Create project brief templates when new tasks launch
When a major initiative task is created in Legalboards, automatically build a project specification document from a template in MyCase.
See all Legalboards + MyCase integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Legalboards Explore Legalboards →
TriggersFires when a new task or card is created in Legalboards.
Fires when a task in Legalboards is marked complete.
Fires when a task's due date in Legalboards is coming up.
Fires when a comment is added to a task in Legalboards.
Creates a new task in Legalboards.
Updates a task's status or assignee in Legalboards.
Posts a comment on a task in Legalboards.
Moves a task in Legalboards to a different board or list.
MyCase Explore MyCase →
TriggersFires when a new page or doc is created in MyCase.
Fires when a new record is added to a database or table in MyCase.
Fires when a doc in MyCase is published or shared.
Fires when a status field changes on a record in MyCase.
Starts a new page in MyCase from a saved template.
Creates or updates a record in MyCase.
Adds text to the end of an existing doc in MyCase.
Moves a page in MyCase into a different space.
More Legalboards + MyCase workflows
Turn published specification docs into project review tasks
As soon as a team member publishes a doc in MyCase, create a review task in Legalboards so project leads can provide sign-off.
See details
Log completed project milestones into team documentation
When a milestone task is completed in Legalboards, update the project status record in MyCase to reflect the latest progress.
See details
See all Legalboards + MyCase integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create project brief templates when new tasks launch” between Legalboards and MyCase?
Yes — describe it in the box above and Knit's Integrations Agent researches Legalboards and MyCase's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
What's the most common Productivity & Docs + Project Management automation?
Creating a linked doc or page in MyCase whenever a new task is created in Legalboards, or creating a follow-up task in Legalboards when a doc in MyCase is marked ready.
Can this link back and forth, not just one direction?
Yes — the Agent can keep a two-way reference between the MyCase doc and the Legalboards task so either side links straight to the other.