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Legalboards vs. MyCase

Legalboards vs. MyCase: Which One Actually Runs Your Firm's Workflow?

MyCase stores your cases. Legalboards shows what's moving, who owns the next step, and where work is stuck.

MyCase is case management software. It stores your matters, documents, billing, and client communication in one system. Legalboards is a workflow layer that shows how work is moving inside those matters: who owns the next step, what's stalled, and what needs attention today.

Most firms comparing Legalboards to MyCase are not choosing one over the other. They are asking whether MyCase alone is enough to run daily operations. For most firms above 15 people, it is not. That is not a knock on MyCase. It is not what MyCase was built to do.

Feature comparison

What each platform does

MyCase
Legalboards
Stores matter data, documents, billing
Syncs with MyCase
Client portal and communication
Visual pipeline of every matter by stage
Flags stalled matters automatically
Automates handoffs between team members
Shows firm-wide workload by person
Time tracking and billing
Syncs with MyCase
Built specifically for legal workflow movement
Partially

What MyCase does well

MyCase is a solid, complete case management system. It handles intake, documents, communication, and billing in one place, and most firms that use it are happy with it for those functions.

Where MyCase runs out of road

MyCase tells you what a matter's status is. It does not tell you whether the work behind that status is actually moving. A matter can sit in “Discovery” for three weeks without anyone getting a signal that it is stalled.

In practice, that shows up as:

  • No automatic flag when a matter stops moving
  • No clear signal for who owns the next action
  • Status requires someone to open MyCase and check
  • No cross-matter view of who is overloaded
How they work together

How Legalboards works with MyCase

Legalboards is not a replacement for MyCase. It connects to it. Your matters, contacts, and case data stay in MyCase exactly as they are today.

Two-minute setup

Connect through OAuth. Your matters sync automatically. Configure board columns to match your workflow.

Two-way sync

Changes in MyCase appear in Legalboards within seconds. Moving a card in Legalboards updates MyCase too.

Workflow on top

See every matter by stage, get notified when work stalls, and trigger the next task the moment a handoff happens.

Want to see how the workflow automation and operational visibility work in practice?

From firms using Legalboards

What changes when work is visible.

We were able to take our current task flow from our existing on-prem CMS and put it in Clio effectively.

Goldberg & Osborne

Personal Injury Firm

Legalboards gave us workflow precision we did not have before. Every matter has a clear stage, a clear owner, and a clear next step.

Strauss Attorneys

Law Firm

We started with visualizing and then we found the automations, which cuts down a lot of the time for us. It has taken a lot of tasks off of our paralegal.

Miriam

Attorney, Goff Legal, PC

Ready to see what your workflow actually looks like?

Connect MyCase in two minutes. No credit card required.

Frequently asked questions

Common questions from firms comparing Legalboards and MyCase.

No. MyCase remains your system of record for matters, documents, and billing. Legalboards adds a workflow layer on top that shows movement, ownership, and stalled work, none of which MyCase is built to surface on its own.

Most firms run it alongside MyCase. Legalboards is not designed to replace a full case management system. It is built to fix what MyCase does not do: showing whether work is actually moving.

About two minutes. You connect through OAuth, your matters sync automatically, and you configure board columns to match how your firm already works.

Matter status, case type, assigned attorney, and open/closed state sync in real time, in both directions. A change in MyCase shows in Legalboards within seconds, and moving a card in Legalboards updates MyCase too.

MyCase's task features are built around individual matters, not firm-wide movement. There is no automatic way to see every matter by stage, flag stalled work across the team, or trigger the next step in a handoff. That is the specific gap Legalboards is built to close.