MyCase

Supergood | MyCase API

Alex Klarfeld

Alex Klarfeld

— 7 min read
Supergood | MyCase API

Programmatically access matters, contacts, documents, calendars, time entries, invoices, and payments from MyCase with a stable REST API. Supergood builds and operates production-grade, unofficial MyCase integrations so your team can automate legal operations without heavy custom engineering.

Plain English: MyCase is practice management software for law firms. It helps attorneys and staff manage cases (matters), clients, documents, calendars, tasks, time & billing, payments, and trust accounting—all in one system with a client portal. An unofficial API lets you pull matter details, contacts, time entries, documents, invoices, and payment status—and push updates like new matters, document uploads, time logs, and billing actions.

For a legaltech startup integrating into a customer’s iManage-centric workflow, this means you can sync matter metadata and client details from MyCase to iManage workspaces, register document check-ins/outs and versions, and maintain links between systems. You can ingest time entries to power usage analytics, generate invoices from your app, publish payment events back to MyCase, and provide a unified experience where iManage remains the document-of-record while MyCase drives billing, trust, and client communications.

What is MyCase?

MyCase (https://www.mycase.com) is a legal practice management platform that helps law firms manage matters end-to-end. It covers case organization, document storage and eSignature, client portal communications, scheduling and deadlines, time tracking and billing, online payments, and trust accounting, with reporting across the firm.

Core product areas include:

  • Matter Management (case intake, status, practice areas, assignments)
  • Contacts & Client Portal (clients, organizations, messaging, file sharing)
  • Document Management & eSignature (storage, versioning, templates, signatures)
  • Calendar & Tasks (events, reminders, workflows, task lists)
  • Time & Billing (time entries, expenses, rates, invoices)
  • Payments & Trust Accounting (online payments, trust ledger, transfers)
  • Reporting & Analytics (productivity, AR, realization, matter budgets)

Common data entities:

  • Matters (title, number, client, practice area, team, status, open/close dates)
  • Contacts (individuals and organizations: names, emails, phones, addresses)
  • Users/Roles (attorneys, paralegals, staff, permissions)
  • Documents (file, matter linkage, folder, version, eSignature status)
  • Tasks & Events (assignees, due dates, reminders, calendars)
  • Time Entries & Expenses (activity codes, durations, billable flags, rates)
  • Invoices & Payments (line items, totals, status, payment method)
  • Trust Accounts & Transactions (balances, deposits, disbursements, transfers)
  • Messages/Notes (client portal messages, internal comments)
  • Audit Events (who did what, when, with before/after values)

The MyCase Integration Challenge

Law firms rely on MyCase daily, but turning portal-centric workflows into API-driven automation is nuanced—especially when iManage is the firm’s document management system (DMS):

  • Dual-DMS realities: Mapping MyCase matters and folders to iManage workspaces and document IDs requires consistent linkage, version control, and conflict handling
  • Document lifecycles: Check-in/out semantics, version metadata, and signature workflows need bidirectional synchronization with audit fidelity
  • Calendaring & tasks: Deadlines and events must preserve attendee lists, reminders, and matter context across systems
  • Time-to-bill continuity: Time entries and expenses flow into invoices; integrations must respect rates, billable flags, tax rules, and trust constraints
  • Payments & trust guardrails: Online payments and trust movements require secure handling and immutable audit trails
  • Authentication & SSO: Headless automation behind SSO/MFA complicates session lifecycles and role-based access controls
  • Long-running operations: Bulk document uploads, eSignature packets, and invoice generation may span minutes to hours and need asynchronous handling

How Supergood Creates MyCase APIs

Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your MyCase tenant.

  • Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
  • Maintains session continuity with automated refresh and change detection
  • Normalizes matter, contact, document, billing, and trust objects for consistent schemas
  • Aligns with customer entitlements and role-based permissions to ensure compliant access
  • Supports high-volume operations (bulk time import, document sync) with polling or webhooks for long-running jobs
  • Provides optional iManage-aware mapping (workspace, folder, document IDs) for seamless DMS interoperability

Use Cases

Document Sync with iManage DMS

  • Pull matters and participants from MyCase to provision iManage workspaces and folders
  • Upload documents to MyCase while linking to iManage document IDs and versions
  • Maintain bidirectional audit logs for check-ins/outs, signatures, and client portal shares

Time & Billing Automation

  • Push time entries and expenses from your app into MyCase with activity codes and rates
  • Generate draft invoices and reconcile payments, including trust applications
  • Report realization and AR metrics back to analytics tools

Intake & Client Portal Enrichment

  • Create contacts and new matters from intake forms
  • Publish messages and share selected documents to the client portal
  • Keep CRM or helpdesk systems in sync with matter status and assignments

Calendar & Task Orchestration

  • Sync tasks and events with reminders across platforms
  • Enforce matter-specific workflows and SLA tracking
  • Escalate deadline changes with notifications to responsible teams

Available Endpoints

Authentication

POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_myc_01f3ab",
    "name": "Associate Attorney",
    "entitlements": ["matters", "contacts", "documents", "billing", "calendar"]
  }
}

POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Matters

GET /matters: List matters with filters for status, ownership, practice area, and update windows.

Query parameters

  • status: open | closed | archived | on_hold
  • practiceArea: string
  • responsibleAttorneyId: string
  • clientId: string
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "matterId": "mtr_82c1f9",
      "number": "2026-CR-0142",
      "title": "State v. Carter",
      "clientId": "cnt_5a0d7b",
      "status": "open",
      "practiceArea": "Criminal Defense",
      "responsibleAttorneyId": "u_myc_01f3ab",
      "team": [
        {"userId": "u_myc_01f3ab", "role": "lead"},
        {"userId": "u_myc_1179c2", "role": "paralegal"}
      ],
      "openDate": "2026-01-04",
      "iManage": {
        "workspaceId": "iman_ws_90021",
        "workspaceLink": "https://imanage.cloud/workspaces/iman_ws_90021"
      },
      "billing": {"feeArrangement": "hourly", "defaultRate": 275.0},
      "tags": ["priority", "court-2026"]
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

POST /matters: Create or update a matter and optionally link to an iManage workspace.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/matters \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "externalId": "crm_lead_9182",
    "title": "Acme Corp v. Rival Co.",
    "number": "2026-CV-0321",
    "clientId": "cnt_8d13fb",
    "status": "open",
    "practiceArea": "Commercial Litigation",
    "team": [
      {"userId": "u_myc_77aa10", "role": "lead"},
      {"userId": "u_myc_22b814", "role": "associate"}
    ],
    "billing": {
      "feeArrangement": "hourly",
      "hourlyRates": [{"userId": "u_myc_77aa10", "rate": 395.0}]
    },
    "iManage": {
      "workspaceId": "iman_ws_99155",
      "workspaceLink": "https://imanage.cloud/workspaces/iman_ws_99155"
    },
    "tags": ["high-value", "expedited"]
  }'

Example response

{
  "matterId": "mtr_9f21c0",
  "number": "2026-CV-0321",
  "status": "open",
  "createdAt": "2026-02-20T10:03:11Z"
}

Contacts

POST /contacts: Create or update a contact (individual or organization) and optionally invite to the client portal.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/contacts \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "externalId": "client_48219",
    "type": "individual",
    "name": {"given": "Maya", "family": "Lopez"},
    "emails": ["[email protected]"],
    "phones": [{"type": "mobile", "value": "+1-310-555-0199"}],
    "addresses": [{"line1": "1200 Ocean Ave", "city": "Santa Monica", "region": "CA", "postalCode": "90401", "country": "US"}],
    "clientPortal": {"enabled": true},
    "notes": "Referred by Smith & Co."
  }'

Example response

{
  "contactId": "cnt_5a0d7b",
  "clientPortal": {"enabled": true, "invitedAt": "2026-02-20T10:10:12Z"},
  "createdAt": "2026-02-20T10:10:12Z"
}

Documents

POST /documents: Upload or register a document in MyCase and link it to a matter and optional iManage document record.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/documents \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "matterId": "mtr_9f21c0",
    "fileName": "Motion_to_Compel_v2.docx",
    "mimeType": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
    "uploadToken": "upl_71fe9b",
    "folderPath": "Pleadings/Motions",
    "description": "Updated motion with exhibits",
    "version": 2,
    "iManage": {
      "documentId": "iman_doc_55008",
      "workspaceId": "iman_ws_99155",
      "version": 2,
      "documentLink": "https://imanage.cloud/documents/iman_doc_55008/versions/2"
    },
    "shareWithClientPortal": false,
    "tags": ["motion", "exhibits"]
  }'

Example response

{
  "documentId": "doc_31c0e7",
  "matterId": "mtr_9f21c0",
  "version": 2,
  "iManageLinked": true,
  "checkInStatus": "completed",
  "createdAt": "2026-02-20T10:22:40Z"
}

Time Entries

POST /time-entries: Log billable or non-billable time against a matter with activity codes and rates.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/time-entries \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "matterId": "mtr_82c1f9",
    "userId": "u_myc_01f3ab",
    "activityCode": "Drafting",
    "description": "Drafted motion and reviewed exhibits",
    "startTime": "2026-02-20T09:00:00Z",
    "durationMinutes": 95,
    "billable": true,
    "rate": 275.0,
    "tags": ["motion"]
  }'

Example response

{
  "timeEntryId": "tme_6f90a2",
  "matterId": "mtr_82c1f9",
  "amount": 435.42,
  "invoiceStatus": "unbilled",
  "createdAt": "2026-02-20T10:28:15Z"
}

Get full API Specs →

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
  • Response format: JSON with consistent resource schemas and pagination across modules
  • Rate limits: Tuned for firm-wide throughput while honoring customer entitlements and usage controls
  • Session management: Automatic reauth and cookie/session rotation with health checks
  • Data freshness: Near real-time retrieval of matters, contacts, documents, time, invoices, and payments
  • Security: Encrypted transport, scoped tokens, and audit logging; respects MyCase role-based permissions and client confidentiality
  • Webhooks: Optional asynchronous delivery for long-running workflows (e.g., eSignature packet completion, bulk document sync, payment posted)
  • iManage mapping: Optional workspace/folder/document ID linkage for seamless DMS interoperability

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load; document and billing operations reflect underlying platform behavior
  • Throughput: Designed for high-volume time-entry imports, document sync, and matter list synchronization
  • Reliability: Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
  • Adaptation: Continuous monitoring for UI/API changes with rapid adapter updates

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened MyCase adapter tailored to your workflows and entitlements—including iManage mapping if needed.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as MyCase evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which MyCase modules can this integration cover?

Supergood supports workflows commonly used by law firms, including Matter Management, Contacts & Client Portal, Documents & eSignature, Calendar & Tasks, Time & Billing, Payments & Trust Accounting, and Reporting, subject to your licensing and entitlements. We scope coverage during integration assessment.

Q: How are MFA and SSO handled for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.

Q: Do you support trust accounting and payments?

Yes. We can retrieve trust balances, deposits, and disbursements; post payments; and reconcile invoice status. Actions comply with firm entitlements and create immutable audit entries.

Q: How do you sync documents with iManage?

We maintain per-matter mappings to iManage workspaces and document records, capture check-in/out and version metadata, and optionally publish client-portal shares. Conflicts are handled via idempotency keys and optimistic locking.

Q: Can we attach evidence and maintain an audit trail across systems?

Yes. We support uploading attachments via signed uploads, linking them to matters or documents, and capturing rationale, approver, and timestamps with immutable audit records. Cross-system references (e.g., iManage document IDs) are preserved.

iManage API - Programmatically access iManage DMS with Supergood

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