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What is WorkflowMax?

WorkflowMax is an affordable and comprehensive tool designed to enhance the profitability of your projects. This cloud-based workflow and job management software, developed by Xero, is trusted by over 10,000 businesses. It offers a variety of features, including time tracking, quoting, efficient billing, and job management, along with insightful reporting capabilities. WorkflowMax proves to be particularly beneficial for professionals in creative fields, engineering, surveying, law, information technology, construction, consulting, and anyone else who charges for their time. Its versatility makes it an excellent choice for a wide range of industries looking to optimize their operations.

What is 8am MyCase?

8am MyCase offers a comprehensive platform for overseeing your case files effectively. It equips you with resources to enhance organization, boost efficiency, and expand the operations of your firm. With MyCase, accessing all pertinent case information—such as documents, contacts, emails, tasks, and invoices—becomes a straightforward task. This user-friendly interface ensures that you can manage your legal affairs seamlessly and with greater productivity.

Media

Media

Integrations Supported

Dropbox
Acterys
Bookkeeper360
Datameer
Freshdesk
Freshservice
HubSpot Customer Platform
HubSpot Marketing Hub
Lyftrondata
Oncord
Runn
Xero

Integrations Supported

Dropbox
8am LawPay
Caseflood.ai
Mailchimp
Microsoft Outlook
Quilia
ScoreDetect
Veza Reception
eCMS by Cerenade

API Availability

API Availability

Has API

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$39.00/month/user
Basic Plan: $39 per user/month (billed annually) or $49 per user/month (billed monthly)
Pro Plan: $89 per user/month (billed annually) or $99 per user/month (billed monthly)
Advanced Plan: $109 per user/month (billed annually) or $119 per user/month (billed monthly
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

8am

Date Founded

2005

Company Location

United States

Company Website

www.mycase.com

Categories and Features

Architecture

Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Multi-Currency
Online Invoicing
Payment Processing
Project Billing
Tax Calculator

Construction Management

Budget Tracking/Job Costing
CRM
Contract Management
Contractors
Equipment Tracking
Mobile Access
Offline Access
Timesheets

Job Costing

Bills of Material
Invoice Management
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking

Legal Time Tracking

Not specified

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Resource Management
Time & Expense Tracking
Traditional Methodologies

Proposal Management

Calendar Management
Collaboration
Contact Management
Document Management
Task Management
Templates

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Proposal Management

Subcontractor

Not specified

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Time per Project Reporting
Timesheet Management

Workflow Management

Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Customizable Dashboard
Document Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

AI Legal

Not specified

Bankruptcy

Not specified

Case Timeline

Not specified

Conflict Checking

Case Management
Client Database
Full Text Search
Relationship Tracking

Court Management

Calendar Management
Docket Management

Docketing

Billing & Invoicing
Calendar Management
Calendar/Reminder system
Case Management
Document Management
Task Management
Time & Expense Tracking

Enterprise Legal Management (ELM)

Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics

Family Law

Not specified

Immigration

Not specified

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

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

Legal Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal CRM

Not specified

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Legal Intake

Not specified

Legal Research

AI / Machine Learning
Case Alerts
Data Visualization
Self-Service Search

Legal Time Tracking

Not specified

Personal Injury Law

Not specified

Process Server

Not specified

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Time per Project Reporting
Timesheet Management

Trust Accounting

Activity Tracking
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting

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