Legal workflow automation

Easy workflow automation for busy firms

Free up your time to focus on your most important work with legal workflow automation software and leave the mundane to MyCase.   

Automate your busy work

Repeatable tasks are easily automated with MyCase workflows. Use triggers to create the task, event, or document, and even base them on dates or completion of another task in your workflow. Create re-usable templates that include common tasks, events deadlines, and documents. Customize your workflow for each type of law you practice.

“Setting up workflows with a designated trigger date and trigger deadline ensures that tasks are assigned and completed by the right staff member at the right time. MyCase helps us stay on top of everything, which plays heavily into our increased client satisfaction.”

Michael Burton, McFarling Law Group

Customization for every type of case

Save time by creating workflows and triggers that automate tasks for your team and practice area.

  • Remove redundant administrative work by automating tasks, events, and deadline creation
  • Create unique triggers to set the workflow in motion 
  • Calendar a case or deadline with just one click 

Automations that Power Your Work

Even the smallest automations can make your day that much easier. Leave the details to us, we have it covered.

  • Generate case documents populated with case and contact information that is stored in MyCase using Microsoft Word and eSignature templates 
  • Use rules-based calendaring that follows a comprehensive database of court rules across all 50 states, and never miss a deadline  
  • Eliminate manual data entry with intake forms that automatically create leads or populate information into a case file


How does legal workflow software work?

With legal workflow software, you can create workflows that keep track of case milestones, and instantly generate tasks and deadline reminders based on a unique date calculation.

What are some examples of how legal workflow automations help law firms?

With legal workflow automation, you can stay on top of your case deadlines and court dates more efficiently. Using legal workflow automation software, you can create workflows for unique case types and apply them to your cases when they begin. Based on your preferences, the workflow tool will then automatically set up tasks and deadline reminders for that case.

Is workflow software appropriate for small law firms to use?

Workflow software is appropriate for law firms of all sizes. Every case involves deadlines, court dates, and other events that workflow software can help manage.

How much do MyCase legal workflow automation software features cost?

MyCase Legal workflow automation software is available in the MyCase Pro tier: $59 per User/Month(billed annually) or $69 per User/Month(billed monthly).