Latest product updates at 8am

Headings within AI-generated responses for 8am Case Assistant now appear at an appropriate size relative to the "8am IQ" title, keeping the sidebar layout clean and easy to read.

Turn your inbox into a command center for legal work with our Candle AI integration. Candle AI connects your inbox to MyCase, bringing client, matter, and case activity into email so you can respond and take action without switching systems.

PDF exports of the Trust Account Summary and Non-Trust Retainer and Credit Account Summary reports now include a "Balances as of" date and total record count in the header, making it easy to confirm the report period.

A new "Reviewer" role has been introduced for Smart Spend. Users with this role can view cards, transactions, users, and dashboard pages, as well as edit expense details and export transactions. However, they cannot issue cards, edit cards, invite users, or apply for credit card approval.

The 8am™ Visa® Business Card is issued by Emprise Bank, pursuant to a license from Visa U.S.A., Inc

The Duration/Quantity column in Firm Time & Expense reports now shows correct totals. Previously, when not grouping by Entry Type, time durations and expense quantities were being added together.

Follow-up suggestion buttons in the 8am IQ sidebar now wrap long document filenames cleanly within the button, rather than overflowing outside the boundary.

Customers with an Accountant role can now fully access customizable reports including running, exporting, and viewing saved reports.

When sending a document to NetDocuments, the upload now correctly shows a success state — including a version badge and "sent on" timestamp — once it finishes.

The document upload status in the NetDocuments integration now updates in the correct order, preventing stale "uploading" messages from appearing after a transfer has already completed.

Dragging checklist items to reorder them now keeps items within the pop-up window.

The Case List report now displays one row per case, even when both the Client and Firm User columns are active. Cases with multiple contacts or users no longer appear as multiple entries.

Users who have opted out of payment-related email notifications will no longer receive automatic payment success or failure emails from payment plan installments. Notification preferences are now honored consistently.

DOCX and XLS files now upload successfully when submitted via the Partner API.

You can now select and delete multiple eSign templates simultaneously using multi-select, making it faster to clean up and manage your document library.

The Time Tracking Report now includes all time entries within your selected date range. An informational tooltip has also been added to clarify how entries are shown when viewing or editing logs across time zones.

The deposit account dropdown in Quick Bill for LawPay firms now only shows bank accounts that support online payment processing, preventing invoice sync failures from selecting an incompatible account.

Invoices emailed to clients now maintain their "Sent" status correctly.

LawPay users on legacy accounts can now successfully resend or share invoices that have already been fully paid.

Firms that transitioned from MyCase to LawPay and had invoices billed to multiple contacts can now access the Invoices page consistently without errors.

Cases with EB4 priority dates before January 1, 2023 now correctly display a "Current" filing status in line with the April Visa Bulletin. These cases were previously erroneously marked as "Not Current".

Emails sent through DocketWise now correctly show the firm's name as the sender, rather than the individual user's name, ensuring your communications consistently reflect your firm's identity.

8am IQ Case Assistant now supports searching communication data in MyCase. This includes client portal messages, SMS, and call logs, allowing 8am IQ to retrieve important case details often buried in text messages or call notes. 

The regenerate response button in 8am IQ Case Assistant is now fully functional, letting you refresh a response or switch between previous versions as expected.

Automatically turn CasePeer data into clear performance insights with LawKPIs. Track case activity, team workload, and operational performance through dashboards powered by your CasePeer data.

Typed eSignatures now display in the intended cursive style when opened in Adobe Acrobat, ensuring a consistent and professional appearance on all newly signed documents.

Client portal end users are now prompted to acknowledge the Terms and Conditions and Privacy Policy before proceeding, ensuring compliance and user awareness.

Clients and firm users can now submit intake forms that include document upload fields without errors, and uploaded documents appear correctly in the Documents section.

Global search now works for all firms, including those with unapproved online leads, surfacing results labeled "Pending Approval" or "Did Not Hire" as appropriate.

The Accounts Receivable Report now includes totals for Invoice Total, Amount Paid, and Amount Receivable in both PDF and CSV exports.

The Case Revenue Report now loads within seconds for firms with large datasets, eliminating the slowdowns and timeouts with large volumes of data.

Invoice emails can now be sent even if the PDF attachment fails to generate, so clients receive their invoices without delay.

The Group Summary section has been removed from grouped PDF exports across Case Revenue, Trust Account Summary, Electronic Payments, and other reports. Exported PDFs are now more concise and easier to digest.

In MyCase, responses from 8am IQ suggested prompts (Case Summary, Timeline, Statement of Facts, and Case Priority) now display with cleaner formatting, including section headers, bold labels, and dividers between sections for easier readability.

Users not yet approved for Smart Spend can now see the Cards and Transactions menu items in the sidebar in a disabled state, giving them a clear preview of what will be available once approved.

Applying or removing a case filter in the full-text search panel now automatically refreshes results — no more manually pressing Enter or clicking Search. Search behavior now works consistently across all filter types.

The Outstanding Balance Total on the Contacts page now correctly reflects the remaining balance after partial payments, giving firms an accurate view of what's owed.

Invoices paid using a trust balance now correctly show as paid, ensuring billing records stay accurate.

Users can now connect and sync their Google Calendar to DocketWise without errors.

Event plan deadline calculations now respect holidays, ensuring accurate scheduling and compliance with calendar rules.

Clients and firm users can now open documents in the client portal without errors, restoring dependable access to shared files.

I-907, G-28, and I-129 forms now submit and e-file with USCIS correctly, resolving issues that were causing filings to stall or fail mid-process.

The Matters by User report now loads reliably for firms with large datasets, resolving timeouts that were preventing access to the report.

CSV exports of tasks now include all assigned users, giving firms more complete visibility into task ownership and collaboration when reporting outside the platform.

New invoicing overview added to dashboard showing invoice statuses including Sent, Unsent, Drafts, Paid, Partial, and Overdue, plus an Outstanding Billing summary.

With the ability to tailor reports and dashboards in MyCase, firms have easy access to the specific insights they need to stay on top of revenue and revenue pipeline, trust accounting activity, productivity, profitability, and statute deadlines. This enables firm leaders to quickly turn data into actionable insights and measurable outcomes, without having to export into spreadsheets.

Next-day payments are expanding across 8am, making next-business-day deposits the standard experience for customers. Professionals get faster, more predictable access to revenue, with funds arriving by 9am the next business day and no changes to how they process payments.

Auto-fill court forms using MyCase matter data with CaseForm by Caseway. Fewer errors, less manual work, and court-ready forms saved back to the case.

Turn complex medical records into clear case strategy with Supio. Extract insights from medical and legal documents pulled from MyCase, and use AI to build chronologies and draft stronger demands.

eCheck surcharge is now supported, allowing firms to apply compliant surcharges without interrupting their billing workflows.

The credit information card on the admin dashboard now displays "Total balance" when showing account credit info, to make it clearer how account payments affect displayed values. This change only applies to the admin user's dashboard view. 

Firms were unable to highlight or copy event titles in the calendar agenda view. This has been fixed so event titles can now be selected and copied as expected.

Balance totals on the Non-Trust Retainer & Credit Account Summary report were not matching the amounts shown on individual contact pages. This has been fixed so the report now displays accurate credit, debit, and balance totals. 

The "Add Filter" dropdown on the Case List Report now organizes filters into "Standard Fields" and "Custom Fields" groups, with Standard Fields shown first. This matches the existing behavior on the Columns tab and makes it easier to find common filters.

The 8am IQ case assistant chat sidebar now supports searching case notes, retrieving case events, and retrieving case tasks.

Duration values on the Time & Expense reports (Case, Firm, and User) now correctly reflect the firm's time display decimal settings across the in-app report, CSV export, and PDF export. 

PDF export of Time & Expense reports no longer display duration as raw minutes (e.g., 15, 27). Duration is now displayed in decimal hours (e.g., 0.25, 0.45).

Previously, after completing an online refund, the page would reload and show the original transaction receipt. Now, after a successful online refund, users are automatically taken to the refund transaction's receipt page instead. Offline refunds are not affected. 

The case workspace has been updated so the case header stays visible while scrolling. This keeps key case details accessible as users work within any case tab.

Task assignment now allows up to 10 caseworkers to be assigned to a single task, reducing the need to create duplicate tasks when work is shared across team members.

Document storage now includes a Last Modified Date column so teams can easily see when documents were most recently updated.

Text in the Case Review Report now displays with improved spacing and alignment for better readability.