Latest product updates at 8am

Note Draft, Check Deposit, Client Trust, Time Tracking, and Missing Data reports now load and respond more quickly, so the team members who rely on these reports for billing, compliance, and case oversight get to decisions faster.

You can now create and update contact records, including addresses, phone numbers, email addresses, and websites, through the CasePeer Partner API.

Caseworker record updates now save every time Changes to caseworker information save successfully across all cases, so your team can update records and move on.

Exports from the Open Cases Report now complete successfully across CSV, Excel, and email.

The Open Cases Report now loads faster for firms managing cases with multiple linked matters, so the capacity and case status picture you rely on for business decisions is ready when you need it.

CSV and PDF exports for large reports now run as background tasks with a progress bar, so exports finish without timing out.

"Last run" time on reports now reflects the timezone set on your account.

The Send Reminder modal on invoices and quick bills shows how many reminders have been sent and when the last one was sent — so you always know where each client stands before following up.

When you delete a cash or check payment in MyCase, the corresponding record is removed from LawPay automatically. keeping your payment data consistent across both solutions.

Notes entered on a bill in MyCase now pass through as the charge reference in LawPay's dashboard and receipts — giving you better context on every transaction. Bills without notes continue to use the auto-generated reference.

CSV exports from Firm, User, and Case Time & Expense reports now include User and Type as the first two columns. The in-app view and PDF exports are unchanged.

Search bar no longer applies auto-correct, auto-capitalize, or spell-check, so what is typed is exactly what gets searched.

Choose which payment methods — Credit Card, eCheck, or Pay Later — appear on each invoice and quick bill. Firms can now tailor payment options to each matter, client, or firm policy without turning off digital payments entirely in MyCase and LawPay.

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.

The document category and file location admin page now loads more quickly, providing a faster experience when managing storage settings.

MotaWord brings certified document translation directly into MyCase, so firms can request, track, and receive translations without breaking case flow.

Document tagging has been updated to ensure files are always stored in the intended location when tagged.

The latest version of FileSync surfaces desktop notifications for file activity and includes security enhancements for a more reliable and secure sync experience.

The Case Status & Rejected Cases Report, E-signature Templates, and the Office & Team Admin page now load faster and handle large datasets more efficiently.

Third-party integrations can now search contacts by name before creating new ones, reducing duplicates. Connected tools also have access to additional lookup data — expert witness types, treatment categories, and yes/no/maybe values.

Firms can now send bulk invoice emails without needing to open each individual invoice.

EDEX Mailing + MyCase lets firms send and track USPS legal mail from each matter with proof of service, synced costs, and no manual prep.

Check printing fields (name, date, amount, memo) now align properly across all four check layouts. Note: Firms with previously saved custom alignment adjustments may need to recalibrate.

When Chat Assistant is opened, users now see three updated prompts to help them get started quickly, including a new "What kinds of things can you do?" prompt.

Linking or unlinking a NetDocuments workspace instantly updates the Send to NetDocuments button and column on the Case Documents tab without a page refresh.

Invoice amounts and overdue status now reflect correctly when multiple payment events are processed simultaneously for the same invoice.

CSV and PDF exports for Time & Expense and Work in Progress reports now return the full dataset. Previously, exports were silently capped at 2,000 rows, which could result in incomplete data results.

LawPay retainer requests created before an upgrade to MyCase can now be saved and updated normally. Previously, attempting to edit them returned a validation error.

Load times for the Case Revenue, Work in Progress, and Fee Allocation reports have been significantly improved, particularly for large datasets. The reports now generate in a fraction of the time the previously required.

When a user is deactivated, their name now appears as "Firstname Lastname (Deactivated)" in the Cards and Transactions tables, and their cards cannot be unlocked.

A periodic feedback prompt now appears in 8am IQ conversations asking whether the response met your needs. You can respond with a thumbs up or down, add optional text, or skip it.

The credit summary card now displays Current Balance, Credit Used, Pending Charges, and Available Credit with clearer labels and visual progress bars showing usage against your credit limit.

A new "Manage saved prompts" page lets you view, reorder via drag-and-drop, and delete saved prompts, with a limit of 10 total. The top 5 are displayed prominently for quick access.

Your saved prompts are now accessible directly on the 8am IQ launch pad, with up to 5 shown at a time. A star icon in the chat input opens the full list so you can start a new conversation with any saved prompt.

Closing and reopening the 8am IQ sidebar now returns you to your most recently created conversation. Previously, the sidebar would open to the last conversation you viewed.

When a report's results exceed 1,000 rows, a clear banner now lets you know the view is truncated. Exports continue to return all rows and are unaffected.

Case Stage now includes how many days a case has been in its current stage, shown in parentheses next to the stage name. For example, "Discovery (45 Days)." This detail is also included in CSV and PDF exports.

Advanced client cost amounts no longer appear as revenue in the cash-basis Profit & Loss report when an expense's paid status changes after journal entries have been created.

The thumbs up/down feedback buttons on 8am IQ capabilities show a highlighted background when selected, so your choice is visually clear.

When a document upload fails on an intake form (such as due to an expired session) clients now see a specific, actionable error message instead of a generic one. If email delivery also fails during form submission, the form status is rolled back so clients can retry.

Invoices on payment plans show the correct next installment due date in the Accounts Receivable report rather than the original invoice due date.

Custom field columns can be freely reordered among standard columns in both reports. PDF exports of saved Case List reports also now correctly include custom field data in the right column order.

When editing a task, changing the case, and switching back to the original case, linked documents are now correctly restored instead of being permanently cleared.

When "Statements & Payments," is selected, a dialog now confirms you're being redirected. If the new tab is blocked or the request fails, a clear message with a retry option appears.

Searching for an exact email address in double quotes in Advanced Search now returns the correct match, with the email highlighted in results.

Large firms no longer experience long load times, timeouts, or export failures with the Fee Allocation report. The report and its exports have been optimized to handle large data sets.

Users with the Reviewer role can now only access card numbers, CVV, and expiry dates for their own cards. Admins retain full access and are unaffected.

Replacing a document file via upload no longer causes all subsequent downloads of that document to fail.

Case List Report now handles any number of custom field columns.

When linking expenses, the accounting category now automatically defaults to Advanced Client Costs for firms without an active accounting license, as expected.

Reviewers could previously reach Statements & Payments by navigating directly to the URL, despite the menu item being hidden. This is now fully blocked.

When editing a user, a confirmation prompt now appears if you try to paginate, invite a new user, or log out while changes are unsaved so you can choose to discard or stay on the page.

The side panel on the Users and Cards pages now displays the 10 most recent transactions for a card (previously just 1), renamed from "Last Transaction" to "Recent Transactions." The lock card button has also been moved to the top of the panel.

Same-day transactions now appear oldest-to-newest; the Payment Method column shows readable descriptions (e.g., "Mastercard #D11-0017C via portal") instead of raw values; and a "Starting balance" card now appears in each client ledger section when running a date-range report.

Canadian firms can now successfully connect to the NetDocuments integration after selecting the Canada data center, a sign-in error that was blocking setup has been resolved.

A file size mismatch between the original and signed PDF was causing some uploads to fail. All signed documents can now be sent to NetDocuments without errors.

The entry details filter now hides individual entry rows when set to "Hide" (the default). Previously, detailed rows always appeared regardless of this setting.

The Case List and Case Balance Summary reports open with only Open cases displayed by default, with adjustable filters

PDF exports for the User, Firm, and Case Time & Expense reports now display summary cards (Total Billable Hours, Total Billable Amount, Total Billable Expenses) at the top of the export, matching the on-screen layout.

When creating quick bills, the duplicate contact alert now considers only active contacts, so deleted contacts no longer trigger a false warning.

Health insurance lien amounts that were missing from the Settlement tab and Worksheet after being added are now displayed as expected.

DropBox Sign templates can now be edited and saved without interruption.

Editing and saving generated documents no longer fails with a schema error when OneDrive is set as the default document storage.

Partners can now retrieve all contacts, retrieve a single contact by type, create contacts, and update contacts via the CasePeer Partner API — enabling more complete integrations with contact data.

Users can now connect the EvenUp integration directly without requiring a firm administrator to enable it first.

Address fields are now automatically trimmed before saving, preventing validation errors caused by leading or trailing spaces.

Deposit reports now handle high-volume and extended date ranges more effectively.

Notes added during a recharge transaction now appear on the emailed receipt and in the LawPay transaction record.

Firms now have an improved invoicing flow for generating or sending invoice PDFs.

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.

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.

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.