Who This Is For
Marketing teams, intake teams, and firm administrators using MyCase
What the MyCase Integration Does
The MyCase integration allows Lawbrokr to push intake data directly into your MyCase account.
When connected, Lawbrokr:
Creates a Lead record in MyCase
Places the lead in the Online Leads section
Pushes all intake response data into the newly created lead
This ensures your intake team can review new inquiries directly inside MyCase without manual data entry.
How the Integration Works
The integration uses a secure OAuth connection with MyCase.
The workflow looks like this:
A potential client completes a Lawbrokr intake
Lawbrokr creates a new Lead in MyCase
The lead appears in the Online Leads section
All structured intake responses are attached to the lead record
Intake teams can immediately review the submission inside MyCase
Lawbrokr does not overwrite existing records. If MyCase detects a matching record, its standard lead handling behavior applies based on your account settings.
Connecting MyCase to Lawbrokr
To connect MyCase:
Log in to Lawbrokr
Go to Settings
Select Integrations
Choose MyCase
Click Add
Authenticate using your MyCase credentials
Once authenticated, the integration is active.
No additional configuration or field mapping is required.
Where Intake Data Appears in MyCase
After a successful submission:
A Lead record is created in MyCase
The lead appears under Online Leads
All Lawbrokr intake responses are visible within the lead record
This includes:
Contact information
Answers to all intake questions
Context captured during the workflow
This keeps intake data centralized and easy to review.
What This Integration Does Not Do
It is important to understand the scope of the integration.
The MyCase integration:
Does not automatically create a Case
Does not upload documents
Does not map responses into custom MyCase fields
Its purpose is to deliver complete intake context into MyCase quickly and reliably.
Best Practices
Review Online Leads regularly inside MyCase
Convert qualified leads into cases after review
Use Lawbrokr Response Management to qualify leads before conversion
Pair with Lawbrokr Automations for follow up communication
This ensures a smooth intake to case handoff.
Common Mistakes
Expecting automatic Case creation
Looking for submissions outside the Online Leads section
Forgetting to test the integration after setup
Assuming document uploads are supported
Video Walkthrough
You can watch a step by step walkthrough of the MyCase integration here:
https://youtu.be/zaSzFfxmdAk
This video shows:
How to connect MyCase to Lawbrokr
Where new leads appear
What a completed intake looks like inside MyCase
Related Articles
Understanding Integrations in Lawbrokr
Response Management in Lawbrokr
Understanding Workflows in Lawbrokr
Clio, Lawmatics, and MyCase Integration Comparisons