DecisionVault + MyCase Integrations, Built by an AI Agent
Put DecisionVault + MyCase to work with AI and enterprise-grade automation
Learn more about DecisionVault integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between DecisionVault and MyCase
See the kind of workflows teams build with DecisionVault and MyCase below — describe the exact one you want above and the Agent builds it on demand.
DecisionVault + MyCase
When a new event occurs in DecisionVault, automatically create corresponding follow-up tasks in MyCase.
See details
Create contacts from intake
When an intake form is submitted in DecisionVault, create a contact in MyCase.
See details
Open matters from forms
When a qualified intake arrives in DecisionVault, create a matter in MyCase.
See details
Log time from forms
When a time form is submitted in DecisionVault, create a time entry in MyCase.
See details
Browse the full workflow library →
Looking to achieve something else with DecisionVault and MyCase?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for DecisionVault and MyCase
Everything DecisionVault and MyCase can do inside a workflow — the triggers that start one and the actions that run when it fires.
DecisionVault Explore DecisionVault →
DecisionVault is an intake portal and form-building application specifically designed for estate planning attorneys and clients.
TriggersTriggers when there is new event.
Creates a new matter and DecisionVault emails the invite directly to up to two clients. Each invite in the result has a status of either invited or failed. Warning: testing this step in the Zap editor creates a real matter and sends real invite emails - use your own email address when testing.
Action creates a new matter and returns an invite link to send to the client.
MyCase Explore MyCase →
MyCase is an all-in-one legal practice management software providing document storage, case tracking, and invoicing for law firms.
TriggersTriggers when a case has been added/updated.
Triggers when a company has been added/updated.
Triggers when an event has been added/updated.
Triggers when a lead has been added/updated.
Triggers when a person has been added/updated.
Creates a new Call.
Creates a new Case.
Updates an Exisiting Case.
Creates a new Case Stage.
Creates a new Company.
Updates an Exisiting Company.
Other Forms & Surveys apps on Knit
Explore more Forms & Surveys integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
123FormBuilder
A versatile web form creation tool that allows users to build custom online forms, surveys, and workflows without coding.
4screens
An interactive content creation platform that lets users build custom surveys, polls, quizzes, and online forms.
AbcSubmit
AbcSubmit is online form builder software designed to build web forms, surveys, and payment forms.
AdPage
AdPage is a digital marketing platform for building high-converting landing pages, interactive quizzes, and lead generation forms.
Agolix
Agolix is an online assessment and survey creation tool used to generate customized quizzes, tests, and automated reports.
AidaForm
AidaForm is online form builder software used to create web forms, surveys, and order forms.
Aiva
Aiva is a web conversion tool that enables businesses to build interactive website popups, forms, and call-to-action overlays.
Alchemer
An enterprise survey and customer feedback platform for gathering, analyzing, and acting on operational and customer data.
Other Legal Practice apps on Knit
Explore more Legal Practice integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Case Status
Case Status is a client engagement platform for legal practices that provides mobile case updates and automated messaging.
Clio
Clio is a cloud-based legal practice management platform that handles client intake, case management, time tracking, and billing.
CosmoLex
CosmoLex is a cloud-based legal practice management software incorporating legal billing, trust accounting, and client relationship management.
Gavel
A document automation and legal workflow builder that allows users to create automated document generation systems.
Inform Direct
A company secretarial and corporate governance software designed for UK companies and accounting firms to manage corporate records.
Lawcus
A legal practice management software designed for law firms to manage cases, time tracking, billing, and client communication.
LEAP (Legal)
A legal practice management and legal accounting software built to help law firms manage cases, client documents, and billing.
LegalMatch
LegalMatch is an online attorney-client matching service that connects individuals and businesses with licensed lawyers based on legal needs.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about DecisionVault + MyCase
Is there a pre-built DecisionVault + MyCase automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches DecisionVault and MyCase's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built DecisionVault or MyCase connector?
No. The Agent works whether or not DecisionVault or MyCase already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can an intake form create a matter?
Yes. When an intake form is submitted in DecisionVault, MyCase can create the contact and matter.
What details carry over?
Answers such as the client's name, contact details and case type map to fields in MyCase.