Overview
MyCase IQ is MyCase's version of generative artificial intelligence, built to help you work faster and smarter.
Save time with our AI-powered Text Editing feature by:
Summarizing and organizing unstructured text
Proofing grammar and spelling
Rephrasing word choices to improve clarity and engagement
Adjusting the overall tone of your writing
You can even translate text to/from Spanish or Arabic, making it easier to connect with clients who speak those languages. All of which helps you to work more efficiently while delivering a more personalized client experience.
You can use Text Editing whenever you're drafting Notes, Messages, Text Messages, Task Descriptions, or Invoice Descriptions and when you're Requesting Funds.
NOTE: The guidance below illustrates using Text Editing in Notes; Text Editing also works the same way in Messages, Text Messages, Task Descriptions, Invoice Descriptions, and Requesting Funds.
How does Text Editing Work with MyCase IQ?
To use the text editing features:
Select the Notes icon from the MyCase dashboard.
Select a Case or Contact with which the Note will be associated.
Add a Subject.
Type a Text Note in the Note field.
Select the AI icon.
Select how you would like to modify the Note:
Summarize
Improve Writing
Change Tone: Formal, Assertive, Persuasive, Empathetic, Advisory, Confident, Neutral
Translate: English, Spanish, or Arabic
If you’re happy with the results, click Insert to add the new text to your Note. Then select Save to send the document to a Contact or Case.
If you want a different result, select Discard and start again.
Select the Cases tab and select the Notes tab to see the NOTE created using MyCase IQ.
Go to the Cases Tab and Select the Notes tab to see the NOTE created using MyCase IQ.
Enable/Disable MyCase IQ
The first time MyCase IQ is clicked, users must opt in by clicking the Try it out button.
Admin users who do not wish to allow users to access MyCase IQ features, such as Text Editing, can turn off MyCase IQ in Firm Settings.