This guide provides an overview of the various tools, services, and software you can connect with your MyCase account to enhance productivity, streamline your workflows, and manage your law firm effectively.
Core Modules and Productivity Tools
LawPay integration: Seamlessly integrate LawPay into your MyCase workflows to eliminate duplicate data entry, saving you time and getting you paid faster.
Calendar integration: Sync MyCase with your Google or Outlook 365 calendars for 2-way synchronization of calendar information.
Email Add-on: Resolve emails to cases, track billable time, save attachments, and more - right from your Gmail or Outlook inbox.
NetDocuments: Keep documents organized across teams and collaborate on documents in real-time with NetDocuments, the leading cloud-based document management system.
Advanced document automation: Easily create document templates with MyCase fields in Microsoft Word.
Date Calculator: Accurate deadline and future date calculator.
Dropbox integration: Integrate Dropbox with MyCase for easy document organization, editing, offline access, and more.
LawToolBox: Automate court rules-based calendar deadlines for your firm in 50 states.
Mailchimp contacts sync: Sync your contacts' information directly into Mailchimp to avoid duplicate data entry.
MyCase Accounting: Complete financial accounting for your firm to track everything directly in MyCase including business transactions that are not associated with your clients and cases.
MyCase Desktop: Connects your MyCase account to your desktop, letting you access files right from your computer using MyCase Drive. It provides greater flexibility for fast file management from your File Explorer or Finder.
Proof: Online process serving, available in all 50 states. Customers with MyCase Pro or above will see a dedicated tab for service of process.
QuickBooks sync: Sync MyCase with your QuickBooks account to export data to your QuickBooks online account.
Zapier: Allows end users to integrate the web applications they use and automate workflows across hundreds of other apps.
Third-Party Applications
Access Legal: A referral service that connects you with clients searching for unbundled legal services, with qualified leads flowing directly into MyCase.
AI Notes - VXT Meet: The AI notetaker for lawyers. It takes notes for you during in-person and virtual meetings, summarizes and saves those notes (along with a time entry) to the right case, and drafts follow-up emails.
Ajax: Capture every billable minute with Ajax. Automatically draft and sync time entries to MyCase as your team works across email, documents, calls, and meetings.
Answering Legal: 24/7 live call answering and intake. Lead intake information syncs directly to MyCase.
Arctrieval: Automate medical and billing record requests. Syncs directly with MyCase so records, updates, and provider details show up in the related case.
Attorney Share: A referral platform designed to help you grow your client base. Seamlessly send referrals directly within MyCase.
BillablesAI: Recover more billable time and reduce manual time tracking. Billable time is automatically captured as you work.
Briefpoint: Automates routine discovery response and request drafting tasks with AI, saving hours of time per document.
CallRail: Marketing analytics for call tracking that gives firms insights to optimize marketing spend.
Candle AI: Turn your inbox into a command center for legal work. Surface client and matter context from MyCase directly in email.
Case Status: An all-in-one information hub providing a secure way for law firms to message their clients and keep them updated.
CaseForm: Auto-fill court forms using MyCase matter data with CaseForm by Caseway to reduce manual work and errors.
Clearbrief: Patented AI-powered software for legal brief writing, review, and discovery analysis. Automates cite checking.
Clerx: Connects with MyCase to answer, qualify, book, and collect retainers with LawPay via AI.
Clicks Journey AI: Connects with MyCase to capture leads automatically, qualify them 24/7, and keep every conversation in sync.
CollBox: Connects with MyCase to identify past-due invoices, follow up with clients, and recover revenue.
CourtDrive: AI Docketing Assistant (AIDA) automatically organizes and delivers court data, extracting calendar dates or deadlines from PDFs.
DecisionVault: An Intake Portal for Estate Planning Practices to gather information from clients that syncs directly to MyCase.
Docketwise: Prepare complete immigration applications for your clients in MyCase with shareable multilingual intake questionnaires.
EDEX Mailing for Attorneys: Simplify legal mail. Create, track, and store every mailing directly from your case.
EsquireTek: Automate your discovery process and sync contact details and documents.
Eternal Pro: Estate Planning intake portal to gather client info and assets, both traditional and digital.
Finch: Runs pre-litigation work for personal injury firms, turning intake and records tracking into demand packages.
Hona: Keep clients in the know with automated client updates sent via text, organizing all communication in MyCase.
InfoTrack: File and serve documents directly from MyCase. Expenses and returned documents automatically sync back to the case.
Intaker: Helps law firms create a winning online experience for new clients by delivering empathy-centered chat automation.
Lawbrokr: Embedded pre-screening workflows to qualify leads, with custom landing pages.
LawKPIs: Performance analytics platform to seamlessly track key metrics and gain real-time insights within MyCase.
Lawmatics: Legal client intake, law practice CRM, marketing automation. New conversions automatically create cases in MyCase.
Legalboards: Visual matter management system streamlining workflow with automations and Kanban boards.
Legalyze.ai: Empowers law firms to use AI to analyze case documents, generate summaries, timelines, and procedural documents.
Levitate: Helps firms build and nurture client relationships through automated personal outreach.
LEX Reception: Access calls and intake data from your receptionists within MyCase.
MIRA: Recovers billable time by turning captured work activity into draft time entries that push back to the matter.
MotaWord: Handle multilingual legal work. Brings fast, certified translation directly into MyCase.
Novo: Draft medical chronologies and demand letters in minutes using AI, right from MyCase.
Practice AI: Generate demand letters and case summaries instantly from your case data using AI.
Querious®: Legal Conversational Intelligence™ platform surfacing legal issues during calls and delivering structured notes and billing entries.
Quilia: App designed to streamline personal injury case management by tracking client treatment.
RiskJockey: Simplify evidence collection. The relevant case is automatically updated in MyCase as evidence is retrieved.
Ruby: 24/7/365 virtual receptionist solution where calls, voicemails, and messages automatically sync.
Scorpion: Connects with MyCase to link your marketing campaigns to client outcomes and ROI.
Second Chair AI: Auto-builds deposition outlines, catches inconsistencies in real time, and delivers instant transcripts and summaries.
Seeb.AI: Automate calls, intake, and payment follow-ups with a 24/7 AI receptionist.
Smith.ai: 24/7 Virtual Receptionist integration to log calls and track time effortlessly.
Supio: Extract insights from medical and legal documents pulled from MyCase, and use AI to build chronologies.
Tempello: Automatically logs emails and attachments into MyCase and creates accurate time entries with AI.
Time Miner: Effortlessly capture billable time on mobile activities by analyzing smartphone calls and text history.
TimeSentry: Connects with MyCase to capture work automatically, and surface insights on utilization and profitability.
VXT: Phone system built for law firms that takes notes during calls, saves a time entry in MyCase, and drafts follow-up emails.
YoCierge: Request, track, and securely deliver client medical records directly to MyCase.
Legacy Services
Note: MyCase will no longer provide updates for these services.
Email integration: Forward your emails into MyCase and associate them with contacts and cases.
MyCase document writer: Word processing and document assembly.
