Integration · Legal
AI agents for MyCase
Find and open cases, add people, tasks, events, notes and time entries, and read invoices, case documents and the firm's staff in MyCase (API access comes with MyCase Advanced).
- Actions
- 16
- Read
- 10
- Write
- 6
Actions
What your agents can do in MyCase
16 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 10
Look things up. Nothing changes.
List cases
Lists the firm's cases the signed-in user can see, optionally only open or closed ones, or those changed since a time.
Get a case
Reads one case by its ID: name, number, description, status, opened, closed and statute-of-limitations dates, practice area, stage, billing contact and type, outstanding balance, its clients.
Find people
Lists the firm's people (clients and other contacts; "clients" in the API), filtered by email, first name, last name or cell phone number (exact matches), or changed since a time.
List tasks
Lists the firm's tasks the signed-in user can see, optionally only those changed since a time.
List calendar events
Lists the firm's calendar events the signed-in user can see, optionally only those changed since a time (MyCase filters events by change time, not by when they happen).
List notes
Lists the notes on a case or on a person.
List time entries
Lists the firm's time entries the signed-in user can see, optionally only those changed since a time.
List invoices
Lists the firm's invoices, optionally only those changed since a time or only those that accept online payment.
List a case's documents
Lists the documents on a case (names and details, not their contents).
List staff
Lists the firm's staff (lawyers, paralegals and others), active ones by default.
Write 6
Create, change or send.
Open a case
Opens a case with a name (unique in the firm), and optionally a case number, description, opened date, statute-of-limitations date, status (open by default), practice area and stage.
Add a person
Adds a person (a client or other contact) with a first and last name, and optionally an email, phone numbers, birthdate, notes, a full address (all six parts) and the cases they belong to.
Add a task
Adds a task for one or more staff members (IDs from "List staff") with a name, due date, priority (Low, Medium or High), and optionally a description and a case.
Add a calendar event
Adds a calendar event for one or more staff members (IDs from "List staff") with a name, start and end times with their offset.
Add a note
Adds a note to a case, a person or a company, with a subject, the text and a date and time.
Record time
Records a time entry on a case for a staff member (ID from "List staff").
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Sign in with MyCase and approve access (OAuth).
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your MyCase data
Ask a question in plain words. The agent can list cases, get a case or find people in MyCase, then answers with what it found.
- 02
Let an agent update MyCase
Have the agent open a case or add a person in MyCase as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent MyCase and Slack: it can list cases in MyCase and post a summary to a Slack channel in the same run.
Works well with
More Legal tools
- Clio21 actionsFind and open matters, add contacts, tasks, notes, time entries, calendar entries and communications, and read bills, documents and the firm's people in Clio Manage, in the region where the firm's account lives.
- PracticePanther16 actionsFind and open matters, look up and add client accounts, add tasks, events, notes and time entries, and read invoices and the firm's users in PracticePanther.
- Actionstep16 actionsFind and open matters, look up and add contacts, add tasks, appointments, file notes and time entries, and read bills and matter documents in Actionstep, in whichever region the firm's Actionstep lives.
- Filevine16 actionsFind and open projects (cases), look up and add contacts, add tasks, notes and time entries, and read appointments, billing items, invoices, documents and users in Filevine, in the US, Canada or the government cloud.
- BoldSign8 actionsSend documents for e-signature with BoldSign, from a template or from PDF links, list and read documents and their signers' status, list templates, remind signers and revoke documents.
- Centerbase12 actionsFind matters, contacts, activities, billing entries, bills and users, list any Centerbase item with filters or a saved query, and add contacts, notes, tasks, appointments and other items in the firm's Centerbase.
FAQ
MyCase and MyDeepAgents
Can MyDeepAgents connect to MyCase?
Yes. The MyCase connector has 16 actions: 10 read and 6 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect MyCase?
Sign in with MyCase and approve access (OAuth). Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in MyCase without asking?
Only if you let it. Each of the 6 actions that change data can be set to wait for a person's approval before it runs.
Can I use MyCase in workflows as well as agents?
Yes. Every MyCase action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put MyCase to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.