Levitate + MyCase Integration

Overview

Levitate's MyCase integration helps legal professionals stay connected with clients by syncing contact data and tracking engagement activity directly within your CRM.

• Industry: Legal
• Integration Type: API-based
• Sync Frequency: Twice daily
• Updates: Includes real-time updates via webhooks and a weekly full resync

Who is it available to?

Levitate customers with an active subscription can utilize the integration on Levitate's end. However, users must have a MyCase Pro subscription to access integration access. Read more about MyCase price tiers here.

Activity Writeback

Levitate automatically logs engagement activities back into MyCase, including:

• Emails
• Notes
• Logged phone calls
• Text messages
• Handwritten cards

Where activities appear in MyCase:

• Emails, notes, handwritten cards, and general activity → Notes
• Phone calls → Communications > Call Logs
• Text messages → Messages

Authentication & Access

• The integration uses secure OAuth authentication
• Users are redirected to MyCase to log in—credentials are never stored in Levitate

Connection model:

• One designated Sync User connects MyCase to sync all contacts
• Additional users can connect for activity writeback purposes

Integration Settings

The MyCase integration offers flexible configuration options to control how contacts, ownership, and data are managed in Levitate.

Sync Configuration

• Sync User — A single user with access to all contacts in MyCase is required to power the integration
• Primary Email Only — Option to sync only the primary email address for each contact

Ownership Mapping

You can choose how contact ownership is assigned:

• Lead Attorney (default)
• Originating Attorney

Ownership behavior:

• Based on the most recently updated case
• If no attorney is assigned, contacts may be marked as Unassigned
• Unassigned contacts can be mapped manually if needed

Key Facts (Date-Based Data)

• Birthday Key Fact — Pulled from the contact's date of birth
• Additional targeting can be configured based on:
  • All contacts
  • Clients only
  • Prospects only

Activity Writeback Settings

You can choose which activities are written back to MyCase:

• Email
• Note
• Phone call
• Text message

Tags

MyCase data can be used to automatically tag contacts in Levitate.

Standard Tag Options

• Practice Area
• Case Number
• People Group (e.g., Client, Judge, Expert)
• Location (City, State, Postal Code)

Attorney-Based Tags

You can optionally tag contacts based on:

• Lead Attorney
• Originating Attorney

Options include:

• None
• Most recent attorney
• All associated attorneys

Custom Fields

• Custom fields defined on contacts in MyCase can be used as tags
• Supported only at the contact level (not case or company level)
• You can choose which fields to include

Segmentation

• Segment by Tags — Control which contacts are synced into Levitate based on selected tags

Data Mapping

Contact Information

Notes:

• Multiple phone numbers and emails may be synced
• Contacts must have sufficient identifying information to be included

Ownership

Ownership is based on attorney roles associated with the contact's cases:

• Lead Attorney
• Originating Attorney

Key Facts

• Birthday — Pulled from the contact's date of birth
• Client ID — Each contact includes a unique identifier from MyCase for reference

Tags

Levitate automatically assigns tags based on MyCase data to help organize and segment contacts.

Default Tags

• MyCase – identifies contacts synced from MyCase

Client Status Tags

To determine who and how to tag, Levitate looks at cases where the contact is listed as the Billing Contact:

• Client – contact is the Billing Contact on any cases in MyCase
• Active Client – contact is the Billing Contact on any open cases in MyCase
• Past Client – all cases the contact is the Billing Contact on are closed

Matter & Contact Tags

• Practice Area – based on associated cases
• Case Number – identifies related cases
• People Group – role assigned to the contact (e.g., Client, Judge, Expert)

Location Tags

• State
• City
• Postal Code

Custom Tags

• Generated from selected custom fields on contacts
• Fully configurable based on your setup

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 — one user with access to all contacts must be chosen for syncing contacts, but multiple users can be connected and mapped in Levitate for writebacks to MyCase. Each user connecting to the Levitate + MyCase integration will simply log in with their MyCase credentials through the Levitate dashboard card.

IMPORTANT! A Sync User must be assigned before the integration can sync contacts. No contacts will sync until this user has been designated.

The integration uses MyCase's OAuth as the authentication mechanism — Levitate does not store or request your MyCase credentials. You will be directed to MyCase's login page to authenticate if you are not already logged in.

FAQs

Q: Can I update contact information in Levitate and sync it back to MyCase?

A: No. MyCase is your source of truth for contact information. Levitate reads contact data from MyCase and syncs it into Levitate — if any contact information pulled from MyCase is changed in Levitate only, the change will not push back to MyCase or persist in Levitate (it will be overwritten during the next sync). To update contact information, make the change in MyCase first. You can, however, add supplemental information in Levitate — such as key facts, tags, or notes — that are not sourced from MyCase.

Q: Can leads in MyCase be pulled into Levitate?

A: No. Levitate is not able to pull leads from MyCase. MyCase does not have a lead-to-contact flow that Levitate can follow, so tracking a contact that transitions from lead to contact is not possible.

Q: Are all notes from MyCase synced into Levitate?

A: No. Existing notes in MyCase are not imported into Levitate. This helps maintain clarity and avoids bringing in unnecessary or sensitive information.

Q: Why can't I connect MyCase?

A: In some cases, connection issues may be related to user permissions in MyCase. Ensure the connecting user has appropriate administrative access to authorize integrations.

Q: Is there a subscription requirement?

A: The integration requires a MyCase plan that supports API access.

Final Notes

Because every MyCase account may be configured differently, your exact experience may vary slightly. The integration is designed to be flexible, allowing you to tailor how contacts are synced, tagged, and managed in Levitate.