Integrating with MyCase | Practice AI Help Center

Article 1: Integrating with MyCase.com - Case Summary

Syncing your case files, medical records, and police reports for automated drafting.

Overview

The MyCase integration allows Practice AI to "read" your existing digital files. Instead of downloading documents from MyCase and uploading them into Practice AI, you can pull them directly with one click.

Setup Steps

Authorization: Inside Practice AI, go to Settings > Integrations. Find the MyCase tile and click Connect.
Permission: You will be redirected to MyCase. Log in (if prompted) and click Allow to grant Practice AI read/write access to your matters and documents.
Mapping: Once connected, Practice AI will index your MyCase matters. You can now search for any MyCase "Matter Name" directly within the Practice AI dashboard.

How to Use It

Pulling Documents: When creating a new Demand or Summary, select "Import from MyCase." You can then check boxes next to the specific PDFs (medical bills, etc.) you want the AI to analyze.
Pushing Results: After the AI generates your Demand Letter, click Sync to MyCase to save the finished Word document directly into the "Documents" folder of the corresponding MyCase matter.

Article 2: Navigating Practice Ai (The AI OS)

Understanding the "All-in-One" environment where your AI tools live.

Overview

Practice Ai serves as the Operating System for your firm’s AI. It isn't just an integration; it is the hub that powers your Intake, Demand Letters, Doc Collection, and Litigation Support.

Key Modules in the Hub

AI Intake: Captures lead data and automatically creates the "Case Profile" so you don’t have to type in client names or accident dates twice.
Smart Doc Collection: Sends automated reminders to clients to upload their records. Once uploaded, they are instantly available for the AI to summarize.
Litigation Support: Uses the data already stored in the platform to help draft discovery questions and trial prep memos.

Maximizing Efficiency

To get the most out of LawPractice.ai, ensure your Firm Templates are uploaded in the "Library" section. This allows the AI to output documents that match your firm's specific letterhead and "voice" perfectly every time.

Quick Comparison: Which to use when?

Feature	Use MyCase Integration When...	Use Practice Ai When...
Primary Goal	You want to keep your "Source of Truth" in MyCase.	You want an AI-first workflow for intake and drafting.
Document Flow	Pulling PDFs from MyCase to generate letters.	Collecting docs from clients via AI-texting.
Data Sync	Syncing finished letters back to case folders.	Managing the entire case lifecycle via AI.

If you still have any questions or need additional support, please free to contact [email protected]