Eternal Pro + 8am MyCase
Seamless Syncing. Streamlined Intake. Smarter Estate Planning.
Connect Eternal Pro and 8am MyCase to synchronize Client intake.
Why Integrate Eternal Pro with 8am MyCase?
No more toggling between systems. No more double entry. No more chasing down missing details - just a smooth, secure estate planning experience from start to finish.
Automated Contact Sync
Effortlessly sync client contact data between 8am MyCase and Eternal Pro.
Streamlined Workflow
Move quickly from intake to planning to execution, all in one place.
Collaborative Intake
Collaborate in real-time with paralegals and clients directly via Eternal Pro.
Enhanced Client Experience
Deliver a smooth, secure onboarding experience that reflects the professionalism of your firm.
How the 8am MyCase Integration Works
- Connect your 8am MyCase account to Eternal Pro with a few clicks
- With one click, export all of your estate intake data straight into 8am MyCase
- From there, Eternal Pro automatically finds or creates each contact, links them to a new or existing Case, and uploads every file and intake answer into 8am MyCase
- Already have contacts in 8am MyCase? Generate secure intake invitation links for them automatically
- It is a true two-way street - Eternal Pro and 8am MyCase stay in bidirectional sync, so contacts, Cases, and intake data move both ways
Ready to Connect?
Together, Eternal Pro + 8am MyCase make estate planning easier and more secure than ever.
Ready to upgrade your intake? Start now.
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