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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:
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If you’re a boutique law firm owner/office manager struggling to keep up with admin, I post on how to use Automation and AI systems to make your firm human-less. 🛎️