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No-code automationYour No-code and AI Automation Partner

Automate MyCase API Workflows with Make.com, n8n and Zapier

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
Solution
1. Client Intake Automation

Automatically add new clients to CRM.

Perform a Conflict Check
Solution
2. Automated Conflict Checking

Ensure no client conflicts exist.

Send a Welcome Email
Solution
3. Automated Client Onboarding

Email new clients a welcome package.

Generate a Legal Document
Solution
4. Automated Document Generation

Create ready-to-sign legal documents.

Update Case Status
Solution
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.

  • 1
    Automated Time Tracking

    Capture billable hours automatically, reducing manual entry errors.

  • 2
    Streamlined Document Management

    Automate document generation and storage to improve accessibility.

  • 3
    Enhanced Client Communication

    Automatically send updates and reminders to clients via email.

Feature

Outcomes

Automation Outcomes with MyCase

Realize greater efficiency, accuracy, and client satisfaction through MyCase automation.

40%
Increased Efficiency
70%
Error Reduction
90%
Client Satisfaction

We Might Have Solved Your Problems Already

MyCase automation use cases

See how you can improve your process by leveraging AI, automation and MyCase API.

Document Upload Detected in MyCase app logoUpload Document to Google Drive app logo
Automate MyCase to Google Drive Document Uploads

Enhance your document sharing process by automating uploads from MyCase to Google Drive. Ensure seamless collaboration and accessibility across platforms with automated document transfers.

Invoice Trigger in MyCase app logoGenerate Invoice in QuickBooks app logo
Automate Invoicing Sync with MyCase & QuickBooks

Optimize your billing process by automatically synchronizing invoices and payments between MyCase and QuickBooks Online using Make. This automation saves time and ensures accurate financial records across both platforms.

New Appointment Trigger app logoParse Appointment app logoCreate Calendar Event app logo
Sync MyCase with Google Calendar

Eliminate scheduling errors with our automation that syncs MyCase appointments to Google Calendar in real-time. Ensure smooth legal operations without double-booking or missed meetings.

New Email Received app logoExtract Email Details app logoVerify Email Contact app logo
Automate Email Logging in MyCase

Enhance your law firm's case management by automatically logging client emails into MyCase. Save time, eliminate manual errors, and ensure all client communications are promptly updated.

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 is 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

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