Guide · Choosing help
Do you need a certified MyCase consultant?
The certification is real and it is useful. It also answers a narrower question than most firms think, and the difference decides who you should actually call.
People searching for a certified MyCase consultant are usually trying to solve one of three different problems, and only one of them actually calls for certification. It is worth knowing which one you have before you start calling anyone.
The certification is real
MyCase runs a Consultant Program aimed at legal accounting, bookkeeping, business and IT professionals who set firms up on the platform. Members get training, a demo license, support channels and a route to referrals. Clio runs a comparable program. These are genuine credentials and the people who hold them are generally good at what the program covers.
We are not in either program. We are an independent automation consultancy, and we would rather say that plainly on the page you found by searching for the opposite.
What certification tells you, and what it does not
A certification tells you someone has been trained on the product and has a direct line to the vendor. That is worth real money when your problem is setup, migration, configuration or training. It is the right hire when you are moving from paper or from another platform, when your fields and templates need to be built out, or when your staff needs to be taught the software properly.
It tells you less about custom engineering. Vendor programs certify platform knowledge, not API work. If your problem is that documents need to assemble themselves, that vendor invoices need to become expenses without anyone typing them, or that a report needs to build and send itself every Monday, you are asking for software to be built against the platform rather than configured inside it. Those are different skills, and the second one is not what a certification measures.
A quick way to tell which you need
Hire a certified consultant if the sentence starts with "we need to set up", "we are migrating", "our fields are a mess" or "our staff needs training".
Hire an automation builder if the sentence starts with "someone re-types this every day", "we rebuild this report by hand", "this only happens when someone remembers" or "the platform does not do this".
What to ask either one
- Which parts of this run on the API and which run in the interface? The answer tells you how fragile the result is and who can maintain it later.
- What happens when the platform changes? Anyone who has built on a vendor API has a story here. Be suspicious of anyone who says nothing ever breaks.
- Who owns the accounts, the code and the workflows? The right answer is your firm, in writing, with a path to walk away.
- What can this platform not do? The honest answer to that question is the fastest way to judge whether someone has actually built on it. On MyCase, for instance, there is no trust balance endpoint and no email resource. A consultant who has never hit those limits has never built anything substantial.
- What is the fixed price, and what is out of scope? Get both in writing before work starts.
Where we fit
We build automation for firms already running MyCase or Clio: documents that assemble from templates, expenses entered from vendor invoices, matters that open with the right task list, reports that arrive without anyone rebuilding them. We have spent fourteen months inside one firm's MyCase file, and we publish what we found so you can judge the depth for yourself in our guide to the MyCase API and guide to the Clio API.
If what you actually need is a setup and training partner, a certified consultant is the better call and we will say so on the phone rather than take the work.
Keep reading
Not sure which one you need?
Thirty minutes with the person who runs your office. We will tell you honestly if your platform already does what you need.