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

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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.

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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.

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

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