Overview
Centralize client communication with the MyCase Add-In for Outlook! The add-in lets you easily link emails to the appropriate case without leaving your Outlook inbox. You and your firm members can access linked emails on a per-case basis within the Case Details page in MyCase.
Note:
The MyCase Add-In for Outlook is available in the Pro and Advanced Tiers.
The add-on is only available on Outlook 2016 or later with any Microsoft 365 subscription, including Exchange Online.
It is not compatible with Internet Explorer, local Exchange Servers or third-party Microsoft 365 accounts (such as Gmail or GoDaddy).
Also, the Outlook add-on is not currently available for Mobile apps.
If you have Microsoft 365 from another provider like GoDaddy, you must migrate it directly with Microsoft. Here are instructions on how to do that.
Installing the add-in
Click the three dots in line with the recipient's details
Select the Apps icon
Click Get add-ins
Search MyCase in the Search bar
Click Add to install
Log into MyCase to start linking emails
Accept Permissions
Click Get Started
Pin the MyCase Add-in for easy access
Click the three dots in line with the recipient's details
Select Customize actions
Select MyCase
Click Save
Click the MyCase icon to link emails
Link New and Existing Emails to MyCase
Open any email in your inbox
Select the MyCase icon
Select Link Email to MyCase
Type the Case or Lead name and select the appropriate Case or Lead
Type the Contact name(s) and select the appropriate contact(s).
You can also add billable time for emails by creating time entries. Select from your firm’s existing list of billable activities and fill in the remaining fields. If you’ve saved a default description or billing rate, they will populate automatically.
After an email is linked to a case, lead, or contact, subsequent thread replies will automatically be linked to the same record(s).
Use the X to edit or remove links.
To edit: simply clear the existing link and enter a new one.
To remove: simply clear the existing link. Updates will be reflected in MyCase as well. Changes will be applied to the complete email thread, not an individual email.
Save Email Attachments to MyCase
Save email attachments to MyCase directly from the Outlook Add-in. Once an email has been linked to a case or lead, you can select which attachments you’d like to save. They will be saved in MyCase to the Documents section of the linked case or lead.
If you update the email’s case/lead link after an attachment has been saved, the documents remain linked to the original case/lead. You’ll need to move them manually in your MyCase account.
If you’d like to edit the attachment details or save it to a specific case folder, click the pencil icon in line with the document name. Here, you can enter a new name, date, or description, as well as choose which case folder to save it to. Click Save to save these changes.
Outlook preserves the original attachment name but will be updated in MyCase.
View Emails in MyCase
Emails linked to MyCase from the Outlook Add-in are saved to the “Linked Emails” section on the Case, Lead, or Contact Details page.
They are displayed in descending chronological order.
Linked emails will be viewable to any firm user with access to the corresponding case.
Click on an individual email thread to see the complete conversation.
To collapse or expand emails in thread view, click on the header of each email.
Use the pencil icon next to the case or contact name to edit or remove the link.
To edit: simply clear the existing link and enter a new one.
To remove: simply clear the existing link and click out of the text box. Updates will be reflected in Outlook as well.
Note: If you remove all links from an email in MyCase, you will need to re-link it from your Outlook inbox. Changes will be applied to the complete email thread, not an individual email.
Uninstall/Remove the Add-in
To uninstall the MyCase Add-in:
Click the Apps icon
Click Get add-ins
Click My add-ins
Click the three dots in the bottom right of the MyCase Add-in box and select Remove
Note: Emails linked to MyCase from Outlook will remain in MyCase even after the add-in is uninstalled.
FAQ
For any issues/errors not specifically referenced in the FAQ below, try logging out and back into MyCase from within the Add-in to re-authenticate.
Is the Outlook Add-in compatible with email accounts that are not Microsoft-backed (like Gmail or GoDaddy)?
No. Even if you use Outlook to access your email, the Add-in is incompatible with other email providers like Gmail or GoDaddy.
Can I use the Outlook add-on with mobile apps?
The Outlook add-on is not currently available for Mobile apps.
Can I link an individual email to a case rather than a complete thread?
No. Email linking is thread-based, so you cannot link an individual email to a case without linking the rest of the thread as well.
Can I link an outgoing email to a case before I send it?
Unfortunately, it is not possible to link outgoing emails until after they have been sent.
Will emails saved to MyCase be visible to clients?
No. A saved email is only visible to firm users who have access to its corresponding case, lead, or contact.
If I link an email to MyCase and then delete it from my inbox, will it also be deleted from MyCase?
No. A linked email will remain in MyCase even after it is deleted from your Outlook inbox. This ensures that if an important email is accidentally deleted or an employee leaves the firm, you’ll retain important case-related communication. If you wish to delete the email from MyCase, simply clear all links.
I received a new reply to an email that was linked to MyCase. The reply appeared in my Outlook account, but not in my MyCase account.
Open the individual thread in MyCase, and click the “Refresh Email Thread” button in the upper right. This will force the sync between Outlook and MyCase for this specific email.
Replies should be showing up automatically. If you have to use this button regularly, please contact Customer Support.
What happens to emails that I have linked to MyCase from Outlook if I uninstall the add-in?
Emails remain in MyCase even after the add-in is uninstalled. You can also edit case links in MyCase. However, you will not be able to see, add, or edit case links from your Outlook inbox; if you re-install the add-in, the case links will re-appear.
I use Outlook on multiple devices. Will I need to install the MyCase Add-in on each one?
No. The Add-in will be installed across devices automatically. Although to protect the security of your account, you will need to log into MyCase from the Add-in the first time you use it on a new device.
Can I sync multiple Outlook accounts to my MyCase account?
Yes. You can sync multiple Outlook accounts to your MyCase account, although you’ll likely need to install the Add-in under each of your Outlook profiles.
Can I use the MyCase Add-in in a shared Outlook mailbox?
No, the Add-in is not currently compatible with shared mailboxes. We recommend forwarding case-specific emails to an alternate inbox, and linking them to MyCase from there.
When I try to authenticate, I see an error that says, “Your browser’s cookies might be blocked.”
Your browser’s cookie restrictions may be causing an authentication error. Follow this video tutorial to change settings in Chrome.
How do I submit feedback for this Add-in?
Click the “Submit Feedback'' button in the upper right on the “Linked Emails” page, or click the “Give Feedback” button in the MyCase menu in Outlook. All feedback goes directly to MyCase’s product development team.
If you have an ad-blocker enabled, you cannot open the “Submit Feedback” or “Help” links from the MyCase menu in Outlook.