A fresh start for your team. Your first month is on us. Offer details
8assist.

CLIENT CASE MANAGEMENT & FILE DIGITIZATION

Your clients first.
The paperwork,
handled.

A clearer way to manage client case files. Bring your documents and your team together, with a helping hand to get you started.

Request a demo Meet your new workspace

First month free Expert file digitization

Modern townhomes along a residential street
Behind every file, a person.
Everything in its place.Client files, without the clutter.
Household documentsOrganized
Client correspondenceTogether
ILLUSTRATIVE WORKSPACE
Less admin. More human.

Good work starts with
a little less busywork.

Built around
your clients
One place for
your case files
Real people to
help you get started

MEET YOUR NEW WORKSPACE

Less searching.
More moving forward.

Keep the details connected, so your team can focus on the people who count on you.

8assist.YOUR WORKSPACEAT

Clients / Jordan Williams / Documents

A place for every detail.

Upload file
All documentsHouseholdCorrespondence
Household information.pdfHousehold · PDF document
PDF
Client correspondence.docxCorrespondence · Word document
DOCX
Supporting documents.pdfHousehold · PDF document
PDF
All the context. Right where you need it.
Organize. Track. Achieve.Illustrative preview · fictional data
Two colleagues reviewing a folder together at a bright office desk
Your files. A fresh start.Expert digitization is part of our service.
Illustrative stock photography

THE HEAVY LIFTING? WE’VE GOT IT.

Move forward.
Bring every file
with you.

Going digital shouldn’t mean another project on your already-full plate.

As part of our services, our digitization team will digitize all current client case files. Start with the records you already rely on, and a team helping you make the transition.

Let’s talk about your files
Real people. A more personal transition.

A SIMPLE WAY TO START

Your next chapter.
Three small steps.

Take the first step
  1. 01

    Let’s meet your team.

    Tell us how you work. We’ll walk you through 8assist and discuss what your team needs.

  2. 02

    Bring your files with you.

    We’ll plan your transition and digitize your current client case files as part of our services.

  3. 03

    Make yourself at home.

    Get your team into the workspace and experience a more organized day. Your first month is free.

A LITTLE ROOM TO SETTLE IN

Your first month is on us.

Your free month starts the day our team finishes digitizing your current client case files and populates the app with your digital documents. Billing afterward is determined by quote. Read the offer terms.

Find your fresh start

A FEW THINGS YOU MIGHT BE WONDERING

A clearer picture.

Good questions make for a better start.

Let’s talk
What is 8assist?

8assist is a client case-file management platform. It brings client information, documents, and team access into a shared workspace, so you can keep the details of your work together.

Will you digitize our existing client case files?

Yes. As part of our services, our digitization team will digitize all current client case files. During your demo, we’ll talk through your existing records and plan the transition with your team.

Is the first month really free?

Yes. Your free month starts on the day our digitization team finishes digitizing your current client case files and populates the app with the digital documents. After the first free month, billing is determined by quote. Read the first-month-free terms.

Can we control who has access?

Yes. 8assist includes user, role, and permission management, so you can set up access around your team’s responsibilities.

What will we see in a demo?

We’ll walk through client records, organizing and previewing documents, and managing team access. We’ll also discuss digitizing your current case files and getting started with your free first month.

YOUR NEXT GOOD WORKDAY STARTS HERE

A little less admin.
A lot more possibility.

See what 8assist could look like for your team. Let’s talk about your work, your files, and a simpler way forward.

  • A personal walkthrough of the platform
  • A conversation about digitizing your case files
  • Your first month, free

Let’s make room
for what matters.

Meet 8assist. Bring your questions.
We’ll take it from there.

Request a demo

Tell us a little about your team.
We’ll take care of the next step.

Already part of the team?
Log in to your workspace