Account Setup & Settings
Use the articles in this section to help you setup your MyCase account, adjust your account's settings, edit firm user permissions, and more. This section will help you ensure that your MyCase account is configured properly so that you can begin utilizing the rest of the features we offer.
65 articles
- Onboarding for MyCase
- Navigating Settings in MyCase
- 8am™ MyCase Dashboard Navigation Overview
- Using the Global Search Bar in MyCase
- Interactive Getting Started Bar
- Add Item Menu - A Huge Time Saver!
- How to create and print lists in MyCase
- MyCase App Overview
- How to Master MyCase
- Conflict Checking in MyCase
- 8am™ MyCase Brand FAQ
- MyCase Basic Tier
- Adding a Payment Button to Your Website for Law Pay Customers Help Article
- Connecting 2-way SMS Text Messaging on your Website
- Updating Time Zones
- How to Change Firm Contact Information and Upload a Logo
- Account Setup Guide
- How do I access my account settings page?
- Set up your Office Locations
- Updating Your Firm's Payment Information
- Setting/Editing Default Billing Rates for Firm Employees
- Request a W9 Form
- Logging In to MyCase
- What's the difference between an admin user and a regular user?
- How do I deactivate a firm user?
- How to Bulk Add Users
- How do I update my email address?
- Help! I forgot my password.
- How can I change my password?
- What are firm users?
- Changing My Automatic Logout Time
- How do I reactivate a deactivated firm user?
- How do I add firm users to MyCase?
- Edit Notification Settings
- Editing User Access Permissions
- How can I manage user access and permissions effectively in 8am?
- Upgrade to the Advanced Tier
- MyCase Advanced Tier
- How do I switch to an annual subscription?
- How do I upgrade my MyCase subscription?
- How do I start a free trial?
- Upgrading Your MyCase Account
- How do I cancel my MyCase Subscription?
- How much does MyCase cost?
- Reviewing your current subscription plan
- How should I manage user counts and cancellations to optimize billing before subscription renewals?
- How can I update my payment method for a past due notice in 8am MyCase, and ensure updates reflect properly?
- MyCase Pro Tier
