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MyCase IQ Text Editing

generative AI woven seamlessly into your daily workflows

Updated over a month ago

Overview

How does Text Editing Work with MyCase IQ?
​Enable/Disable MyCase IQ

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.
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​You can use Text Editing whenever you're drafting Notes, Messages, Text Messages, Task Descriptions, or Invoice Descriptions and when you're Requesting Funds.
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​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.
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How does Text Editing Work with MyCase IQ?

To use the text editing features:

  1. Select the Notes icon from the MyCase dashboard.

  2. Select a Case or Contact with which the Note will be associated.

  3. Add a Subject.

  4. Type a Text Note in the Note field.

  5. Select the AI icon.

  6. Select how you would like to modify the Note:

    1. Summarize

    2. Improve Writing

    3. Change Tone: Formal, Assertive, Persuasive, Empathetic, Advisory, Confident, Neutral

    4. Translate: English, Spanish, or Arabic
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  7. 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.

  8. If you want a different result, select Discard and start again.

  9. Select the Cases tab and select the Notes tab to see the NOTE created using MyCase IQ.
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Go to the Cases Tab and Select the Notes tab to see the NOTE created using MyCase IQ.
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Enable/Disable MyCase IQ

The first time MyCase IQ is clicked, users must opt in by clicking the Try it out button.
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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.

  1. Go to Settings

  2. All Settings

  3. Select Firm Settings

  4. Select the Preferences Tab

  5. Click Edit Preferences

  6. Uncheck Enabled
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  7. Click Save Preferences

    Note: This is a firm-wide setting. Disabling MyCase IQ revokes access to all MyCase IQ features for all users on the account.

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