6 Best AI Automation Tools for MyCase in 2026
MyCase IQ is a genuine AI layer, not a chatbot bolted to a sidebar. It drafts and edits client and internal communications, summarizes matter documents, answers natural-language questions against firm data, creates automated time entries, and drives workflows for things like opening a file or sending a payment request.
If your firm is on Pro and paying for IQ, use it. It is the fastest way to stop retyping the same letter.
What IQ does not do is deal with the people outside your firm. Opposing counsel emailing to reschedule a deposition, which means checking three calendars and telling the client. The court clerk’s notice of a moved hearing date. The medical records vendor writing that the request needs a new authorization. The new-client enquiry at 8pm on a Friday that will be gone by Monday if nobody answers. MyCase workflows trigger on MyCase records; those all arrive as email first.
Below are six tools, ranked by how much of that inbox work they take.
TL;DR: Use MyCase IQ for drafting, summarizing, and time entries inside the matter. Add Carly for the scheduling and correspondence that arrives by email, because it reads your mail, holds your calendar, and reaches thousands of apps from a plain-language instruction.
1. Carly
Carly is an AI agent with its own real email address, connected to your mailbox, your calendar, and your other tools.
Opposing counsel asks to move the deposition: Carly checks your calendar, offers times that actually work, confirms, and tells the client. The clerk’s notice arrives that the hearing has moved: the date changes and everyone who needs to know is told. A records vendor asks for a fresh authorization: it goes out. A prospective client emails on Friday night: they get a real reply and a consultation on the calendar before Monday.
Ask it “which matters have had no client contact in three weeks” and it answers, then writes to them.
What makes it different: IQ works inside the matter, on what is already filed. Carly starts from the message, which is where scheduling and third-party correspondence live before anyone dockets them. It runs unattended, so the weekend inbox is handled without anyone opening a laptop.
Best for: Solos and small firms where the attorney is also the scheduler and the intake desk.
Pricing: Free Zapier-style workflows; AI agents from $35/month
Connect at carlyassistant.com/integrations with a MyCase API key. Predictable steps, like logging a call or sending an intake packet, can run as free Zapier-style workflows rather than agent time.
2. MyCase IQ
The native AI. Drafting and editing with style and tone control, document summaries, natural-language questions against firm data, automated time entries, and recommendations on intake, productivity, and cash flow.
What makes it different from Carly: it knows your matters because it lives in them, and it is the best tool for anything document-shaped. It acts inside MyCase, so a deposition reschedule from opposing counsel is not something it sees.
Best for: Drafting, summarizing, time capture, and firm analytics.
Pricing: From about $100/user/month on MyCase Pro, billed annually
3. MyCase Workflows
Rule-based automation across the matter lifecycle: opening files, payment requests, task chains, and document generation triggered by matter events.
What makes it different from Carly: predictable and cheap, and it is the right tool when the trigger really is a matter status change. Every rule is configured in advance, and it will not read an email and decide what it means.
Best for: Repeatable, status-driven steps inside a matter.
Pricing: Included with MyCase
4. Zapier
Connects MyCase to thousands of apps with trigger-action steps, usually pushing intake forms in or accounting data out.
What makes it different from Carly: unmatched reach, and every Zap is plumbing you define and maintain that fires on every match. See Zapier alternatives.
Best for: Piping intake and billing between MyCase and outside systems.
Pricing: Free plan; paid from ~$19.99/month
5. Make
A visual canvas with branching, loops, and data transforms, usually cheaper than Zapier for complex multi-step scenarios.
What makes it different from Carly: more power and more canvas to build and debug. Carly trades the canvas for plain words. See Make alternatives.
Best for: Firms with an operations person who likes a builder.
Pricing: Free plan; paid from ~$12/month
6. The MyCase Public API
A REST API covering cases, contacts, documents, calendar entries, invoices, and webhooks, released so firms can share data with the rest of their stack.
What makes it different from Carly: exact, and yours to maintain. Carly gets you the same outcomes from a plain-language instruction with nothing to host.
Best for: Firms with a developer and a genuinely custom process.
Pricing: Advanced tier and above
How to Get MyCase API Access
The public API is a customer path, not a partner program. It sits on the Advanced subscription tier, and once you are on it you generate credentials from your own firm’s settings and point them at whatever you are connecting. MyCase publishes setup documentation and has certified consultants for firms that want help with the first integration.
MyCase Automation Tools Compared
| Tool | Plain-language (no builder) | Starts from email | Acts outside MyCase | Price |
|---|---|---|---|---|
| Carly | Yes | Yes | Yes | From $35/mo |
| MyCase IQ | Yes | No | No | ~$100/user/mo (Pro) |
| MyCase Workflows | No (rules) | No | No | Included |
| Zapier | No (builder) | Yes (fixed trigger) | Yes | Free; from ~$19.99/mo |
| Make | No (builder) | Yes (fixed trigger) | Yes | Free; from ~$12/mo |
| MyCase API | No (code) | Only if you build it | Yes, if you build it | Advanced tier |
FAQ
Does MyCase have AI? Yes. MyCase IQ drafts and edits communications, summarizes matter documents, answers natural-language questions against firm data, and creates automated time entries. It is priced from around $100/user/month on MyCase Pro.
Does MyCase have an API? Yes, a public REST API available on the Advanced tier. Firms generate their own credentials; it is not restricted to partners.
What is the best way to automate MyCase with AI? Use MyCase IQ for drafting, summaries, and time entries, and add Carly for the deposition scheduling, court notices, records requests, and after-hours intake that arrive as email.
Can an AI reschedule a deposition and tell the client? Yes. Carly reads opposing counsel’s email, checks your calendar, proposes and confirms a time, and writes to the client itself.
More: MyCase pricing · Clio vs MyCase · Best AI tools for law firms
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"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."
