Question 1

What manual work in MyCase can be automated through integrations?

Accepted Answer

Routine data entry into MyCase cases and contacts can be automated when external tools trigger actions, such as automatically creating a new case record when data arrives from a web form or email. Document generation, status updates, and notification workflows based on case changes are also common automation patterns. The specific opportunities depend on your current manual processes and which external systems feed data into or pull data from MyCase.

Question 2

How does data move between MyCase and other business tools?

Accepted Answer

MyCase connects to external platforms through API integrations, allowing data to flow both directions: incoming data can populate case details and contact information, while outgoing data can sync case status, notes, or documents to other tools. Most integrations require mapping fields from the external source to the corresponding MyCase fields to ensure data lands in the right place. The quality of the integration depends on how well the external system's data structure aligns with MyCase's field requirements.

Question 3

What commonly breaks when automating workflows with MyCase?

Accepted Answer

Field mismatches are the most frequent issue, occurring when external data doesn't map cleanly to MyCase field types or when required fields are missing from incoming data. Custom fields in MyCase may not be accessible through standard integrations, limiting what data can be automated. Additionally, if a case or contact record in MyCase is deleted or its structure changes, dependent automations may fail silently or produce incomplete records.

Question 4

How should MyCase be organized for reliable automation?

Accepted Answer

Establish consistent naming conventions and field structures across your cases and contacts before building automations, since automations depend on predictable data patterns. Document which MyCase fields will be touched by automation and which are manual-only to prevent conflicts. Ensure all required fields that automation depends on are always populated, and review your custom field setup to confirm they will work with your intended integrations.

Automate the manual work in MyCase

MyCase by the numbers

Top 5 MyCase friction points when done manually

Time entries scattered across MyCase

Client invoice data stuck in MyCase

MyCase matter status updates delayed

Expense receipts require MyCase rework

MyCase reports need manual formatting

What you can automate in MyCase

Create and update Microsoft Outlook contacts when new or updated people are added in MyCase

Create contacts in Google Contacts for newly added or updated persons in MyCase

Create Gmail labels for newly-added MyCase cases

Create new leads in MyCase for every new invitee in Calendly

Create new leads in MyCase from new submissions in Jotform

Create new MyCase events from new Microsoft Outlook calendar events

The most popular processes that use MyCase

Matter Opening & File Setup

Client Cost Advance Tracking & Recovery

Declination (Non-Engagement) Letters

Matter Intake & File Setup

Document & Information Collection

Tools commonly connected to MyCase

MyCase Automation questions

Ready to automate your work in MyCase?