MyCase

The MyCase integration lets Quin read and write data across your legal practice management system. After connecting, you can ask Quin to create tasks, log calls, update client records, track time entries, and more — all without leaving the Quin chat.

Before you begin

• You must have an active MyCase account with appropriate permissions
• You must be signed in to Quin

How to set it up

1. Go to Integrations
2. Select MyCase
3. Follow the prompts to authenticate your MyCase account
4. Once connected, the integration will show as Active

What to expect

Once MyCase is active, Quin can access your cases, clients, companies, leads, tasks, notes, calls, events, expenses, time entries, and invoices. You can ask Quin to find a client record, create a task on a case, log a call, or pull up an invoice — and Quin will act directly in MyCase on your behalf. Changes made through Quin appear in MyCase immediately.

What Quin can do in MyCase

Cases — Search, retrieve, create, update, or delete cases (matters)

Clients — Search, retrieve, create, update, or delete individual client records

Companies — Search, retrieve, create, update, or delete company records

Leads — Search, retrieve, create, update, or delete prospective client records

Tasks — Search, retrieve, create, update, or delete tasks

Notes — Search, retrieve, create, update, or delete notes

Calls — Search, retrieve, create, update, or delete phone call logs

Events — Search, retrieve, create, update, or delete calendar events

Time entries — Search, retrieve, create, update, or delete time entries

Expenses — Search, retrieve, create, or delete expenses

Invoices — Search and retrieve invoices, and record payments (new invoices cannot be created via the API)

Troubleshooting

MyCase doesn't appear as Active after connecting

• Disconnect and reconnect the integration from Integrations
• Confirm your MyCase credentials have the necessary permissions for the data you're trying to access
• Contact your MyCase administrator to verify API access is enabled for your account

Quin can't find a client, case, or other record

• Confirm the record exists in MyCase and is not archived or deleted
• Try searching with a different field, such as email instead of name

Changes made through Quin aren't appearing in MyCase

• Refresh your MyCase view — updates from Quin appear immediately but may require a page reload
• Check that your MyCase account has write permissions for the relevant record type