MyCase Integration

We’re excited to be teaming up with MyCase to help busy lawyers get (and stay) organized! The MyCase and Legalboards integration will allow you to get back to practicing law, not administrative tasks.

By combining Legalboards and MyCase, you can start saving time while working in a new visual way. Legalboards provides some great advantages to MyCase users to help make their case management software run smoothly.

Benefits of Integrating MyCase + Legalboards

1) Legalboards Automation Capabilities

Legalboards allows you to automate various aspects of your work. Common automations include sending email updates, checking in on clients after certain periods, checklist creation, and more.

Automated emails are to be sent based on triggers like time or card movement, so team members (or even clients) can stay updated on their matter’s progress. The time trigger is especially helpful for ensuring the continued progress of matters.

For example, if you have an inactive or delayed board, you can set up emails to be sent to the responsible attorney to check in on that matter. If you want to learn more about how these work, check out our automation resources.

2) Visualizing and Organizing Your Work

With Legalboards you can easily visualize and organize your matters. The minimal Kanban user interface allows you to see at a glance what stage your matters are at without having to open each case file. Through customizations to the board, you can tailor your account to reflect your workflow accurately.

As you can see in the screenshot below, how your work is progressing in Legalboards can be understood at a glance. It’s up to you how customized you want to make your board/cards. With the customization capabilities, you can add checklists and custom labels (including colors) to cards so you can quickly navigate your matters.

Within the task center, Legalboards also has a calendar view so you can see your matter’s timeline in a simple format.

3) Two-way Synchronization

By integrating MyCase, your data will be automatically synced. Because of this, you won’t need to input your data twice. The specific fields that are synced between MyCase and Legalboards are the following;

  • Contact information: first and last name, email, and phone number; and
  • Matter information: name, case number, opened date, practice area, description, SOL date, and clients.

Get Integrated

To use the MyCase integration, you’ll need to first connect your MyCase and Legalboards accounts. Learn how to do so in the video below;

Learn more about this integration here, or contact us for more help!

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