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Average Ratings 1,219 Ratings

Total
ease
features
design
support

Average Ratings 1,025 Ratings

Total
ease
features
design
support

Description

8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.

Description

Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am AffiniPay Yes 
8am CPACharge Yes 
8am CasePeer Yes 
8am ClientPay Yes 
8am DocketWise Yes 
8am LawPay Yes 
8am MyCase Yes 
Axis LMS No 
Calendly No 
Gmail No 
Google Contacts No 
Google Forms No 
Google Sheets No 
Knolli No 
Microsoft Excel No 
QuickBooks Accountants No 
Salesforce No 
Shift No 
Slack No 
Xero No 

Integrations

8am AffiniPay No 
8am CPACharge No 
8am CasePeer No 
8am ClientPay No 
8am DocketWise No 
8am LawPay No 
8am MyCase No 
Axis LMS Yes 
Calendly Yes 
Gmail Yes 
Google Contacts Yes 
Google Forms Yes 
Google Sheets Yes 
Knolli Yes 
Microsoft Excel Yes 
QuickBooks Accountants Yes 
Salesforce Yes 
Shift Yes 
Slack Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$50.00/month
Starting price $89.00/month for unlimited users
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

8am

Country

United States

Website

www.8am.com

Vendor Details

Company Name

Canopy

Founded

2013

Country

United States

Website

www.getcanopy.com

Product Features

Bankruptcy

Bankruptcy Case Management No 
Calculators No 
Calendar Management Yes 
Client Management Yes 
Critical Date Alerts Yes 
Document Management Yes 
Electronic Filing Yes 
Exemption Management No 
Forms Automation Yes 
Legal Forms Library Yes 
Task Management Yes 
Time Tracking Yes 

Conflict Checking

Case Management Yes 
Client Database Yes 
Data Import / Export No 
Full Text Search Yes 
Indexing No 
Phonetic Search No 
Preemptive Conflicts Search Yes 
Relationship Tracking No 

Court Management

Administrative Hearings No 
Appeal Boards No 
Calendar Management Yes 
Case History Yes 
Collections Management Yes 
Court Cost Records No 
Defendant Records No 
Docket Management Yes 
Document Imaging No 
Fines Management No 
Jury Management No 
Subpoena Tracking Yes 
Warrant Tracking No 

Docketing

Billing & Invoicing Yes 
Calendar Management Yes 
Calendar/Reminder system Yes 
Case Management Yes 
Court Records Search No 
Document Management Yes 
Patent / Trademark Management No 
Portfolio Management No 
Task Management Yes 
Time & Expense Tracking Yes 

Enterprise Legal Management (ELM)

Contract Lifecycle Management No 
Document Management Yes 
Legal Automation Yes 
Legal Spend Management Yes 
Legal e-Billing Yes 
Matter Management Yes 
Reporting / Analytics Yes 
eDiscovery No 

Family Law

8am™ MyCase stands as a premier solution for legal practice management, tailored specifically for small to medium-sized law firms. Designed with a focus on legal processes, MyCase consolidates case management, client interactions, billing, payment processing, and legal accounting into a single, cohesive platform. Law firms can efficiently oversee cases, monitor time, automate various tasks, communicate securely with clients, and access real-time insights regarding their financial health. With integrated payment solutions from LawPay and comprehensive trust accounting features, MyCase empowers firms to enhance their operations, elevate client satisfaction, and make data-driven decisions for business growth. MyCase is a component of 8am, a professional business ecosystem that also includes LawPay, CasePeer, and DocketWise, aimed at helping firms achieve greater efficiency and profitability.

Immigration

8am™ DocketWise is an innovative software solution tailored for immigration law firms, offering comprehensive immigration case management and form preparation capabilities. This platform enhances client intake, case management, immigration documentation, and billing processes all within one system that caters specifically to the unique workflows of immigration law, as opposed to standard case management applications. Its intelligent questionnaires facilitate the automatic creation of USCIS and other immigration-related forms, allowing firms to expedite filings with increased accuracy. The inclusion of multilingual intake forms and client portals fosters better accessibility and communication with clients, while the integrated invoicing system and LawPay integration streamline the billing and payment processes. DocketWise is a component of 8am, a professional business suite that combines LawPay, MyCase, and CasePeer, helping law firms optimize their operations and prioritize client satisfaction.

Law Practice Management

8am™ MyCase is a premier legal practice management platform tailored for small to mid-sized law firms. Specifically designed to streamline legal processes, MyCase integrates case management, client communication, billing, payments, and legal accounting into a single cohesive system. This allows firms to oversee matters, monitor time, automate tasks, securely engage with clients, and obtain real-time insights into their financial health. With LawPay-enabled payment solutions and comprehensive trust accounting features, MyCase empowers firms to optimize their operations, enhance client satisfaction, and make data-driven business choices. As part of the 8am suite, MyCase collaborates with LawPay, CasePeer, and DocketWise to enable firms to operate more effectively and profitably.

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management No 
Contract Management No 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Billing

8am™ LawPay stands out as a reliable payment solution tailored for the legal sector, specifically designed to expedite payment processing for law firms while ensuring adherence to legal accounting regulations. Crafted with the needs of attorneys in mind, LawPay efficiently distinguishes between trust and operating funds, preventing commingling and ensuring compliance with IOLTA and PCI standards. Law firms can accept various forms of payment, including credit and debit cards, as well as eChecks, and can easily send secure payment links, automate invoicing, and provide clients with diverse payment options. Endorsed by all 50 state bar associations and the American Bar Association (ABA), LawPay facilitates transactions for over 60,000 legal practices across the United States and Canada. As a component of 8am, the comprehensive professional business platform that integrates MyCase, CasePeer, and DocketWise, LawPay empowers firms to concentrate on their clients and efficiently manage their essential tasks.

Accounting Management Yes 
Automatic Billing Yes 
Calendar Management Yes 
Case Management Yes 
Client Portal Yes 
Document Management Yes 
Expense Tracking Yes 
Time Tracking Yes 

Legal Case Management

8am™ MyCase stands out as a premier legal practice management platform tailored for small to medium-sized law firms. This solution is specifically engineered to support legal processes, combining case management, client interaction, billing, payment processing, and accounting into a cohesive system. Law firms can effectively oversee their cases, monitor time, automate various tasks, ensure secure client communications, and obtain real-time insights into their financial health. Enhanced with integrated payment solutions from LawPay and comprehensive trust accounting features, MyCase empowers firms to optimize their operations, elevate client satisfaction, and make better-informed strategic decisions. As a component of 8am, the integrated business platform, MyCase collaborates with LawPay, CasePeer, and DocketWise, enabling firms to operate more efficiently and achieve greater profitability.

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations No 
Court Management Yes 
Discovery Management Yes 
Docket Management No 
Document Management Yes 
Expense Tracking Yes 
Government No 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal CRM

8am™ MyCase stands out as a premier legal practice management solution tailored for small to mid-sized law firms. Specifically crafted to accommodate legal workflows, MyCase integrates case management, client communication, billing, payment processing, and legal accounting into a single cohesive platform. This allows firms to efficiently handle cases, monitor time, automate workflows, securely interact with clients, and access real-time insights into their financial status. With payment processing facilitated by LawPay and comprehensive trust accounting features, MyCase empowers firms to optimize their operations, enhance client satisfaction, and make well-informed strategic decisions. As a part of 8am, MyCase collaborates with LawPay, CasePeer, and DocketWise, creating a robust professional business ecosystem designed to help firms operate more efficiently and boost their profitability.

Legal Spend Management

Analytics / Reporting Yes 
Budgeting & Forecasting No 
Financial Controls Yes 
Insurance Claims Defense No 
Invoice Review Yes 
Legal e-Billing Yes 
Matter Management No 
Outside Counsel Management No 
Relationship Management No 
Strategic Planning Yes 
Vendor Management No 

Personal Injury Law

8am™ CasePeer is an innovative cloud-based management system tailored specifically for personal injury law firms. Engineered for firms with a high volume of cases, CasePeer enables legal teams to efficiently handle case management, monitor medical treatments and liens, manage settlements, and enhance communication with clients. This software boasts workflows, reporting features, and real-time dashboards designed for personal injury practices, significantly minimizing manual tasks and accelerating case resolution. With its centralized data management and integrated analytics, CasePeer offers personal injury law firms insightful visibility into the status of cases, team efficiency, and marketing effectiveness. As part of 8am, which integrates LawPay, MyCase, and DocketWise, CasePeer allows law firms to concentrate on client service and expand their practice.

Product Features

Accounting

Canopy is an award-winning comprehensive solution for accounting practice management, specifically designed to empower CPA, bookkeeping, and accounting firms in creating a self-sufficient practice. Functioning as an integrated operating system for the entire firm, Canopy addresses the challenges and security concerns associated with utilizing multiple disconnected tools by consolidating client management (CRM), document storage, workflow automation, time tracking and billing, proposals, and client engagements into a single, modern, cloud-based platform that requires just one login. At its core is Canopy Coworker, an omnipresent AI assistant that streamlines accounting processes, crafts client communications, and provides actionable insights throughout your practice, ultimately minimizing daily administrative burdens. Discover more at getcanopy.com.

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Accounting Practice Management

Canopy is a highly acclaimed, comprehensive software solution tailored for accounting practice management, aimed at empowering accountants to create self-sufficient firms. Functioning as a centralized operating system for the entire firm, Canopy addresses the challenges and security concerns associated with managing a practice through disparate tools by integrating client relationship management (CRM), document handling, workflow automation, time tracking and billing, engagement management, and proposal generation into a single, cloud-based platform accessible with just one login. The core feature of this platform is Canopy Coworker, an advanced AI specifically designed for accounting processes that assists by drafting client correspondence, condensing intricate documents, and streamlining administrative responsibilities. By unifying all essential practice functions within one system, Canopy equips CPA, tax, and bookkeeping firms with the comprehensive insight and organization necessary for growth, enhanced productivity, and a focus on delivering high-value services to clients. For further details, visit getcanopy.com.

Approval Workflow Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

Tax Practice Management

Canopy is a highly acclaimed, comprehensive tax practice management solution designed specifically for tax professionals, accountants, and CPA firms looking to operate independently. This innovative software aims to streamline operations during peak tax seasons and eliminate data fragmentation by integrating client relationship management (CRM), secure document collection, workflow automation, and billing into a single, user-friendly, cloud-based platform accessible with just one login. Tax teams benefit from features that allow them to retrieve IRS transcripts, monitor notifications, and carry out tax resolution processes seamlessly while managing daily communications with clients. Central to this software is Canopy Coworker, an AI tool that enhances productivity by simplifying complex document summaries and drafting messages, thus reducing the administrative burden on the firm. Discover more at getcanopy.com.

Approval Process Control Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
Scenario Planning No 
Tax Filing No 
Tax Forms Yes 
Workflow Management Yes 

Trust Accounting

Accrual Accounting No 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

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