# 8am MyCase Help Center

> Advice and Answers from the 8am MyCase Support Team

## Account Setup & Settings

- [What's New?](https://supportcenter.mycase.com/en/articles/9369799-what-s-new.md): This article will detail the recent updates and improvements we have been making in the software.
- [New MyCase User Interface](https://supportcenter.mycase.com/en/articles/10684705-new-mycase-user-interface.md): The new 8am™ MyCase interface offers a fresh, modern, and intuitive experience that simplifies the management of your law firm.
- [How can I manage and customize my notification preferences in the 8am MyCase application?](https://supportcenter.mycase.com/en/articles/12639769-how-can-i-manage-and-customize-my-notification-preferences-in-the-8am-mycase-application.md)
- [Why can’t I see the 'Firm Settings' option in the 8am MyCase application?](https://supportcenter.mycase.com/en/articles/12691457-why-can-t-i-see-the-firm-settings-option-in-the-8am-mycase-application.md)
- [Resetting Multi-Factor Authentication \(MFA\) for Users](https://supportcenter.mycase.com/en/articles/9369842-resetting-multi-factor-authentication-mfa-for-users.md): Only Admin Users can reset an account's MFA status.
- [Logging into the 8am Community](https://supportcenter.mycase.com/en/articles/13704091-logging-into-the-8am-community.md): Note: The 8am Community is currently in beta and available to a limited group of invited customers as we refine the experience.
- [Onboarding for MyCase](https://supportcenter.mycase.com/en/articles/9369853-onboarding-for-mycase.md): Congratulations on choosing MyCase for your business!
- [Navigating Settings in MyCase](https://supportcenter.mycase.com/en/articles/9369855-navigating-settings-in-mycase.md): This article will help you understand how account settings enable you to edit your profile and account preferences.
- [8am™ MyCase Dashboard Navigation Overview](https://supportcenter.mycase.com/en/articles/9369856-8am-mycase-dashboard-navigation-overview.md): This article will help you understand how to navigate the Dashboard in 8am™ MyCase.
- [Using the Global Search Bar in MyCase](https://supportcenter.mycase.com/en/articles/9369857-using-the-global-search-bar-in-mycase.md): Learn how to navigate your data effortlessly and find specific records in seconds.
- [Interactive Getting Started Bar](https://supportcenter.mycase.com/en/articles/9369858-interactive-getting-started-bar.md)
- [Add Item Menu - A Huge Time Saver!](https://supportcenter.mycase.com/en/articles/9369859-add-item-menu-a-huge-time-saver.md): 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.
- [How to create and print lists in MyCase](https://supportcenter.mycase.com/en/articles/9369860-how-to-create-and-print-lists-in-mycase.md): There are several ways to create and print lists using the information you have brought into your 8am™ MyCase account.
- [MyCase App Overview](https://supportcenter.mycase.com/en/articles/9369862-mycase-app-overview.md): 8am™ MyCase has both an iPhone and Android app that you can download for free on your phone.
- [How to Master MyCase](https://supportcenter.mycase.com/en/articles/9369863-how-to-master-mycase.md): Get your firm's account up and running in no time.
- [Conflict Checking in MyCase](https://supportcenter.mycase.com/en/articles/9369864-conflict-checking-in-mycase.md): Using the Global Search Bar will help you conflict check in 8am MyCase.
- [8am™ MyCase Brand FAQ](https://supportcenter.mycase.com/en/articles/12038134-8am-mycase-brand-faq.md)
- [MyCase Basic Tier](https://supportcenter.mycase.com/en/articles/14602725-mycase-basic-tier.md): This article details the features, subscription pricing, and management steps for the MyCase Basic Tier.
- [Adding a Payment Button to Your Website for Law Pay Customers Help Article](https://supportcenter.mycase.com/en/articles/9369813-adding-a-payment-button-to-your-website-for-law-pay-customers-help-article.md)
- [Connecting 2-way SMS Text Messaging on your Website](https://supportcenter.mycase.com/en/articles/9369814-connecting-2-way-sms-text-messaging-on-your-website.md)
- [Updating Time Zones](https://supportcenter.mycase.com/en/articles/9369815-updating-time-zones.md)
- [How to Change Firm Contact Information and Upload a Logo](https://supportcenter.mycase.com/en/articles/9369816-how-to-change-firm-contact-information-and-upload-a-logo.md): As an admin user in 8am™ MyCase, you can change your firm contact information and upload a logo for the entire firm.
- [Account Setup Guide](https://supportcenter.mycase.com/en/articles/9369817-account-setup-guide.md): A consolidated list of all the help resources relating to your firms settings, users, importing data, security and more.
- [How do I access my account settings page?](https://supportcenter.mycase.com/en/articles/9369819-how-do-i-access-my-account-settings-page.md): Your 8am™ MyCase account settings page allows you to edit your profile, notification preferences and add and edit custom fields.
- [Set up your Office Locations](https://supportcenter.mycase.com/en/articles/9369820-set-up-your-office-locations.md): You can set up different office locations in MyCase if you firm has multiple locations.
- [Updating Your Firm's Payment Information](https://supportcenter.mycase.com/en/articles/9369821-updating-your-firm-s-payment-information.md): This article will walk you through updating the credit/debit card that is on file for your law firm and reviewing your current subscription.
- [Setting/Editing Default Billing Rates for Firm Employees](https://supportcenter.mycase.com/en/articles/9369822-setting-editing-default-billing-rates-for-firm-employees.md): Default billing rates can be customized and assigned to every employee of the firm.
- [Request a W9 Form](https://supportcenter.mycase.com/en/articles/12260651-request-a-w9-form.md)
- [Logging In to MyCase](https://supportcenter.mycase.com/en/articles/12902115-logging-in-to-mycase.md): This support article will guide you through the process of logging in to your MyCase account.
- [What's the difference between an admin user and a regular user?](https://supportcenter.mycase.com/en/articles/9369825-what-s-the-difference-between-an-admin-user-and-a-regular-user.md): This article will explain the difference between admin and regular users, as well as show you how to make a regular user an admin user in 8am™ MyCase.
- [How do I deactivate a firm user?](https://supportcenter.mycase.com/en/articles/9369827-how-do-i-deactivate-a-firm-user.md): You can deactivate a firm user with the steps in this article.
- [How to Bulk Add Users](https://supportcenter.mycase.com/en/articles/9369828-how-to-bulk-add-users.md): This article will walk you through how to add multiple users to your 8am™ MyCase account at one time.
- [How do I update my email address?](https://supportcenter.mycase.com/en/articles/9369829-how-do-i-update-my-email-address.md): This article will walk you through changing/updating your email address.
- [Help! I forgot my password.](https://supportcenter.mycase.com/en/articles/9369831-help-i-forgot-my-password.md): Don't worry! Using our Forgot Password tool, you will be up and running again in no time.
- [How can I change my password?](https://supportcenter.mycase.com/en/articles/9369832-how-can-i-change-my-password.md): How to change your MyCase password when you are already logged into your account.
- [What are firm users?](https://supportcenter.mycase.com/en/articles/9369833-what-are-firm-users.md): Firm users are the attorneys, paralegals, & staff who each have their own username and password for accessing your firm's MyCase account.
- [Changing My Automatic Logout Time](https://supportcenter.mycase.com/en/articles/9369834-changing-my-automatic-logout-time.md): If your 8am™ MyCase account is idle for a period of time, you will be automatically logged out to ensure your account remains secure.
- [How do I reactivate a deactivated firm user?](https://supportcenter.mycase.com/en/articles/9369835-how-do-i-reactivate-a-deactivated-firm-user.md): This article will walk you through reactivating a deactivated firm user.
- [How do I add firm users to MyCase?](https://supportcenter.mycase.com/en/articles/9369838-how-do-i-add-firm-users-to-mycase.md): This article will show you how to add an attorney, paralegal, or staff user to your account.
- [Edit Notification Settings](https://supportcenter.mycase.com/en/articles/9369839-edit-notification-settings.md): In 8am™ MyCase, you can manage the frequency and type of notifications you receive.
- [Editing User Access Permissions](https://supportcenter.mycase.com/en/articles/9369840-editing-user-access-permissions.md): A firm's Admin Users have the ability to restrict access to the different features of MyCase on a per-user basis.
- [How can I manage user access and permissions effectively in 8am?](https://supportcenter.mycase.com/en/articles/12758100-how-can-i-manage-user-access-and-permissions-effectively-in-8am.md): This article outlines how to control case-based access and permissions for users, including attorneys.
- [Upgrade to the Advanced Tier](https://supportcenter.mycase.com/en/articles/9369802-upgrade-to-the-advanced-tier.md): This article will detail how to upgrade to an Advanced tier 8am™ MyCase subscription.
- [MyCase Advanced Tier](https://supportcenter.mycase.com/en/articles/9369803-mycase-advanced-tier.md): The MyCase Advanced Tier is a premium legal management solution featuring high-level automation, desktop file integration via MyCase Drive, and advanced billing tools like Split Billing to help fir...
- [How do I switch to an annual subscription?](https://supportcenter.mycase.com/en/articles/9369804-how-do-i-switch-to-an-annual-subscription.md): There are two options when choosing the billing cadence of your 8am™ MyCase subscription.
- [How do I upgrade my MyCase subscription?](https://supportcenter.mycase.com/en/articles/9369806-how-do-i-upgrade-my-mycase-subscription.md): This article will outline steps to upgrade your 8am™ MyCase subscription.
- [How do I start a free trial?](https://supportcenter.mycase.com/en/articles/9369808-how-do-i-start-a-free-trial.md): Your law firm can use 8am™ MyCase completely FREE during your trial period.
- [Upgrading Your MyCase Account](https://supportcenter.mycase.com/en/articles/9369810-upgrading-your-mycase-account.md): When your firm is ready to upgrade your account, you can enter your billing information directly into your MyCase account.
- [How do I cancel my MyCase Subscription?](https://supportcenter.mycase.com/en/articles/9369811-how-do-i-cancel-my-mycase-subscription.md)
- [How much does MyCase cost?](https://supportcenter.mycase.com/en/articles/9369812-how-much-does-mycase-cost.md): MyCase has two billing subscriptions, month-to-month and annual.
- [Reviewing your current subscription plan](https://supportcenter.mycase.com/en/articles/10366461-reviewing-your-current-subscription-plan.md): This article will show you how to review your subscription plan in your 8am™ MyCase account.
- [How should I manage user counts and cancellations to optimize billing before subscription renewals?](https://supportcenter.mycase.com/en/articles/12640121-how-should-i-manage-user-counts-and-cancellations-to-optimize-billing-before-subscription-renewals.md)
- [How can I update my payment method for a past due notice in 8am MyCase, and ensure updates reflect properly?](https://supportcenter.mycase.com/en/articles/12658296-how-can-i-update-my-payment-method-for-a-past-due-notice-in-8am-mycase-and-ensure-updates-reflect-properly.md)
- [MyCase Pro Tier](https://supportcenter.mycase.com/en/articles/14471568-mycase-pro-tier.md): This article provides a comprehensive overview of the MyCase Pro tier, the most popular subscription level for growing law firms.
- [Multi-Factor Authentication \(MFA\)](https://supportcenter.mycase.com/en/articles/9369841-multi-factor-authentication-mfa.md)
- [What web browser should I use for running MyCase?](https://supportcenter.mycase.com/en/articles/9369843-what-web-browser-should-i-use-for-running-mycase.md)
- [MyCase Status \(System Performance\)](https://supportcenter.mycase.com/en/articles/9369844-mycase-status-system-performance.md): The status page is MyCase's home for real-time information on system performance.
- [Is MyCase compatible with both PC and Mac?](https://supportcenter.mycase.com/en/articles/9369845-is-mycase-compatible-with-both-pc-and-mac.md): Yes, MyCase is compatible with both PC and Mac platforms.
- [Can I login to my MyCase account from different computers simultaneously?](https://supportcenter.mycase.com/en/articles/9369846-can-i-login-to-my-mycase-account-from-different-computers-simultaneously.md): No. For security reasons, you cannot login to your MyCase account from separate computers at once.
- [Security & Data Redundancy](https://supportcenter.mycase.com/en/articles/9369847-security-data-redundancy.md): An overview of MyCase's Security Policies and steps you can take to protect your firm's data.
- [MyCase on your Mobile Device](https://supportcenter.mycase.com/en/articles/9369848-mycase-on-your-mobile-device.md): MyCase has both an iPhone and Android app that you can download for free on your phone. You can access items while you are on the go.
- [Using the Help Center](https://supportcenter.mycase.com/en/articles/9369823-using-the-help-center.md): This article will explain how to utilize the 8am™ MyCase Help Center for your support needs.
- [What if I need help with something?](https://supportcenter.mycase.com/en/articles/9369824-what-if-i-need-help-with-something.md): We are proud to offer the best customer service in the industry! Our support team is only a call, click, or email away.
- [How to Contact MyCase Customer Support](https://supportcenter.mycase.com/en/articles/9628060-how-to-contact-mycase-customer-support.md): We are proud to offer the best customer service in the industry! Our support team is only a call, click, or email away.
- [How to Take a Screenshot](https://supportcenter.mycase.com/en/articles/10251102-how-to-take-a-screenshot.md): Follow these steps to take a screenshot and send it to our support team for faster resolution of your support inquiries.

## Data Migration

- [How To Export Data From TimeSlips](https://supportcenter.mycase.com/en/articles/9370331-how-to-export-data-from-timeslips.md): The objective of this article is to export your data from TimeSlips to be imported into MyCase.
- [How To Export Data From Interbill](https://supportcenter.mycase.com/en/articles/9370332-how-to-export-data-from-interbill.md): The objective of this article is to export your data from Interbill to be imported into organizing of your data.
- [How To Export Data From Time59](https://supportcenter.mycase.com/en/articles/9370333-how-to-export-data-from-time59.md): The objective of this article is to export your data from Time59 to be imported into MyCase. Please note that the success
- [How To Export Data From CaseFox](https://supportcenter.mycase.com/en/articles/9370334-how-to-export-data-from-casefox.md): The objective of this article is to export your data from CaseFox to be imported into MyCase.
- [How to Export Data from Firm Central](https://supportcenter.mycase.com/en/articles/9370335-how-to-export-data-from-firm-central.md)
- [How to Export Data from ProLaw](https://supportcenter.mycase.com/en/articles/9370336-how-to-export-data-from-prolaw.md)
- [How to Export Data from Lawcus](https://supportcenter.mycase.com/en/articles/9370337-how-to-export-data-from-lawcus.md)
- [How to Export Data from Tabs3 with Practice Master](https://supportcenter.mycase.com/en/articles/9370339-how-to-export-data-from-tabs3-with-practice-master.md)
- [How to Export Data from Amicus](https://supportcenter.mycase.com/en/articles/9370340-how-to-export-data-from-amicus.md)
- [How To Export Data From Time Matters](https://supportcenter.mycase.com/en/articles/9370341-how-to-export-data-from-time-matters.md): The objective of this article is to export your data from Time Matters to be imported into MyCase.
- [How To Export Data From Practice Panther](https://supportcenter.mycase.com/en/articles/9370343-how-to-export-data-from-practice-panther.md): The objective of this article is to export your data from Practice Panther to be imported into MyCase.
- [How To Export Data From Clio](https://supportcenter.mycase.com/en/articles/9370344-how-to-export-data-from-clio.md): The objective of this article is to export your data from Clio to be imported into MyCase.
- [How to Export Data from PCLaw](https://supportcenter.mycase.com/en/articles/9370345-how-to-export-data-from-pclaw.md): The objective of this article is to export your data from PCLaw to be imported into MyCase.
- [How do I get my data out of MyCase?](https://supportcenter.mycase.com/en/articles/9370346-how-do-i-get-my-data-out-of-mycase.md): You can export nearly all of your data from the system using our contact & case export spreadsheets or our on-demand Full Data Backup tool.
- [How to Export Data from LEAP](https://supportcenter.mycase.com/en/articles/14230564-how-to-export-data-from-leap.md): The objective of this article is to export your data from LEAP to be imported into MyCase.
- [How to Export Data from Prevail](https://supportcenter.mycase.com/en/articles/14500104-how-to-export-data-from-prevail.md): The objective of this article is to export your data from Prevail to be imported into MyCase.
- [How to Export Data from Rocket Matter](https://supportcenter.mycase.com/en/articles/15123233-how-to-export-data-from-rocket-matter.md)
- [How to Import Outstanding Bills \(Firm Expenses\)](https://supportcenter.mycase.com/en/articles/9370347-how-to-import-outstanding-bills-firm-expenses.md)
- [How do I undo a data import?](https://supportcenter.mycase.com/en/articles/9370348-how-do-i-undo-a-data-import.md): If a data import doesn't go quite as expected, you can easily undo the import.
- [Importing Contacts from Google/Gmail](https://supportcenter.mycase.com/en/articles/9370349-importing-contacts-from-google-gmail.md): This article will walk you through importing your Google/Gmail contacts into MyCase.
- [Importing Contacts from MS Outlook](https://supportcenter.mycase.com/en/articles/9370350-importing-contacts-from-ms-outlook.md): This article explains how to import your contacts from Outlook into 8am™ MyCase using our Contact Import Spreadsheet.
- [Importing Time Entries & Expenses](https://supportcenter.mycase.com/en/articles/9370351-importing-time-entries-expenses.md): To begin running your business in 8am™ MyCase, use our simple spreadsheets to add the time entries and expenses you need.
- [How to Represent Open Balances from Previous System in MyCase](https://supportcenter.mycase.com/en/articles/9370352-how-to-represent-open-balances-from-previous-system-in-mycase.md): This article will walk you through representing open balances from a previous system in 8am™ MyCase.
- [Importing Cases](https://supportcenter.mycase.com/en/articles/9370353-importing-cases.md): This article explains how to import your case/matter information into 8am™ MyCase using our Case Import Spreadsheet.
- [Importing Contacts & Companies](https://supportcenter.mycase.com/en/articles/9370354-importing-contacts-companies.md): This article explains how to import your contacts and companies into MyCase using our Contact and Company import spreadsheets.
- [Migrating Data from a Previous System into MyCase](https://supportcenter.mycase.com/en/articles/9370355-migrating-data-from-a-previous-system-into-mycase.md)
- [MyCase Guided Implementation](https://supportcenter.mycase.com/en/articles/9370356-mycase-guided-implementation.md)

## Billing

- [Billing & Invoicing Guide](https://supportcenter.mycase.com/en/articles/9369928-billing-invoicing-guide.md): MyCase allows you to track your time and expenses and easily generate an invoice to send to your client with just a few clicks.
- [MyCase Billing Dashboard](https://supportcenter.mycase.com/en/articles/14007180-mycase-billing-dashboard.md)
- [Billing with Surcharge](https://supportcenter.mycase.com/en/articles/9369931-billing-with-surcharge.md): To use Surcharge, you need to integrate your LawPay account with MyCase, and have Surcharge set up in LawPay.
- [How do I edit an existing invoice?](https://supportcenter.mycase.com/en/articles/9369932-how-do-i-edit-an-existing-invoice.md): In 8am™ MyCase, you can edit invoices to make changes as needed.
- [Improved Invoice Details Layout](https://supportcenter.mycase.com/en/articles/9369933-improved-invoice-details-layout.md): This article will preview our improved invoice details layout.
- [Quick Invoicing Without a Case](https://supportcenter.mycase.com/en/articles/9369934-quick-invoicing-without-a-case.md): Not every bill requires a case in 8am™ MyCase.
- [How do I apply tax to an invoice?](https://supportcenter.mycase.com/en/articles/9369935-how-do-i-apply-tax-to-an-invoice.md): You can apply tax to an invoice in the form of a percentage based or fixed dollar amount.
- [How do I add interest to an invoice?](https://supportcenter.mycase.com/en/articles/9369937-how-do-i-add-interest-to-an-invoice.md): 8am™ MyCase enables you to apply interest to an invoice in the form of a percentage or fixed dollar amount.
- [How do I delete an invoice?](https://supportcenter.mycase.com/en/articles/9369938-how-do-i-delete-an-invoice.md): This article will show you three ways you can delete invoices in 8am™ MyCase.
- [How do I discount an invoice?](https://supportcenter.mycase.com/en/articles/9369939-how-do-i-discount-an-invoice.md): You can apply a percentage or fixed dollar discount to an invoice.
- [What do the different 'Invoice Statuses' mean?](https://supportcenter.mycase.com/en/articles/9369940-what-do-the-different-invoice-statuses-mean.md)
- [Can I Add a List of Outstanding Balances to New Invoices?](https://supportcenter.mycase.com/en/articles/9369941-can-i-add-a-list-of-outstanding-balances-to-new-invoices.md): Yes! With the Outstanding Balance Summary and multi-invoice payment page, clients can view and pay outstanding invoices together!
- [Auto-Apply Interest for Overdue Invoices](https://supportcenter.mycase.com/en/articles/9369942-auto-apply-interest-for-overdue-invoices.md): MyCase allows you to automatically apply interest to overdue invoices.
- [How do I represent a write-off in MyCase?](https://supportcenter.mycase.com/en/articles/9369943-how-do-i-represent-a-write-off-in-mycase.md): There are a couple different ways to reflect writing off unpaid balances in MyCase.
- [How do flat fee cases work?](https://supportcenter.mycase.com/en/articles/9369944-how-do-flat-fee-cases-work.md): When opening a new case/matter, you will be asked to specify its fee structure.
- [Removing Balance Forwards from Invoices](https://supportcenter.mycase.com/en/articles/9369946-removing-balance-forwards-from-invoices.md): In MyCase, when creating a new invoice for a case, you can include balances from any previously unpaid invoices related to the case.
- [Creating an Invoice](https://supportcenter.mycase.com/en/articles/9369947-creating-an-invoice.md): This article will walk you through creating an invoice in 8am™ MyCase.
- [Contingency Billing](https://supportcenter.mycase.com/en/articles/12733010-contingency-billing.md): This article provides step-by-step instructions for setting up contingency billing in MyCase.
- [Alternatives to Balance Forwarding](https://supportcenter.mycase.com/en/articles/14503380-alternatives-to-balance-forwarding.md): Balance forwarding is considered a legacy feature and is now off by default due to the negative ramifications it poses against important financial reports.
- [Create Draft Invoices with Batch Billing](https://supportcenter.mycase.com/en/articles/9369948-create-draft-invoices-with-batch-billing.md): Create invoices in batches with a "Draft" status to indicate that they are incomplete, need further review, or are not yet ready to be sent.
- [Batch Billing](https://supportcenter.mycase.com/en/articles/9369949-batch-billing.md): MyCase offers a batch invoice creation feature that simplifies the invoicing process, saving you time.
- [Can I create time/expense entries for other firm users?](https://supportcenter.mycase.com/en/articles/9369951-can-i-create-time-expense-entries-for-other-firm-users.md): Yes, you can create time/expense entries on behalf of another firm user.
- [Why can't a new firm user add expense entries?](https://supportcenter.mycase.com/en/articles/9369952-why-can-t-a-new-firm-user-add-expense-entries.md): In 8am™ MyCase, user permission is required to add expense entries.
- [Creating Time Entries with Two Digits After Decimal \(example .15\)](https://supportcenter.mycase.com/en/articles/9369953-creating-time-entries-with-two-digits-after-decimal-example-15.md): To enter time entries with two digits after the decimal, you will need to update a Firm Preference.
- [How do I edit or delete a time or expense entry?](https://supportcenter.mycase.com/en/articles/9369954-how-do-i-edit-or-delete-a-time-or-expense-entry.md): This article will walk you through both how to edit and delete time and expense entries.
- [MyCase's Multiple Timers](https://supportcenter.mycase.com/en/articles/9369955-mycase-s-multiple-timers.md): 8am™ MyCase has up to ten built-in timers for tracking your time spent on various activities.
- [How do I create a new expense entry?](https://supportcenter.mycase.com/en/articles/9369956-how-do-i-create-a-new-expense-entry.md): This article provides step-by-step instructions to create expenses in 8am™ MyCase.
- [What is a non-billable time/expense entry?](https://supportcenter.mycase.com/en/articles/9369958-what-is-a-non-billable-time-expense-entry.md): The non-billable feature is helpful for tracking entries for which you prefer not to charge your client.
- [Billing Activities](https://supportcenter.mycase.com/en/articles/9369959-billing-activities.md): When adding a time or expense entry, you will be asked to specify an Activity for the entry.
- [Time Tracking](https://supportcenter.mycase.com/en/articles/9369960-time-tracking.md): This article will walk you through the multiple ways you can track your time in 8am™ MyCase.
- [Timekeeper Summary](https://supportcenter.mycase.com/en/articles/10140342-timekeeper-summary.md): The Timekeeper Summary displays total billable hours and billed amounts per employee for the invoiced date range.
- [Smart Time Finder](https://supportcenter.mycase.com/en/articles/9369957-smart-time-finder.md): With Smart Time Finder working in the background, you’ll meet your firm's billing targets.
- [Text Message Reminders for Invoice Payment](https://supportcenter.mycase.com/en/articles/9369962-text-message-reminders-for-invoice-payment.md)
- [Automated Invoice Reminders](https://supportcenter.mycase.com/en/articles/9369963-automated-invoice-reminders.md): In 8am™ MyCase, you can set up automated invoice reminders for new invoices with little to no work.
- [Invoice Reminders](https://supportcenter.mycase.com/en/articles/9369964-invoice-reminders.md): 8am™ MyCase allows you the ability to send invoice reminders directly to your clients.
- [Paying Multiple Invoices](https://supportcenter.mycase.com/en/articles/9369965-paying-multiple-invoices.md): Your clients can settle their total account balance by paying all invoices and funds requests across cases, with a single payment.
- [Default Invoice Payment Terms](https://supportcenter.mycase.com/en/articles/9369966-default-invoice-payment-terms.md): 8am™ MyCase allows you to create default Payment Terms for your invoices.
- [How do I delete a payment made on an invoice?](https://supportcenter.mycase.com/en/articles/9369967-how-do-i-delete-a-payment-made-on-an-invoice.md): This article will guide you through deleting a payment on an invoice.
- [Refunding Payments in MyCase](https://supportcenter.mycase.com/en/articles/9369968-refunding-payments-in-mycase.md): This article will show you how to refund credit card and eCheck payments in 8am™ MyCase.
- [Automatic Payments](https://supportcenter.mycase.com/en/articles/9369969-automatic-payments.md): For firms who offer their clients the ability to make payment installments, Automated Payment Plan will help display this on the invoice.
- [How do I record a payment on an invoice?](https://supportcenter.mycase.com/en/articles/9369970-how-do-i-record-a-payment-on-an-invoice.md): This article will walk you through receiving payments on invoices.
- [Payment Plans](https://supportcenter.mycase.com/en/articles/9369972-payment-plans.md): Use the payment plan feature to breakup the invoice total into individual payment installations.
- [MyCase Payments Tab](https://supportcenter.mycase.com/en/articles/9718300-mycase-payments-tab.md): 8am™ MyCase's Payments Tab provides you a clear overview of all payments received.
- [Split Billing](https://supportcenter.mycase.com/en/articles/9756553-split-billing.md): Effectively split invoices between multiple payers with Split Billing in MyCase.
- [Quick Charge](https://supportcenter.mycase.com/en/articles/15139177-quick-charge.md): Collect payments easily—no contact, case, or invoice required.
- [Batch Export Invoices](https://supportcenter.mycase.com/en/articles/9369973-batch-export-invoices.md): You can export groups of invoices in 8am™ MyCase.
- [Marking Invoices as Sent](https://supportcenter.mycase.com/en/articles/9369974-marking-invoices-as-sent.md): An invoice is marked as "sent" when you have shared it with a client or contact who is responsible for making payments on the invoice.
- [Printing and exporting a PDF invoice from MyCase](https://supportcenter.mycase.com/en/articles/9369975-printing-and-exporting-a-pdf-invoice-from-mycase.md): To print or export a PDF copy of an invoice in 8am™ MyCase, open the Invoice Details Page for the invoice.
- [Sharing Invoices](https://supportcenter.mycase.com/en/articles/9369976-sharing-invoices.md): When you're creating an invoice, you can easily share it with clients and contacts.
- [Bulk Sharing Invoices via Email](https://supportcenter.mycase.com/en/articles/9369978-bulk-sharing-invoices-via-email.md): Give your clients the ability to view & pay invoices directly from their inbox & maximize efficiency by emailing multiple invoices at once.
- [Rate Plans](https://supportcenter.mycase.com/en/articles/9369981-rate-plans.md): Simplify the billing process by eliminating the need to manually enter billing rates every time a new case is created.
- [How to view Earned Income](https://supportcenter.mycase.com/en/articles/9369982-how-to-view-earned-income.md): 8am™ MyCase includes a function to review your earned income for a period of time.
- [Documents Overview](https://supportcenter.mycase.com/en/articles/9369983-documents-overview.md): MyCase is a great tool for organizing documents and sharing them with staff and clients.
- [Financial Insights](https://supportcenter.mycase.com/en/articles/9369986-financial-insights.md): This visualization helps to tell your financial data’s story and provides an easy snapshot of what is happening within your firm.
- [Default Terms and Conditions](https://supportcenter.mycase.com/en/articles/9369987-default-terms-and-conditions.md): MyCase allows you to create a default set of Terms and Conditions for your invoices.
- [LEDES Billing](https://supportcenter.mycase.com/en/articles/9369990-ledes-billing.md): Enable LEDES Billing within your MyCase account.
- [Account Statements](https://supportcenter.mycase.com/en/articles/9369991-account-statements.md): Account Statements combine all of a client's invoices, even over multiple cases, into one statement.

## Online Payments

- [Payment Pages](https://supportcenter.mycase.com/en/articles/11517796-payment-pages.md): Payment Pages allow you to accept online payments in your office, over email, through your website, or on any mobile device, increasing client satisfaction and the chance of getting paid immediately.
- [Scheduled Payments](https://supportcenter.mycase.com/en/articles/11643102-scheduled-payments.md): Automate recurring payments and maximize cash flow with Scheduled Payments!
- [Next-Day Payments](https://supportcenter.mycase.com/en/articles/15664026-next-day-payments.md): This article explains the Next-Day Payments feature for 8am Lawpay users, which allows firms to bypass the standard two-day waiting period for funds.
- [How to Reconcile your 8am LawPay/Pay Later Transactions](https://supportcenter.mycase.com/en/articles/9370083-how-to-reconcile-your-8am-lawpay-pay-later-transactions.md): 8am™ MyCase's reconciliation feature allows you to reconcile payments made via various payment methods.
- [Recharging saved cards from LawPay in MyCase](https://supportcenter.mycase.com/en/articles/9370084-recharging-saved-cards-from-lawpay-in-mycase.md)
- [Getting Paid with Pay Later](https://supportcenter.mycase.com/en/articles/10057908-getting-paid-with-pay-later.md): Get paid 100% of your legal fees upfront while offering your clients the flexibility of an automated payment plan.
- [Payment Method Customization](https://supportcenter.mycase.com/en/articles/14081496-payment-method-customization.md): Take control of your firm's cash flow by choosing exactly how clients pay for each invoice or funds request.
- [8am LawPay Reports in MyCase](https://supportcenter.mycase.com/en/articles/15505603-8am-lawpay-reports-in-mycase.md): Learn how to access and use the LawPay financial reports available in MyCase, including monthly processing fee statements, payout activity, and detailed transaction records.
- [Payment Forms Updates](https://supportcenter.mycase.com/en/articles/9370086-payment-forms-updates.md): MyCase has optimized the payment forms for your clients. Now it's even easier for them to pay you online!
- [What happens if the client's payment is rejected because of Non-Sufficient Funds \(NSF\)?](https://supportcenter.mycase.com/en/articles/9370088-what-happens-if-the-client-s-payment-is-rejected-because-of-non-sufficient-funds-nsf.md): An NSF means that the client has an insufficient amount of funds in their bank account to cover the amount of payment authorized.
- [PCI Compliance - What You Need to Know](https://supportcenter.mycase.com/en/articles/9370091-pci-compliance-what-you-need-to-know.md): PCI DSS compliance is designed to keep cardholders and their information safe. PCI DSS is the payment card industry data security standard
- [Online Payment Settlement Times & Payment Disputes](https://supportcenter.mycase.com/en/articles/9370092-online-payment-settlement-times-payment-disputes.md): This article will detail the settlement times for both Credit Card and eCheck transactions.
- [How do I update my bank accounts?](https://supportcenter.mycase.com/en/articles/9370094-how-do-i-update-my-bank-accounts.md): This article walks you through the process to update your bank account\(s\) information in MyCase.
- [Payments on Mobile](https://supportcenter.mycase.com/en/articles/9370097-payments-on-mobile.md): The MyCase mobile app allows you to record credit card payments from your phone.
- [How do I view if my clients have paid me by eCheck or credit card?](https://supportcenter.mycase.com/en/articles/9370098-how-do-i-view-if-my-clients-have-paid-me-by-echeck-or-credit-card.md): When a client makes an eCheck or credit card payment, you will receive an email or activity feed notification depending on your settings.
- [How can clients pay online through my website?](https://supportcenter.mycase.com/en/articles/9370099-how-can-clients-pay-online-through-my-website.md)
- [FAQ about receiving payments outside of the Client Portal](https://supportcenter.mycase.com/en/articles/9370100-faq-about-receiving-payments-outside-of-the-client-portal.md): This article will answer most common questions regarding the capability for clients to pay without logging into the Client Portal.
- [MyCase In Office Payments FAQs](https://supportcenter.mycase.com/en/articles/9370101-mycase-in-office-payments-faqs.md): This article will provide details on receiving In Office payments via 8am™ MyCase.
- [Turn On Online Payments on An Invoice](https://supportcenter.mycase.com/en/articles/9370102-turn-on-online-payments-on-an-invoice.md): This article will show you how to turn on online payments for an invoice.
- [Universal Payment Link](https://supportcenter.mycase.com/en/articles/9370103-universal-payment-link.md): In 8am™ MyCase, the Universal Payment Link allows users to passively receive payment without the need for a receivable.

## Cases

- [Creating Single Select \(List\) Custom Fields](https://supportcenter.mycase.com/en/articles/9369870-creating-single-select-list-custom-fields.md): 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.
- [Custom Field Types](https://supportcenter.mycase.com/en/articles/9369871-custom-field-types.md)
- [Case Custom Fields by Practice Area](https://supportcenter.mycase.com/en/articles/9369872-case-custom-fields-by-practice-area.md): You have the functionality to customize custom fields for cases based on practice area.
- [Custom Fields Overview](https://supportcenter.mycase.com/en/articles/9369873-custom-fields-overview.md): MyCase allows you to create custom fields so you can keep track of important information beyond standard case, contact, and company fields.
- [How do I link a firm user to all active cases?](https://supportcenter.mycase.com/en/articles/9369874-how-do-i-link-a-firm-user-to-all-active-cases.md): 8am™ MyCase allows you to link a firm user to all active cases as needed.
- [Case Insights](https://supportcenter.mycase.com/en/articles/9369876-case-insights.md): This article will detail how the Case Insights page gives your firm actionable intelligence to help you make smarter and more profitable business decisions.
- [Cases Overview](https://supportcenter.mycase.com/en/articles/9369877-cases-overview.md): There is no limit to the number of cases you can have in the system.
- [How do I UNLINK a client/contact from a case?](https://supportcenter.mycase.com/en/articles/9369878-how-do-i-unlink-a-client-contact-from-a-case.md): This article will walk you through unlinking clients and contacts from existing cases/matters.
- [How do I LINK a firm user to a case?](https://supportcenter.mycase.com/en/articles/9369879-how-do-i-link-a-firm-user-to-a-case.md): You can always link a firm user to a case after it has been created.
- [Viewing the Lead Attorney for Cases](https://supportcenter.mycase.com/en/articles/9369880-viewing-the-lead-attorney-for-cases.md): If you have more than one attorney linked to a case, it can be beneficial to indicate one Lead Attorney.
- [Statute of Limitations Dates](https://supportcenter.mycase.com/en/articles/9369881-statute-of-limitations-dates.md): 8am™ MyCase has a built-in tool for managing your Statute of Limitations \(SOL\) dates.
- [Where can I view notes for a case?](https://supportcenter.mycase.com/en/articles/9369882-where-can-i-view-notes-for-a-case.md): Learn how to review case notes in your 8am™ MyCase account.
- [How do I add/edit/delete Areas of Practice?](https://supportcenter.mycase.com/en/articles/9369883-how-do-i-add-edit-delete-areas-of-practice.md): In 8am™ MyCase, your cases/matters can be assigned to a particular Area of Practice.
- [Case Details Page](https://supportcenter.mycase.com/en/articles/9369884-case-details-page.md): The Case Details Page is useful because it will show you all of the information in 8am™ MyCase for a particular case/matter.
- [Case Status Updates](https://supportcenter.mycase.com/en/articles/9369885-case-status-updates.md)
- [Case Stages](https://supportcenter.mycase.com/en/articles/9369886-case-stages.md): Case stages lets you easily track the lifecycle of cases and view how your cases are progressing at a glance.
- [MyCase 101: Linking Contacts to a Case](https://supportcenter.mycase.com/en/articles/9369887-mycase-101-linking-contacts-to-a-case.md): It is important to understand the concept of linking Cases and Contacts to each other.
- [Adding a New Case](https://supportcenter.mycase.com/en/articles/9369888-adding-a-new-case.md): Adding contacts and cases \(and linking the two together\) are the first steps to working in MyCase.
- [Automatic Case Numbering](https://supportcenter.mycase.com/en/articles/9369889-automatic-case-numbering.md): Your firm can set up a specific numbering scheme and have your cases automatically increment as you create them.
- [How do I close, re-open, or delete a case from the system?](https://supportcenter.mycase.com/en/articles/9369890-how-do-i-close-re-open-or-delete-a-case-from-the-system.md): This article will walk you through closing, reopening and fully deleting a case within the system.
- [Intake Form Overview](https://supportcenter.mycase.com/en/articles/9369891-intake-form-overview.md): In 8am™ MyCase, you can create Intake Forms that you can send to potential clients that will auto-populate within MyCase for you.

## Client Portal / What will my client see?

- [What will my potential client see when I email them a consultation fee invoice directly?](https://supportcenter.mycase.com/en/articles/9369905-what-will-my-potential-client-see-when-i-email-them-a-consultation-fee-invoice-directly.md)
- [What does an active Client see when a case is closed?](https://supportcenter.mycase.com/en/articles/9369906-what-does-an-active-client-see-when-a-case-is-closed.md): When a case is closed, what does the active client experience?
- [What will my client see when I add a comment?](https://supportcenter.mycase.com/en/articles/9369907-what-will-my-client-see-when-i-add-a-comment.md): This article walks you through what your client sees after a comment is left on a shared item.
- [What will my client see when I share a task?](https://supportcenter.mycase.com/en/articles/9369908-what-will-my-client-see-when-i-share-a-task.md): This article walks you through what your client sees after a task is shared with them through MyCase.
- [What will my client see when I share an invoice with them?](https://supportcenter.mycase.com/en/articles/9369909-what-will-my-client-see-when-i-share-an-invoice-with-them.md): This article walks you through what your client sees after an invoice is shared with them through MyCase.
- [What will my client see when I share an event?](https://supportcenter.mycase.com/en/articles/9369910-what-will-my-client-see-when-i-share-an-event.md): This article walks you through what your client sees after an event is shared with them through MyCase.
- [Invoice Reminders for Clients](https://supportcenter.mycase.com/en/articles/9369911-invoice-reminders-for-clients.md): This article shows what clients see when you send them an invoice reminder.
- [What will my client see when I email them an invoice directly?](https://supportcenter.mycase.com/en/articles/9369912-what-will-my-client-see-when-i-email-them-an-invoice-directly.md): You have the option to directly email an invoice from MyCase to your client's email inbox.
- [What will my client see when I invite them to the portal?](https://supportcenter.mycase.com/en/articles/9369913-what-will-my-client-see-when-i-invite-them-to-the-portal.md): This article walks you through what your client sees after you ENABLE their Client Portal.
- [What will my client see when I share a document?](https://supportcenter.mycase.com/en/articles/9369914-what-will-my-client-see-when-i-share-a-document.md): This article walks you through what your client sees after a document is shared with them through MyCase.
- [What will my client see when I email them an Intake Form?](https://supportcenter.mycase.com/en/articles/9369915-what-will-my-client-see-when-i-email-them-an-intake-form.md): You have the option to directly email an Intake Form from MyCase to your client's or potential client’s email inbox.
- [Requesting Funds- What will my client see?](https://supportcenter.mycase.com/en/articles/9369916-requesting-funds-what-will-my-client-see.md)
- [What will my client see when I request an eSignature?](https://supportcenter.mycase.com/en/articles/9369917-what-will-my-client-see-when-i-request-an-esignature.md): You have the option to directly email a document from MyCase to your client's or potential client's email inbox and request their signature.
- [Client Portal Guide for Clients](https://supportcenter.mycase.com/en/articles/9369918-client-portal-guide-for-clients.md)
- [MyCase Client Portal Overview](https://supportcenter.mycase.com/en/articles/9369919-mycase-client-portal-overview.md): The MyCase Client Portal is a secure platform where you can share case details, billing information, and communicate with clients and contacts.
- [What features and steps can I use to securely upload, share, and manage documents in MyCase?](https://supportcenter.mycase.com/en/articles/12608704-what-features-and-steps-can-i-use-to-securely-upload-share-and-manage-documents-in-mycase.md)
- [How can I troubleshoot document access or visibility issues in 8am's client portal?](https://supportcenter.mycase.com/en/articles/12758158-how-can-i-troubleshoot-document-access-or-visibility-issues-in-8am-s-client-portal.md)
- [8am™ MyCase Client Portal](https://supportcenter.mycase.com/en/articles/13381340-8am-mycase-client-portal.md): Follow this step-by-step guide to send secure messages to your client's portal.
- [Enabling the Client Portal when sharing an Invoice, Document, or Event](https://supportcenter.mycase.com/en/articles/9369920-enabling-the-client-portal-when-sharing-an-invoice-document-or-event.md): We have expanded the ability for enabling the Client Portal to allow you to invite clients while sharing certain items.
- [How do I disable 8am MyCase Client Portal access for a client/contact?](https://supportcenter.mycase.com/en/articles/9369921-how-do-i-disable-8am-mycase-client-portal-access-for-a-client-contact.md): This article will walk you through disabling MyCase access privileges for a client/contact in MyCase.
- [How to view the Client Portal activity for a contact](https://supportcenter.mycase.com/en/articles/9369923-how-to-view-the-client-portal-activity-for-a-contact.md): You can visit the contact details page to view the Client Portal activity for a client or contact in your 8am™ MyCase account.
- [How do I share information with clients and contacts?](https://supportcenter.mycase.com/en/articles/9369924-how-do-i-share-information-with-clients-and-contacts.md): The power feature of MyCase lies in the ability to provide your clients and contacts 24/7 access to selected case
- [What if a client forgets their password?](https://supportcenter.mycase.com/en/articles/9369925-what-if-a-client-forgets-their-password.md): If your client has forgotten their password, they can use the "Forgot Password" tool to reset it.
- [How do I enable 8am MyCase Client Portal access for a client/contact?](https://supportcenter.mycase.com/en/articles/9369926-how-do-i-enable-8am-mycase-client-portal-access-for-a-client-contact.md): This article will walk you through enabling MyCase access privileges for a client/contact in MyCase.
- [What web browser should I use to run MyCase's Client Portal?](https://supportcenter.mycase.com/en/articles/9369927-what-web-browser-should-i-use-to-run-mycase-s-client-portal.md)
- [8am™ MyCase Client Portal Messages](https://supportcenter.mycase.com/en/articles/13371385-8am-mycase-client-portal-messages.md): Here is a step-by-step guide on how to send and receive secure messages via the Client Portal, manage your firm’s template library, and streamline your communication using Client Messaging Templates.

## Calendaring

- [What are Unresolved Items?](https://supportcenter.mycase.com/en/articles/9370054-what-are-unresolved-items.md): In 8am™ MyCase, when calendar events are created, you are able to assign them to cases/matters and share.
- [Calendar Event Reminders](https://supportcenter.mycase.com/en/articles/9370055-calendar-event-reminders.md): 8am™ MyCase lets you add reminders to events, so you never forget another important date or deadline.
- [How do I change the color of my Calendar?](https://supportcenter.mycase.com/en/articles/9370056-how-do-i-change-the-color-of-my-calendar.md): In 8am™ MyCase you can customize the calendar color for yourself and other firm users.
- [Recurring Events](https://supportcenter.mycase.com/en/articles/9370057-recurring-events.md): In 8am™ MyCase, calendar events can be made recurring whether you are adding a new event or editing a previously created event.
- [How do I mark all calendar events as read?](https://supportcenter.mycase.com/en/articles/9370058-how-do-i-mark-all-calendar-events-as-read.md): The Mark All As Read tool makes it easy to mark all of your unread calendar events as read \(with the click of a button\).
- [How do I setup default calendar or task reminders?](https://supportcenter.mycase.com/en/articles/9370059-how-do-i-setup-default-calendar-or-task-reminders.md): You can create default calendar and task reminders via your Settings.
- [Date Calculator](https://supportcenter.mycase.com/en/articles/9370061-date-calculator.md): Wherever you are in 8am™ MyCase, you can calculate a future date by using MyCase's Date Calculator.
- [Sharing Calendar Events](https://supportcenter.mycase.com/en/articles/9370062-sharing-calendar-events.md): This article will walk you through both sharing a new calendar event and sharing an existing calendar event in 8am™ MyCase.
- [How to add, edit or delete a calendar location?](https://supportcenter.mycase.com/en/articles/9370063-how-to-add-edit-or-delete-a-calendar-location.md): This article will walk you through how to add, edit, or delete locations for calendar events in 8am™ MyCase.
- [Creating a New Calendar Event](https://supportcenter.mycase.com/en/articles/9370064-creating-a-new-calendar-event.md): From either the calendar pages or the quick add menu, click "New Event"...
- [Calendar Overview](https://supportcenter.mycase.com/en/articles/9370065-calendar-overview.md): Events such as appointments, deadlines, and staff meetings can be created and shared with selected firm users and/or clients.
- [How do I delete or cancel events from the calendar?](https://supportcenter.mycase.com/en/articles/12691562-how-do-i-delete-or-cancel-events-from-the-calendar.md): Deleting or canceling calendar events in 8am™ MyCase ensures your schedule stays current and relevant.

## Communications

- [Call Log Overview](https://supportcenter.mycase.com/en/articles/9370030-call-log-overview.md): 8am™ MyCase’s Call Log feature makes it easy to track missed calls and ensure that important messages are returned quickly.
- [MyCase Chat Overview](https://supportcenter.mycase.com/en/articles/9370031-mycase-chat-overview.md): Chat is an internal messaging tool that enables you to communicate on-the-fly with the rest of your firm, without ever leaving 8am™ MyCase.
- [How to Chat With Your Staff Using MyCase](https://supportcenter.mycase.com/en/articles/13226902-how-to-chat-with-your-staff-using-mycase.md): Here is a step-by-step guide using the internal chat tool in 8am MyCase to communicate with your staff.
- [How do I create a new note?](https://supportcenter.mycase.com/en/articles/9370032-how-do-i-create-a-new-note.md)
- [How do I edit or delete a note?](https://supportcenter.mycase.com/en/articles/9370034-how-do-i-edit-or-delete-a-note.md): To edit or delete a note, open the Notes Section for the case or contact that the note is linked to...
- [Text Formatting Options on Comments, Notes, and Messages](https://supportcenter.mycase.com/en/articles/9370035-text-formatting-options-on-comments-notes-and-messages.md): MyCase allows you to format your Messages, Comments and Notes with a new text editor bar located above the related text entry box.
- [Who is allowed to view comments?](https://supportcenter.mycase.com/en/articles/9370036-who-is-allowed-to-view-comments.md): In 8am™ MyCase, who can see the comment stream depends entirely on the sharing settings for the particular item it is tied to.
- [Commenting Overview](https://supportcenter.mycase.com/en/articles/9370037-commenting-overview.md)
- [MyCase Text Messaging Registration \(A2P Communication Standards\)](https://supportcenter.mycase.com/en/articles/9370038-mycase-text-messaging-registration-a2p-communication-standards.md): Learn more about how to register your firm to enable text messaging in MyCase and A2P Communication Standards.
- [Text Messaging Regulations under TCPA](https://supportcenter.mycase.com/en/articles/9370040-text-messaging-regulations-under-tcpa.md): Your firm's text messages to clients and leads may be subject to regulation under the Telephone Consumer Protection Act.
- [Text Messaging](https://supportcenter.mycase.com/en/articles/9370041-text-messaging.md): MyCase text messaging provides your firm the ability to quickly connect with clients & leads through 2-way SMS text messages.
- [How can I change the case that a message is linked to?](https://supportcenter.mycase.com/en/articles/9370043-how-can-i-change-the-case-that-a-message-is-linked-to.md): Messages in 8am™ MyCase can be linked to a particular case/matter.
- [Message Drafts](https://supportcenter.mycase.com/en/articles/9370044-message-drafts.md): 8am™ MyCase ensures your work is never lost with auto-save messages.
- [How to assign another firm user to resolve your emails](https://supportcenter.mycase.com/en/articles/9370045-how-to-assign-another-firm-user-to-resolve-your-emails.md): This is a Legacy Service, meaning 8am™ MyCase will no longer provide updates for this service.
- [How do I forward/share a message with other people?](https://supportcenter.mycase.com/en/articles/9370046-how-do-i-forward-share-a-message-with-other-people.md): This 8am™ MyCase feature is useful for when you would like to invite someone else into the conversation.
- [Email Integration - Storing Emails With Attachments](https://supportcenter.mycase.com/en/articles/9370047-email-integration-storing-emails-with-attachments.md): When an email that contains attachments is forwarded into 8am™ MyCase, you can save it to a case file or as a firm document.
- [Viewing Emails Related to a Case](https://supportcenter.mycase.com/en/articles/9370048-viewing-emails-related-to-a-case.md): 8am™ MyCase allows you to view emails linked to cases.
- [Messaging Overview](https://supportcenter.mycase.com/en/articles/9370049-messaging-overview.md): MyCase has an internal messaging system that is great for communicating with clients & firm staff.
- [Out of Office Messaging](https://supportcenter.mycase.com/en/articles/9370050-out-of-office-messaging.md): The out of office feature sends custom automated message responses to clients when firm members mark that they are out of the office.

## Contacts 

- [Troubleshooting and Resolving Time Zone Discrepancies in 8am MyCase](https://supportcenter.mycase.com/en/articles/12640222-troubleshooting-and-resolving-time-zone-discrepancies-in-8am-mycase.md)
- [How to Create a Company in Contacts](https://supportcenter.mycase.com/en/articles/16150877-how-to-create-a-company-in-contacts.md): Step-by-step instructions for adding new company entities to Contacts via Quick Actions or the Contacts tab, plus details on linking individual employees.
- [Contact Roles Overview](https://supportcenter.mycase.com/en/articles/9369892-contact-roles-overview.md): 8am™ MyCase lets you assign contacts a different role for every case the contact is linked to.
- [How do I add/edit/delete Contact Groups?](https://supportcenter.mycase.com/en/articles/9369893-how-do-i-add-edit-delete-contact-groups.md): When you have hundreds \(or even thousands\) of contacts in 8am™ MyCase, Contact Groups will keep you organized.
- [Where can I find archived contacts in MyCase?](https://supportcenter.mycase.com/en/articles/9369894-where-can-i-find-archived-contacts-in-mycase.md): Here are two ways to find an Archived Contact in 8am™ MyCase.
- [Add Contact Photo](https://supportcenter.mycase.com/en/articles/9369895-add-contact-photo.md): MyCase allows you to upload a photo of a contact to ensure you can always put a face to a name.
- [Contact Details Page Breakdown](https://supportcenter.mycase.com/en/articles/9369896-contact-details-page-breakdown.md)
- [How do I edit a contact?](https://supportcenter.mycase.com/en/articles/9369897-how-do-i-edit-a-contact.md): This article will walk you through editing a contact from the Contact List and Contact Details Page.
- [How do I delete a contact?](https://supportcenter.mycase.com/en/articles/9369899-how-do-i-delete-a-contact.md): You can delete contacts you no longer need in 8am™ MyCase.
- [Creating a New Client](https://supportcenter.mycase.com/en/articles/9369900-creating-a-new-client.md): This article will show you how to create a new client in 8am™ MyCase.
- [How do I Unarchive a contact?](https://supportcenter.mycase.com/en/articles/9369901-how-do-i-unarchive-a-contact.md): If an archived contact or client needs to be made active again, you can always Unarchive them.
- [Where can I view notes for a client/contact?](https://supportcenter.mycase.com/en/articles/9369902-where-can-i-view-notes-for-a-client-contact.md): In the client's Contact page. This article will instruct you where to go to view all of the notes that have been linked to a particular client/contact.
- [How do I Archive a contact?](https://supportcenter.mycase.com/en/articles/9369903-how-do-i-archive-a-contact.md): The Archive Contact feature lets you remove a contact from your main contact database without actually deleting them from the system.
- [How do I link a client/contact to a case?](https://supportcenter.mycase.com/en/articles/9369904-how-do-i-link-a-client-contact-to-a-case.md): This article will walk you through linking clients and contacts to cases.

## Documents

- [Firm Documents in MyCase Drive](https://supportcenter.mycase.com/en/articles/9369992-firm-documents-in-mycase-drive.md): You can house an unlimited number of firm documents in your 8am™ MyCase account.
- [Document Migration to MyCase Drive- Existing Customers](https://supportcenter.mycase.com/en/articles/9369994-document-migration-to-mycase-drive-existing-customers.md): Need help understanding the best way to migrate documents for your firm? Contact MyCase support for additional help!
- [Document Migration to MyCase Drive- New Customers](https://supportcenter.mycase.com/en/articles/9369996-document-migration-to-mycase-drive-new-customers.md): Need help understanding the best way to migrate documents for your firm? Contact MyCase support for additional help!
- [MyCase Drive Guide](https://supportcenter.mycase.com/en/articles/9369997-mycase-drive-guide.md): This article includes everything you need to know to install and operate 8am™ MyCase Drive.
- [MyCase Drive FAQs & Troubleshooting](https://supportcenter.mycase.com/en/articles/9369999-mycase-drive-faqs-troubleshooting.md): MyCase Drive enables fast and secure file management that seamlessly integrates your desktop with MyCase.
- [How to Use MyCase Drive](https://supportcenter.mycase.com/en/articles/9369998-how-to-use-mycase-drive.md): 8am™ MyCase Drive extends the value of MyCase documents so you never upload or download files to MyCase again.
- [Updating MyCase Desktop](https://supportcenter.mycase.com/en/articles/9370000-updating-mycase-desktop.md)
- [MyCase Desktop Overview](https://supportcenter.mycase.com/en/articles/9370001-mycase-desktop-overview.md): 8am™ MyCase Desktop lets you seamlessly edit documents and sync changes to MyCase, using the software of your choice.
- [How can I troubleshoot issues with MyCase Desktop?](https://supportcenter.mycase.com/en/articles/12691654-how-can-i-troubleshoot-issues-with-mycase-desktop.md)
- [eSignature Templates](https://supportcenter.mycase.com/en/articles/9370002-esignature-templates.md): Prepare an eSignature document once and use it over and over.
- [eSignatures Overview](https://supportcenter.mycase.com/en/articles/9370004-esignatures-overview.md): MyCase eSignature makes the process of preparing and signing routine case and intake documents simple and seamless.
- [Document Organization Overview](https://supportcenter.mycase.com/en/articles/9370006-document-organization-overview.md): Sort and filter through your documents within 8am™ MyCase.
- [Searching and Filtering Document Tags](https://supportcenter.mycase.com/en/articles/9370007-searching-and-filtering-document-tags.md): There are two places to search and filter documents by their tags. This article will show you how to search and filter document tags in 8am™ MyCase.
- [Document Tagging Overview](https://supportcenter.mycase.com/en/articles/9370008-document-tagging-overview.md): Document tags are labels that you can assign to documents to make them easier to group and find.
- [Folder Organization Features](https://supportcenter.mycase.com/en/articles/9370009-folder-organization-features.md): This article outlines how to get the most out of our File Folders feature.
- [Bulk Sharing Documents](https://supportcenter.mycase.com/en/articles/9370010-bulk-sharing-documents.md): You can share multiple documents at once with our bulk sharing feature. This article outlines how to bulk share documents on a case.
- [Best Practices for Uploading Folders to MyCase](https://supportcenter.mycase.com/en/articles/9370011-best-practices-for-uploading-folders-to-mycase.md): The ability to upload folders to a Case via Drag’n’Drop is available to firms who go through the Onboarding process.
- [Sharing Documents](https://supportcenter.mycase.com/en/articles/9370014-sharing-documents.md): This article will walk you through both sharing a new document and an existing document.
- [Multiple document upload \(Batch Document Upload\) and download](https://supportcenter.mycase.com/en/articles/9370016-multiple-document-upload-batch-document-upload-and-download.md): 8am™ MyCase makes uploading multiple documents into MyCase easy.
- [How to Upload & Share a Document](https://supportcenter.mycase.com/en/articles/9370017-how-to-upload-share-a-document.md): You can upload & share an unlimited amount of documents in 8am™ MyCase.
- [Default Folders](https://supportcenter.mycase.com/en/articles/9370018-default-folders.md)
- [Converting Documents to PDFs](https://supportcenter.mycase.com/en/articles/9370019-converting-documents-to-pdfs.md): This feature allows you to convert documents from Word and other formats to PDF once finalized.
- [Document Full Text Search](https://supportcenter.mycase.com/en/articles/9370021-document-full-text-search.md): Allows you to find documents based on content match quickly.
- [See when your client has viewed a document](https://supportcenter.mycase.com/en/articles/9370022-see-when-your-client-has-viewed-a-document.md): MyCase has released a feature which will allow you to see when your client has viewed a document via the Client Portal.
- [How do I mark all documents as read?](https://supportcenter.mycase.com/en/articles/9370024-how-do-i-mark-all-documents-as-read.md): The Mark All As Read tool makes it easy to mark all of your unread documents as read \(with the click of a button\).
- [What are Firm Docs?](https://supportcenter.mycase.com/en/articles/9370025-what-are-firm-docs.md): When you open the main Documents tab, you will notice three filter options: Case Docs, Firms Docs, and Templates. This article explains more about Firm Docs.
- [What are Case Documents?](https://supportcenter.mycase.com/en/articles/9370026-what-are-case-documents.md): This article explains more about Case Documents in 8am™ MyCase.
- [Linking All Firm Documents and/or Templates to a Firm User](https://supportcenter.mycase.com/en/articles/9370027-linking-all-firm-documents-and-or-templates-to-a-firm-user.md): This feature is particularly useful when adding a new employee to your firm's 8am™ MyCase account.
- [Document Trash Bin](https://supportcenter.mycase.com/en/articles/9370028-document-trash-bin.md): 8am™ MyCase's Trash Bin allows you to recover deleted documents.

## Advanced Document Automation

- [Document Automation Overview](https://supportcenter.mycase.com/en/articles/9370029-document-automation-overview.md): MyCase has great tools that take the drudgery out of document assembly.
- [Handling Older Word Documents with Advanced Document Automation](https://supportcenter.mycase.com/en/articles/9370304-handling-older-word-documents-with-advanced-document-automation.md): Compatibility mode message
- [Word Add-in Troubleshooting](https://supportcenter.mycase.com/en/articles/9370305-word-add-in-troubleshooting.md): Advanced Document Automation Word Add-in
- [Why is the Advanced Document Automation icon grayed out?](https://supportcenter.mycase.com/en/articles/9370306-why-is-the-advanced-document-automation-icon-grayed-out.md)
- [The Advanced Document Automation icon disappeared from Word](https://supportcenter.mycase.com/en/articles/9370307-the-advanced-document-automation-icon-disappeared-from-word.md): How to retrieve the add-in easily from Microsoft Word.
- [Install Advanced Document Automation \(ADA\)](https://supportcenter.mycase.com/en/articles/9370308-install-advanced-document-automation-ada.md): Installing Advanced Document Automation directly from Microsoft Word or Microsoft App Store.
- [Advanced Document Automation Sample Templates](https://supportcenter.mycase.com/en/articles/9370309-advanced-document-automation-sample-templates.md): Pre-built templates to help you get started
- [Map Template Fields With Corresponding MyCase fields](https://supportcenter.mycase.com/en/articles/9370310-map-template-fields-with-corresponding-mycase-fields.md): How to auto-populate data in your templates
- [Reuse Fields across Documents](https://supportcenter.mycase.com/en/articles/9370311-reuse-fields-across-documents.md): How to reuse fields from one template to another
- [Advanced Document Automation Field Types](https://supportcenter.mycase.com/en/articles/9370312-advanced-document-automation-field-types.md): Choose from 9 different field types
- [Edit, delete, and reorder fields in your templates](https://supportcenter.mycase.com/en/articles/9370313-edit-delete-and-reorder-fields-in-your-templates.md): How to make any necessary edits on your template fields
- [Overview of Advanced Document Automation Add-in Side Task Panel](https://supportcenter.mycase.com/en/articles/9370314-overview-of-advanced-document-automation-add-in-side-task-panel.md)
- [Reference a field value or clause from within another field](https://supportcenter.mycase.com/en/articles/9370316-reference-a-field-value-or-clause-from-within-another-field.md): How to use Macros in your Advanced Document Automation Templates
- [Inserting fields into your document](https://supportcenter.mycase.com/en/articles/9370317-inserting-fields-into-your-document.md): Specify where fields should be inserted in your document
- [Manually creating a field](https://supportcenter.mycase.com/en/articles/9370318-manually-creating-a-field.md): This article will show you how to add custom fields to your Advanced Document Automation template.
- [How to use Auto-Template](https://supportcenter.mycase.com/en/articles/9370319-how-to-use-auto-template.md): Convert your existing templates to Advanced Document Automation templates.
- [How to Draft Documents When You Have Multiple Contacts in a Case](https://supportcenter.mycase.com/en/articles/9370328-how-to-draft-documents-when-you-have-multiple-contacts-in-a-case.md): This article will show you how to use Contact Roles in Advanced Document Automation templates.
- [Populate Advanced Document Automation Templates Within MyCase](https://supportcenter.mycase.com/en/articles/9370329-populate-advanced-document-automation-templates-within-mycase.md): A step-by-step guide on how to generate Advanced Document Automation templates from within 8am™ MyCase.
- [Populating templates in the Word add-in](https://supportcenter.mycase.com/en/articles/9370330-populating-templates-in-the-word-add-in.md): How to populate a template with new information
- [How to Eliminate Street Address Line 2 in your template, when you don't need it](https://supportcenter.mycase.com/en/articles/9370293-how-to-eliminate-street-address-line-2-in-your-template-when-you-don-t-need-it.md): Automate the client's full address in your Advanced Templates.
- [How to add Bar Numbers automatically to Advanced Templates When There Are Multiple Attorneys at the Firm](https://supportcenter.mycase.com/en/articles/9370295-how-to-add-bar-numbers-automatically-to-advanced-templates-when-there-are-multiple-attorneys-at-the-firm.md)
- [How to conditionally Insert a Paragraph in Advanced Document Automation Templates](https://supportcenter.mycase.com/en/articles/9370296-how-to-conditionally-insert-a-paragraph-in-advanced-document-automation-templates.md): IF/THEN statement to insert a paragraph in your document.
- [Conditional Fields Depending on Other Conditional Fields](https://supportcenter.mycase.com/en/articles/9370298-conditional-fields-depending-on-other-conditional-fields.md): Build nested conditions for robust Document Automation.
- [How to automate pronouns in your Advanced Document Automation Templates](https://supportcenter.mycase.com/en/articles/9370299-how-to-automate-pronouns-in-your-advanced-document-automation-templates.md): You can easily automate pronouns in your templates with conditional fields.
- [Conditional Fields Overview](https://supportcenter.mycase.com/en/articles/9370300-conditional-fields-overview.md): "Conditional" fields offer a flexible way to define conditional text and paragraphs within your documents.
- [Dynamic Signature Lines \(one or more signers\)](https://supportcenter.mycase.com/en/articles/9370301-dynamic-signature-lines-one-or-more-signers.md): Create dynamic signature lines based on the number of signatories you have
- [Eliminate extra breaks when a Paragraph is conditionally inserted](https://supportcenter.mycase.com/en/articles/9370303-eliminate-extra-breaks-when-a-paragraph-is-conditionally-inserted.md): Empty Placeholder in a Template
- [Calculate Age Automatically based on Date of Birth](https://supportcenter.mycase.com/en/articles/9370321-calculate-age-automatically-based-on-date-of-birth.md): With Formula fields, you can calculate a client's age based on their date of birth through our Advanced Document Automation feature.
- [Formula Fields Overview](https://supportcenter.mycase.com/en/articles/9370322-formula-fields-overview.md)
- [Convert Dollar Amount to Words Which Includes Cents: e.g. 14,003.53](https://supportcenter.mycase.com/en/articles/9370323-convert-dollar-amount-to-words-which-includes-cents-e-g-14-003-53.md): Automatically Spell Dollar Amount in Advanced Document Automation Templates
- [Convert Numbers Automatically Into Words](https://supportcenter.mycase.com/en/articles/9370324-convert-numbers-automatically-into-words.md): Reduce user input errors but using Formula Fields.
- [Change the Format of a Date Field Without Creating Another Date Field](https://supportcenter.mycase.com/en/articles/9370325-change-the-format-of-a-date-field-without-creating-another-date-field.md): How to use the PARSEDATE function to format an existing date
- [Add or Subtract Dates Automatically](https://supportcenter.mycase.com/en/articles/9370327-add-or-subtract-dates-automatically.md): Eliminate manual calculations by using Formula Fields in your Advanced Document Automation templates.
- [How to Insert a Clause in Advanced Document Automation Templates](https://supportcenter.mycase.com/en/articles/9370286-how-to-insert-a-clause-in-advanced-document-automation-templates.md): Inserted Paragraphs in your Advanced Templates
- [Clause Library](https://supportcenter.mycase.com/en/articles/9370289-clause-library.md): Store frequently used clauses in your Clause Library so you can easily create, reuse and share them with your team.
- [Special characters in template names](https://supportcenter.mycase.com/en/articles/9370290-special-characters-in-template-names.md): What to expect when using special characters in a template name
- [How to Save and Manage Advanced Templates in your Account](https://supportcenter.mycase.com/en/articles/9370291-how-to-save-and-manage-advanced-templates-in-your-account.md): Store templates in your Saved Templates so you can populate them from within MyCase
- [How to update my Advanced Document Automation template?](https://supportcenter.mycase.com/en/articles/9370292-how-to-update-my-advanced-document-automation-template.md): What if I need to make a change to my Advanced Document Automation template?
- [Why isn’t my document saving as a PDF?](https://supportcenter.mycase.com/en/articles/9370270-why-isn-t-my-document-saving-as-a-pdf.md)
- [Working with Tables in Advanced Document Automation Templates](https://supportcenter.mycase.com/en/articles/9370271-working-with-tables-in-advanced-document-automation-templates.md): This article will show you how to insert ADA fields into tables.
- [How to Add Formatting to a Multiline Text Field](https://supportcenter.mycase.com/en/articles/9370272-how-to-add-formatting-to-a-multiline-text-field.md)
- [How to Format Your Word Document to Avoid Font Size and Style Formatting Issues](https://supportcenter.mycase.com/en/articles/9370274-how-to-format-your-word-document-to-avoid-font-size-and-style-formatting-issues.md): How to use Microsoft Word Styles in the Advanced Document Automation tool.
- [Retaining Auto-Numbering in Multilevel Lists](https://supportcenter.mycase.com/en/articles/9370275-retaining-auto-numbering-in-multilevel-lists.md): Automatic lists automatically renumber paragraphs and retain their sequence.
- [Automatically Capitalize Text in Your Template](https://supportcenter.mycase.com/en/articles/9370276-automatically-capitalize-text-in-your-template.md): Use Word Font Settings or Excel's UPPER Function to Make Words Uppercase.
- [Inserting Page Breaks](https://supportcenter.mycase.com/en/articles/9370277-inserting-page-breaks.md): How to insert page breaks via Advanced Document Automation fields.
- [Tips for Working with Rich Text Fields](https://supportcenter.mycase.com/en/articles/9370278-tips-for-working-with-rich-text-fields.md): Setting alignment, font styling and font sizes using Rich Text Fields.
- [Creating Address Blocks](https://supportcenter.mycase.com/en/articles/9370280-creating-address-blocks.md): Use Word tables with the Advanced Document Automation field to create address blocks.
- [Checkboxes in Advanced Document Automation Templates](https://supportcenter.mycase.com/en/articles/9370281-checkboxes-in-advanced-document-automation-templates.md): Create checkboxes in your Advanced templates.
- [Caption Formatting on Court Forms](https://supportcenter.mycase.com/en/articles/9370284-caption-formatting-on-court-forms.md): Guidance on how to format Caption when using Document Automation
- [How to Format Your Word Document to Avoid Indentation Formatting Issues](https://supportcenter.mycase.com/en/articles/9370285-how-to-format-your-word-document-to-avoid-indentation-formatting-issues.md): Use Word Tables or Word Settings for Indentation in your Word Documents.

## Integrations & Apps

- [Briefpoint](https://supportcenter.mycase.com/en/articles/9370117-briefpoint.md)
- [Clearbrief](https://supportcenter.mycase.com/en/articles/9370120-clearbrief.md)
- [8am™ MyCase Integrations & Apps Overview](https://supportcenter.mycase.com/en/articles/9370121-8am-mycase-integrations-apps-overview.md): Get more work done by seamlessly integrating applications within 8am™ MyCase.
- [Levitate](https://supportcenter.mycase.com/en/articles/9628061-levitate.md)
- [Quilia](https://supportcenter.mycase.com/en/articles/9660365-quilia.md): Learn how the Quilia integration with MyCase automates client treatment tracking, appointment reminders, and personal injury case management.
- [Ruby](https://supportcenter.mycase.com/en/articles/9801658-ruby.md)
- [Attorney Share](https://supportcenter.mycase.com/en/articles/10290502-attorney-share.md)
- [Access Legal Integration](https://supportcenter.mycase.com/en/articles/10361671-access-legal-integration.md): Access Legal \(formerly Unbundled Attorney\) helps firms grow their client base and boost revenue, while providing accessible legal services to those who need it.
- [LawKPIs](https://supportcenter.mycase.com/en/articles/10309843-lawkpis.md)
- [Lawmatics](https://supportcenter.mycase.com/en/articles/10722728-lawmatics.md)
- [Seeb.AI: An AI Receptionist for Your Firm](https://supportcenter.mycase.com/en/articles/10970781-seeb-ai-an-ai-receptionist-for-your-firm.md): This article explains what Seeb.AI is, its core functions, and how its direct integration with MyCase can help your law firm.
- [Billables AI](https://supportcenter.mycase.com/en/articles/11105965-billables-ai.md)
- [Novo](https://supportcenter.mycase.com/en/articles/11197981-novo.md)
- [Risk Jockey](https://supportcenter.mycase.com/en/articles/11503220-risk-jockey.md)
- [Arctrieval](https://supportcenter.mycase.com/en/articles/11583905-arctrieval.md)
- [NetDocuments](https://supportcenter.mycase.com/en/articles/11610157-netdocuments.md): A guide to the NetDocuments integration for MyCase, covering setup, real-time file transfer tracking, and centralized workspace management.
- [Practice AI](https://supportcenter.mycase.com/en/articles/11995724-practice-ai.md): Practice AI’s AI Demand Generation tool speeds up the creation of personal injury demand letters and case summaries.
- [Scorpion](https://supportcenter.mycase.com/en/articles/12037737-scorpion.md)
- [Clerx](https://supportcenter.mycase.com/en/articles/12241274-clerx.md)
- [TimeSentry AI](https://supportcenter.mycase.com/en/articles/12313481-timesentry-ai.md): TimeSentry AI automatically captures billable work from emails, calendars, documents, calls, and practice management tools.
- [Eternal Me](https://supportcenter.mycase.com/en/articles/12386022-eternal-me.md): Create secure digital estates directly from MyCase matters, import existing MyCase clients, and collaborate in real-time with clients and staff.
- [CollBox](https://supportcenter.mycase.com/en/articles/12532266-collbox.md): Identify past-due invoices in MyCase, follow up with clients, and recover revenue—without adding staff.
- [Second Chair AI](https://supportcenter.mycase.com/en/articles/12480490-second-chair-ai.md): Revolutionizing Depositions with MyCase
- [YoCierge: Streamlined Medical Record Retrieval for Law Firms](https://supportcenter.mycase.com/en/articles/12758525-yocierge-streamlined-medical-record-retrieval-for-law-firms.md): Learn more about the YoCierge and MyCase integration.
- [Click's Journey AI](https://supportcenter.mycase.com/en/articles/12864046-click-s-journey-ai.md): A comprehensive legal-focused CRM and automation tool that seamlessly integrates with MyCase to ensure no lead is missed, automatically qualifies prospects, and keeps all client intake data synchro...
- [Ajax Integration: Automated Time Capture for Law Firms](https://supportcenter.mycase.com/en/articles/13117953-ajax-integration-automated-time-capture-for-law-firms.md): Capture every billable minute with Ajax. Automatically draft and sync time entries to 8am MyCase as your team works across email, documents, calls, and meetings so you can stay focused on clients.
- [CaseForm Integration](https://supportcenter.mycase.com/en/articles/13605138-caseform-integration.md): Learn how the CaseForm by Caseway integration automates court form preparation directly within MyCase—reducing errors, saving hours per case, and saving court-ready forms back to your matter.
- [Supio x MyCase Integration](https://supportcenter.mycase.com/en/articles/13719322-supio-x-mycase-integration.md): Learn how the Supio integration for MyCase uses AI-powered case intelligence to automate medical chronologies, extract key facts from legal documents, and generate data-driven demand letters for li...
- [Candle AI: Your Inbox-Native Legal Command Center](https://supportcenter.mycase.com/en/articles/14184835-candle-ai-your-inbox-native-legal-command-center.md): Learn how to integrate Candle AI with MyCase to manage legal workflows, track time, and sync case data directly within Outlook and Gmail without switching tabs.
- [EDEX Mailing for Attorneys](https://supportcenter.mycase.com/en/articles/14501987-edex-mailing-for-attorneys.md): Send Legal Mail Directly from 8am MyCase
- [MotaWord](https://supportcenter.mycase.com/en/articles/14792181-motaword.md): Certified Translation for Your MyCase Workflow
- [Syncing deposits into Credit to QuickBooks](https://supportcenter.mycase.com/en/articles/9370123-syncing-deposits-into-credit-to-quickbooks.md): 8am™ MyCase now gives you the ability to sync General \(non-trust\) Retainer Deposits.
- [How can I update the Quickbooks accounts that I sync to?](https://supportcenter.mycase.com/en/articles/9370125-how-can-i-update-the-quickbooks-accounts-that-i-sync-to.md)
- [Syncing Withdrawals from Credit with Quickbooks](https://supportcenter.mycase.com/en/articles/9370126-syncing-withdrawals-from-credit-with-quickbooks.md)
- [Quickbooks: Writing Checks from Trust in MyCase](https://supportcenter.mycase.com/en/articles/9370127-quickbooks-writing-checks-from-trust-in-mycase.md)
- [QuickBooks for Desktop - Intuit Sync Manager](https://supportcenter.mycase.com/en/articles/9370130-quickbooks-for-desktop-intuit-sync-manager.md): As of March 1st, 2016, Intuit will discontinue the Intuit Sync Manager which MyCase uses to sync data with QuickBooks Desktop software.
- [Syncing deposits into Trust to Quickbooks](https://supportcenter.mycase.com/en/articles/9370131-syncing-deposits-into-trust-to-quickbooks.md)
- [Syncing Withdraws from Trust with QuickBooks](https://supportcenter.mycase.com/en/articles/9370132-syncing-withdraws-from-trust-with-quickbooks.md): Once you have deposited funds into a client’s Trust account, there may be expenses you will be paying for directly out of the Trust account.
- [How are retainers synced to QuickBooks?](https://supportcenter.mycase.com/en/articles/9370134-how-are-retainers-synced-to-quickbooks.md): 8am™ MyCase has the ability to sync two types of retainers to QuickBooks: General \(Credit\) and Trust Retainers.
- [How do I sync invoices and payments with Quickbooks?](https://supportcenter.mycase.com/en/articles/9370135-how-do-i-sync-invoices-and-payments-with-quickbooks.md): Once your firm has setup the QuickBooks integration, you can easily send transactions into your QuickBooks account.
- [How are invoices handled in QuickBooks?](https://supportcenter.mycase.com/en/articles/9370137-how-are-invoices-handled-in-quickbooks.md): This article will walk you through how Invoices will be handled in Quickbooks.
- [Syncing invoices and payments with QuickBooks](https://supportcenter.mycase.com/en/articles/9370139-syncing-invoices-and-payments-with-quickbooks.md): To access the QuickBooks Sync window after completing the set-up, simply click on the QuickBooks icon.
- [Setting up the Quickbooks Integration](https://supportcenter.mycase.com/en/articles/9370140-setting-up-the-quickbooks-integration.md): This article will outline how to setup the Quickbooks integration in 8am™ MyCase.
- [Quickbooks Sync Overview](https://supportcenter.mycase.com/en/articles/9370141-quickbooks-sync-overview.md): This article includes helpful links that explain how the Quickbooks sync works with 8am™ MyCase.
- [MyCase Gmail Add-on Installation & Usage Guide](https://supportcenter.mycase.com/en/articles/9370142-mycase-gmail-add-on-installation-usage-guide.md): You can centralize client communication with the 8am™ MyCase Add-on for Gmail.
- [MyCase Outlook Add-in Installation and Usage Guide](https://supportcenter.mycase.com/en/articles/9370143-mycase-outlook-add-in-installation-and-usage-guide.md): Centralize client communication with the MyCase Add-In for Outlook!
- [Syncing Emails to MyCase](https://supportcenter.mycase.com/en/articles/9757052-syncing-emails-to-mycase.md): Learn how to sync your emails to 8am™ MyCase.
- [What are the email integration limitations and compatibility details for Gmail and Outlook in 8am MyCase?](https://supportcenter.mycase.com/en/articles/12658936-what-are-the-email-integration-limitations-and-compatibility-details-for-gmail-and-outlook-in-8am-mycase.md)
- [Getting Started: MyCase Email Integration](https://supportcenter.mycase.com/en/articles/9370051-getting-started-mycase-email-integration.md): Streamline your communication by centralizing case-related emails and attachments directly within MyCase.
- [Integrating LawToolBox with MyCase](https://supportcenter.mycase.com/en/articles/9370145-integrating-lawtoolbox-with-mycase.md): LawToolBox is the only rules-based calendaring solution your law firm needs to track all business-critical deadlines automatically. This article will show how to set up the integration with 8am™ My...
- [Migrate to the New Outlook Plugin without a final sync from the Old Plugin](https://supportcenter.mycase.com/en/articles/9370147-migrate-to-the-new-outlook-plugin-without-a-final-sync-from-the-old-plugin.md): This article is for customers who have not been able to sync with their existing MyCase plugin before syncing with the new Outlook Plugin.
- [Uninstalling the Old MyCase/Outlook Plugin](https://supportcenter.mycase.com/en/articles/9370148-uninstalling-the-old-mycase-outlook-plugin.md): This article will walk you through the process of uninstalling the plugin and removing the MyCase calendar and contact groups from within Outlook.
- [Getting MyCase/Google calendar onto your iPhone/iPad](https://supportcenter.mycase.com/en/articles/9370149-getting-mycase-google-calendar-onto-your-iphone-ipad.md): Once you have Linked your MyCase account with Google, you can get your MyCase Calendar in Google to appear on your iPhone/iPad.
- [Sync MyCase calendar with Apple iCal](https://supportcenter.mycase.com/en/articles/9370151-sync-mycase-calendar-with-apple-ical.md): Learn how to set up a one-way sync from your MyCase calendar to Apple Calendar \(iCal\).
- [Getting Existing Outlook Calendar Events into MyCase](https://supportcenter.mycase.com/en/articles/9370152-getting-existing-outlook-calendar-events-into-mycase.md): When you link your MyCase account to Outlook, a lot of people expect Outlook calendar events to appear in MyCase.
- [Calendar Integration Sync Tutorial](https://supportcenter.mycase.com/en/articles/9370153-calendar-integration-sync-tutorial.md): The Calendar Integration App gives you 2-way synchronization of your MyCase calendar events with either Google or Outlook.
- [Getting Existing Google Calendar Events into MyCase](https://supportcenter.mycase.com/en/articles/9370155-getting-existing-google-calendar-events-into-mycase.md)
- [How do I link MyCase with Google?](https://supportcenter.mycase.com/en/articles/9370156-how-do-i-link-mycase-with-google.md): Once you link MyCase with Google, you will have 2-way synchronization of calendar events between MyCase and your Google Calendar.
- [How do I link MyCase with Outlook?](https://supportcenter.mycase.com/en/articles/9370159-how-do-i-link-mycase-with-outlook.md): Linking MyCase to your Outlook account is simple! Once they're linked, you will have 2-way synchronization of calendar events.
- [Google Calendar Sync FAQ](https://supportcenter.mycase.com/en/articles/12624851-google-calendar-sync-faq.md)
- [Outlook Calendar Sync FAQ](https://supportcenter.mycase.com/en/articles/12624867-outlook-calendar-sync-faq.md)
- [Accessing Dropbox documents in MyCase](https://supportcenter.mycase.com/en/articles/9370160-accessing-dropbox-documents-in-mycase.md): After downloading the 8am™ MyCase Sync for Dropbox, you will be able to see documents which you’ve added to a case folder in Dropbox.
- [Migrating Existing Dropbox Documents into MyCase](https://supportcenter.mycase.com/en/articles/9370161-migrating-existing-dropbox-documents-into-mycase.md): After downloading the MyCase Sync for Dropbox, you will notice a new folder in your Dropbox account called "MyCase".
- [Sharing the "MyCase" Folder in Dropbox](https://supportcenter.mycase.com/en/articles/9370163-sharing-the-mycase-folder-in-dropbox.md): After downloading the MyCase Sync for Dropbox, you will notice a new folder in your Dropbox account called "MyCase".
- [Dropbox Sync Installation Instructions](https://supportcenter.mycase.com/en/articles/9370164-dropbox-sync-installation-instructions.md): This article will guide you through the 8am™ MyCase & Dropbox integration.
- [Working within Dropbox](https://supportcenter.mycase.com/en/articles/9370165-working-within-dropbox.md): After downloading the MyCase Sync for Dropbox, you will notice a new folder in your Dropbox account called "MyCase".
- [Answering Legal](https://supportcenter.mycase.com/en/articles/9370166-answering-legal.md)
- [LEX Reception](https://supportcenter.mycase.com/en/articles/9370167-lex-reception.md): Learn more about how LEX Reception integrates with 8am™ MyCase.
- [Integrating Smith.ai in MyCase](https://supportcenter.mycase.com/en/articles/9370168-integrating-smith-ai-in-mycase.md): This article will cover how to integrate with Smith.ai so the virtual receptionist can log calls directly into 8am™ MyCase.
- [CallRail](https://supportcenter.mycase.com/en/articles/9370169-callrail.md)
- [Intaker Integration](https://supportcenter.mycase.com/en/articles/9370171-intaker-integration.md): The integration with Intaker is a one-way sync: leads from Intaker are sent to 8am™ MyCase.
- [Legalyze.ai](https://supportcenter.mycase.com/en/articles/9370172-legalyze-ai.md)
- [VXT](https://supportcenter.mycase.com/en/articles/9370174-vxt.md)
- [Time Miner](https://supportcenter.mycase.com/en/articles/9370175-time-miner.md): Retroactive billable time capture
- [CourtDrive](https://supportcenter.mycase.com/en/articles/9370176-courtdrive.md): CourtDrive's AI Docketing Assistant \(AIDA\)™ automates your firm's manual calendaring and eNoticing tasks for federal and state courts.
- [Zapier Integration](https://supportcenter.mycase.com/en/articles/9370177-zapier-integration.md)
- [Lawbrokr](https://supportcenter.mycase.com/en/articles/9370178-lawbrokr.md)
- [Hona \(formerly Milestones\)](https://supportcenter.mycase.com/en/articles/9370179-hona-formerly-milestones.md)
- [EsquireTek](https://supportcenter.mycase.com/en/articles/9370180-esquiretek.md)
- [Legalboards](https://supportcenter.mycase.com/en/articles/9370181-legalboards.md)
- [Integrating InfoTrack with MyCase](https://supportcenter.mycase.com/en/articles/9370184-integrating-infotrack-with-mycase.md)
- [Integrating Case Status with MyCase](https://supportcenter.mycase.com/en/articles/9370186-integrating-case-status-with-mycase.md)
- [Mailchimp Contacts Sync](https://supportcenter.mycase.com/en/articles/9370187-mailchimp-contacts-sync.md)
- [Integrating MyCase with Kenect](https://supportcenter.mycase.com/en/articles/9370188-integrating-mycase-with-kenect.md)
- [Integrating MyCase with DecisionVault](https://supportcenter.mycase.com/en/articles/9370189-integrating-mycase-with-decisionvault.md)
- [Tempello](https://supportcenter.mycase.com/en/articles/11657550-tempello.md)
- [Proof](https://supportcenter.mycase.com/en/articles/9370183-proof.md): Proof streamlines service of process operations directly in 8am™ MyCase.
- [MIRA](https://supportcenter.mycase.com/en/articles/15563584-mira.md): Discover how MIRA automatically turns your daily tasks into draft time entries and pushes them directly to MyCase without changing your workflow.
- [Integrating LawPay with MyCase](https://supportcenter.mycase.com/en/articles/9370193-integrating-lawpay-with-mycase.md): This integration will allow users to link their LawPay account to MyCase.
- [MyCase Payments Migration 2025](https://supportcenter.mycase.com/en/articles/10371719-mycase-payments-migration-2025.md)
- [Integrating Docketwise with MyCase](https://supportcenter.mycase.com/en/articles/9370196-integrating-docketwise-with-mycase.md)
- [Open API](https://supportcenter.mycase.com/en/articles/9370198-open-api.md)
- [MyCase for Claude](https://supportcenter.mycase.com/en/articles/16237229-mycase-for-claude.md)

## Leads

- [Leads Overview](https://supportcenter.mycase.com/en/articles/9370266-leads-overview.md): The Leads feature in 8am™ MyCase allows you to easily add and track your leads.
- [Handling Return Clients During Case Conversion](https://supportcenter.mycase.com/en/articles/12691558-handling-return-clients-during-case-conversion.md)
- [Consultation Invoice for Leads](https://supportcenter.mycase.com/en/articles/9370267-consultation-invoice-for-leads.md): This article will walk you through creating a consultation fee invoice.
- [How to Request Funds or Retainers From a Lead](https://supportcenter.mycase.com/en/articles/9370268-how-to-request-funds-or-retainers-from-a-lead.md): This article will cover how to request funds or retainers from leads, what the lead will see, and how you or the lead can make a payment.
- [Outstanding Balance Summary](https://supportcenter.mycase.com/en/articles/9628062-outstanding-balance-summary.md): Automatically include a client’s outstanding balances on new invoices, even across cases. No balance forwarding required!
- [Dynamic Intake Forms with Conditional Logic](https://supportcenter.mycase.com/en/articles/9628063-dynamic-intake-forms-with-conditional-logic.md): Client Intake Forms are made Dynamic by applying conditional or branching logic to the forms.
- [Online Lead Forms with Dynamic Logic](https://supportcenter.mycase.com/en/articles/9628064-online-lead-forms-with-dynamic-logic.md): Online Lead Forms give you multiple ways to capture leads and track Lead sources to better align revenue to marketing efforts.

## Reports

- [8am MyCase Reports Overview](https://supportcenter.mycase.com/en/articles/9370105-8am-mycase-reports-overview.md): 8am MyCase offers reports specific to time & billing, trust accounting, case details and more. In addition, reports are exportable to CSV or PDF files.
- [Customizing Your Reports](https://supportcenter.mycase.com/en/articles/13893169-customizing-your-reports.md): This article provides a step-by-step guide on how to use the built-in reporting tools to tailor data to your specific needs.
- [Saved Reports in MyCase](https://supportcenter.mycase.com/en/articles/9370106-saved-reports-in-mycase.md): When using the Case List or Contact Reports, each user can save your custom filter and column configurations for future use.
- [Accounts Receivable Report](https://supportcenter.mycase.com/en/articles/9370115-accounts-receivable-report.md)
- [Aging Invoices Report](https://supportcenter.mycase.com/en/articles/12746921-aging-invoices-report.md): This article will guide you through the process of generating an Aging Invoices report in 8am MyCase.
- [Case Balance Summary Report](https://supportcenter.mycase.com/en/articles/13580299-case-balance-summary-report.md): The Case Balance Summary report provides financial information for each client's case in 8am™ MyCase.
- [Case Revenue Report](https://supportcenter.mycase.com/en/articles/9370110-case-revenue-report.md): The Case Revenue Report in 8am™ MyCase is an easy way to view what your cases have billed and earned for a certain time period.
- [Credit Card Fees Report](https://supportcenter.mycase.com/en/articles/9370116-credit-card-fees-report.md): The MyCase Credit Card Fees report will give you a detailed view into which fees have been pulled from your Operating account in each batch.
- [Electronic Payments Report](https://supportcenter.mycase.com/en/articles/9370113-electronic-payments-report.md): The 8am MyCase Electronic Payments Reports will show you all payment activity made via eCheck and Credit Card within a certain timeframe.
- [Fee Allocation Report](https://supportcenter.mycase.com/en/articles/9370112-fee-allocation-report.md): The Fee Allocation Report is an easy way to display what has been billed and collected by specific users during a certain time period.
- [Non-Trust Retainer & Credit Account Activity Report](https://supportcenter.mycase.com/en/articles/13493148-non-trust-retainer-credit-account-activity-report.md): Track when and why credits were added, used, adjusted, or removed.
- [Non-Trust Retainer & Credit Account Summary Report](https://supportcenter.mycase.com/en/articles/13515780-non-trust-retainer-credit-account-summary-report.md): Track non-trust retained money and summarize any credits on a case.
- [Trust Account Summary Report](https://supportcenter.mycase.com/en/articles/13518071-trust-account-summary-report.md): High-level snapshot of trust funds for compliance checks and quick oversight.
- [Transaction Report](https://supportcenter.mycase.com/en/articles/11164791-transaction-report.md)
- [How to Run the Trust Account Activity Report](https://supportcenter.mycase.com/en/articles/15437319-how-to-run-the-trust-account-activity-report.md)
- [Case List Report](https://supportcenter.mycase.com/en/articles/9370107-case-list-report.md): View a report of cases based on case status \(open/closed\), firm users, lead attorney, practice area, case stage, office, and date range.
- [Contact Report](https://supportcenter.mycase.com/en/articles/9370108-contact-report.md): The Contact Report allows you to view a report of your contacts, leads, and companies based on filters.
- [Statute of Limitations Report](https://supportcenter.mycase.com/en/articles/12747553-statute-of-limitations-report.md): This article provides a step-by-step guide on how to generate a Statute of Limitations \(SOL\) report in 8am MyCase.
- [User Time & Expenses Report](https://supportcenter.mycase.com/en/articles/12747100-user-time-expenses-report.md): Understand who is recording billable work and expenses, how much they’re contributing, and whether anything is being missed before billing.
- [Event Report](https://supportcenter.mycase.com/en/articles/15021630-event-report.md): Learn how to generate, customize, and export a detailed Event Report to track firm productivity and case progress.
- [Work In Progress \(WIP\) Report](https://supportcenter.mycase.com/en/articles/15032413-work-in-progress-wip-report.md): The WIP Report provides a comprehensive view of unbilled time and expenses to help firms streamline billing, protect revenue, and track case progress.
- [Consultation Fee Revenue Report](https://supportcenter.mycase.com/en/articles/12109944-consultation-fee-revenue-report.md): Track consultation fees, identify trends, and make smarter decisions about your intake strategy with the Consultation Fee Revenue Report.
- [Leads Forecasted Pipeline Value Report](https://supportcenter.mycase.com/en/articles/12109794-leads-forecasted-pipeline-value-report.md): Predict future revenue from leads, track intake performance, and see potential new business in the pipeline.

## Tasks

- [How do I mark all tasks as read?](https://supportcenter.mycase.com/en/articles/9370066-how-do-i-mark-all-tasks-as-read.md): The Mark All As Read tool makes it easy to mark all of your unread tasks as read \(with the click of a button\).
- [Viewing tasks assigned to other people at my firm](https://supportcenter.mycase.com/en/articles/9370068-viewing-tasks-assigned-to-other-people-at-my-firm.md): MyCase lets you easily view and manage the tasks that are assigned to other firm users.
- [How do I assign a task to someone else at the firm?](https://supportcenter.mycase.com/en/articles/9370069-how-do-i-assign-a-task-to-someone-else-at-the-firm.md): In 8am™ MyCase, you have the option of assigning tasks to multiple people.
- [Creating a New Task for your Client](https://supportcenter.mycase.com/en/articles/9370070-creating-a-new-task-for-your-client.md)
- [Task Reminders](https://supportcenter.mycase.com/en/articles/9370072-task-reminders.md): With 8am™ MyCase Task Reminders, you'll never forget an important task or to-do item.
- [Creating a New Task](https://supportcenter.mycase.com/en/articles/9370073-creating-a-new-task.md): In 8am™ MyCase, you can create and assign tasks for yourself, other staff, and clients.
- [Tasks Overview](https://supportcenter.mycase.com/en/articles/9370074-tasks-overview.md): MyCase's task & to-do features make creating, delegating, and managing your personal and firm agendas easy.

## Trust & Credit Accounting

- [Recording Trust \(IOLTA\) Interest Deposits & Withdrawals](https://supportcenter.mycase.com/en/articles/9370199-recording-trust-iolta-interest-deposits-withdrawals.md): Tracking IOLTA interest in 8am™ MyCase also ensures that you can properly reconcile your account statements.
- [Where can I see the full history of my law firm’s trust account?](https://supportcenter.mycase.com/en/articles/9370200-where-can-i-see-the-full-history-of-my-law-firm-s-trust-account.md): To view the account ledger for your firm's trust account, follow these simple steps.
- [Where can I see a client's trust account activity?](https://supportcenter.mycase.com/en/articles/9370201-where-can-i-see-a-client-s-trust-account-activity.md): You can view your client's trust account activity in the Client's Details Page.
- [How do I correct an erroneous transaction on my trust account?](https://supportcenter.mycase.com/en/articles/9370203-how-do-i-correct-an-erroneous-transaction-on-my-trust-account.md): We've made it easy to correct erroneous deposits, withdrawals, and refunds made to your trust account.
- [Minimum Trust Balance](https://supportcenter.mycase.com/en/articles/9370204-minimum-trust-balance.md): Minimum trust balances ensure adequate funds are available for future rendering of services.
- [How do I pay an invoice with funds from my client's trust account?](https://supportcenter.mycase.com/en/articles/9370205-how-do-i-pay-an-invoice-with-funds-from-my-client-s-trust-account.md): This article will teach you how to accurately record a trust account payment for record-keeping purposes.
- [Recording a Trust Deposit or Retainer](https://supportcenter.mycase.com/en/articles/9370206-recording-a-trust-deposit-or-retainer.md): With 8am™ MyCase, you can deposit funds \(or retainers\) into a client's Trust Account and then later apply those funds to an invoice.
- [How do I withdraw funds from a client's trust account?](https://supportcenter.mycase.com/en/articles/9370207-how-do-i-withdraw-funds-from-a-client-s-trust-account.md): There are two methods of transferring money out of a client's trust account.
- [Refunding an offline deposit made into a trust account](https://supportcenter.mycase.com/en/articles/9370208-refunding-an-offline-deposit-made-into-a-trust-account.md): 8am™ MyCase allows you to refund offline deposits erroneously or otherwise applied to trust accounts.
- [Trust Accounting By Case](https://supportcenter.mycase.com/en/articles/9370210-trust-accounting-by-case.md): 8am™ MyCase allows you to earmark and track trust funds for each client's case.
- [How do I manage retainer payments and invoices using 8am MyCase?](https://supportcenter.mycase.com/en/articles/12691582-how-do-i-manage-retainer-payments-and-invoices-using-8am-mycase.md)
- [How do I delete or correct trust account deposits in 8am MyCase?](https://supportcenter.mycase.com/en/articles/12836734-how-do-i-delete-or-correct-trust-account-deposits-in-8am-mycase.md)
- [Non-Trust Retainers and Credit Accounts](https://supportcenter.mycase.com/en/articles/9370211-non-trust-retainers-and-credit-accounts.md): In 8am MyCase, you can enable Non-Trust Retainers or Credits to receive funds that have not yet been earned or billed.
- [Request Funds Guide](https://supportcenter.mycase.com/en/articles/9370213-request-funds-guide.md): The Request Trust feature is a way for any firm user with billing permissions to send an electronic payment or retainer request to a contact.
- [How do I Request Trust or Retainer Funds from my client?](https://supportcenter.mycase.com/en/articles/9370214-how-do-i-request-trust-or-retainer-funds-from-my-client.md): To create a request for trust funds in 8am™ MyCase, you will first need billing permissions.
- [Requested Funds Reminders](https://supportcenter.mycase.com/en/articles/9370215-requested-funds-reminders.md): You can send reminders directly to your clients for outstanding retainer or fund requests.

## Workflows

- [Editing an Existing Workflow Template](https://supportcenter.mycase.com/en/articles/9370075-editing-an-existing-workflow-template.md): You can update existing workflows at anytime in 8am™ MyCase.
- [Viewing Workflows That Have Been Applied to a Case](https://supportcenter.mycase.com/en/articles/9370077-viewing-workflows-that-have-been-applied-to-a-case.md): This article will guide you on how to view all the workflows that have been applied to a particular case in 8am™ MyCase.
- [Editing Dates of Previous Workflow Templates](https://supportcenter.mycase.com/en/articles/9370078-editing-dates-of-previous-workflow-templates.md): Workflow Templates can be edited at any time \(add or remove tasks, change due date calculations, etc.\).
- [Estate Planning Workflow \[w/ VIDEO\]](https://supportcenter.mycase.com/en/articles/9370079-estate-planning-workflow-w-video.md): In this short video, we will provide you with an example of a Workflow used by Estate Planning attorneys.
- [Creating and Applying Workflows](https://supportcenter.mycase.com/en/articles/9370081-creating-and-applying-workflows.md): This article walks through how to create and apply a MyCase Workflow template that contains tasks and calendar events.
- [Workflow Overview](https://supportcenter.mycase.com/en/articles/9370082-workflow-overview.md): MyCase Workflow is a very powerful tool for saving time and increasing the everyday efficiency of your law firm.

## Accounting

- [Accrual vs. Cash Basis Accounting](https://supportcenter.mycase.com/en/articles/9370256-accrual-vs-cash-basis-accounting.md)
- [Entering Journal Entries in MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370247-entering-journal-entries-in-mycase-accounting.md): While MyCase will automatically create journal entries, there may be instances where you need to create a manually entered journal entry.
- [Enter and Manage Firm Expenses in MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370248-enter-and-manage-firm-expenses-in-mycase-accounting.md): MyCase Accounting allows you to track all of the bills and other accounts payable transactions that are associated with your business.
- [MyCase Accounting Getting Started Guide](https://supportcenter.mycase.com/en/articles/9370249-mycase-accounting-getting-started-guide.md)
- [How to Enter Opening Balances in MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370251-how-to-enter-opening-balances-in-mycase-accounting.md)
- [How to Connect Your Bank Accounts with MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370252-how-to-connect-your-bank-accounts-with-mycase-accounting.md)
- [Chart of Accounts](https://supportcenter.mycase.com/en/articles/9370253-chart-of-accounts.md): The Chart of Accounts is a list of the names of accounts that your firm uses and made available to record transactions in its general ledger
- [Performing Bank Reconciliations in MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370254-performing-bank-reconciliations-in-mycase-accounting.md)
- [How to Cancel an Accounting Add On Subscription to MyCase](https://supportcenter.mycase.com/en/articles/9370228-how-to-cancel-an-accounting-add-on-subscription-to-mycase.md)
- [Profit and Loss Statement](https://supportcenter.mycase.com/en/articles/9370257-profit-and-loss-statement.md): The Profit & Loss Statement shows your firm's income and expenses over a period of time.
- [General Ledger Report](https://supportcenter.mycase.com/en/articles/9370258-general-ledger-report.md): You'll be able to find a complete list of your company's transactions using the General Ledger.
- [Cash Flow Statement](https://supportcenter.mycase.com/en/articles/9370259-cash-flow-statement.md)
- [Balance Sheet Report](https://supportcenter.mycase.com/en/articles/9370261-balance-sheet-report.md)
- [Categorize and Match Bank Transactions in MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370264-categorize-and-match-bank-transactions-in-mycase-accounting.md): After you connect your bank & credit card accounts to MyCase, we will try to match these transactions with ones already entered.
- [Accounting Need to Know](https://supportcenter.mycase.com/en/articles/9370265-accounting-need-to-know.md)
- [Setting Up MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370244-setting-up-mycase-accounting.md)
- [Case Revenue Allocation for MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370227-case-revenue-allocation-for-mycase-accounting.md)
- [How to Add Free Accountant License to MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370229-how-to-add-free-accountant-license-to-mycase-accounting.md)
- [How to Add Accounting Subscription to MyCase](https://supportcenter.mycase.com/en/articles/9370230-how-to-add-accounting-subscription-to-mycase.md)
- [How to Write a Check from Operating Account for a Firm Expense](https://supportcenter.mycase.com/en/articles/9370231-how-to-write-a-check-from-operating-account-for-a-firm-expense.md)
- [How to Write a Check from Operating Account for a Client Expense with MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370232-how-to-write-a-check-from-operating-account-for-a-client-expense-with-mycase-accounting.md)
- [How to Write a Check from a Client’s Trust Account in MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370234-how-to-write-a-check-from-a-client-s-trust-account-in-mycase-accounting.md)
- [How to Create a Deposit Slip in MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370235-how-to-create-a-deposit-slip-in-mycase-accounting.md)
- [How to Void a Check from MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370236-how-to-void-a-check-from-mycase-accounting.md)
- [Bulk Edit Expense Cost Type and Payment Account](https://supportcenter.mycase.com/en/articles/9370237-bulk-edit-expense-cost-type-and-payment-account.md)
- [Managing When Client Related Expenses Have Been Paid Out](https://supportcenter.mycase.com/en/articles/9370238-managing-when-client-related-expenses-have-been-paid-out.md): 8am™ MyCase allows you to control when you’d like to mark your client’s reimbursable expense as paid.
- [Hard Costs vs. Soft Costs MyCase Accounting Users Only](https://supportcenter.mycase.com/en/articles/9370240-hard-costs-vs-soft-costs-mycase-accounting-users-only.md): Firms can add Hard and Soft Costs to track their expenses.
- [How to Add a Vendor in MyCase Accounting](https://supportcenter.mycase.com/en/articles/9370241-how-to-add-a-vendor-in-mycase-accounting.md)
- [How does your Billing data in MyCase convert to Accounting?](https://supportcenter.mycase.com/en/articles/9370242-how-does-your-billing-data-in-mycase-convert-to-accounting.md)
- [How to Manually Import Bank Feed Transactions](https://supportcenter.mycase.com/en/articles/9370243-how-to-manually-import-bank-feed-transactions.md)
- [How to Import Your Chart of Accounts into MyCase](https://supportcenter.mycase.com/en/articles/9370245-how-to-import-your-chart-of-accounts-into-mycase.md)
- [Automated Smart Deposit](https://supportcenter.mycase.com/en/articles/9653512-automated-smart-deposit.md)
- [Adjust Check Printing with MyCase Accounting](https://supportcenter.mycase.com/en/articles/10407666-adjust-check-printing-with-mycase-accounting.md): Adjusting Check Print Font Layout and Font Size
- [Adding 1099 Vendors in MyCase Accounting](https://supportcenter.mycase.com/en/articles/10407847-adding-1099-vendors-in-mycase-accounting.md)
- [1099 Vendor Report with MyCase Accounting](https://supportcenter.mycase.com/en/articles/10411919-1099-vendor-report-with-mycase-accounting.md)
- [Detailed Profit and Loss Statement](https://supportcenter.mycase.com/en/articles/11199375-detailed-profit-and-loss-statement.md): The Detailed Profit & Loss Statement breaks down your firm's overall income and expenses over a period of time.
- [Adjust Check Print Font, Layout, and Font Size with MyCase Accounting](https://supportcenter.mycase.com/en/articles/16236335-adjust-check-print-font-layout-and-font-size-with-mycase-accounting.md): To adjust the check print font, layout, and font size, navigate to Accounting Settings in your MyCase Accounting account.

## Smart Spend

- [8am Smart Spend Quick Start Guide](https://supportcenter.mycase.com/en/articles/10385681-8am-smart-spend-quick-start-guide.md): This guide offers helpful information to help you manage your firm's expenses and run your practice more efficiently.
- [Smart Spend Statements and Payments](https://supportcenter.mycase.com/en/articles/10841030-smart-spend-statements-and-payments.md)
- [Best Practices for 8am Smart Spend](https://supportcenter.mycase.com/en/articles/12803964-best-practices-for-8am-smart-spend.md): This article outlines the best practices for using 8am Smart Spend to manage USCIS filing fees and other client-related expenses.

## Immigration Add-On

- [MyCase Immigration](https://supportcenter.mycase.com/en/articles/10120003-mycase-immigration.md): This guide will walk you through generating and managing immigration forms using the new immigration Add-On.
- [E-Filing Form DS-260](https://supportcenter.mycase.com/en/articles/10722321-e-filing-form-ds-260.md): currently in beta
- [ETA-9089](https://supportcenter.mycase.com/en/articles/10722653-eta-9089.md): Currently in beta
- [E-Filing Forms with the MyCase Immigration Add-On](https://supportcenter.mycase.com/en/articles/10722686-e-filing-forms-with-the-mycase-immigration-add-on.md): Currently in beta
- [Importing Answers into the I-129](https://supportcenter.mycase.com/en/articles/10722877-importing-answers-into-the-i-129.md): Currently in beta
- [Immigration Smart Forms](https://supportcenter.mycase.com/en/articles/10722922-immigration-smart-forms.md): Currently in beta
- [Conversations inside Smart Forms](https://supportcenter.mycase.com/en/articles/10722940-conversations-inside-smart-forms.md): Currently in beta
- [Searching Smart Forms](https://supportcenter.mycase.com/en/articles/10722990-searching-smart-forms.md): Currently in beta
- [Flag and Comment on Questions](https://supportcenter.mycase.com/en/articles/10722998-flag-and-comment-on-questions.md): Currently in beta
- [Smart Forms vs Smart Forms Lite](https://supportcenter.mycase.com/en/articles/10723016-smart-forms-vs-smart-forms-lite.md): Currently in Beta
- [Translate Smart Forms](https://supportcenter.mycase.com/en/articles/10723077-translate-smart-forms.md): Currently in beta
- [Smart Form Collections](https://supportcenter.mycase.com/en/articles/10723093-smart-form-collections.md): Currently in beta
- [Importing Into Forms](https://supportcenter.mycase.com/en/articles/10723134-importing-into-forms.md): Currently in beta
- [Templated Smart Form Intakes for the Immigration Add-On](https://supportcenter.mycase.com/en/articles/10751279-templated-smart-form-intakes-for-the-immigration-add-on.md): Currently in beta
- [E-Filing Form DS-160](https://supportcenter.mycase.com/en/articles/10751774-e-filing-form-ds-160.md): Currently in beta
- [Completing Questionnaires as a Client](https://supportcenter.mycase.com/en/articles/10751901-completing-questionnaires-as-a-client.md): Currently in beta
- [Form Updates and Versioning](https://supportcenter.mycase.com/en/articles/10751984-form-updates-and-versioning.md): Currently in beta
- [Downloading/Printing Forms in the Immigration Add-On](https://supportcenter.mycase.com/en/articles/10752866-downloading-printing-forms-in-the-immigration-add-on.md): Currently in beta
- [E-Filing Forms with DOL FLAG](https://supportcenter.mycase.com/en/articles/10752882-e-filing-forms-with-dol-flag.md): Currently in beta
- [Immigration Add-On e-Filing Forms with USCIS](https://supportcenter.mycase.com/en/articles/10753296-immigration-add-on-e-filing-forms-with-uscis.md): Currently in beta
- [Inviting Contacts to Smart Forms](https://supportcenter.mycase.com/en/articles/10753833-inviting-contacts-to-smart-forms.md): Currently in beta
- [Smart Forms with Packet Assembly and Custom Questions](https://supportcenter.mycase.com/en/articles/10759463-smart-forms-with-packet-assembly-and-custom-questions.md): Currently in beta
- [Adding Users and Purchasing Immigration Licenses](https://supportcenter.mycase.com/en/articles/10841524-adding-users-and-purchasing-immigration-licenses.md)

## 8am IQ

- [8am IQ FAQs](https://supportcenter.mycase.com/en/articles/9370197-8am-iq-faqs.md): This article outlines 8am's commitment to using generative AI responsibly to enhance efficiency and insights for you and your clients.
- [8am IQ Document Assistant](https://supportcenter.mycase.com/en/articles/9370119-8am-iq-document-assistant.md): This article shows you how to create a document summary with 8am IQ's Document Assistant.
- [8am IQ Writing Assistant](https://supportcenter.mycase.com/en/articles/9370118-8am-iq-writing-assistant.md): 8am IQ's Writing Assistant uses Gen AI to handle summarizing messy notes, catching grammar issues, sharpening your word choices, adjusting tone, and translating across languages, so your communicat...
- [8am IQ Case Assistant](https://supportcenter.mycase.com/en/articles/12267713-8am-iq-case-assistant.md): Ask natural language questions and get responses from your case data.
- [8am IQ Discovery Assistant](https://supportcenter.mycase.com/en/articles/14846278-8am-iq-discovery-assistant.md): 8am IQ’s Discovery Assistant automatically converts scanned PDFs and image-based documents into searchable text without any extra tools or manual steps. This article walks you through how it works,...
- [8am IQ Case Assistant Prompt Library](https://supportcenter.mycase.com/en/articles/15327201-8am-iq-case-assistant-prompt-library.md): Learn how to save, organize, and reuse custom AI prompts, helping your firm streamline workflows and maintain consistency across cases.
- [8am IQ Draft](https://supportcenter.mycase.com/en/articles/16237224-8am-iq-draft.md)