Integration · Legal Practice Management

Practiq + MyCase

roadmap

MyCase matter context with billing anomaly detection

Roadmap — Q2 2026

What the integration does

MyCase integration will mirror the Clio integration: matter context sync, deadline risk scoring, billing anomaly detection, and pre-meeting briefings — built on MyCase's API.

Capabilities

  • MyCase API connection (firm-level OAuth)
  • Matter activity sync every 2 hours
  • Billing anomaly detection (MyCase's LEDES invoicing is deep — we augment it)
  • Trust accounting surveillance for IOLTA compliance alerts
  • Lead-to-matter conversion tracking (MyCase is strong on lead pipelines)

Data flow: READ — Practiq reads from MyCase; we don't write back to it.

Use cases

IOLTA compliance monitoring

Practiq watches trust account activity for compliance risk signals (comingling, delays in disbursement, small anomalies) before they become state bar issues.

Insurance defense billing acceleration

For firms doing LEDES invoicing, Practiq pre-reviews time entries against LEDES rules so billing cycles don't bottleneck on rejection corrections.

Setup

Setup time
30 minutes when live
Prerequisites
  • MyCase account
Pricing
MyCase subscription separate. Practiq early-access is free for Founding Members.

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