Overview
MyCase IQ is MyCase's version of generative artificial intelligence.
With our AI-powered Text Editing feature, you can summarize and organize unstructured text; use advanced grammar, spelling, and style checkers; rephrase word choices to improve clarity and and engagement; and even adjust the overall tone of your writing. All of which helps you to work smarter and more efficiently.
You can use Text Editing whenever you're drafting Notes, Messages, Text Messages, and Task Descriptions.
NOTE: The guidance below illustrates using Text Editing in Notes; Text Editing also works the same way in Messages, Text Messages and Task Descriptions.
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
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.
Go to Settings
All Settings
Select Firm Settings
Select the Preferences Tab
Click Edit Preferences
Uncheck Enabled
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.