[ MYCASE INTEGRATION ]
MyCase is your system of record. We build the custom API integrations, document automation, and privilege-safe Claude workflows it doesn't ship — on top of the MyCase API, with ABA Opinion 512 audit logging. We shipped the first open-source MyCase MCP connector, so you can read our integration code before you call us.
30 min with a co-founder. No sales pitch.
18 tools
first open-source connector
ABA 512
audit logging built in
Free
discovery call first
[ WHAT WE BUILD ]
MyCase runs your cases, contacts, calendar, and billing. We build the custom layer it doesn't ship — integrations, document automation, and privilege-safe AI — against the MyCase API, and you own the result.
Custom apps, data syncs, and webhook automations built directly on the MyCase Open API. Connect MyCase to your accounting, e-sign, lead sources, and document management. Data stays on your infrastructure.
Our first-to-market open-source MyCase MCP connector gives Claude 18 tools across cases, contacts, documents, calendar, and billing. We extend it into bidirectional, case-scoped Claude projects that draft real work from a single case's data.
Automated intake that captures a new client and opens a MyCase case with fields, contacts, and calendar events pre-populated. Cuts new-case setup from a manual checklist to minutes. Integrates with your existing intake forms and lead sources.
Engagement letters, retainers, and routine documents drafted from MyCase case data and your templates. Claude generates the first draft; attorneys review and approve before anything goes client-facing.
Calendar and deadline sync across systems, time-entry capture from activity, and billing automation that reduces leakage. Custom agents that run multi-step firm workflows on MyCase data, every action logged and attorney-gated.
Custom deployments where the model runs on your own infrastructure and nothing leaves the firm. Works with any LLM, not just Claude. For firms whose confidentiality requirements rule out third-party AI processors. Read the Privilege Stack guide.
[ THE PROBLEM ]
MyCase is the system of record for many US law firms. But the integrations and AI workflows on top of it are yours to build — and most attempts fail in three predictable ways.
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[ PROCESS ]
Start free or start small. Two clear entry points, no open-ended billing.
A 30-minute call with a co-founder. We map how your firm runs on MyCase, find the 3-5 highest-impact automations, and give you a draft scope and rough quote. No charge, no obligation.
The fastest entry point: we deploy the MyCase + Claude connector into production for your firm in 2 weeks, configured and audit-logged. See the Guided MCP Setup.
Document automation, intake routing, custom agents, full compliance architecture. 4-6 weeks plus embedded support during rollout. Fixed price from the discovery scope. You own the source.
[ WHAT WE'VE SHIPPED ]
Most agencies ask you to trust a pitch. We published our MyCase integration code so you can audit it before you pay us, plus the regulated builds that prove we ship compliance-critical software.
First
MyCase MCP Connector
The first open-source Claude connector for live MyCase data. 18 tools, OAuth, append-only ABA 512 audit log. Published to npm and Anthropic's MCP Registry. Read every line before you call us.
8 weeks
DEA Compliance Platform
A regulated build with an immutable, append-only audit trail. 100% automated Form 41 processing, biometric authentication, encrypted video witnessing, 65+ API endpoints. Passed DEA inspection.
$220K/yr
Legal Document Search Platform
Elasticsearch on 1M+ legal documents. Sub-100ms queries with legal terminology handling and fuzzy matching. Recovered $220K+/year in attorney search time.
[ COMPLIANCE ]
Every MyCase workflow we build satisfies the ABA's AI ethics requirements. Not as an afterthought.
AI-generated documents, letters, and summaries require attorney review before any client-facing use. No automated output bypasses human judgment.
Every AI interaction logged: prompt, response, source documents, model version, timestamps, and reviewer identity. Append-only. Court-defensible.
Enterprise-tier AI only. Training disabled, Zero Data Retention. Reached through the MyCase API, not the chat window. Not used for training, not stored after the response.
[ RELATED READING ]
The privilege ruling, the real cost of MyCase, and the connector landscape. MyCase integration is part of our broader Legal AI Integration practice.
The Real Cost
The 3-year total cost of MyCase Advanced
What a 15-attorney firm actually spends on seats and add-ons — and what you own at the end.
The Privilege Ruling
Why public AI input isn't privileged
The 2026 federal ruling, what it means for case data in consumer AI, and how to stay privilege-safe.
Architecture Guide
Claude integration for law firms: the architecture
How API integration, audit logging, OAuth scoping, and enterprise AI fit together in a privilege-safe stack.
[ FAQ ]
Yes. MyCase exposes an Open API covering cases, contacts, documents, tasks, calendar, time entries, and billing, plus webhooks. That's the foundation for custom integrations, data syncs, and automations on top of MyCase.
One honest caveat: Open API access requires the MyCase Advanced tier ($109/user/month). We build directly against the MyCase API, and you can read our open-source MyCase integration code before you hire us.
Yes, and we shipped the first open-source connector that does it. Our MyCase MCP server (@oktopeak/mycase-mcp on npm, also on Anthropic's MCP Registry) gives Claude 18 tools across cases, contacts, documents, tasks, calendar, time entries, and billing. It runs locally, your MyCase credentials never leave your machine, and every call is logged append-only for ABA Opinion 512.
On top of that free connector we build custom bidirectional workflows: pushing matters, events, notes, and documents into the case file, and case-scoped Claude projects that draft work from a single case's data.
MyCase stays your system of record, but the integrations, AI workflows, and automations we build on top of it are yours: full source code, documentation, and a deployment runbook, with no lock-in and no per-seat fee on the custom layer.
MyCase Advanced runs $109/user/month, and a 15-attorney firm spends roughly $115,000 to $130,000 over three years on seats and add-ons while owning nothing. The custom layer you commission from us is an asset your firm owns outright. See the real 3-year cost of MyCase Advanced.
No. A 2026 federal court ruling found that information entered into public AI platforms is not protected by attorney-client privilege. Pasting case notes, client communications, or documents into consumer ChatGPT or Claude can waive privilege.
We build on enterprise-tier AI with training disabled and Zero Data Retention, reach MyCase through its API rather than the chat window, and implement audit trails that satisfy ABA Opinion 512. Content is still processed by Claude, but under those terms it is not used for training or stored after the response. See our breakdown of the privilege ruling.
Common MyCase automations: intake-to-case creation with fields pre-populated, document and letter drafting from case data, calendar and deadline sync, time-entry and billing capture from activity, case-scoped Claude projects that draft work from a single case's data, and data syncs between MyCase and your other systems (e-sign, accounting, lead sources).
The MyCase API supports most read and write operations but not all; we're honest about which specific writes are feasible during discovery. Every AI-generated output is flagged for attorney review before client-facing use.
Simple integrations and automations are scoped on a short call. The fastest entry point is our Guided MCP Setup, which deploys the MyCase + Claude connector into production for your firm. If several attorneys will use it, Firm-Wide Deployment runs the connector from one place your firm controls instead of per-laptop installs — scoped and quoted per firm.
Custom builds, including document automation, intake routing, custom agents, and full compliance architecture, run from $12K depending on the number of workflows and depth of integration. Discovery is free, with a fixed-price proposal within five business days. Book a 30-minute call.
The Guided Setup of the MyCase + Claude connector is a 2-week engagement. Custom builds run 4-6 weeks for the build phase plus embedded support during rollout, because AI workflows fail without structured implementation support.
We give you a real timeline in the free discovery call.
No. MyCase stays your system of record. We build integrations, AI workflows, and automations on top of it through the MyCase API. No migration, no data export, no disruption to your cases. The work layers onto the platform you already run.
Yes, and it's public. We built and open-sourced the first MyCase MCP connector (@oktopeak/mycase-mcp), connecting Claude to live MyCase data, published to npm and Anthropic's MCP Registry. You can read every line of our MyCase integration code before you talk to us.
Integrating vertical legal SaaS APIs is our core work: we shipped the same for Clio, and we build privilege-safe, ABA 512 audit-logged workflows on top.
Yes. For firms whose confidentiality requirements rule out third-party AI processors, we deploy models that run on your own infrastructure so nothing leaves the firm. The same privilege-safe MyCase integration pattern works with on-prem or self-hosted models, not just hosted Claude. Read the Privilege Stack guide.
[ GET STARTED ]
30 minutes with a co-founder. We'll map your highest-impact MyCase automations and tell you honestly what's worth building. Discovery is free, including a draft scope and a rough number.
