MyCase by Maxmel Tech

mycase is a comprehensive legal practice management platform offering case management, client communication, billing, intake, and ai powered tools integrating with make com enables automated workflows for legal professionals, streamlining operations and improving efficiency across legal case processes limited documentation we currently can't provide complete documentation for mycase because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from mycase and public sources to create detailed guides about mycase mycase is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=mycase\&app slug=mycase community\&app unique id=my case hbzu3p app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup mycase modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a case creates a new case in the system, allowing you to track and manage individual issues or requests from start to finish create a client adds a brand new client to your system, allowing you to store and manage their information for future interactions create a lead adds a brand new lead to your system, capturing all the relevant details to help you track and manage potential customers create a note creates a new note and attaches it to a specific client, helping you keep track of important information or updates related to that client create a note for a case adds a new note to a selected case, allowing you to record important information or updates related to that case create a note for a company creates a new note and attaches it to the company you specify create an expense adds a new expense record to your account in the service, helping you track and manage your spending delete a case permanently removes a selected case from your service, ensuring it is no longer accessible or stored in your system delete a client permanently removes a selected client and all their associated information from your database delete a note permanently removes a selected note from the chosen location or service delete an expense removes a selected expense from your account, permanently deleting it from the system delete an invoice permanently removes a selected invoice from your system, ensuring it is no longer available or visible in your records get a case fetches detailed information about a specific case from the chosen source, allowing you to view all relevant case data get a client fetches detailed information about a specific client based on the client id you provide get a lead fetches detailed information about a lead from the system based on the criteria you provide get a note fetches a specific note from the service, allowing you to access its details and content get an expense fetches detailed information about a specific expense by using either its unique id or other search criteria you provide list cases fetches and lists all available cases from your connected account list cases for a client fetches a complete list of all cases associated with a particular client, allowing you to view and manage every case linked to that client list clients fetches a complete list of all clients, allowing you to view detailed information about each one list expenses fetches a complete list of all your recorded expenses, giving you an overview of every expense entry in your account list invoices fetches a complete list of all your invoices, allowing you to view and manage every invoice in your account list leads fetches a complete list of all leads from your account, allowing you to view and manage every lead in one place list notes for a case fetches and displays all notes associated with a particular case, allowing you to view detailed information and updates related to that case list notes for a client fetches and displays all notes associated with a specific client, allowing you to view detailed information and history linked to that client make an api call allows you to make a custom api request to the service, using your authorized connection this lets you access features or endpoints that may not be available in the standard modules record a payment on an invoice adds a payment to a selected invoice by recording the specified amount paid update a case this module lets you update an existing case in the system by adding new information or modifying its current details, ensuring your case records stay accurate and up to date update a client updates the details of an existing client in your database, allowing you to keep their information accurate and up to date update a lead updates an existing lead in your crm system by adding or modifying their details with the latest information update a note updates an existing note by adding new information or modifying its current details, helping you keep your notes accurate and up to date watch events the "watch event" module actively monitors your chosen app for new events as they occur and instantly triggers your scenario when a specified event takes place this helps you stay updated and automate actions based on real time changes or activities within your connected app templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} mycase resources you can have access to more resources related to this app on the following links join discussions about mycase on make community visit mycase website access mycase help documentation view mycase api documentation visit mycase page on make help us improve this documentation have experience with mycase? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=mycase\&app slug=mycase community\&app unique id=my case hbzu3p sharing your knowledge in the make community your feedback helps us create better documentation for everyone