MyCase automation is a way to let the system handle routine case-related steps so teams spend less time on repetitive updates and reminders.
By standardizing how tasks are triggered, assigned, and recorded, it reduces manual effort, supports consistent processes, and helps work scale as caseloads grow.
These automations can also link MyCase with other everyday tools so information moves between systems without constant manual transfers.
Instead of repeatedly updating records or sending reminders by hand, MyCase automation can handle these steps in the background with the same logic every time.
This reduces the chance of manual errors, such as incorrect dates or missing details, and helps files stay accurate as matters progress.
It also makes sure that follow-ups are sent and status changes are recorded on a consistent schedule.
As usage grows, automated workflows keep operating at the same pace without requiring proportional increases in staff time.
Teams can rely on predefined rules to keep work moving, so key tasks are not skipped when caseloads spike or priorities shift.
When events occur in MyCase, such as new or updated matter details, Activepieces can treat these as triggers that start automated workflows across connected applications.
Each workflow follows the trigger → steps → actions model, where data from MyCase moves through structured steps, including optional conditions, before reaching the final actions in other tools.
Users configure these workflows in a no-code or low-code environment, mapping MyCase data into other systems while letting Activepieces handle authentication and data flow.
This approach helps make sure MyCase-related automations remain flexible, maintainable, and easier to adjust as case management processes change over time.
When a case, contact, or matter is created or updated, use automation to sync updated fields, track key dates, or copy information into related records so teams do not re-enter data.
Another common pattern is to react to events that occur inside the tool.
When a case status changes, a document is uploaded, or a task is completed, use automation to update related records, assign follow-up work, or send a brief internal note so the right people stay informed.
Firms also use automation to take care of repetitive operational steps.
Use rules to adjust case stages, add labels, close out simple tasks, or post standardized internal comments whenever common triggers occur, which helps keep work organized without constant manual updates.
MyCase automation also helps connect daily work with other systems.
Use it to share basic updates, statuses, or key dates with external calendars or general workflow tools so information stays aligned across teams.
