Overview
The 8am™ MyCase dashboard offers a modern, intuitive interface to streamline your day-to-day law firm operations. With its user-friendly layout, you can quickly access the tools and information you need, minimizing clicks and maximizing efficiency, so you can spend less time navigating and more time serving your clients.
You can watch the video to learn more.
Please Note: The location to 'Get Support' is now located under Account Information.
Side Navigation Pane
All the information you need is located on the left side of the screen, making it easier to find and organize. It is available on every page unless it is collapsed.
The side navigation pane includes:
The Home tab includes the Main Navigation Pane.
Notification counts are displayed next to their respective navigation items.
Pages can be added as Shortcuts.
As you navigate around my case, new shortcuts will pop up.
These are the five pages you most recently visited.
You can pin pages you navigate to frequently
The number of shortcuts you can pin is unlimited.
To remove a shortcut, click the X.
Watch the video to see how it works.
The Smart time finder lets you capture more billable time by passively tracking all activities done in MyCase.
My hours billed are located under Smart time finder on the Open Time Entries screen.
Top Navigation
At the top of the screen, you can:
Collapse the side navigation pane.
Open the date calculator.
Manage integrations.
Get help and Contact our team.
View profile and contact information, including Settings.
Select Settings from the drop-down menu to see:
General
Personal
Firm
Common
Profile Summary
Integrations & Apps settings
Main Navigation Pane
To the right of the navigation panel, you will find:
Quick Actions.
My Timesheet.
My Tasks.
Events.
Financial Overview.
Open Cases.
Leads Over Time.
Alerts.
View Recent Activity.
Install integrations.
Dashboard Customization
Your MyCase Home and Billing dashboards are designed to give you a quick, high-level overview of your firm's daily operations and financial health. To make these dashboards work best for your specific workflow, you can easily customize which information widgets appear and where they are located.
1. Open the Customization Menu
Navigate to either your Home dashboard or Billing dashboard from the main left-hand navigation menu.
Look for the Personalize view button, located in the top right of the dashboard view. Clicking this will open a configuration pop-up window listing all available widgets.
2. Showing and Hiding Widgets
Inside the customization window, you will see a list of available widgets categorized by their functions (e.g., Timesheet calendar, Tasks, Recent activities, My tasks, Apps & integrations).
To Show a Widget: Toggle the switch next to the widget name to the On position (the toggle will turn blue/active).
To Hide a Widget: Toggle the switch next to the widget name to the Off position (the toggle will turn gray/inactive).
3. Rearranging Widgets
Once you have selected which widgets you want to display, you can reorder them to prioritize the most important data at the top of your screen.
In the customization window, look for the rearrange icon (represented by a grid of dots) next to the widget name.
Click and hold the icon, then drag the widget up, down, right, or left to your preferred position in the list.
Release the mouse button to drop the widget into place.
4. Save Your Changes
After toggling and reordering your widgets, click the X to close the customization window.
Your dashboard will immediately refresh to reflect your personalized layout.
💡 Note: Customizing your dashboard only changes the layout for your account view. It will not alter the dashboard layout for other attorneys or staff members in your firm, allowing everyone to optimize their own workspace independently.
Dive Deeper
Review the 8am MyCase 101 course to walk through a case's lifecycle to help you get started quickly.