Practice or matter management system
MyCase
MyCase, made by 8am (formerly AffiniPay), is listed here as a practice or matter management system.
MyCase is practice management software for law firms in areas such as family law, immigration, criminal defense and personal injury. It keeps cases, clients and documents together with the firm's calendar, and handles billing through tracked time, expenses and invoices. Prospective clients come in as leads through intake forms, and retainers and agreements can be sent for e-signature.
What these workflow templates do
Every workflow template below works from an export from a practice or matter management system and changes nothing in it.
Workflows for practice and matter management systems
No workflow template names MyCase yet. The templates below are not written for MyCase by name; each is written for a practice or matter management system.
Matter budget and status summary Workflow template
Works from an export from a practice or matter management system.
Can see: the files the person supplies from their billing and practice management systems, with the column headers those systems export. Can change: nothing.
Matter closing checklist preparation Workflow template
Works from an export from a practice or matter management system.
Can see: matter record, open tasks and billing status. Can change: nothing.
Matter coverage plan for absences Workflow template
Works from an export from a practice or matter management system.
Can see: matter list, roles with backups and staff list. Can change: nothing.
Weekly open-matter check Workflow template
Works from an export from a practice or matter management system.
Can see: matters export and tasks export. Can change: nothing.
Weekly status requests to outside counsel Workflow template
Works from an export from a practice or matter management system.
Can see: matter list with status, firm, last update, budget and fees billed. Can change: nothing.
Teams that run these workflow templates:
How it connects
Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.
Published by its maker
Connector from the maker of MyCase
A connector an AI assistant can use.
Published by 8am, as the maker's own page states.
Found in the maker's own documentation on 11 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
Programming interface from the maker of MyCase
A programming interface for software developers.
Published by 8am, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
What setup takes, and who approves it
Connecting a workflow to MyCase is agreed when the work is scoped: a person who looks after MyCase at your company approves how the workflow signs in and what it may see and change.
No time is promised here. Where no connector exists, the workflow works from an export.
What was checked, and when
- The maker's own pages: read on 12 November 2026.
- The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.
Next step
Want a workflow above built for your team? Open it and choose how to start, or book a fit call.
Technical details
- MyCase MCP · MCP serverFound in the maker's own documentationThe MyCase help centre describes an MCP connector, built by 8am, that lets Claude search and retrieve a firm's MyCase data.The maker’s page
- MyCase Open API · Public APIFound in the maker's own documentationThe MyCase help centre describes an Open API, with published API documentation, that software developers can use to connect other software to MyCase data.The maker’s page