MyCase
by AffiniPay
Legal practice management software for case management, billing and client communication.
- Category
- Industry Solutions
- Type
- Legal practice management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- MyCase API docs
02Data
What you can sync.
- Cases
- Clients
- Time entries
- Invoices
- Payments
Bring MyCase cases into the same Warehouse as finance, sales and operations, under one set of access rules.
Need more? Name any other MyCase data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
MyCase uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in AffiniPay if you need help.
04How it works
How it works in DataMind.
-
Pick MyCase.
Open Lake, pick MyCase in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the MyCase API docs.
-
Answer a few questions.
The AI reads the MyCase documentation, then asks which credentials you will use, which data to sync (for example cases and clients), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then MyCase data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
05Related
