Automate legal case management workflows with MyCase. Create and manage cases, clients, companies, events, tasks, time entries, documents, and more. Get notified when cases, events, people, companies, or leads are added or updated.
Find Case
Find Case. Searches for cases with optional filters
Find Call
Find Call. Searches for calls with optional filters
Find Case Stage
Find Case Stage. Searches for case stages with optional filters
Find Company
Find Company. Searches for companies with optional filters
Find Location
Find Location. Searches for locations with optional filters
Find People Group
Find People Group. Searches for people groups with optional filters
Find Person (Client)
Find Person (Client). Searches for clients (people) with optional filters
Find Practice Area
Find Practice Area. Searches for practice areas with optional filters
Find Referral Source
Find Referral Source. Searches for referral sources with optional filters
Find Staff
Find Staff. Searches for staff members with optional filters
Create Case
Create Case. Creates a new case in MyCase
Create Case Stage
Create Case Stage. Creates a new case stage in MyCase
Create Company
Create Company. Creates a new company in MyCase
Create Custom Field
Create Custom Field. Creates a new custom field in MyCase
Create Document
Create Document. Creates a new document in MyCase
Create Event
Create Event. Creates a new event in MyCase
Create Expense
Create Expense. Creates a new expense in MyCase
Create Lead
Create Lead. Creates a new lead in MyCase
Create Location
Create Location. Creates a new location in MyCase
Create Note
Create Note. Creates a new note for a case, client, or company in MyCase
Create Person (Client)
Create Person (Client). Creates a new individual client (person) in MyCase
Create Practice Area
Create Practice Area. Creates a new practice area in MyCase
and 15 more
You connect with: sign in with your account.
Something happens
An Agent or workflow decides what to do
A person approves, if it matters
MyCase: create case
Connecting MyCase does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsStart with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.