Important Note: The Email Integration is a Legacy Service and will not be updated. For a more seamless experience with automatic linking and time entry creation, we recommend using MyCase for Gmail or MyCase for Outlook.
How It Works
Each firm member is assigned a unique MyCase forwarding address. When you send or forward emails to this address, MyCase attempts to automatically link the thread to the correct contact and case.
⚡Automatic Linking Criteria
MyCase will automatically "resolve" and file an email if:
The email is to/from a Contact with a matching email address in MyCase.
AND that contact is linked to exactly one case.
OR the email subject contains a Case Number (minimum 4 characters) that matches a case in your system.
🛠️ Setup & Usage in 4 Steps
1. Set Up Integration
Click on the Manage integrations icon in MyCase.
Scroll to the Email Integration tile and click Set Up.
Click Install App.
2. Secure Your Unique Forwarding Address
Don't try to memorize a long string of characters. Instead, save it as a contact in your email provider (Gmail, Outlook, etc.) named "MyCase Email Integration".
Go to the Manage integrations icon in MyCase.
Scroll to the Email Integration tile and click Resolve emails.
Copy the address under Your MyCase Email.
3. Send Emails to MyCase
Forwarding: Send existing threads from your inbox to your "MyCase Email Integration" contact.
BCC: When composing a new email to a client, put your "MyCase Email Integration" address in the BCC field to log the outgoing message instantly.
Note: We recommend you create an email contact (i.e. MyCase Email Integration) to easily link your emails to MyCase, using the Email Integration tool.
4. Resolve "Unmatched" Emails
If an email doesn't meet the automatic criteria (e.g., a contact is on multiple cases), it will appear in your Unresolved Emails queue.
Navigate to the Email Integration screen.
Click Resolve emails.
Review the Email Preview to identify the context.
Select the correct Case Link or Contact Link.
Save any Attachments as case documents. Learn More About Email Attachments.
Hit Resolve.
📂 Where to Find Your Saved Emails
Once resolved, you can access the correspondence in two locations:
Case Specific: Inside the specific Case file under the Communications tab, Messages section.
Personal Archive: In your main Messages tab under Forwarded Emails.
Privacy Note: Forwarded emails are shared with your law firm members only. They are never visible to clients or external contacts via the portal.