MyCase vs Filevine 2026: Pick the Right PI Case System
The short answer for a personal injury firm
Personal injury case management software is the system of record that holds intake, case phases, medical and billing documents, deadlines and settlement workflow for contingency cases. The choice between MyCase and Filevine comes down to one trade: MyCase publishes its prices and is built for a fast start, while Filevine is a quote-based, configurable platform with deeper plaintiff-side tooling that you pay for in money and rollout time.
TL;DR: pick MyCase if you want a published price, a self-serve trial and a general practice management core that you can run without outside implementers. Pick Filevine if you run high-volume plaintiff work and need intake, medical record and demand tooling inside one configurable system, and you can budget for a partner-led rollout.
One naming point first, because it affects how you search and who you call. MyCase is now branded 8am MyCase. Its parent company, formerly AffiniPay, rebranded as 8am on August 19, 2025, and the same family includes 8am CasePeer, a separate case management product built for personal injury firms. 8am reach: more than 250,000 professionals served according to LawNext (2025). That article also dates the MyCase acquisition to 2022. CasePeer's own announcement says logins, features, integrations and support stayed the same through the rename. Filevine kept its name and is still sold as a modular platform, with AI products grouped under the LOIS name.
This matters for a PI buyer because "MyCase" and "8am CasePeer" are two different products from one owner. If settlement and lien tracking is your main need, you may be comparing Filevine against CasePeer rather than against core MyCase. We cover that split below.
Key Takeaways
MyCase publishes three plans, with annual billing ranging from $50 to $130 per user per month, while Filevine does not publish prices and sells custom packages by quote.
Settlement, lien and treatment tracking for personal injury is marketed through the sibling product 8am CasePeer, not through the core MyCase plans.
Filevine's own personal injury page highlights statute of limitations alerts, provider-records tracking, MedChron and demand drafting in Word, which is a deeper plaintiff toolset than the core MyCase pages describe.
API access differs: MyCase lists its Open API only under the Advanced plan, and Filevine's API is self-serve for your own firm but new credentials start rate-limited.
A Filevine rollout typically takes weeks and often involves a certified partner, so factor implementation and migration into total cost before comparing sticker prices.
Neither platform removes the cross-system handoffs (intake to billing, billing to accounting, signatures to case file), so budget for an automation layer or a disciplined manual process.
How we evaluated these two platforms
This guide is an informed buyer's comparison built from public vendor pages, vendor documentation and independent write-ups that we opened in October 2026. We did not run either product, and nothing here is a hands-on test result. Where a vendor does not publish a fact, we say so rather than estimate it.
We weighted six criteria for a personal injury firm. The weights reflect what a contingency practice tends to decide on: case-type depth first, then the cost you can actually predict, then how quickly you go live.
| Criterion | Weight (%) | Share of 100 points | Why it carries this weight |
|---|---|---|---|
| PI-specific depth (intake, medical records, demands, settlement) | 25% | 25 | Contingency work lives or dies on records, demands and settlement tracking |
| Cost transparency and predictability | 20% | 20 | Unpublished add-ons and implementation fees change the real price |
| Implementation effort and time to live | 15% | 15 | Every week in migration is a week of dual entry |
| API and automation access | 15% | 15 | Determines whether handoffs can be automated or stay manual |
| Billing, trust accounting and payments | 15% | 15 | Settlement disbursements and trust rules are not optional |
| AI and reporting | 10% | 10 | Useful, but less decisive than the first five, and fast-moving |
Facts from vendor pages are labeled as such in the sections below. Our analysis, such as which firm should choose which vendor, is marked as judgment.
Feature matrix: MyCase and Filevine side by side
The matrix below normalizes what each vendor states publicly. A cell that says "not stated" means the vendor pages we opened did not say, not that the feature is absent. Confirm those rows in a demo.
| Capability | MyCase | Filevine |
|---|---|---|
| Published pricing | Yes, three tiers | Quote-based, custom packages |
| Case and contact management | Included on every tier | Matter management in the Matters package |
| Client intake | Intake forms and legal CRM on the Pro tier | Lead Docket, Lead Docket Automation and Leads AI in the Intake package |
| Document automation and e-signature | E-signature and document generation on Pro, advanced automation on Advanced | Document Assembly in Matters, Vinesign e-signatures as a separate package |
| Billing and payments | Time entry, invoicing and trust accounting on every tier | Payments (time tracking, invoicing, online payments) in Matters; trust accounting not stated on the pricing page |
| PI settlement, liens, treatment | Marketed through the sibling product 8am CasePeer | Provider-records tracking, MedChron, demand drafting through LOIS |
| Court deadlines | Automated deadlines and conflict check tracking (Advanced) | Timely court-deadline extension is optional |
| Depositions | Not stated | Depositions package with scheduling, hosting and summaries |
| AI | 8am IQ assistants, with writing on Pro and case and discovery assistants on Advanced | LOIS suite, plus a free LOIS Explore tier that excludes case management |
| API | Open API on the Advanced tier | REST API v2 with webhooks, self-serve for your own firm |
| Onboarding | Guided implementation, training and support listed at no additional cost; data migration is a limited service | Certified Implementation Partners; the pricing page does not say whether onboarding costs extra |
The MyCase rows come from its pricing page, and the Filevine rows come from its pricing page. Neither page is an independent audit, so treat the rows as vendor claims until a demo confirms them.
Pricing and total cost: what is published and what is not
Pricing checked October 12, 2026. MyCase prices below match its live pricing page on that date. Filevine publishes none.
| Vendor | Plan | Annual billing, per user per month | Monthly billing, per user per month | Free trial (days) |
|---|---|---|---|---|
| MyCase | Basic | $50 | $60 | 10 |
| MyCase | Pro | $100 | $120 | 10 |
| MyCase | Advanced | $130 | $150 | 10 |
| Filevine | Custom package | Quote-based | Quote-based | Not published |
Published annual-billing range: $50 to $130 per user per month according to MyCase (2026). The same page lists a 10-day trial with no credit card required, no long-term contract and no setup fee. Pricing is per active firm user, so your total scales with headcount.
Filevine tells buyers that "all packages are custom built for your team's needs," according to Filevine. Its pricing page lists packages for Matters, Intake, Depositions and Signatures, with optional extensions such as analytics, court deadlines and a client portal. Because the packages are modular, your final quote depends on which of them you add. We will not print third-party price estimates for Filevine, since we could not verify any of them against a vendor source.
For a fair total-cost comparison, build the same worksheet for both vendors and fill every line before you decide:
License cost for the number of active users you will have in year one, using the annual rate if you can commit.
Add-on modules you need on day one (intake, e-signature, deposition tools, client portal).
Implementation and data migration, including who performs it and whether it is billed separately.
Training and ongoing support terms.
Payment processing and accounting add-ons you would otherwise pay for elsewhere.
The automation or integration work needed to connect the platform to your accounting and signature tools.
Line 3 is where the two vendors differ most in what they say publicly. MyCase lists guided implementation and training as included but data migration as limited. Filevine's page leaves implementation cost unstated, so ask for it in writing as a separate line item.
MyCase profile: strengths, limits and rollout
Best fit. Small to mid-sized personal injury and general litigation firms that value a published price, quick setup and a general practice management core with strong billing. The Pro tier adds the pieces a PI intake team usually wants: intake forms and a legal CRM, two-way texting, automated workflows and more than 70 integrations.
What the vendor documents. MyCase's personal injury page lists customizable intake forms, unlimited e-signature, a lead database, automated tasks and deadlines, and document templates. Firms on MyCase: more than 19,000 according to MyCase (2026). That same page says PI-specific workflows for treatment, settlements and liens are delivered by 8am CasePeer, and it does not mention medical record handling or statute of limitations alerts in the core product.
Limitations. Three stand out. First, the PI-specific depth sits in a separate product, so a firm that outgrows core MyCase faces a platform decision rather than a plan upgrade. Second, the Open API is listed under the Advanced plan only, which is the highest tier, so automation-heavy firms pay for the top plan to get programmatic access. Third, data migration is described as a limited service, so large legacy case files may need outside help.
Implementation. The path is short and self-serve: start a 10-day trial, configure intake forms and billing, import contacts, and train staff using the included sessions. For related workflow detail, see our guides on connecting MyCase to QuickBooks and connecting MyCase to DocuSign.
Primary evidence to read: the MyCase pricing page and the MyCase personal injury page.
Filevine profile: strengths, limits and rollout
Best fit. Mid-size to large contingency firms, including personal injury and mass tort, with the budget and staff to run a templated rollout. That is also the independent read: Typical Filevine rollout: 4 to 12 weeks according to Dupple (2026). The same write-up calls Filevine a steeper learning curve than Clio, says customizing templates and workflows takes significant time, and names solo and small general-practice firms as a poor fit.
What the vendor documents. Filevine's personal injury page describes a dashboard with case status, document requests, deadlines and statute of limitations alerts, tracking of which providers and insurers still owe records, MedChron for medical chronologies, and demand letters drafted in Word through LOIS from documents already in the case file. The page also claims firms can be up to 67% more productive than average, which is a vendor claim we could not verify independently, according to Filevine.
Limitations. Cost is hard to predict because the platform is modular and quote-based. Implementation typically runs through certified partners, and the pricing page does not say if that is extra. The Dupple write-up also notes a thin self-serve integration story outside legal-vertical partners. For API work, the picture is mixed, which we cover in the worked example below.
Implementation. Expect to design case templates, phases, automated task flows, intake forms and deadline rules before go-live, then migrate existing matters. Our related comparisons cover Filevine against Clio for personal injury firms and Actionstep against Filevine for midsized litigation firms.
Primary evidence to read: the Filevine pricing page and the Filevine personal injury page.
Who this is for
Choose MyCase if you are a small or mid-sized PI firm that wants to know its monthly cost before talking to sales, wants a trial this week, and can live with settlement tooling in a sibling product or in integrations. Choose Filevine if your caseload is high-volume plaintiff work, your team is willing to define phases and task flows up front, and medical records and demand drafting are your biggest time sinks. Consider 8am CasePeer if PI-specific settlement and lien tracking is the main requirement and you want the same owner as MyCase. If you are weighing MyCase against another general platform, see our Clio vs MyCase comparison.
Red flags: you need a firm fixed price before any sales conversation (rules out Filevine); you need PI settlement and lien tracking inside the core product on day one with no sibling product (rules out core MyCase); you need programmatic API access but are not willing to buy the Advanced plan (rules out MyCase at lower tiers).
Benchmarks worth knowing
| Metric | Value | Applies to | Year |
|---|---|---|---|
| Plan tiers published | 3 | MyCase | 2026 |
| Free trial length (days) | 10 | MyCase | 2026 |
| Integrations on the Pro tier | 70+ | MyCase | 2026 |
| Firms using the product | 19,000+ | MyCase | 2026 |
| Typical rollout (weeks) | 4 to 12 | Filevine | 2026 |
| Webhook event catalog | 82 events | Filevine | 2026 |
| Package families on pricing page | 4 | Filevine | 2026 |
The 82-event figure comes from a third-party guide to the Filevine API, so confirm the current catalog in Filevine's developer documentation. The rest come from the vendor and independent pages cited in this guide.
Where the integration work lands: a worked example
Neither platform removes the handoffs that cost PI firms time, and this is where most of the labor hides. Here is one clearly illustrative scenario with invented volumes. A firm signs 40 new cases a month. Each retained case needs a staff member to re-key intake data into a billing record, create the opening task list and notify the accounting contact, which takes 12 minutes by hand, so 40 × 12 = 480 minutes, or 8 hours a month. If a workflow does the drafting and a person only reviews and approves in about 3 minutes per case, the monthly load is 40 × 3 = 120 minutes, or 2 hours, which frees 6 hours. At an assumed internal cost of $40 an hour, that is 6 × $40 = $240 a month in recovered staff time, before counting the rework avoided on mistyped records. On the Filevine side, the trigger would be a webhook subscription created through the API with a personal access token carrying the filevine.v2.webhooks scope, as described in a third-party guide to the Filevine API, according to Carly (2026). The same guide reports that webhook callbacks time out after 30 seconds without redelivery, and that a 200 response does not confirm a write, so any design must read back after each write.
Here is how a proposed workflow from US Tech Automations could handle the Filevine side. The trigger is a project moving into a retained phase, delivered as a webhook. The action is to fetch the project record through the REST API, validate required fields, and build a draft billing record and opening task list. The output is an item in a review queue for an intake coordinator, who approves or corrects it before anything is written to the accounting tool or back to the case. Prerequisites are a firm-owned service account and personal access token, an Account Admin who has accepted the API terms, and an export or API connection from your accounting system. Human review points are the approval step and a daily exception report for failed callbacks. Filevine's API terms matter here: since June 2025, new credentials start rate-limited, and an Account Admin must submit an intended-use form for an upgrade, according to Carly (2026).
On the MyCase side, the same proposed design would subscribe to webhooks through the Open API, which requires the Advanced plan, and would trigger when a case reaches the retained stage. We could not open MyCase's webhook event list in this research, so the exact event names must be confirmed in the MyCase API documentation before building. The action and output are the same: draft the billing record, queue it for review, and write nothing without approval. For the downstream steps, the walkthroughs on QuickBooks and DocuSign show where the data lands.
The DIY alternative: Zapier, Make, n8n or in-house code
Most firms looking at this problem have a fair alternative: stitch it together in Zapier, Make or n8n, or have an in-house developer build it. Those tools can support run histories, retries, error branches and audit evidence when configured well. The catch is ownership. The buyer must design and maintain observability, idempotency (so a retried webhook does not create a duplicate invoice), escalation when a step fails, access controls on the credentials, and upgrades when an API changes. A proposed US Tech Automations design would configure those pieces up front: a deduplication key per event, a retry policy with a capped number of attempts, an escalation to a named person when retries run out, and an exportable log of each approval. The prerequisites are API credentials, a named reviewer and a written list of the fields that must never be auto-written. A no-code tool is a reasonable choice if one person on your team will own the flows and monitor them.
When NOT to use US Tech Automations
Skip it if you have a single handoff to automate and a built-in feature covers it, such as MyCase's included workflows or Filevine's task flows. Skip it if your volume is low enough that a two-minute manual step is cheaper than any design effort. And skip it if nobody at the firm can own the review queue, because a workflow without a human approver is the wrong shape for trust accounting and client-facing records.
Decision checklist and common mistakes
Run this checklist before you sign with either vendor:
Get a written quote or plan selection that lists every module and the number of users.
Ask who performs implementation and data migration, how long it takes, and what it costs.
Confirm where PI settlement, lien and treatment tracking lives, and whether it is a separate product.
Confirm API access by plan and what credentials your firm can create without a partner agreement.
Test a real closed case in the trial or a sandbox: intake through disbursement.
Confirm trust accounting behavior with your state bar rules and your accountant.
Ask how data is exported if you leave.
Common mistakes to avoid:
Comparing MyCase's sticker price to Filevine's quote without adding implementation, add-ons and migration to both.
Assuming "MyCase" and "8am CasePeer" are one product.
Buying the lowest MyCase plan and discovering later that automation and API access sit on higher tiers.
Skipping the rollout plan for a configurable platform and expecting a flat 10-day setup.
Letting a webhook write straight into billing records with no review step.
Treating vendor productivity claims as measured results for your caseload.
FAQ
Is MyCase or Filevine better for personal injury?
Filevine has the deeper plaintiff-side toolset on its own pages, while MyCase is the faster and more predictable start, and MyCase's PI settlement tooling sits in the sibling product 8am CasePeer.
How much does Filevine cost compared with MyCase?
MyCase lists $50, $100 and $130 per user per month on annual billing for its three plans, and Filevine does not publish prices, so you must request a quote.
Is MyCase still called MyCase?
The product is now branded 8am MyCase after its parent company, formerly AffiniPay, rebranded as 8am in August 2025, and the company says logins and features were not changed by the rename.
Does Filevine have an API?
Yes, Filevine has a REST API with webhooks that your own firm can set up with a personal access token, though new credentials start rate-limited and sandboxes are reportedly limited to partners.
Does MyCase have an API?
MyCase lists an Open API under its Advanced plan, so firms on lower tiers should confirm access before planning any automation.
How long does implementation take?
A MyCase trial runs 10 days, and an independent write-up puts a typical Filevine rollout at 4 to 12 weeks depending on firm size and data migration.
Conclusion
The cleanest way to decide is to separate the two questions the head query hides. If cost certainty and speed matter most, MyCase answers both with published prices and a 10-day trial, and you can confirm PI depth through its sibling product. If case-type depth and configurability matter most, Filevine is the stronger fit on its own pages, and the price is a quote, a rollout and a partner. Whichever you pick, the handoffs between intake, billing, accounting and signatures still need an owner. If you want to see how a reviewed, approval-gated version of those handoffs could be set up, see how US Tech Automations configures this.
About the Author

Helping businesses leverage automation for operational efficiency.