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MyCase

Sync matter data from Lawmatics to MyCase upon lead conversion
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MyCase integration overview

This integration automates the transfer of matter data from Lawmatics to MyCase, eliminating manual data entry and streamlining the transition from lead intake to case management.

Here’s what you get with this Lawmatics integration:
  • Automatic matter creation in MyCase upon lead conversion in Lawmatics
  • Custom field mapping options for seamless data transfer
  • Contacts and related notes are synced to their corresponding matter in MyCase
  • Matters can be synced manually or automatically via triggered events
  • Update MyCase matters with any new data from Lawmatics by initiating a resync

MyCase integrates with these Lawmatics features

Matters
Files
Notes
Relationships
Automations

Integration features

Matter sync

Transfers matters from Lawmatics to MyCase upon conversion. Synchronization can be manual or automated. Updates the matter status in Lawmatics, and creates a new matter in MyCase.

Custom field mapping

Map any or all of your Lawmatics fields to your MyCase fields at both the contact and matter levels. When a matter is synced, these fields will all transfer over to the new MyCase matter.

Automation potential

Sync matters automatically triggered by events like signed agreements or fee payments. Most firms incorporate this into their automated processes, ensuring effortless syncing.

Resync

A "Resync" button allows users to push updates from Lawmatics to the corresponding MyCase matter after the initial sync. This action transfers any changes to the corresponding MyCase matter.

Details

Built by

Lawmatics
Category

Case Management

Requirements

Lawmatics subscription

Works with all Lawmatics plans
Lawmatics account permissions

No permissions required
MyCase account permissions

No permissions required
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