Claude 8am MyCase connectorWhat Claude can do in your 8am MyCase account.

Hands Claude a short-lived link to the raw file of a document, returned exactly as stored. For the extracted text instead of the file, 8am points to the text tool.

Fetches the raw file of one specific version of a document through a short-lived link, rather than the current file. Useful whenever the history of a draft matters.

Searches across cases, contacts, documents, notes, tasks, events, leads, messages, expenses and call logs at once, matching names, descriptions, numbers and notes, with highlights of the matched text.

Opens one call log entry from its ID. Call log entries also turn up in the call list and in the firm-wide search, which is where their IDs come from.

Returns one case with its full staff roster, lead and originating lawyer, rate details and the newest free-text status note firm staff keep on the matter.

Gives the billing picture of a case: fee structure, amounts billed, collected, outstanding and overdue, trust or credit held, aging, unbilled work and the latest bill and payment.

Finds the root document folder of a case, the top of that matter's document tree, which the folder tools then open subfolder by subfolder.

Breaks one invoice into its lines, grouped as time entries, expenses, flat fees and discounts, plus balances carried over from earlier unpaid invoices and the invoice header.

Reads a single case stage from its ID, the label your firm uses to mark where a matter sits in its life cycle.

Pulls up one client record by its ID. 8am's catalog describes it in a single line, so the record's content is whatever MyCase stores for that client.

Retrieves a single company contact from its ID, the organization-side counterpart of the client record, once Claude has located it in a list or a search.

Shows how one custom field is defined, from its ID. Firms add these fields to track what MyCase does not cover by default, so the definition tells Claude how to read the values.

Returns the metadata of a document, and only that. For the file, 8am points to the download tool; for its words, to the text tool.

Provides the plain text MyCase extracted from a document, through a link that expires in about five minutes, with its length, page count and parse date.

Opens one calendar event. 8am adds a precise caveat: when starting from a search result, Claude must pass the appointment rule ID, since a search hit points to a single occurrence.

Reads one expense entry from its ID, once Claude has spotted it in a case or firm-wide expense list, so you see its details without opening MyCase.

Gives information about the current firm, the account the connection is tied to. 8am's catalog says no more about it than that.

Retrieves a specific invoice by ID, including invoices with online payments disabled, since it uses the same wide scope as the firm-wide invoice list.

Opens one lead and its reference to the potential case MyCase paired with it. 8am warns that this potential case is not a regular case: the case tools never return it.

Reads one of the firm's locations from its ID, usually after Claude has seen that ID on another record or in the list of locations.

Tells Claude who the signed-in MyCase user is. Since every call runs as that person, it is the quickest way to check whose permissions apply.

Shows the metadata of a client portal or staff message thread: subject, sender, participants, related case and the opening message. The full exchange comes from the thread messages tool.

Pulls one note from its ID, whether it sits on a case, a client or a company; the case, client and company note lists are where such IDs appear.

Opens one people group from its ID. These are the contact groups a firm uses to organize its contacts, and the record tells Claude what a group covers.

Returns one practice area by ID, the category a firm assigns to its matters, so Claude can put a name on a code it met elsewhere.

Looks up one referral source from its ID, the channel through which a matter or a client came to the firm, as recorded in MyCase.

Opens the record of one staff member from its ID, once Claude has found it on a case roster or in the staff list.

Fetches one task in full from its ID, after Claude has spotted it in the task list or in a search hit, with everything recorded on it.

Returns one time entry with its server-computed total, always present. Billing status and linked invoices appear only if your role has billing access, and are withheld otherwise.

Lists every expense across the firm, with an optional filter on one case. Claude can then total them, group them by matter or sort them as you ask.

Lists invoices across the firm, or for one case with a filter, including bills whose unpaid balance was carried over into a later invoice.

Lists payment transactions of every kind: bill, retainer, subscription and quick-bill payments, including pending and failed ones, which a status filter can narrow down.

Lists time entries across the firm, optionally for one case, each with a computed total that 8am recommends over multiplying hours by rate yourself.

Lists everyone who can appear in call logs, meaning clients and leads, so Claude can match a call to the right person.

Gives Claude the call log, most recent entry first, which is the running thread of the firm's phone contacts with clients and leads.

Lists a case's expenses with a computed total. 8am flags a trap: an expense marked as not billed is not necessarily billable, so the billable field must be checked too.

Lists the flat-fee lines of a case: fixed amounts with no activity, rate or duration, the third kind of line next to time and expenses.

Lists successful payments applied to a case's bills. Retainer, subscription and quick-bill receipts are excluded, as are pending or failed transactions.

Collects a matter's time entries with a computed total that prices flat-rate entries correctly, which 8am prefers over adding the rows up by hand.

Shows the documents attached to one case, the narrow view Claude uses when it does not need to search across the whole firm's files.

Lists one case's invoices, scoped to that case on the server side, so nothing from another matter slips into the answer Claude gives you.

Lists the notes of a case. 8am stresses that these are distinct from the running status notes, with their own subject, date and archived state.

Lists the case roles defined in the firm, the vocabulary used to say who plays which part on a matter, so Claude reads rosters correctly.

Returns every case stage the firm has defined, so Claude can group matters by where they stand in their life cycle and count them.

Lists all cases, filterable by status, recent activity and text. Each row carries a staff summary; the full roster comes from the matter details tool.

Lists the cases of one client. 8am warns that the outstanding balance field here is not money owed but each case's flat-fee amount.

Narrows the portal view to the message threads with one specific client, rather than every thread you are allowed to see across the firm.

Brings back the notes filed on a client rather than on a case, which often hold relationship details that never made it into a matter.

Lists all clients, with filters on name, email, phone and free text. It is the place to find the right person before opening any other record.

Returns all company contacts, filterable by status, name, email, phone and text: the company-side directory of the firm, distinct from individual clients.

Gathers the notes attached to a company record, which MyCase keeps separate from case notes and client notes.

Lists every contact across the firm, clients, companies and leads together, when Claude does not yet know which kind of contact it is looking for.

Gives the allowed options of a list-type custom field, so Claude knows the possible values before it interprets one found on a record.

Lists all custom field definitions the firm has added on top of MyCase's standard fields, which is the map Claude needs to read them.

Lists every version of one document, so Claude can tell you how many drafts exist and pick the one to fetch next.

Covers document versions across the whole firm, not just for one file, which suits broad reviews of recent document activity on every matter.

Returns every document in the firm as metadata only. Text and files come from the dedicated text and download tools, as 8am points out in its catalog.

Lists calendar events. 8am advises filtering by dates: without a range, the tool returns the firm's whole history, oldest first, which buries what is coming up.

Shows what sits inside one folder, the next step once Claude has the case folder or a subfolder in hand.

Lists the subfolders of a folder, so Claude can walk down a matter's document tree level by level and describe how it is organized.

Lists all leads, filterable by status, name, email, phone and text. Each one carries a reference to its potential case, which the regular case tools never return.

Lists all the firm's locations, the reference Claude uses to turn a location ID found on another record into an office name.

Surfaces every message thread you can view, most recently active first, staff-only threads included, each with its opening message.

Returns the firm's people groups, its contact groups, so Claude can see how contacts are organized before it looks inside one of them.

Lists every practice area defined in the firm, which lets Claude group matters or figures by area of law in its answers.

Lists all referral sources recorded in MyCase, the channels through which clients reach the firm, as the firm itself has named them.

Provides the roster of all staff members, useful any time a question in the conversation involves who works on what or who to ask.

Lists tasks. 8am's advice: filter on open tasks due before a date to answer what is due, otherwise you get the firm's entire task history. Open tasks include those awaiting review.

Reads every message in a thread, the opening one and all replies in chronological order, with each sender and timestamp.

Shows current trust (IOLTA) holdings per client, the rows behind MyCase's Trust Account Summary report, either allocated to a case or held client-wide.

Totals the client funds held in each of the firm's trust bank accounts. 8am insists this balance is client money, never firm revenue.

Reads trust (IOLTA) ledger activity, the rows of MyCase's Trust Account Activity report: deposits into trust and payments or withdrawals out, including incoming deposits that invoice-payment feeds never show.