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MyCase Setup

About the Attorney Share MyCase Integration

The integration supports the following functionality:

MyCase → Attorney Share

  • When moving a lead to the Send to Attorney Share status, the integration will automatically post the case on the Attorney Share marketplace

  • After matching with an attorney on Attorney Share, the referee attorney has to contact the potential client and sign them

    • If the referee attorney is successful in signing the client, mark the MyCase lead as Signed

    • If the referee attorney is not successful in signing the client, mark the MyCase lead as Referred / Declined

Setup

Create Custom Lead Status in MyCase

  • Login to MyCase as a user with administrator privileges

  • Click gear Settings in the header, and choose All Settings

  • In the left menu, click Leads

  • Click on the Statuses tab

  • Click Add Status

  • Enter Send to Attorney Share and click Save Status. It is important to type this in exactly as shown.

Creating a custom lead status

  • Adjust the ordering of the new lead status to match the workflow of the organization
Ordering lead statuses
  • Back on the Leads dashboard, you will see a new column for the Send to Attorney Share lead status

New Send to Attorney Share lead status on Leads dashboard

 

Connecting Attorney Share to MyCase

  • Login to Attorney Share as a user with administrator privileges
  • Navigate to Firm Settings → Integrations or click here
  • Locate the MyCase integration
  • Click Connect
  • Follow the prompts to login to MyCase and authorize the Attorney Share integration

Connecting Attorney Share to MyCase

 

How To: Send a Referral from MyCase to Attorney Share

  • Create a lead in MyCase
    • Create a new lead, or start from an existing lead

MyCase Lead
  • The lead will appear on your Lead board
    • Your firm will have different lead statuses defined, so this may vary for your organization

  • Set Attorney Share specific fields
    • When you’re ready to refer a case to the Attorney Share marketplace, you’ll first need to set the Attorney Share Practice Area field

Please do not modify the Attorney Share Status and Attorney Share Case URL fields - these are managed by the integration.

Set Attorney Share Practice Area field

  • Drag the lead into the Send to Attorney Share column
send-to-attorney-share
Send to Attorney Share
  • This will automate the posting of the case on Attorney Share
  • In a few seconds, when you open the lead details, you will see that the lead now has:
    • Attorney Share Status set to Available
    • Attorney Share Case URL set to the URL of the case on the Attorney Share marketplace

MyCase lead updated with Attorney Share Status and Attorney Share Case URL

 

To successfully send a lead from MyCase to Attorney Share, you need to make sure that the following fields have values:

  • Lead Name
  • Email
  • Cell Phone
  • Lead Address (under Add More Contact Information) - specifically the State
  • Lead Details
  • Attorney Share Practice Area

 

Creating a Status Update 

  1. Create your case in MyCase as you normally would
  2. The integration will match cases to Attorney Share referrals using:
    • Email address (primary matching criteria)
    • Phone number
    • Client name (similar match)
  3. Update the 'Case Stage' in MyCase and the update will automatically sync to Attorney Share

Viewing Updates in Attorney Share

  1. Navigate to My Referrals → Track Signed Referrals in Attorney Share
  2. Click the Client Name then View Case Status History 
  3. You'll see the latest status from MyCase 
  4. We’ll let the referring attorney know you updated the case