Legalboards MyCase

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.

Try:

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 →

Triggers
New task created

Fires when a new task or card is created in Legalboards.

Task completed

Fires when a task in Legalboards is marked complete.

Due date approaching

Fires when a task's due date in Legalboards is coming up.

Comment added

Fires when a comment is added to a task in Legalboards.

Actions
Create task

Creates a new task in Legalboards.

Update task

Updates a task's status or assignee in Legalboards.

Add comment

Posts a comment on a task in Legalboards.

Move task

Moves a task in Legalboards to a different board or list.

MyCase Explore MyCase →

Triggers
New page created

Fires when a new page or doc is created in MyCase.

Record added

Fires when a new record is added to a database or table in MyCase.

Doc published

Fires when a doc in MyCase is published or shared.

Status changed

Fires when a status field changes on a record in MyCase.

Actions
Create page from template

Starts a new page in MyCase from a saved template.

Add or update record

Creates or updates a record in MyCase.

Append text

Adds text to the end of an existing doc in MyCase.

Move page

Moves a page in MyCase into a different space.

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 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 →

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FAQ

Common questions

Can Knit build “Turn published specification docs into project review tasks” 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.

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