LawLegal Specific

Automate MyCase with Caddi

Built for law firms.

MyCase runs matters, contacts, billing, and the client portal for many firms. Caddi automates the motions around it so staff stop re-keying case data by hand.

How it works

Automating MyCase takes one screenshare.

Show Caddi the MyCase workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the MyCase task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with MyCase

Why teams automate MyCase

The friction is not inside MyCase, it is the intake, filing, and time capture that surround it. Caddi runs those steps deterministically across the firm's stack.

Loops Caddi runs against MyCase

  • Intake to matter

    Recommended pattern
    1. MyCase
    2. Microsoft Outlook
    3. Google Drive

    Caddi reads an intake email, opens the matter in MyCase, and files the client documents.

  • Document sync

    Recommended pattern
    1. MyCase
    2. DocuSign

    Caddi saves signed documents into the MyCase matter and updates the related task.

  • Time and billing

    Recommended pattern
    1. MyCase
    2. LawPay

    Caddi pushes captured time entries into MyCase and reconciles them against LawPay.

Where law firms use it

  • Client intake & matter opening

    Pull client details from inbound emails, forms, or PDFs and create the matter, contacts, and folder structure in MyCase automatically.

  • Document filing & renaming

    Classify incoming documents, rename them to your firm's convention, and file them to the correct MyCase matter without paralegal touch time.

  • Billing & finance workflows

    Push invoices, payments, and trust-accounting events between MyCase and your billing system, with reconciliation logged back to each matter.

  • Compliance & follow-ups

    Trigger HIPAA packets, retainer agreements, conflict checks, or status follow-ups from MyCase data and route the output to the right inbox.

Questions about automating MyCase

Does Caddi have a real MyCase integration?

Yes. Caddi runs verified code against MyCase's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for MyCase is reviewed before it runs in production.

Do I need engineering help to automate MyCase with Caddi?

No. You demonstrate the workflow once — clicking through MyCase the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my MyCase data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against MyCase with no model in the loop.

Can Caddi connect MyCase to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating MyCase, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside MyCase

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See it on your stack

Ready to automate MyCase?

Drop your work email and we'll show you Caddi running end-to-end against MyCase and the rest of your stack.