Guides
Guides to legal automation
What we have learned building automation inside MyCase and Clio, written down so you can judge the depth before you call anyone. No gated downloads.
FundamentalsWhat is legal automation?A definition that is useful rather than promotional, the six workflows firms actually automate, and where the human has to stay.
MyCaseWhat the MyCase API can and cannot automateDocuments are better than you expect, trust data is not there at all, and access is issued per firm. What that means for a scope.
ClioWhat the Clio API can and cannot automateTrust ledgers, writable communications and document generation, plus the limits around billing and the webhook renewals nobody mentions.
Trust reportingHow law firms automate trust balance reportingThe report most firms rebuild by hand several times a week, and why the platform decides whether it can be automated at all.
Choosing helpDo you need a certified MyCase consultant?The certification is real and useful. It also answers a narrower question than most firms think.Have a question these do not answer?
Thirty minutes with the person who runs your office. We will tell you honestly if your platform already does what you need.