2 to 5 Weeks
Typical launch window
Includes conversion design, mapping alignment, and rollout QA.
Case management
MHSB Certified MyCase Partner - Partner-verified implementation support from MHSB.
8M 8am MyCase
This integration automates the transfer of matter data from Lawmatics to 8am MyCase, eliminating manual data entry and streamlining the transition from lead intake to case management.
Certified build path
Data-safe rollout
Go-live support
Partner-grade
Implementation controls
Execution-ready
Rollout playbook
Implementation Proof
From kickoff through post-go-live support
3 Sync Modes
Controlled handoffs
Pre-hire sync, hired conversion, and resync with guardrails.
0 Duplicate Entry
Single source intake
Matter data moves from Lawmatics to MyCase through defined triggers.
24/7
Escalation-ready SOPs
Operational runbooks define ownership for errors and retries.
"Our MyCase handoff is finally predictable. The team knows exactly what syncs, when, and who owns exceptions."
What You Get With This Integration
- Automatic matter creation in 8am MyCase upon lead conversion in Lawmatics
- Custom field mapping options for seamless data transfer
- Contacts and related notes are synced to their corresponding matter in 8am MyCase
- Matters can be synced manually or automatically via triggered events
- Update 8am MyCase matters with any new data from Lawmatics by initiating a resync
Integration Feature Details
Matter Sync
Transfers matters from Lawmatics to 8am MyCase upon conversion. Synchronization can be manual or automated. Updates the matter status in Lawmatics, and creates a new matter in 8am MyCase.
Custom field mapping
Map any or all of your Lawmatics fields to your 8am MyCase fields at both the contact and matter levels. When a matter is synced, these fields will all transfer over to the new 8am MyCase matter.
Automation potential
Sync matters automatically triggered by events like signed agreements or fee payments. Most firms incorporate this into their automated processes, ensuring effortless syncing.
Resync
A "Resync" button allows users to push updates from Lawmatics to the corresponding 8am MyCase matter after the initial sync. This action transfers any changes to the corresponding 8am MyCase matter.
Partner Implementation Blueprint
Estimated timeline: 2 to 5 weeks based on workflow complexity and stakeholder alignment.
- 1
Define conversion ownership and required pre-conversion checkpoints.
- 2
Map high-value matter and contact fields between systems.
- 3
Configure optional sync modules (notes, documents, relationships) intentionally.
- 4
Test conversion, manual pre-hire sync, and resync workflows end-to-end.
- 5
Publish SOPs for exception handling and failed sync escalation.
QA Checklist
- Matter sync creates records in MyCase with expected owner and status.
- Pre-hire sync behaves differently from hired conversion as designed.
- Document and note synchronization respects internal visibility rules.
- Resync updates the existing matter rather than creating duplicates.
Common Handoff Risks
- Unclear distinction between pre-hire sync and conversion can distort reporting.
- Missing field mappings force manual corrections after go-live.
- Relationship sync can create noisy contact data without governance.
When This Integration Is the Right Fit
- Route qualified leads into MyCase with complete intake context.
- Support intake teams in Lawmatics while legal staff executes in MyCase.
- Standardize conversion handoffs across multi-attorney teams.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the 8am MyCase + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
This integration automates the transfer of matter data from Lawmatics to 8am MyCase, eliminating manual data entry and streamlining the transition from lead intake to case management.
Supplemental Guidance
Lawmatics makes it easy to integrate your 8am MyCase account with Lawmatics. If your firm uses MyCase for case management, this integration allows you to automatically sync matters from Lawmatics to MyCase, eliminating any need for multiple data entry.
Integration FAQ
Can we sync matters before a lead is marked hired?
Yes. Use the Sync to MyCase action for pre-hire workflows while preserving conversion reporting.
What should we do when mappings need to change after launch?
Use a controlled update process with staging tests and resync validation before production rollout.
Can we prevent accidental conversion from triggering a full sync?
Yes. MHSB configures conversion controls, role ownership, and QA gates so sync actions happen only when requirements are met.
How do we keep reporting accurate when we use both pre-hire sync and hired conversion?
We define separate workflow states and dashboard logic so pre-hire and hired records remain measurable without overlap.
Implementation Packages
Choose Your 8am MyCase Implementation Path
MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.
MyCase Launch Sprint
Implement conversion criteria, core mappings, and pilot-tested sync with go-live support.
Ideal for: Firms launching MyCase sync for the first time.
Most Selected
MyCase Workflow Hardening
Add pre-hire routing, governance controls, and escalation workflows for multi-user teams.
Ideal for: Firms with high lead throughput and shared intake ownership.
MyCase Scale Program
Unify intake, conversion, and reporting with operating standards across offices or practice groups.
Ideal for: Firms standardizing cross-team delivery and KPIs.
Launch 8am MyCase in Your Lawmatics Workflow
Get MHSB support to configure mapping, automations, and data quality checks for your integration rollout.
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