Integration Spotlight: Lawmatics + MyCase

We know running a law firm means juggling a ton of software. And while each tool is supposed to make things easier, sometimes it feels like they just add more to your plate with duplicate data entry, wasted time, and clients who feel neglected.

That’s exactly why we’d like to spotlight our Lawmatics integration with MyCase, one of the leading case management platforms. With this powerful connection, you can manage the entire client lifecycle — from initial inquiry to case resolution and beyond — without the hassle of manual data transfers.

What this integration does for you

Your team shouldn’t have to spend time manually copying client details from one system to another. Technology should lighten the administrative load, not add to it. By linking Lawmatics with MyCase, you get a frictionless transition from client intake to case management, ensuring a more efficient workflow and a better experience for both clients and your team.

A smooth connection from Lawmatics to MyCase

Lawmatics users can automatically or manually sync matters over to MyCase. Any records that have been created in Lawmatics as matters will be pushed into MyCase along with corresponding details like notes and files.

Activating the integration takes just moments. From there, you can define triggers that automatically transfer matter details to MyCase. For example, once a client signs an engagement agreement in Lawmatics, their case file can instantly sync to MyCase, keeping everything up to date without extra effort from your team.

Sync matter details and files automatically

When integrating MyCase with Lawmatics, you can map custom fields from Lawmatics to custom fields in MyCase. Plus, when a matter syncs or converts from Potential New Client to Hired, any files attached to the existing matter in Lawmatics will also move over to MyCase.

All of the manual work of making sure all details and relevant files get moved over to MyCase will be taken care of on the Lawmatics integration page.

How to integrate Lawmatics and MyCase

Already using both platforms? Setting up the integration is quick and easy. Just head to the integration settings page in Lawmatics, click the MyCase icon, and follow the simple connection steps. You’ll need your MyCase login credentials, so have those handy. For more information, please visit our Help Center.

Get started with Lawmatics + MyCase

If you’re a MyCase user looking for a better way to manage client intake, schedule a demo with Lawmatics today and see how our growth platform can take your firm to the next level.

For more details on this and other Lawmatics integrations, check out our dedicated integrations page.