Your twin + MyCase

Keep the client conversation connected to the matter.

See which clients need a response, what has changed in their matters, and which follow-ups your twin can prepare for your review.

Requires an existing MyCase account with API access.

TwinCounsel is already used with MyCase in an independent practice.

Try the workflow · fictional matter

Recorded product guide · Explore the example beside it.

“Who is waiting on an update, and what should I tell them?”

AUTHORIZED SOURCES · EXAMPLE

Morgan · Fictional civil matter

A client asked for a status update by email.
The matter record contains the latest milestone.
An internal task needs an owner before the next update.

Step 1 of 4 · No system is connected.

Illustrative example. Connection requires an existing account with API access. Your permissions and approval rules govern updates. This example does not change your records.

The complete example

Read the context: Morgan · Fictional civil matter

A client asked for a status update by email.
The matter record contains the latest milestone.
An internal task needs an owner before the next update.

Prepare the work: One update, grounded in the record

Prepare a client reply using the latest matter information.
Flag missing context instead of inventing an answer.
Propose a MyCase follow-up task for the responsible attorney.

Review the change: Review the task and message separately

Check the matter source and the proposed task.
Adjust the wording of the client reply.
Approve a task update without automatically approving a send.

See the record: Simulated approved update

Follow-up task: assigned with the due date you reviewed.
Draft reply: ready for your separate send approval.
History: source, changes and the attorney who approved.

Context to connect

MyCase matter and task context + the client email you authorize

Only the matters and tools you authorize. Access in one system never grants broader access in another.

Work to review

A client-update draft and a proposed follow-up task

Each permitted update needs the right scope and approval. A draft is not a sent message, a filing or an approved time entry.

Visibility that supports your supervision.

See the source, proposed change, approval and resulting record together. That supports your review and documentation; it does not replace your professional judgment or guarantee compliance.

Explore the safeguards →Professional responsibility →

Make this your practice.

We’ll connect your MyCase account and configure access and approval rules with you.

Get started

MyCase is a trademark of its owner. Use of its name does not imply endorsement or a certified partnership. Provider API documentation explains account access and supported operations.