The MyCase integration is activated by OAuth and there is no setup needed on the backend. Simply navigate to your Case Status Settings and select MyCase as the case management system under ‘integrations’.

This will redirect you to log into your MyCase Account. Once logged in select 'Allow Access' to Case Status and the integration setup will be complete.

It is important to ensure the MyCase account that is used for this process will always be active so the connection remains intact. We suggest using a support or admin level account for this reason.

All open and closed matters will be synced into case status. The automatic sync runs nightly at 9:15 PM UTC, but can also be triggered manually at any time.

The first sync will pull all cases from the last 10 years.

After the first sync, the following imports will run for cases updated within the last 30 days. Duplicate cases will not be added.

All matters that are closed in MyCase will sync to be closed in Case Status when the nightly sync runs.

Lead attorney assigned to the case

Additional attorneys assigned to the case

Paralegals assigned to the case

Case description

Practice Area

Current stage of the case

Case date

Case ID

All documents that have been shared in Case Status will sync back into MyCase.

Documents are syncing automatically every 20 minutes and will be found in the ‘Case Documents’ section of the matter.

Messages sent from clients or to clients via Case Status will post back to MyCase every 5 minutes.