The articles in this section outline cases and how to best manage them in MyCase. Some topics that are covered are how to add or delete cases, case insights, linking cases to contacts, case stages, numbering, and more!  

Cases

The "List" Custom Field lets you create a list of pre-defined items. Then, you can choose one of those items when creating or editing.

Creating Single Select (List) Custom Fields

Custom Field Types

You have the functionality to customize custom fields for cases based on practice area.

Case Custom Fields by Practice Area

MyCase allows you to create custom fields so you can keep track of important information beyond standard case, contact, and company fields.

Custom Fields Overview

Custom Fields

8am™ MyCase allows you to link a firm user to all active cases as needed.

How do I link a firm user to all active cases?

This article will detail how the Case Insights page gives your firm actionable intelligence to help you make smarter and more profitable business decisions.

Case Insights

There is no limit to the number of cases you can have in the system.

Cases Overview

This article will walk you through unlinking clients and contacts from existing cases/matters.

How do I UNLINK a client/contact from a case?

You can always link a firm user to a case after it has been created.

How do I LINK a firm user to a case?

If you have more than one attorney linked to a case, it can be beneficial to indicate one Lead Attorney.

Viewing the Lead Attorney for Cases

8am™ MyCase has a built-in tool for managing your Statute of Limitations (SOL) dates.

Statute of Limitations Dates

Learn how to review case notes in your 8am™ MyCase account.

Where can I view notes for a case?

In 8am™ MyCase, your cases/matters can be assigned to a particular Area of Practice.

How do I add/edit/delete Areas of Practice?

The Case Details Page is useful because it will show you all of the information in 8am™ MyCase for a particular case/matter.

Case Details Page

Case Status Updates

Case stages lets you easily track the lifecycle of cases and view how your cases are progressing at a glance.

Case Stages

It is important to understand the concept of linking Cases and Contacts to each other.

MyCase 101: Linking Contacts to a Case

Adding contacts and cases (and linking the two together) are the first steps to working in MyCase.

Adding a New Case

Your firm can set up a specific numbering scheme and have your cases automatically increment as you create them.

Automatic Case Numbering

This article will walk you through closing, reopening and fully deleting a case within the system.

How do I close, re-open, or delete a case from the system?

In 8am™ MyCase, you can create Intake Forms that you can send to potential clients that will auto-populate within MyCase for you.

Intake Form Overview

Case Overview

Schedule a Training

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.