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Your No-code and AI Automation PartnerTransform Legal Practice with MyCase Automation
Automate case management tasks with MyCase to boost efficiency. Enhance client communication, automate document workflows, and manage legal tasks seamlessly.
When a New Client Added
1. Client Intake Automation
Automatically add new clients to CRM.
Perform a Conflict Check
2. Automated Conflict Checking
Ensure no client conflicts exist.
Send a Welcome Email
3. Automated Client Onboarding
Email new clients a welcome package.
Generate a Legal Document
4. Automated Document Generation
Create ready-to-sign legal documents.
Update Case Status
5. Case Update Synchronization
Sync case updates with client records.
- Repeat -
Automation Benefits
Advantages of Automating MyCase
Discover the benefits of integrating MyCase with automation platforms to streamline legal operations.
Time Savings
Automate repetitive tasks to allocate more time to client services.
Improved Data Accuracy
Reduce manual entry errors through automated data synchronization.
Enhanced Client Experience
Deliver consistent and timely communication by automating client emails.
Streamlined Document Handling
Automate legal document creation and management for efficiency.
Workflow Consistency
Ensure uniform processes across legal tasks with automation.
Increased Revenue
Free up time for more billable work, thus boosting practice revenue.
Features
Key MyCase Automation Features
Leverage automation to streamline MyCase services and improve legal practice productivity.
- 1Automated Time Tracking
Capture billable hours automatically, reducing manual entry errors.
- 2Streamlined Document Management
Automate document generation and storage to improve accessibility.
- 3Enhanced Client Communication
Automatically send updates and reminders to clients via email.
Outcomes
Automation Outcomes with MyCase
Realize greater efficiency, accuracy, and client satisfaction through MyCase automation.
40%
Increased Efficiency
70%
Error Reduction
90%
Client Satisfaction
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Explore automations for MyCase
See how you can improve your work process by leveraging AI and Automation.
FAQ
MyCase Automation FAQs
Get answers to common questions about automating MyCase for better legal practice management.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.