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Ajax Integration

Capture every billable minute with Ajax. Automatically draft and sync time entries to MyCase as your team works across email, documents, calls, and meetings so you can stay focused on clients.(January 2025)

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Click's Journey AI Integration

Turn more leads into clients. Click’s Journey AI syncs with MyCase to automate intake, follow-up, and qualification across chat, SMS, and calls. (December 2025)

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YoCierge Integration

Get medical records without the wait with YoCierge. Request, track, and securely deliver client medical records so your team can focus on winning cases, not chasing paperwork. (December 2025)

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CollBox Integration

Get paid for the work you’ve already done. CollBox connects with MyCase to identify past-due invoices, follow up with clients, and recover revenue without adding staff. (November 2025)

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Second Chair AI Integration

Win more cases with less prep time. Second Chair AI connects with MyCase to auto-build deposition outlines, catch inconsistencies in real time, and deliver instant transcripts and summaries. (October 2025)

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Eternal Me Integration

Simplify estate planning intake by capturing digital and traditional assets in minutes with Eternal Me. Replace scattered tools and collaborate in real time—connected to matters in MyCase. (October 2025)

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Clerx AI Integration

Never miss a call, or a client. Clerx AI connects with MyCase to answer, qualify, book, and even collect retainers with LawPay. (October 2025)

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Scorpion Integration

See exactly which marketing efforts drive real cases and revenue. Scorpion connects with MyCase to link your marketing campaigns to client outcomes and ROI. (September 2025)

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Practice AI Integration

Generate demand letters and case summaries in under 30 minutes. Practice AI connects with MyCase to instantly turn your case data into complete, attorney-ready documents using AI. (September 2025)

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NetDocuments Integration

Simplify your document workflows with MyCase + NetDocuments. Draft, store, and collaborate securely without juggling tools or switching platforms. (September 2025)

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Tempello Integration

Stop losing billable time to emails. Tempello automatically logs emails and attachments into MyCase and creates accurate time entries. No manual work required. (July 2025)

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Arctrieval Integration

Automate medical and billing record requests with Arctrieval. Syncs directly with MyCase so records, updates, and provider details show up in the related case—no manual tracking required. (July 2025)

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RiskJockey Integration

Simplify evidence collection with RiskJockey. Submit a request for any MyCase matter, and RiskJockey handles the records request. The relevant case is automatically updated in MyCase as evidence is retrieved. (June 2025)

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Novo Integration

Draft medical chronologies and demand letters in minutes, not days. With the Novo integration, you can access records from MyCase and generate high-quality outputs faster using AI. (May 2025)

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Uploading Multiple Documents with Client Intake forms

Instead of one Upload Document field for each document, multiple documents can now be uploaded using a single field. This makes it easier for your clients to send the information you need and easier for you to get the collected information into MyCase. (May 2025)

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Billables.AI Integration

Recover more billable time and reduce manual time tracking with Billables AI. Billable time is automatically captured as you work, with detailed entries generated and synced directly to the related matter in MyCase. (May 2025)

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Seeb.AI Integration

Never miss a lead again. Automate calls, intake, and payment follow-ups with Seeb.AI, your 24/7 AI receptionist. Lead data syncs to MyCase, while payment info powers automated follow-ups on outstanding balances. (April 2025)

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MyCase IQ Text Editing: Translations in Arabic

Connect with Arabic-speaking clients more easily and deliver a more personalized client experience using our new Arabic translation tool, powered by MyCase IQ’s AI.

Translations are available in Notes, Messages, Text Messages, Task Descriptions, Batch Billing, Invoice Descriptions and Fund Requests. (April 2025)

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Automated eSignature Reminders

Spend less time chasing down signatures while getting documents signed faster with automated eSignature reminders. Send via email, text message, or a combination. Set a cadence, in days or weeks.
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Select the bell icon next to your eSignature document to set up reminders. (March 2025)
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MyCase Immigration

Revolutionize your immigration practice with MyCase Immigration. Manage immigration casework, all of your clients, and your business, all in one place.

Save time on form prep using automation and optimize the client experience. (March 2025)

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Improved Search Functionality

We’ve enhanced the global search experience to improve speed, accuracy and performance. With a new “Expanded Search” toggle, users can choose broader, typo-tolerant results when needed - while default searches remain fast and precise.

A 100-character limit ensures consistent performance for all users. (February 2025)

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Detailed Profit & Loss Report (MyCase Accounting)

We’ve improved the level of detail in Profit & Loss reports, giving you better insight into firm performance. Drill into line items to understand what’s driving your bottom line. (January 2025)

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1099/Vendor Reporting (MyCase Accounting)

New 1099 tracking and reporting features help firms stay compliant with IRS requirements by making it easy to flag eligible vendors, track payments and generate detailed reports in time for the 1099-NEC filing deadline. (January 2025)

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Check Printing Enhancements (MyCase Accounting)

Adjust Check Printing gives firms the flexibility to match specific check layouts by customizing alignment and font size.

These updates improve formatting for a smoother, more professional check printing experience tailored to your needs. (December 2024)

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Attorney Share Integration

Attorney Share streamlines case referrals and helps you grow your client base with its user-friendly referral platform. Easily search high-quality cases in the Attorney Share public marketplace, using filters by state and practice area to discover right-fit opportunities for your practice.

With the integration, you can seamlessly send Attorney Share referrals directly through MyCase. (December 2024)

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MyCase IQ: Document Summaries AI

Document Summaries save time by generating concise summaries of a document using AI, making it easy to scan and grasp essential information contained within that document. (November 2024)

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Divide Invoices between Multiple Parties with Split Billing

Split Billing allows you to divide an invoice by percentage between multiple contacts, streamlining the billing process for cases involving multiple payers. The invoice will clearly indicate what each party owes, making payment collection fast and reliable. (October 2024)

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Update to Client Intake Forms: Upload Documents

Clients and prospects can upload documents when submitting an intake form, speeding up business outcomes for your firm. File types supported: .png, .jpg, .jpeg, .pdf, .docx, .doc, and .csv. (September 2024)

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Unlink Contacts from Cases in Bulk

When removing contacts from a case, you can select multiple contacts and delete them all at once. (July 2024)

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Customize Email Message for Bulk Invoice Sends

When sending bulk invoices to clients, you can replace the default email message with a custom email message. (July 2024)

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Convert a Returning Client from Lead to New Case

You can convert a returning client from a lead to a contact on a new case, using their same email address, even if it’s already in MyCase.

This eliminates the need to use a different email address to get them into the system. The new case contact will be marked as “duplicate” for easy identification (it can be edited). (July 2024)

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Outstanding Balance Summaries on Invoices

Provide a comprehensive overview for all outstanding invoices for a client directly on new invoices.

This summary simplifies the billing process, helping clients understand their total dues at a glance, thereby facilitating timely payments and reducing the need for balance forwarding. (July 2024)

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Dynamic Client Intake + Online Lead Forms

Deliver a more personalized client experience with new dynamic client intake forms and online lead forms.

Dynamic forms respond to client input--showing or hiding new questions based on previous answers--customizing your form for each client.

Already have intake forms? Simply edit them to add conditional questions to make them dynamic and even combine multiple forms into one. (June 2024)
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MyCase IQ: Text Editing AI

MyCase IQ is MyCase's version of generative artificial intelligence, to help you and your team work smarter and more efficiently.

With our AI-powered Text Editing feature, you can summarize and organize unstructured text; use advanced grammar, spelling, and style checkers; improve clarity and and engagement; and even adjust the overall tone of your writing. (May 2024)
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Multi-Invoice Payments

Simplify collecting multiple invoices with outstanding balances with Multi-Invoice Payments.

After an invoice is shared with your client, they will have the option to select additional invoices with outstanding balances and make a single payment. (May 2024)

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Briefpoint Integration

Automate routine discovery response and request drafting tasks with AI. Save up to 3 hours of time per discovery document and reduce much of the tedious data entry work required in responses. (May 2024)
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Online Payments for Puerto Rico

LawPay is proud to now serve Puerto Rico legal professionals as the leading provider of online payments.

Firms can now accept credit, debit and eCheck payments online, while ensuring compliance with ABA and IOLTA guidelines. (April 2024)

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Legalyze.ai Integration

Legalyze.ai empowers firms to save time using AI to quickly analyze case documents and gain insights into case details.

Easily generate summaries, timelines, and procedural documents using AI and sync to your cases in MyCase. (April 2024)

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VXT Integration

VXT, a Voice over Internet Protocol (VoIP) phone system designed for law firms, provides a hassle-free solution to ensure streamlined communication regardless of location or device.

With the integration, you can record and transcribe conversations, take notes, automatically capture billable time, and more—all powered by the simplicity of an internet connection—and sync it all to MyCase (February 2024)

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Time Miner Integration

With Time Mine, firms can streamline the capture of mobile billable time by scanning smartphone bills, with calls and text histories and matching to MyCase contacts.

Time entries then sync to MyCase for case time tracking and expense billing to protect profit margins (January 2024)

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Bulk Email Invoices

Save time by sharing multiple invoices with associated contacts at one time via email or client portal.
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Simply select which invoices need to be notified, and send to all associated contacts or only the billing contacts via email or the client portal. (March 2024)

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Clearbrief

Patented AI-powered software for legal brief writing and review, as well as discovery analysis. Automate tasks such as cite checking and identifying factual weaknesses in opposing counsel's briefs. (January 2024)
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Web Timer Limit Increase from Five to Ten timers

Firms can now track up to ten timers in MyCase to record more billable hours. (January 2024)

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