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.

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.

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.

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.

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

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.

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. 

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.

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.