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Automate MyCase with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with MyCase. It runs the MyCase steps your team does by hand today, and connects it to Clio, PracticePanther, and LawPay. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost MyCase integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across MyCase and every tool it touches, including the screens with no API.

Building on the MyCase API?Visit mycase.com

How to automate MyCase

  1. Connect MyCase to Caddi

    Allow

    1Sign in to MyCase

    One click with your own MyCase login. No API keys.

  2. Automate intake to matter in MyCase.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

MyCase integrations

Connect MyCase with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with MyCase

Why teams automate MyCase

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

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, 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.

How do I find what to automate in MyCase?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

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.