Legal Integration
Best AI Assistant for MyCase
Carly is an AI assistant that connects to MyCase so you can open cases, add contacts, log time, and message clients — all by email or text. No logging into MyCase between appointments and court appearances.
Try Carly →What Carly can do with MyCase
Log time right after client calls
Text Carly after a call — "log 0.5 hours to the Alvarez case for the intake consultation" — and she records the time entry in MyCase before you're on to the next thing.
Open new cases and contacts at intake
Email Carly a new client's name, contact details, and matter type and she creates the contact and opens the case in MyCase, so intake doesn't wait until you're back at the office.
Add case notes after every conversation
Tell Carly what was discussed and she adds a note to the right case in MyCase — deposition takeaways, client instructions, next steps — so the case file stays complete.
Pull case details before you respond
Ask Carly for a client's case status, contacts, or recent notes and she sends it by email or text, so you can answer a client accurately without opening MyCase mid-conversation.
Why law firms are using AI to run MyCase
MyCase brings case management, client communication, and billing into one place — cases, contacts, calendars, time tracking, invoices, and the client portal all live together. The catch is that keeping it accurate takes constant small updates: a time entry after every call, a note after every client conversation, a message back through the portal. Those two-minute tasks pile up, and the ones that get skipped are usually the billable ones.
An AI tool for MyCase should let a firm capture that work in the moment — right after a client call, walking out of a deposition, between meetings — without stopping to log into the platform. When recording time or sending a client update is as fast as replying to a text, the case file stays complete and nothing billable slips through.
How Carly works as your AI MyCase assistant
Carly connects to your MyCase account through the MyCase API. Once connected, you manage cases, contacts, time entries, and client communication over email or text — like having a legal assistant who keeps MyCase current while you handle the legal work.
Just got off a client call? Text Carly to log the time against the case and add a note summarizing what was discussed, and she records both in MyCase. New client intake? Email Carly the details and she creates the contact and opens the case. Need to update a client? Tell Carly what to send and she can pull the case details you need to respond accurately.
Because Carly works from outside MyCase, she can also cross-reference your case data with your calendar and email — checking whether a client has a hearing coming up, or pulling their latest correspondence alongside their MyCase record before you follow up.
Who uses Carly with MyCase
Small and mid-size firm attorneys who bill by the hour and lose revenue every time a time entry doesn't get logged. Paralegals and legal assistants who manage client communication, notes, and case updates but don't want to live inside the software all day. Office managers who want consistent time capture and case notes across the whole firm without chasing everyone at billing time. If your firm runs on MyCase but the data entry is a drag, Carly keeps the case files current from wherever you are.
See it in action
How to connect MyCase to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect MyCase
Authorize the MyCase integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in MyCase. She handles the rest.
Automate MyCase in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for MyCase?
Carly is an AI assistant that connects to MyCase and lets you open cases, log time entries, add contacts, and record case notes — all by email or text. She works from outside MyCase, so you can keep your case files and billing current from court, the car, or between client calls without opening the app.
Can AI capture time entries in MyCase?
Yes. With Carly, you text or email something like "log 0.5 hours to the Alvarez case for the intake call" and Carly records the time entry in MyCase within seconds, attached to the right case. Capturing time the moment a call ends means fewer billable hours lost to a busy day.
How does Carly connect to MyCase?
In your Carly dashboard at carlyassistant.com/integrations, connect MyCase with your API key. Once connected, Carly can log time entries, open cases, add contacts and notes, and pull case details from your MyCase account.
Can Carly open new cases and contacts in MyCase?
Yes. Email or text Carly a new client's details and the matter type and she creates the contact and opens the case in MyCase. Intake gets recorded the moment the client reaches out, not whenever you next sit down at your desk.
Can Carly pull case details from MyCase?
Carly can pull case statuses, contact information, notes, tasks, and deadlines from MyCase on demand. Ask her for a specific client's case or what's coming up this week and she sends it to you by email or text.
Is Carly different from MyCase's built-in automations?
Yes. MyCase's workflows and automations run inside the platform on rules and triggers. Carly is an external assistant you email or text — she gives you on-demand access to your cases, time entries, and notes from anywhere and lets you take action without logging in. She also connects MyCase to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"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."