LegalMatch MyCase

LegalMatch + MyCase Integrations

Put LegalMatch + MyCase to work with AI and enterprise-grade automation

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See the kind of workflows teams build with LegalMatch and MyCase below — describe the exact one you want above and the Agent builds it on demand.

LegalMatch + MyCase When a lead is added or updated in MyCase, match lead status with LegalMatch inquiries.
Build client onboarding hubs for won deals When a deal is won in LegalMatch, automatically create a page from a template in MyCase to house client handoff and onboarding materials. See details
Log meeting summary documents to contact timelines When a document is published in MyCase, automatically log an activity on the corresponding contact in LegalMatch so sales reps stay updated. See details
Sync document statuses with sales deal stages When a deal stage changed in LegalMatch, automatically update the matching project record status in MyCase to keep cross-functional teams informed. See details

Browse the full workflow library →

Looking to achieve something else with LegalMatch and MyCase?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for LegalMatch and MyCase

Everything LegalMatch and MyCase can do inside a workflow — the triggers that start one and the actions that run when it fires.

LegalMatch Explore LegalMatch →

LegalMatch is an online attorney-client matching service that connects individuals and businesses with licensed lawyers based on legal needs.

Triggers
New Lead

Triggers when a lead posted a case and the automation owner matched the criteria.

Update Lead

Triggers when a lead with a masked name and contact details gets replied by the Attorney.

MyCase Explore MyCase →

MyCase is an all-in-one legal practice management software providing document storage, case tracking, and invoicing for law firms.

Triggers
Case Added or Updated

Triggers when a case has been added/updated.

Company Added or Updated

Triggers when a company has been added/updated.

Event Added or Updated

Triggers when an event has been added/updated.

Lead Added or Updated

Triggers when a lead has been added/updated.

Person Added or Updated

Triggers when a person has been added/updated.

Actions
Create Call

Creates a new Call.

Create Case

Creates a new Case.

Update Case

Updates an Exisiting Case.

Create Case Stage

Creates a new Case Stage.

Create Company

Creates a new Company.

Update Company

Updates an Exisiting Company.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
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.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
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.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

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FAQ

Common questions about LegalMatch + MyCase

Is there a pre-built LegalMatch + MyCase automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches LegalMatch and MyCase's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built LegalMatch or MyCase connector?

No. The Agent works whether or not LegalMatch 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 closing a deal automatically spin up an onboarding document?

Yes, winning a deal in LegalMatch can automatically create a client onboarding hub from a template in MyCase.

How can published client docs update our sales records?

Publishing research notes or customer documents in MyCase can automatically log activities on contact profiles in LegalMatch.

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