MyCase
· #367 most-usedAutomate your law firm's case management, intake, and billing
MyCase is a cloud-based legal practice management platform built for solo practitioners and small to mid-sized law firms. It centralises case details, client communications, billing, time tracking, and document management in one system. Connect MyCase to Actionist and your agents can create cases and leads from intake forms, update contacts automatically, log time entries, create tasks and events, and react to matter stage changes — all without a paralegal touching a keyboard.
Eliminates manual work. Agents eliminate the repetitive work of manually entering leads into cases, logging time, drafting routine communications, and assembling weekly billing reports.
What your MyCase agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
MyCase × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New client intake to active matter in one motion
When a prospective client submits an intake form, the agent creates a MyCase lead and person record, books a consultation call in Google Calendar, and alerts the intake team in Slack — the firm has a full intake record and a scheduled call within about a minute of form submission, without any manual data entry.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales45 min / weekManual lead entry after every call
Intake coordinators manually type client name, phone, legal issue, and referral source into MyCase after every consultation call — adding 10–15 minutes of data entry per prospect.
Sales Agent0 minAgent creates the lead record automaticallyWhen an intake form or phone call ends, the agent creates the MyCase lead with all fields populated — the intake team's first action is the follow-up call, not data entry.
- Marketing30 min / weekManual referral source logging
Marketing pulls referral source data from MyCase by hand each month, compiling it in a spreadsheet to see which channels are generating qualified leads.
Marketing Agent0 minAgent logs referral source on every leadEvery new MyCase lead created by the agent includes the referral source from the intake form or call log — the marketing dashboard in Google Sheets is updated the moment the lead lands.
- Customer Support60 min / weekManual note-taking after every client call
Paralegals open MyCase after each client call, find the case, and type a summary note — a 5-minute task that competes with the next call and often gets skipped.
Customer Support Agent0 minAgent logs call notes directly to the matterWhen a call ends, the agent creates a note on the MyCase matter with the summary and action items — the case record is current before the paralegal picks up the next call.
- Human Resources40 min / weekManual attorney workload tracking
HR and operations review open matters per attorney manually each week to check for workload imbalances, cross-referencing MyCase and a spreadsheet.
Human Resources Agent0 minAgent flags workload imbalances from matter dataThe agent reads open case assignments in MyCase weekly, calculates matters per attorney, and alerts the firm administrator when any staff member is significantly over or under capacity.
- Finance90 min / weekAttorneys reconstruct time at end of day
Attorneys spend 15–30 minutes daily reconstructing billable hours from memory and calendar — a leading cause of under-billing at small firms.
Finance Agent0 minAgent logs time entries as work happensWhen calendar events, calls, and document sessions end, the agent creates MyCase time entries on the relevant matter in near real-time — no reconstruction needed at day's end.
- Operations60 min / weekManual weekly matter status report
A paralegal or administrator spends an hour each Monday pulling case stages and activity from MyCase and pasting them into a management spreadsheet.
Operations Agent0 minAgent delivers the pipeline report every MondayThe operations agent reads MyCase for all updated matters, writes the pipeline to Google Sheets, and posts a summary to Slack — the firm starts Monday with current data without anyone running a report.
- Legal50 min / weekManual task creation after each court notice
Attorneys or paralegals manually create preparation tasks in MyCase after each court notice — a 10-minute setup that occasionally gets deferred until the week before the hearing.
Legal Agent0 minAgent creates prep tasks the instant a hearing is addedWhen a hearing event is added to a MyCase matter, the agent immediately creates staggered preparation tasks with deadlines — no attorney has to remember to schedule their own prep work.
Calculate what your team saves
Based on MyCase's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.
How to plug MyCase into Actionist
Pick the connection method that suits your environment.
Connect via MyCase OAuth for secure, token-free access. Requires a MyCase Advanced plan. Actionist requests only the scopes it needs — case read/write, contact read/write, tasks, events, and leads.
Find MyCase in the Actionist Apps library and click Connect. OAuth is the default and recommended method.
A MyCase OAuth window opens. Sign in with your MyCase account (Advanced plan required) and grant Actionist permission to read and write cases, contacts, tasks, and events.
Actionist runs a read-only verification call to confirm the handshake. Once complete, your agents can interact with MyCase within about a minute of any change.
18 actions your agent can call
Read and write operations available to your Actionist agent.
5 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.