8am MyCase with 8am IQ review: case management with AI assistants

What it does: MyCase, now branded 8am MyCase, is case management software with billing, client portal, texting, and intake. Its AI tools, called 8am IQ, include a Writing Assistant, a Document Assistant, a Case Assistant, and a Discovery Assistant that reads scanned pages (MyCase pricing, checked Oct 19, 2026).

Who it fits: Small firms that want all in one case management with clear published prices and AI on the higher plans (MyCase pricing, checked Oct 19, 2026).

Price

(MyCase pricing, checked Oct 19, 2026)

• Pro adds intake forms, a legal CRM, and two way texting. Advanced adds conflict check tracking and an open API.
• The Discovery Assistant includes 5,000 pages per user per month, pooled across the firm. Another 5,000 pages costs $30.
• MyCase Accounting is $39 per user per month on Pro and Advanced.
• Free trial with no credit card.

Note: 8am's AI page says Pro includes the Case Assistant, but the MyCase pricing page lists it under Advanced (8am AI page, MyCase pricing, checked Oct 19, 2026). Confirm with sales which plan you need.

Where your client data goes

Data Trail card

Question	What 8am says	Source
Where is data stored?	Not published on the pages we read.	Checked Oct 19, 2026
Which AI does it use?	Documents you send to 8am IQ go to an OpenAI large language model.	8am IQ FAQ, checked Oct 19, 2026
Is it used to train AI?	8am says "Client data is never used to train third-party AI models." But the FAQ also says "we may use inputs and outputs to develop and improve our products in accordance with our Privacy Policy."	8am AI page, 8am IQ FAQ, checked Oct 19, 2026
Can I turn AI off?	Yes. 8am IQ can be turned off for the whole firm in Firm Settings. The Discovery Assistant's page reading (OCR) runs automatically. Turning it off requires emailing support, and OCR already done cannot be undone.	8am IQ FAQ, checked Oct 19, 2026
Permissions	8am IQ follows each user's existing permissions.	8am IQ FAQ, checked Oct 19, 2026
SOC 2 or other audit	"8am is SOC 2 Type II certified."	8am AI page, checked Oct 19, 2026
Encryption	The AI page says "Encrypted end-to-end."	8am AI page, checked Oct 19, 2026
Retention, export, BAA	Not published on the pages we read. Ask vendor.	Checked Oct 19, 2026

Integrations

MyCase lists more than 70 integrations on Pro, including LawPay at $0 a month (MyCase pricing, checked Oct 19, 2026). 8am also offers a read only connector that lets Anthropic's Claude look at MyCase data (8am AI page, checked Oct 19, 2026). Lawmatics lists 8am MyCase as an integration (Lawmatics pricing, checked Oct 19, 2026).

Setup effort and hidden costs

• AI is not on Basic (MyCase pricing, checked Oct 19, 2026).
• Monthly billing costs $10 to $20 more per user than yearly (MyCase pricing, checked Oct 19, 2026).
• Discovery pages beyond the pooled allowance cost extra (MyCase pricing, checked Oct 19, 2026).

Contract traps

• Cancel and refund terms are not published on the pages we read. Ask vendor.
• The Discovery Assistant processes uploaded pages automatically unless you ask support to turn it off (8am IQ FAQ, checked Oct 19, 2026).

Questions to ask 8am

1. What does "use inputs and outputs to develop and improve our products" include? Can I opt out of it and still use 8am IQ?
2. Does OpenAI keep any of my documents, and for how long?
3. Which plan includes the Case Assistant: Pro or Advanced?
4. Where is my data stored, and how do I export everything if I leave?

Strengths

• Published per user prices for every plan (MyCase pricing, checked Oct 19, 2026).
• Names its AI provider and has a firm wide off switch (8am IQ FAQ, checked Oct 19, 2026).
• SOC 2 Type II (8am AI page, checked Oct 19, 2026).

Limits

• The FAQ allows 8am to use AI inputs and outputs to improve its products (8am IQ FAQ, checked Oct 19, 2026).
• Discovery OCR is on by default and can only be turned off through support (8am IQ FAQ, checked Oct 19, 2026).
• Two 8am pages disagree on which plan includes the Case Assistant (checked Oct 19, 2026).

Our take

This is our opinion, based on the sourced facts above. MyCase is easy to price, and 8am is open about using OpenAI. The line we would not skip is the one saying 8am "may use inputs and outputs to develop and improve our products." That is broader than "we never train on your data." Ask what it means in practice, and decide about the Discovery Assistant before you upload a big document set.

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Last checked: Oct 19, 2026. Published by the team behind The Small Firm Stack, who also build phone and intake systems for law firms. See our About page for the full disclosure. We never list, rank, or review ourselves. No vendor paid for this page and it has no affiliate links. Not legal advice. Vendors can send corrections through our About page.