AI Automation for MyCase

27 workflow automations purpose-built on top of MyCase — no data leaves your system, no parallel tool for your team to learn.

Roles using MyCase

Bankruptcy AttorneyCriminal Defense AttorneyFamily Law AttorneyPersonal Injury Attorney
Family Law Attorney · Data Entry & Processing

Deposition Summary Generation

AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Family Law Attorney · Data Entry & Processing

Discovery Document Review

AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in MyCase, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Family Law Attorney · Operations & Workflow

Legal Research & Brief Drafting

AI drafts the research memo against the firm's prior work product, pulls current authority from MyCase, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Family Law Attorney · Operations & Workflow

Contract Review & Redlining

AI redlines against the firm's playbook in MyCase, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Family Law Attorney · Communication & Outreach

Client Case Status Updates

AI drafts personalized case-status updates from live matter state in MyCase on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Family Law Attorney · Finance & Accounting

Billing Narrative Cleanup

AI rewrites narratives to match each client's outside-counsel guidelines in MyCase, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Family Law Attorney · Operations & Workflow

Court Deadline & Docket Tracking

AI monitors the docket across MyCase and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Family Law Attorney · Data Entry & Processing

Visa Petition Package Assembly

AI ingests the beneficiary's evidence into MyCase, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Operations & Workflow

Trademark Docketing & Renewal

AI monitors deadlines across Litify and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Operations & Workflow

Estate Distribution & Beneficiary Tracking

AI tracks every asset and beneficiary in Litify, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Operations & Workflow

Closing Checklist & Disclosure Packet

AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Criminal Defense Attorney · Operations & Workflow

Demand Package Drafting

AI drafts the demand from the matter file in MyCase, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Criminal Defense Attorney · Operations & Workflow

Closing Checklist & Disclosure Packet

AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Criminal Defense Attorney · Reporting & Analytics

Employment Handbook & Policy Updates

AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in MyCase, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Criminal Defense Attorney · Data Entry & Processing

Bankruptcy Schedule & Means Test

AI ingests client documents into MyCase, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Criminal Defense Attorney · Operations & Workflow

Client Intake & Conflict Screening

AI runs the conflict check against MyCase, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Criminal Defense Attorney · Data Entry & Processing

Deposition Summary Generation

AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Criminal Defense Attorney · Data Entry & Processing

Discovery Document Review

AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in MyCase, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Criminal Defense Attorney · Operations & Workflow

Legal Research & Brief Drafting

AI drafts the research memo against the firm's prior work product, pulls current authority from MyCase, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Bankruptcy Attorney · Operations & Workflow

Estate Distribution & Beneficiary Tracking

AI tracks every asset and beneficiary in Best Case, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Bankruptcy Attorney · Data Entry & Processing

Medical Records Retrieval & Chronology

AI requests records via HITECH, ingests them into Best Case, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Bankruptcy Attorney · Operations & Workflow

Demand Package Drafting

AI drafts the demand from the matter file in Best Case, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Bankruptcy Attorney · Operations & Workflow

Closing Checklist & Disclosure Packet

AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Bankruptcy Attorney · Reporting & Analytics

Employment Handbook & Policy Updates

AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Best Case, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Bankruptcy Attorney · Data Entry & Processing

Bankruptcy Schedule & Means Test

AI ingests client documents into Best Case, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Bankruptcy Attorney · Operations & Workflow

Client Intake & Conflict Screening

AI runs the conflict check against Best Case, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

Bankruptcy Attorney · Data Entry & Processing

Deposition Summary Generation

AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.

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