MyCase API
MyCase is practice management software for law firms. It helps attorneys and staff manage cases (matters), clients, documents, calendars, tasks, time & billing, payments, and trust accounting—all in one system with a client portal. An unofficial API lets you pull matter details, conta
What is MyCase?
MyCase is a legal practice management platform that helps law firms manage matters end-to-end. It covers case organization, document storage and eSignature, client portal communications, scheduling and deadlines, time tracking and billing, online payments, and trust accounting, with reporting across the firm.
Core product areas include:
- Matter Management (case intake, status, practice areas, assignments)
- Contacts & Client Portal (clients, organizations, messaging, file sharing)
- Document Management & eSignature (storage, versioning, templates, signatures)
- Calendar & Tasks (events, reminders, workflows, task lists)
- Time & Billing (time entries, expenses, rates, invoices)
- Payments & Trust Accounting (online payments, trust ledger, transfers)
- Reporting & Analytics (productivity, AR, realization, matter budgets)
Common data entities:
- Matters (title, number, client, practice area, team, status, open/close dates)
- Contacts (individuals and organizations: names, emails, phones, addresses)
- Users/Roles (attorneys, paralegals, staff, permissions)
- Documents (file, matter linkage, folder, version, eSignature status)
- Tasks & Events (assignees, due dates, reminders, calendars)
- Time Entries & Expenses (activity codes, durations, billable flags, rates)
- Invoices & Payments (line items, totals, status, payment method)
- Trust Accounts & Transactions (balances, deposits, disbursements, transfers)
- Messages/Notes (client portal messages, internal comments)
- Audit Events (who did what, when, with before/after values)
The MyCase Integration Challenge
Law firms rely on MyCase daily, but turning portal-centric workflows into API-driven automation is nuanced—especially when iManage is the firm’s document management system (DMS):
- Dual-DMS realities: Mapping MyCase matters and folders to iManage workspaces and document IDs requires consistent linkage, version control, and conflict handling
- Document lifecycles: Check-in/out semantics, version metadata, and signature workflows need bidirectional synchronization with audit fidelity
- Calendaring & tasks: Deadlines and events must preserve attendee lists, reminders, and matter context across systems
- Time-to-bill continuity: Time entries and expenses flow into invoices; integrations must respect rates, billable flags, tax rules, and trust constraints
- Payments & trust guardrails: Online payments and trust movements require secure handling and immutable audit trails
- Authentication & SSO: Headless automation behind SSO/MFA complicates session lifecycles and role-based access controls
- Long-running operations: Bulk document uploads, eSignature packets, and invoice generation may span minutes to hours and need asynchronous handling
How Supergood Creates MyCase APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your MyCase tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes matter, contact, document, billing, and trust objects for consistent schemas
- Aligns with customer entitlements and role-based permissions to ensure compliant access
- Supports high-volume operations (bulk time import, document sync) with polling or webhooks for long-running jobs
- Provides optional iManage-aware mapping (workspace, folder, document IDs) for seamless DMS interoperability
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened MyCase adapter tailored to your workflows and entitlements—including iManage mapping if needed.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as MyCase evolves.
Use Cases
Document Sync with iManage DMS
- Pull matters and participants from MyCase to provision iManage workspaces and folders - Upload documents to MyCase while linking to iManage document IDs and versions - Maintain bidirectional audit logs for check-ins/outs, signatures, and client portal shares
Time & Billing Automation
- Push time entries and expenses from your app into MyCase with activity codes and rates - Generate draft invoices and reconcile payments, including trust applications - Report realization and AR metrics back to analytics tools
Intake & Client Portal Enrichment
- Create contacts and new matters from intake forms - Publish messages and share selected documents to the client portal - Keep CRM or helpdesk systems in sync with matter status and assignments
Calendar & Task Orchestration
- Sync tasks and events with reminders across platforms - Enforce matter-specific workflows and SLA tracking - Escalate deadline changes with notifications to responsible teams
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for firm-wide throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of matters, contacts, documents, time, invoices, and payments
Security
Encrypted transport, scoped tokens, and audit logging; respects MyCase role-based permissions and client confidentiality
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., eSignature packet completion, bulk document sync, payment posted)
iManage mapping
Optional workspace/folder/document ID linkage for seamless DMS interoperability
Latency
Sub-second responses for list/detail queries under normal load; document and billing operations reflect underlying platform behavior
Throughput
Designed for high-volume time-entry imports, document sync, and matter list synchronization
Reliability
Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows commonly used by law firms, including Matter Management, Contacts & Client Portal, Documents & eSignature, Calendar & Tasks, Time & Billing, Payments & Trust Accounting, and Reporting, subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.
Yes. We can retrieve trust balances, deposits, and disbursements; post payments; and reconcile invoice status. Actions comply with firm entitlements and create immutable audit entries.
We maintain per-matter mappings to iManage workspaces and document records, capture check-in/out and version metadata, and optionally publish client-portal shares. Conflicts are handled via idempotency keys and optimistic locking.
Yes. We support uploading attachments via signed uploads, linking them to matters or documents, and capturing rationale, approver, and timestamps with immutable audit records. Cross-system references (e.g., iManage document IDs) are preserved.