MyCase by Maxmel Tech

mycase is a legal practice management platform offering case management, billing, document handling, and client communication tools for law firms integrating with make com enables automated workflows, improving efficiency and connectivity across legal operations and related business apps 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 docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/mycase community/ 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 your system to help you track and manage issues or requests create a client adds a new client to your system, allowing you to manage their information and interactions create a lead adds a new lead to your account, helping you track potential customers or clients create a note creates a new note and attaches it to a specific client create a note for a case adds a new note to a selected case create a note for a company adds a new note to a company of your choice create an expense creates a new expense record in your account delete a case permanently removes a specific case from your service account delete a client removes a selected client from your database, permanently deleting their information delete a note permanently removes a selected note from the chosen location or service delete an expense removes a selected expense from your account delete an invoice permanently removes a selected invoice from your account get a case fetches detailed information about a specific case from your chosen source get a client finds and displays detailed information about a client based on the client id you provide get a lead finds and retrieves a lead from the system based on the criteria you provide get a note fetches a specific note from your account on the service get an expense finds and returns a specific expense by searching with the provided criteria or expense id list cases fetches a list of all existing cases from your account list cases for a client fetches a complete list of cases associated with a particular client list clients fetches a complete list of all your clients list expenses fetches a complete list of all your recorded expenses list invoices fetches a complete list of all your invoices list leads fetches a complete list of all your leads list notes for a case fetches all the notes linked to a particular case, so you can easily view every comment or update associated with it list notes for a client fetches all notes associated with a specific client make an api call allows you to make a custom api request to the service using your authorized account record a payment on an invoice adds a payment to a selected invoice for the amount you specify update a case updates an existing case in the system by adding new information or modifying its current details update a client updates the details of an existing client in your database update a lead updates an existing lead in your crm with the latest details or changes update a note updates an existing note with new information or edits its current details watch events monitor for new events as soon as they occur templates you can look for more templates in https //www make com/en/templates , 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 https //community make com/search?q=mycase https //mycase com https //supportcenter mycase com/en/ https //mycaseapi stoplight io/docs/mycase api documentation/k5xpc4jyhkom7 getting started https //www make com/en/integrations/mycase community 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 https //community make com your feedback helps us create better documentation for everyone