MyCase is a robust tool for legal professionals, offering API integration to streamline case management. Connect with your existing systems to create and manage cases, clients, and leads efficiently. Automate routine tasks like expense tracking and note-taking to keep your firm running smoothly.
10 executions monthly on Free plan included
Platform supported onplan: 
Make.com
Make.comAvailable Module Types
- All Modules (32)
- Action
- Search
- Universal
- Instant Trigger (webhook)
MyCase API Integration for Make.com
Create custom MyCase automation workflows by using triggers, actions, and search modules listed below.
Action
Create a Case
Creates a case in the system.
Action
Create a Client
Creates a new client in the system.
Action
Create a Lead
Creates a new lead in the system.
Action
Create an Expense
Creates an expense entry in the service.
Action
Create a Note for a Case
Creates a note for a specific case.
Action
Create a Note
Creates a note for a client.
Action
Create a Note for a Company
Creates a note for a specified company.
Action
Delete a Case
Deletes a case from the service.
Action
Delete a Client
Deletes a client from the database.
Action
Delete an Expense
Deletes a specific expense from the system.
Action
Delete an Invoice
Deletes an invoice from the system.
Action
Delete a Note
Deletes a note from the specified location or service.
Action
Get a Case
Retrieves a case from a specified source.
Action
Get a Client
Retrieves a client using the provided client ID.
Action
Get a Lead
Retrieves a lead from the system using specified criteria.
Action
Get an Expense
Retrieves an expense based on the given criteria or ID.
Action
Get a Note
Retrieves a note from the service.
Search
List Cases for a Client
Retrieves all cases for a specific client.
Search
List Notes for a Case
Retrieves all notes for a specific case.
Search
List Notes for a Client
Retrieves all notes for a client.
Search
List Cases
Retrieves all cases.
Search
List Clients
Retrieves all clients.
Search
List Expenses
Retrieves all expenses.
Search
List Invoices
Retrieves all invoices.
Search
List Leads
Retrieves all leads.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Action
Record a Payment on an Invoice
Records a payment against an invoice for a specified amount.
Action
Update a Case
Updates a case in the system with new information or changes to existing details.
Action
Update a Client
Updates a client's information in the database.
Action
Update a Lead
Updates a lead in the CRM system with new information.
Action
Update a Note
Updates a note with new information or changes existing details.
Instant Trigger (webhook)
Watch Events
Instant trigger Watch Events.
MyCase Automation Use Cases
Explore potential use cases for automations using MyCase API and utilize our integration modules crafted specifically for such workflows.
3 modules
Automated New Client Onboarding
Upon creating a new client, automatically create a lead and an introductory note for the client to streamline onboarding processes.
Create a Client
Create a Lead
Create a Note
2 modules
Client Case Summary Report
Generate a summary report for all cases related to a specific client by retrieving all cases and notes associated with the client.
List Cases for a Client
List Notes for a Client
1 module
Routine Expense Review
Automate the review process for firm expenses by listing all expenses and generating a report for the finance team.
List Expenses
2 modules
Streamlined Case Closure
When a case is marked for deletion, automatically generate and archive all notes before deleting the case from the system.
List Notes for a Case
Delete a Case
2 modules
Monthly Invoice Reconciliation
At the end of each month, retrieve all invoices and cross-reference with payments recorded to ensure complete financial accuracy.
List Invoices
Record a Payment on an Invoice
3 modules
Lead to Client Conversion Automation
Convert a qualified lead into a client and create their initial case and welcome note for seamless transition.
Create a Client
Create a Case
Create a Note
3 modules
Quarterly Client Engagement Update
Schedule a quarterly update for each client by retrieving client details and updating their engagement status with new notes and current cases.
List Clients
Update a Client
Update a Note
2 modules
Expense and Payment Tracking for Events
For any firm-hosted events, track and categorize expenses and ensure proper recording against corresponding client invoices.
Create an Expense
Record a Payment on an Invoice
2 modules
Automated Case Escalation Process
Automatically escalate a case by creating a note and updating the case status whenever certain criteria are met, ensuring timely attention and resource allocation.
Update a Case
Create a Note for a Case
Supported Platforms
- Make.com
How to start with MyCase on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.