Integrations
Connect and sync with all your favorite applications—Explore the Help Center and find our documentation and guidance on how to use these integrations with MyCase365.
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Accounting
QuickBooks
QuickBooks Online integration helps you manage your financial health, sync clients, transactions, and payments in one integrated solution. You’ll save time and reduce the risk of consolidations errors, therefore meet your accounting obligations with the regulators.
To learn how to integrate your QuickBooks Online account with MyCase365, visit our Help Center for a step-by-step walkthrough.
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Xero
The integration with Xero is a one-way sync. This means that you’ll export everything over to Xero, from clients, service catalog, invoices to payments made into your business setup.
Easily manage your invoice and get all the detailed reports you need from your accountant in Xero. Automatically sync your clients as they are provisioned into your portal—Same for their invoices and successful payments entries, directly to Xero.
Anytime an invoice changes its status, or the total balance get fully paid, or an invoice is past due, the updates will be applied into your Xero account.
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Document Storage
Google Drive
Manage your documents whenever you need them and wherever you are. With Google Drive integration, you can create, edit, store, and collaborate on documents in the cloud, making document management straightforward.
Keep up with your current practices by using a secure document storage—sharing documents with your clients and staff—better organizations of your most important documents.
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OneDrive
OneDrive integration provides you with a place to store, access, edit, and share your clients, and cases documents. This integration creates a folder into your OneDrive space that will contains all your related documents.
Organize your files in a cloud shared space—Keep everyone on your firm up to date with shared access to your files. Any files added, removed, or updated will reflect in your OneDrive space. Learn more about the OneDrive integration in the Help Center.
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Box
Box is a cloud platform that helps you securely store, share, and manage all your files and more. Whether you need to secure confidential business information, simplify paper-based office processes, it helps you do more with your content.
With Box integration, everyone on your team can access, edit, comment, and share files in real time from any device, and anywhere. Box has multiple layers of encryption and access controls; it keeps your firm in compliance and minimizes risk of data loss.
This integration simplifies how your firm works with documents—collaborates with your staff, clients, and all in one place, with everything synced and secure.
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Calendar
Google Calendar
This integration allows you to consolidate your MyCase365 calendar, view your related events from your Google account, and make use of other Google Calendar features. It keeps your firm synced as new events are created, updated, or deleted.
Some Google Calendar’s integration benefits are:
• Manage your firm’s calendar from anywhere.
• Prevent you from missing any important meetings.
• Prevent you from missing court deadline.
• Allow you to access meetings from any devices.
• Stay informed about your staff commitments.
• See your clients’ schedules.
• Create a separate calendar and sync all your events.
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Microsoft Calendar
Sync with your Microsoft Calendar account and link events to clients, and cases without leaving MyCase365. Keep your firm and your Microsoft Calendar in sync as new events are created, updated, and deleted.
Share your calendar with your firm to increase alignment without having to manually update your team members and clients. Stay on top of your schedule by syncing your events into your MyCase365 calendar.
Microsoft Calendar’s integration key benefits:
• Manage your firm’s calendar from anywhere, anytime.
• Reduce no-shows.
• Don’t miss any important meetings.
• Access meetings from any devices.
• Stay informed about your staff commitments and whereabout.
• See your clients’ schedules.
• Create a separate calendar and sync all your events.
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eSignature
DocuSign
Expedite the signature process for your firm and your clients’ legal documents. DocuSign integration makes it easy to send, sign, and track documents so you can focus on more important activities and tasks.
Send any files stored in anywhere through DocuSign where you can prepare and request eSignatures with just a click.
DocuSign agreements are secure, tamper-sealed, ensuring the electronic signature is valid and has not been tampered throughout the workflow.
Learn how to sign your important documents with DocuSign within MyCase365.
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Contacts
Google Contacts
Manage your client information from Google Contacts and export them into MyCase365. This integration keeps both MyCase365 and your Google Contacts account up to date as new clients are added or edited.
This reduces data entry by typing contact information just once. New client’s information will be automatically synced.
This also helps quickly reference your contacts into your other Google services.
