--- title: "Compare 8am MyCase vs TrustBooks 2026 | Capterra" description: "Unsure of what to choose? Check Capterra to compare 8am MyCase and TrustBooks based on pricing, features, product details, and verified reviews." source_url: "https://www.capterra.com/compare/115613-145679/MyCase-vs-TrustBooks" page_type: "comparison" language: "en" --- # 8am MyCase vs TrustBooks Features and Cost Comparison Last updated September 17th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: 8am MyCaseTrustBooks2/4 selected [8am MyCase](https://www.capterra.com/p/115613/MyCase/)[4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) [TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/) [## 8am MyCase](https://www.capterra.com/p/115613/MyCase/)[4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting Price $50.00/month Value-for-Money 4.5 Functionality 4.4 Ease of Use 4.6 Customer Service 4.6 Reviews Sentiment Based on [807 reviews](#user-reviews) Positive 744 Neutral 35 Negative 28 [## TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/) Starting Price $49.00/month Value-for-Money 4.9 Functionality 4.9 Ease of Use 4.9 Customer Service 5 Reviews Sentiment SR MS Based on [107 reviews](#user-reviews) Positive 107 Neutral 0 Negative 0 ## Not a match? 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Best for Small law firms and solo attorneys ## User reviews Pros & cons WL Whitney L. Principal Attorney > "What I appreciate most about MyCase is how seamlessly it brings everything together in one place. As my practice grew from solo to a team environment, the..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7136116) PV Priyansh V. Senior Accountant > "MyCase is the limited flexibility in reporting and customization, along with inefficiencies in bulk data entry such as time uploads." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7162688) WR Wanda R. Estate Litigation Paralegal > "The billing features have also helped me better document the amount of work that goes into legal support services. As paralegals know, clients often only..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7169799) AD Alexandra D. Paralegal > "The only con I have found is that if there are folders in the documents tab we cannot just have it list all the documents without the folder for a quick..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7038660) WR Wanda R. Estate Litigation Paralegal > "No case management software is perfect, but MyCase has consistently helped me work more efficiently, stay on top of deadlines, and provide better service to..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7169799) JW Jay W. Freelance Paralegal > "As an entrepreneur restarting my business after a job layoff, funds are not easily accessible for me increase to an upper level." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7170020) RN Richard N. Partner > "It has allowed me to operate and grow my law firm while ensuring a relatively painless experience for my clients through Mycase payments and the client..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7028931) LH Lydia H. Attorney at Law > "Not able to send emails and text to clients with progress on case or attached to workflows" [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7116690) CA Comfort A. HR Manager > "It centralizes client communication, document handling, case tracking, and invoicing in one platform." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7031025) JR Jim R. Of Counsel > "It seems that the platform has to be rebooted every time I need to pull up file documents, etc." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7181675) MN Murray N. Attorney > "It helps me manage every aspect of my case management from billing, staying in touch with clients, and scheduling." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7042743) KV Kinda V. Managing Attorney > "A few items (such as document template issues and support response expectations) seemed under-addressed, which left some ambiguity about ownership and..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7029909) LS Louis S. Legal Assistant > "Ease of use; Easy to train; Comprehensive features; No downtimes of note; Easy track time, bill, track retainer, send invoices; Good document sharing..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7170866) CA Comfort A. HR Manager > "What I liked least about MyCase is the lack of flexibility in sending bulk messages to a specific group of clients within a case." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7031025) RE Rachel E. Legal Assistant and Bookkeeper > "Support has also been consistently reliable; when questions come up, their team is usually quick to respond and resolve issues, which makes the platform..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7169222) NS Niccole S. Paralegal > "I don't enjoy having to reconcile Affirm payments manually, as the option is offered through a specific invoice. If someone applies for the loan, it..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6826139) HT Hillary T. Paralegal > "I enjoy MyCase's tasks, deadlines, and signature features for staying organized and efficient." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7169115) SS Sandeep S. Principal > "One thing I don't like is that you get charged up front for a full year for any new person that you had and its non-refundable. " [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7125938) EP Elisa P. Attorney > "It is a full case management program that makes sense economically for a solo practitioner, organizes my time and billing and easily creates invoices, and I..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6807090) Joseph O. Attorney-at-Law > "I was given an initial discount to sign up, but that disappeared after my first year, even though I was told it would continue. While this may not be..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7056137) WR Wanda R. Estate Litigation Paralegal > "For legal professionals managing a high-volume caseload, MyCase is a tool I use every single day and would absolutely recommend." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7169799) AP Angel P. Receptionist > "Sometimes the system ran a bit slow when handling multiple cases or large files, which could interrupt workflow." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7042977) RE Rachel E. Legal Assistant and Bookkeeper > "The layout, design, and overall visual structure make it easy to move through cases, messages, billing, and documents." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7169222) SM Sarah M. OFFICE MANAGER > "I think the most easily remedied "issue" is that you cannot mark text messages as "unopened", so users have opened texts meant for other staff members, and..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6829589) MC Martina C. Founding Member Attorney > "Overall, it supports a more organized, transparent, and responsive approach to managing legal matters and client relationships." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7117288) DR Dion R. Attorney and Owner > "Also, there seems to be a bug in deleting payment requests." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7119507) KV Kinda V. Managing Attorney > "However, there were a few areas that could be improved, like task notifications and document template functions, to make the process even more efficient." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7029909) OR Olga R. Billing Specialist > "So far, the only thing I can say against MyCase is that during the integration with LawPay, it caused some errors in the information previously managed in..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7042443) EP Elisa P. Attorney > "I also like the tracking feature of the types of cases I am opening so I can easily see how many active cases I have, and in what practice areas." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6807090) MW Maria W. Attorney and Owner > "there are some issues with the immigration integration." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7123777) JR Jim R. Of Counsel > "I like the AI feature, although I have limited comparisons since my other AI exposure has been very narrow in scope." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7181675) KR Kimberly R. Attorney > "I wish there was a better way to link emails." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7128063) SB Sylvia B. Paralegal > "This is also helpful as we are able to see if the client has reviewed the invoice." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7177582) MC MARYJANE C. lawyer and partner > "I cannot link my outlook to it because it does not work with godaddy which is the platform i have my email through." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6825655) LM Lucero M. Senior Paralegal > "MyCase is very good at notifying us of scheduled updates, which makes planning around them effortless." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7117455) SM Stephanie M. Legal Assistant > "Also, the system can be slow to load files, and the search function isn’t always accurate or responsive." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6818774) PV Priyansh V. Senior Accountant > "My overall experience with 8AM MyCase has been efficient and positive, with strong case management and streamlined workflows." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7162688) BR Brad R. Office Manager > "Phone numbers are displayed as a long string (i.e., 12345678901 instead of 1-234-567-8901, which is incredibly difficult to read given the miniscule size of..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6202260) JC James C. Managing Partner > "MyCase has powerful features for intake as well, such as online intake forms and document automation. If you're not using MyCase you need to ask yourself..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6826147) KM Kimberly M. Partner - Attorney > "They don't allow you to post a QR code or photo on the billing except your main logo, and they don't pass on credit card fees (the 3% fee) to the client,..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6178170) QB Quinon B. Principal Attorney > "Signing and sending documents for execution is a great feature." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7129948) VR Verified Reviewer Partner > "The integration cannot be done automatically, and it cannot be done by exporting/importing contacts and matters, because Docketwise exports names as "Full..." [See full review](https://www.capterra.com/p/115613/MyCase/#GetApp___6111539) VS Valerie S. Senior Legal Assistant > "The quick action tabs makes 8am MyCase even more accessible." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7139662) MP Mary P. Legal Assistant > "That can be time consuming when we have a client on the phone or in office." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7042293) CM Consuelo M. Paralegal and Legal Assistant > "The interface is very user friendly and has so many options to organize a case and also maintain a great flow of work to make sure nothing falls through the..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7039782) AG Amy G. Attorney > "You can't edit today's calendar events directly from the dashboard. If you have a timer running in the app, it doesn't show in the online version until the..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6019822) AP Angel P. Receptionist > "The platform made it easy to track cases, communicate with clients, and stay on top of deadlines all in one place." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7042977) TM Thomas M. Office Manager > "I've been using MyCase for several years and have yet to find a situation where I am unable to address any of the firm's needs." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6851207) LH Lydia H. Attorney at Law > "I like ease of use, document management, mycase drive local in computer, calendar, payment management" [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7116690) PK Paul K. Attorney > "For instance, there's no field in the user category to put my bar number, which is something that goes into pretty much any pleading that I draft. Why..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6070939) CS Christina S. Owner > "The layout is clean, modern, and logically organized, which means less time is spent training new staff and more time is available to focus on our clients." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6829794) BR Brad R. Office Manager > "Admin has limited capabilities over firm users (i.e, can't add photos of staff when creating their profiles)" [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6202260) AP Angel P. Receptionist > "It made case management, client communication, and task tracking much easier and more efficient." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7042977) LH Lisa H. Support Staff > "Also, the billing part is a little confusing." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7034813) CW Carlia W. Attorney, Owner > "MyCase helps me manage my law firm every day." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7169386) JC James C. Managing Partner > "If there's anything to complain about, it's that MyCase is too comprehensive for one person to fully master. " [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6826147) KM Kathy M. Executive Assistant > "Navigation is easy and user friendly, especially like the new tiles on the right "Quick Actions" where you can choose a tile under the various sub-titles." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7032167) GT Glen T. Owner Principal > "There's no reason MyCase cannot allow an Admin to set firm defaults for billing that would pre-fill in most of the data fields by default. " [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6113003) GM Geoffrey M. Attorney > "I have been a customer of MyCase for 7+ years and it has helped me manage my small law office" [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7127631) KM Kevin M. Attorney > "My former time and billing software was cumbersome to use with difficlt links." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6844353) AB Alexandra B. Lawyer > "This is a solid choice for managing legal case files." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7117314) BR Brad R. Office Manager > "Tech support tends to get overwhelmed causing extremely lengthy delays via phone or chat, and inquiries regarding what seems like should be obvious features..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6202260) SB Sylvia B. Partner > "The ability to communicate in real time, upload and download documents, it's all great. " [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7030936) MS Melody S. Managing Attorney > "Also did not like how high the processing fees were for credit cards" [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6876780) CW Carlia W. Attorney, Owner > "I can't imagine using any other case management software for my law firm - it has been great and everything that I need." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7169386) KS Kyle S. Lawyer > "Otherwise, I am not able to apply workflows to lead. " [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6815303) RW Ron W. Attorney > "I love the billing and payment features of 8am MyCase." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7169213) LP Lauren P. Paralegal > "Also - I have had some issues with getting the text messaging capability working." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6852052) CZ Clinton Z. Attorney At Law > "Ease of use, billing, client management, website all integrated one stop shopping. " [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7118575) RR Rob R. Managing Partner > "Apparently the issue is with our email system." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7043043) RE Rachel E. Legal Assistant and Bookkeeper > "Overall a good experience, makes day-to-day workflow and case management significantly easier." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7169222) AD Ashley D. Attorney > "It didn’t have as many features and integrations as I would have liked." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6741682) SB Sylvia B. Paralegal > "It is very easy to upload documents to the portal for staff and our clients. " [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7177582) ET Elizabeth T. Attorney Owner > "The invoices function is a bit awkward still and I wish I could color code and or tag calls in the Call Log" [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6174975) PH Peter H. Lawyer and CEO > "I like that it's simple and has all the necessary components to run our firm, and especially that the accounting software and lawpay integrates so well." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6833088) AF Anton F. Attorney > "The reporting features are very limited and basic things like creating a custom shareable report appear impossible." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6321625) JF Jennsy F. Paralegal > "It easy to track billing hours and generate clear invoices to clients to provide transparency." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7030452) AF Anton F. Attorney > "For example, the dashboard doesn't have a call button, but has a sticky note feature that our firm almost never uses." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6321625) MP Mary P. Legal Assistant > "We enjoy the feature on the calendar that sends reminders." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7042293) GS GERSON S. PARALEGAL > "Also, client filtering while searching for them, sometimes it shows other people first that doesn't match much the name on the input." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6018164) LS Louis S. Legal Assistant > "Ease of use; Easy to train; Comprehensive features; No downtimes of note; Easy track time, bill, track retainer, send invoices; Good document sharing..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7170866) PV Priyansh V. Senior Accountant > "MyCase is the limited flexibility in reporting and customization, along with inefficiencies in bulk data entry such as time uploads." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7162688) RE Rachel E. Legal Assistant and Bookkeeper > "The layout, design, and overall visual structure make it easy to move through cases, messages, billing, and documents." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7169222) KV Kinda V. Managing Attorney > "A few items (such as document template issues and support response expectations) seemed under-addressed, which left some ambiguity about ownership and..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7029909) CM Consuelo M. Paralegal and Legal Assistant > "The interface is very user friendly and has so many options to organize a case and also maintain a great flow of work to make sure nothing falls through the..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7039782) KM Kimberly M. Partner - Attorney > "They don't allow you to post a QR code or photo on the billing except your main logo, and they don't pass on credit card fees (the 3% fee) to the client,..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6178170) KM Kathy M. Executive Assistant > "Navigation is easy and user friendly, especially like the new tiles on the right "Quick Actions" where you can choose a tile under the various sub-titles." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7032167) CS Cass S. Attorney > "I think this is a bit clunky and unprofessional. " [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6828880) PH Peter H. Lawyer and CEO > "I like that it's simple and has all the necessary components to run our firm, and especially that the accounting software and lawpay integrates so well." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6833088) OR Olga R. Billing Specialist > "So far, the only thing I can say against MyCase is that during the integration with LawPay, it caused some errors in the information previously managed in..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7042443) HR Haley R. Office Manager > "It allows us to have all of our office functions in one place and integrates very well with several of the apps that we use." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6018073) MW Maria W. Attorney and Owner > "there are some issues with the immigration integration." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7123777) TY Tyler Y. firm admin > "I like it's ease of use and how it integrates with many of the products we use" [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6809665) TS Tara S. Attorney > "Sometimes they seem a bit slower than other programs to add new options or integrations." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6412259) CM Consuelo M. Paralegal and Legal Assistant > "The interface is very user friendly and has so many options to organize a case and also maintain a great flow of work to make sure nothing falls through the..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7039782) CW CYNTHIA W. PARALEGAL > "Integrations are not seamless re LawPay or Desktop MyCase. " [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6023641) CS Christina S. Owner > "The layout is clean, modern, and logically organized, which means less time is spent training new staff and more time is available to focus on our clients." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6829794) RR Rebecca R. Client Care Specialist > "Change is always difficult." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7035842) KM Kathy M. Executive Assistant > "Navigation is easy and user friendly, especially like the new tiles on the right "Quick Actions" where you can choose a tile under the various sub-titles." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7032167) AG Amanda G. Legal Assistant > "MyCase is not user friendly." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6463926) Jennifer C. Attorney > "The basic functions are intuitive and a new user can navigate the program without much instruction. As a user becomes more advanced, MyCase offers training..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6025118) LJ Lea J. Accountant > "Whoever designed this module should be ashamed of themselves. " [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___4625250) RE Rachel E. Legal Assistant and Bookkeeper > "Support has also been consistently reliable; when questions come up, their team is usually quick to respond and resolve issues, which makes the platform..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7169222) JT Jaosn T. Managing Partner > "The initial setup of MyCase was somewhat cumbersome. " [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___3689486) CH Candice H. Paralegal > "Customer support has also been spectacular and very prompt." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7169106) BR Brad R. Office Manager > "Admin has limited capabilities over firm users (i.e, can't add photos of staff when creating their profiles)" [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6202260) RH Ruben H. Office Manager > "Easy to use, customer support is very helpful and knowledgeable when you get stuck and need the extra support. " [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7042581) BR Brad R. Office Manager > "Tech support tends to get overwhelmed causing extremely lengthy delays via phone or chat, and inquiries regarding what seems like should be obvious features..." [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___6202260) AC Adam C. Lawyer > "Customer support has been extremely helpful. " [See full review](https://www.capterra.com/p/115613/MyCase/#Capterra___7118234) KS Kate S. No thanks > "Terrible customer service and scam billing practices." [See full review](https://www.capterra.com/p/115613/MyCase/#SoftwareAdvice___6751719) [View Reviews](https://www.capterra.com/p/115613/MyCase/reviews/) SR Stephanie R. Managing Attorney > "The trust ledger capability allows us to access data within seconds and provide a copy to any client of exactly what has been..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514592) AR Anna R. paralegal > "I have to go back to that matter and change. When I write checks for a future date, the check numbers don't automatically go..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514752) MS Matthew S. Attorney-Managing Partner > "We link TrustBooks with our Clio case management software and the uploading process to transfer the data to TrustBooks from Clio..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2517181) SH Stacey H. Principal & Manager > "The only thing I don't like it that it doesn't default to the last screen that I was in but since I use many cloud based platforms..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516528) NS Nathan S. CPA > "The law firm I do trust accounting for has multiple offices and the ability to have a cloud-based trust accounting platform is..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753) DH David H. Partner > "I have a hard time locating client files without going page by page until I find their name. " [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792) CS Candace S. Attorney > "Additionally, the easy to use reconciliation feature allows me to reconcile with my bank statement in minutes. Plus, it allows..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2523308) RF Randall F. Managing Partner > "Integrations can be a bit quirky and UI inefficient at times." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514731) MD Marta D. Attorney > "The integration feature with LawPay has also been very helpful in keeping track of incoming payments." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514795) DS Devin S. Paralegal > "Only down side is it takes at least 24 hours for transactions to sync from Clio" [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514789) LP Lynn P. Director > "The program automates important record-keeping and reconciliation tasks that are important to complete regularly." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2529109) JW Jennifer W. Attorney > "The software kept getting confused as to which went where when it was imported from Clio." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514820) RW Robert W. Partner > "Trust accounting using this program is one less thing to worry about, allowing us to focus on our practice rather than the..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514602) MC Matthew C. Attorney > "I've only had the software for less than 6 months so there were learning moments that I had to have help with but I can't imagine..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515656) DG Dawne G. Client Services Director > "It's very easy to keep track, since we use the recommended checks and only draft checks via TrustBooks- no going back and updating..." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372) NS Nathan S. CPA > "There is a control in place that doesn't allow this, and I understand why, but I would change that if I could." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753) JM Jim M. Owner > "It's very convenient to be able to access my account from any web browser on any device." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514823) DH David H. Partner > "Not thrilled with having to create a payee before paying the payee. " [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792) VG Vanessa G. President > "It is much easier and allows for much less human error than other systems (like spreadsheets)." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2528759) SE Susan E. Attorney > "It is not as easy to share the accounting information with my CPA. " [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514569) AO Alexa O. Office Manager > "It gives me all the reports that I need, makes it easy to determine if I'm balanced." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515438) DG Dawne G. Client Services Director > "Writing checks was a stressful activity." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372) WF William F. Attorney > "It has made managing our trust account so much easier - especially the quarterly reviews. " [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514585) Dawn W. President > "They're very basic as well." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514570) AK Adam & K. Owner/Attorney > "This software makes staying compliant with trust accounting rules/regs a breeze" [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514544) RF Randall F. Managing Partner > "Integrations can be a bit quirky and UI inefficient at times." [See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514731) [View Reviews](https://www.capterra.com/p/145679/TrustBooks/reviews/) ## User interface [8am MyCase](https://www.capterra.com/p/115613/MyCase/) 4.64 (807) No images or videos provided by vendor ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features 8am MyCase Top features 27/38 - Accounting - Accrual Accounting - Activity Dashboard - AI Copilot - API - Asset Accounting - Bank Reconciliation - Billing & Invoicing - Billing Rate Management - Calendar Management - Case Management - Check Writing - Client Portal - Compliance Management - Contact Management - Cross Ledger Posting - Customer Statements - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Electronic Payments - Fee Calculation & Posting - General Ledger - Generative AI - Invoice Management - Real-Time Data - Real-Time Reporting - Receipt Management - Reminders - Reporting & Statistics - Secure Data Storage - Task Management - Tax Management - Third-Party Integrations - Time & Expense Tracking - Trust Accounting - Workflow Management [See all features](https://www.capterra.com/p/115613/MyCase/#features) TrustBooks 14/38 - Accounting - Accrual Accounting - Activity Dashboard - AI Copilot - API - Asset Accounting - Bank Reconciliation - Billing & Invoicing - Billing Rate Management - Calendar Management - Case Management - Check Writing - Client Portal - Compliance Management - Contact Management - Cross Ledger Posting - Customer Statements - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Electronic Payments - Fee Calculation & Posting - General Ledger - Generative AI - Invoice Management - Real-Time Data - Real-Time Reporting - Receipt Management - Reminders - Reporting & Statistics - Secure Data Storage - Task Management - Tax Management - Third-Party Integrations - Time & Expense Tracking - Trust Accounting - Workflow Management [See all features](https://www.capterra.com/p/145679/TrustBooks/#features) ### Recognition 8am MyCase is recognized as a top-rated tool in 4 Capterra Shortlist reports TrustBooks is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support 8am MyCase Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos TrustBooks Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details 8am MyCase - By 8am - Located in United States - Founded in TrustBooks - By Paradigm - Located in United States - Founded in 2006 ## 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