Levitate + MyCase Integration

Table of Contents

Levitate + MyCase: Overview 

Who can utilize the Levitate + MyCase integration?

What does the integration do?

What do we pull in?

What do we push to MyCase?

Enabling the MyCase integration

FAQ

Overview

MyCase is an industry leading legal case management software that many Levitate legal customers use. We’ve built out a full API integration with MyCase to allow for instantaneous updates between Levitate and MyCase. The integration is easily enabled, and actively pushes all MyCase contacts into Levitate with tags, birthday key facts, and more! 

Who is it available to?

The MyCase integration is available to all Legal accounts. Users must have a MyCase Pro subscription to access integration access. Read more about MyCase price tiers here.

What does it do?

Levitate will automatically pull contacts, key facts, and tags from MyCase. Data syncs instantaneously as it changes– as well as once a week during our full resync to make sure nothing falls through the cracks between the two systems. Contact information includes first and last name, phone number, email address, street address, company name, case information, and attorney-case ownership information. With the integration, tags, key facts, and case information will automatically update. 

What do we pull in?

First & Last Name

Company Name

Email Address 

Phone Numbers

Street Address 

Birthdate (Key Fact) 

Client ID (Key Fact) 

Practice Area (Tag) 

Case Number (Tag) 

State (Tag) 

City (Tag) 

Postal Code (Tag) 

Lead Attorney (Tag) 

Originating Attorney (Tag) 

• We add "Client" if the contact is the Billing Contact on any cases in MyCase
• We add "Active Client" if the contact is the Billing Contact on any open cases in MyCase
• We add "Past Client" if all of the cases they are the Billing Contact on are closed

Additional Options

We pull in all contact types, or People Groups, to Levitate– this includes Client, Co-Counsel, Expert, Judge, and Unassigned– and any custom People Groups added in MyCase by users. 

Custom Fields for tagging

We can pull in custom fields from MyCase to be used for tagging in Levitate. A member of the Success or Support team can enable specific custom fields to be used for tagging.

What do we push back to MyCase?

We push back emails, logged phone calls, text messages, and notes to ‘Notes’ in MyCase. We’re able to push back all, some, or none of these options to MyCase– it’s up to the Levitate user’s discretion. 

Enabling the MyCase integration

If you are a MyCase user and want to enable the Levitate + MyCase integration, just let your Success Specialist know! They will enable the integration for you, which allows you to connect your MyCase account from your Levitate dashboard. 

MyCase is a single user integration for syncing, meaning that one user with access to all contacts must be chosen for syncing contacts, but multiple users are available to be connected and mapped in Levitate for writebacks to MyCase. Each user connecting to the Levitate + MyCase integration will simply login with their MyCase credentials through the Levitate dashboard card. 

IMPORTANT! A 'Sync User' must be assigned by the Levitate employee setting up the MyCase integration, for each account! No other users will be able to sync until this user has been designated.

We use MyCase’s OAuth as the authentication mechanism, thus we do not store or request a user’s MyCase credentials. You will be directed to MyCase’s login page if not already authenticated. 

Your Success Specialist can help disable and enable all the optional settings for Tags and Contact Ownership. 

There are two options for Levitate contact ownership with the MyCase integration. While we default to the Lead Attorney for the most recent matter, you can also choose the Originating Attorney to be the contact owner in Levitate. If a contact does not have a Responsible or an Originating Attorney, they will be marked as ‘Unassigned’ which will be a separate People Group that can be mapped to any connected user on Levitate. 

FAQ

Do we push changes to contact data from Levitate back to MyCase?

No, MyCase is your legal case management tool and will remain your source of truth for contact information. We only read the contact information in MyCase and push it into Levitate– if any contact information that has been pulled from MyCase is changed in Levitate only, the change will not push back to MyCase or stick in Levitate (as it will be written over with the information listed in MyCase). If you wish to make updates to contact information, you must first update it in MyCase so that it reads over to Levitate. You are, however, able to add additional information into Levitate– like key facts, tags, etc. that haven't been sourced from MyCase.