven.”
Four owners in fifteen years. Founder, then AppFolio, then Apax, now AffiniPay under the 8am flag. Surviving every handoff is the reassuring read. The skeptical one: private equity has held this since 2020, and PE finds the price ceiling.
And it did. Basic annual sits at $50 a seat now, up from the $39 the aggregators still quote. The pattern is familiar — CosmoLex and PracticePanther walked the same road after their own buyouts. Does not mean gouging. Means watch renewals.
Credit where due. The LawPay integration is real leverage, not marketing — same parent, next-day deposits. The exit story is messy, though: payments and case data share one vendor now. The 8am IQ AI is new; discovery OCR shipped recently. For a fifteen-year survivor with real revenue, still a fair bet. Read the renewal terms.
A cheaper, simpler Clio alternative; differentiation is price and payments, not unique capability.
Shared LawPay ownership entangles payments and case data, complicating a clean exit.
Profitable, PE-backed, and shipping AI — a solid three-year bet.
The "#1" and "industry-leading" superlatives are standard, but the feature claims hold up.
Fifteen years and four owners survived, matching durable patterns, not failed ones.
Cautious firms who want a proven, long-surviving platform.
Buyers who sign multi-year terms without checking renewal pricing.
Common questions answered by our AI research team
MyCase starts at $60 per user per month on the Basic plan, or $50 when billed annually. Pro costs $120 and Advanced $150 per user per month, and every plan comes with a 10-day free trial with no long-term contracts.
Yes. The Pro plan includes the 8am IQ Writing Assistant, and the Advanced plan adds the 8am IQ Case Assistant plus a Discovery Assistant with OCR for reviewing discovery documents.
Yes, MyCase syncs client billing data with QuickBooks without manual duplication. Pro and Advanced plans include 70+ integrations, including Google Drive, Dropbox, OneDrive, Outlook, and Google Calendar.
Yes. MyCase has mobile apps for iOS and Android for managing cases, documents, and client messages on the go, and the platform itself is fully cloud-based so it runs in any browser.
MyCase processes payments through LawPay with ABA and IOLTA compliance, and the MyCase Accounting add-on ($39 per user per month) adds three-way trust reconciliation and financial reporting.
Company
MyCaseFounded
2010Pricing
From $60/moFree Trial
Available
MyCase is a cloud-based legal practice management software company based in Pasadena, California, used by law firms to manage cases, billing, and client communications.
