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.
Automate MyCase by teaching Caddi like a new hire.
Walk Caddi through the MyCase work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.
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Teach it the job
Walk Caddi through the MyCase task the way you'd onboard a new hire.
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Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
Microsoft Outlook
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 patternCaddi reads an intake email, opens the matter in MyCase, and files the client documents.
Document sync
Recommended pattern- MyCase
- DocuSign
Caddi saves signed documents into the MyCase matter and updates the related task.
Time and billing
Recommended patternCaddi 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 — 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; once generated, it executes as deterministic code against MyCase, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
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.
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.