Do you want to send an email to your clients once their case stage is updated in MyCase?

Or maybe inform the client when a lead attorney is assigned to their case?

MyCase is a great practice management tool, but doesn’t have many automation capabilities from the get-go.

Here is where Zapier comes in, a web-based automation platform.

Some of the use cases that become possible with this combo are:

→ Sending custom email templates to clients when a case stage is updated, personalised with all their information, such as first name and case number

→ Creating a set of new tasks as soon as a new case is created, specific to each practice area

→ Creating a new time entry automatically as soon as you receive an email from the client

In the video below, I break down the first use case above, and how you can set it up for your firm today.