MyCase integration

Legal case management for law firms, with documents, billing and a client portal. Connect MyCase to OLODESK and use it in the apps and automations your business runs on.

Category
Industry software

Popular ways to use MyCase

Start with one of these, or describe your own.

Intake that opens the matter

A finished intake form creates the client and the matter in MyCase.

Engagement letters signed

Engagement letters go out for signature by link, and the signed copy is saved to the matter.

Bills followed up

When a bill passes its due date, the client gets a polite reminder by email.

How to connect MyCase

  1. Request MyCase

    In your portal’s Integrations tab, press Request access next to MyCase. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to MyCase, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your MyCase data in ChatGPT. AI on OLODESK

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  • WealthboxIndustry software

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  • BloomerangIndustry software

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MyCase integration FAQ

Do I need my own MyCase account?

Yes. You connect the MyCase account your business already uses.

Which plans include the MyCase integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one MyCase account?

Yes. Connect as many as you need and choose which one each system uses.

Put MyCase to work

Start your Free trial, then request MyCase on Business Starter or Business Pro.