Overview
MyCase IQ is 8am™ MyCase's version of generative artificial intelligence, built to help you work faster and smarter.
Save time with our AI-powered Text Editing feature by:
Summarizing and organizing unstructured text
Proofing grammar and spelling
Rephrasing word choices to improve clarity and engagement
Adjusting the overall tone of your writing
You can even translate text to/from Spanish or Arabic, making it easier to connect with clients who speak those languages. All of which helps you to work more efficiently while delivering a more personalized client experience.
You can use Text Editing whenever you're drafting Notes, Messages, Text Messages, Task Descriptions, Invoice Descriptions and when you're Requesting Funds.
Please Note: The guidance below illustrates using Text Editing in Notes.Text Editing also works the same way in Messages, Text Messages, Task Descriptions, Invoice Descriptions, and Requesting Funds.
How does Text Editing Work with MyCase IQ?
To use the text editing features:
Click the Add note button from the MyCase Quick Actions panel.
Select a Case or Contact with which the Note will be associated.
Add a Subject.
Type text in the Note field.
Select the AI icon (pictured below).
6. Select how you would like to modify the Note:
Improve Writing
Change Tone: Formal, Assertive, Persuasive, Empathetic, Advisory, Confident, Neutral
Translate to: English, Spanish, or Arabic
Summarize
7. If you’re happy with the results, click Insert to add the new text to your Note. Then, select Save to send the document to a Contact or Case.
8. If you want a different result, select Discard and start again.
9. To see the Note created using MyCase IQ, go to the Case Details page and select the Notes tab.
Enable/Disable MyCase IQ
The first time MyCase IQ is clicked, users must opt in by clicking the Try it out button.
Admin users who do not wish to allow users to access MyCase IQ features, such as Text Editing, can turn off MyCase IQ in Firm Settings.
Go to Settings > Common Settings
Click Edit Firm Info & Settings
Select the Preferences Tab
Click Edit Preferences
Uncheck Enabled
Click Save Preferences
Note: This is a firm-wide setting. Disabling MyCase IQ revokes access to all MyCase IQ features for all users on the account.