Congratulations on choosing MyCase for your business!

Onboarding for MyCase

This article will help you understand how account settings enable you to edit your profile and account preferences.

Navigating Settings in MyCase

This article will help you understand how to navigate the Dashboard in 8am™ MyCase.

8am™ MyCase Dashboard Navigation Overview

Learn how to navigate your data effortlessly and find specific records in seconds.

Using the Global Search Bar in MyCase

Interactive Getting Started Bar

No matter where you are in the system, you can always add a new item to MyCase without leaving the screen you are working on.

Add Item Menu - A Huge Time Saver!

There are several ways to create and print lists using the information you have brought into your 8am™ MyCase account.

How to create and print lists in MyCase

8am™ MyCase offers a free iPhone and Android app, plus full browser access on mobile. This article covers app features, using MyCase via mobile browser, and troubleshooting common issues.

MyCase Mobile App

Using the Global Search Bar will help you conflict check in 8am MyCase.

Conflict Checking in MyCase

8am™ MyCase Brand FAQ

This article details the features, subscription pricing, and management steps for the MyCase Basic Tier.

MyCase Basic Tier

We're proud to offer the best customer service in the industry, and just as many ways to learn MyCase on your own schedule. Whether you need a quick answer, hands-on…

How to Get Help & Master MyCase

Learn how to show, hide, and rearrange widgets on both your Home and Billing dashboards.

Customizing Your MyCase Dashboard

MyCase Overview

Schedule a Training

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Volume, creators and topics for your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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