Intake that opens the case
Answers from your website, phone line or referral partners create the contact and case in MyCase for staff to review.
MyCase integration consulting
Connect MyCase to the rest of your firm.
MyCase keeps cases, calendars, documents, billing and the client portal in one place. We build the connections and tools around it, so staff stop retyping intake answers and copying details between systems.
Keep it, then extend it
What MyCase does well, and where teams outgrow it.
Where MyCase shines
- Cases, billing and clients togetherCases, contacts, the calendar, documents, time and invoices live in one system, and clients see their updates in a secure portal.
- Intake built inFirms can build web intake forms for each practice area and track leads through to a signed client.
- A supported way to connectMyCase offers an Open API on its Advanced plan, so a firm can connect its own tools to MyCase with the firm's approval.
Where teams hit the limits
- Documents read by handCourt notices, records and letters still get read, and their dates and parties typed into the case.
- Work that lives in other systemsAccounting, marketing, e-filing and practice-area tools each hold part of the picture, and staff copy details between them.
- Reports partners actually wantReports that mix MyCase data with marketing spend, accounting or case outcomes get built in spreadsheets.
What we build around it
Connecting MyCase to the rest of your work.
Key dates from incoming documents
Software pulls dates and parties from notices, and a person confirms them before they reach the calendar.
Documents filed to the right case
Emailed and scanned documents are read, matched to the client and case, and filed with a person checking anything unclear.
Drafts from case details
Routine letters and forms are drafted from MyCase data using your approved templates, ready for attorney review.
MyCase and your accounting in step
Time, invoices and payments stay matched between MyCase and the firm's books.
Firm reporting across systems
Case, billing and marketing data come together in one scheduled partner report.
Before we start
How access works.
MyCase's Open API is part of its Advanced plan. Your firm requests access from MyCase support in writing, choosing read or write access, and MyCase issues the connection credentials to an administrator at your firm (see MyCase's Open API article). The connection signs in through MyCase's secure sign-in and sees only what the approving user can see. Access is granted as read or write across the whole account rather than record by record, so we keep each tool to the smallest set of actions it needs and log every change it makes. MyCase doesn't provide hands-on help with custom builds, so we handle the build and support directly. Using Clio instead? See our Clio page.
Industries
Where this comes up most.
Related problems
Common places to start.
Messy client onboarding
You just won the work. Now come the forms, follow-ups and handoffs. It's your client's first real experience of you, and it often feels like chaos.
Read moreDocuments piling up
Contracts, forms, invoices, reports. The information your business needs is locked inside PDFs, and someone has to read each one.
Read moreReports built by hand
Every month, someone exports from four systems, pastes it all into a spreadsheet and fixes what looks wrong. By the time it's ready, the numbers are old.
Read more
FAQ
Common questions.
Do we have to replace MyCase?
No. MyCase stays your practice management system. We build around it and connect what it doesn't reach.
What do we need from MyCase before you start?
The Advanced plan and an administrator who can request Open API access from MyCase support. We tell you exactly what to ask for, read-only or read and write, before quoting.
Will AI give legal advice inside MyCase?
No. Our tools organize, draft and check. An attorney reviews the work and makes the legal calls.
How do you protect client confidentiality?
We work within your firm's confidentiality and bar ethics guidance. Access is set by your team, tools use only the case data each step needs, and every read and change is logged.
Are you a certified MyCase partner?
No. We're an independent integration consultant and development team. We build with MyCase's official developer tools and approved access, using the access your team grants, and we work alongside your MyCase admin or implementation partner rather than replacing them.
Sources
- MyCase Support: Open API
- MyCase API documentation: Getting started
- MyCase blog: How to use MyCase's Open API
- MyCase: MCP server documentation (OAuth, user permissions)
- MyCase: Legal practice management software
Facts checked against the vendor's own documentation, November 2026. Names are trademarks of their owners. Inkwell is independent and not affiliated with these companies.
Partner with Inkwell
Tell us how you use MyCase today.
A few sentences is plenty. We'll tell you what we'd connect first, and whether a ready-made app already does the job.