Connect MyCase and OneDrive to unlock the power of automation

MyCase is a cloud-based legal practice management software that helps law firms manage their daily operations. Integration with OneDrive allows you to automatically synchronize documents between MyCase and Microsoft's cloud storage platform, ensuring seamless access and organization across both tools.

To set up the integration, log into our platform, navigate to the 'Connections' tab, select MyCase and OneDrive from the list of available apps, and follow the prompts to authenticate both accounts and configure your desired triggers and actions.

Triggers might include actions like 'New Case Created' or 'Document Uploaded' in MyCase which can prompt corresponding actions in OneDrive such as uploading files or creating folders.

Yes, you can automate actions such as creating new files, copying documents from MyCase into a designated folder in OneDrive, or updating file details when changes are made within cases.

Absolutely. Our integration setup allows you to customize mapping fields between systems so that specific data points from MyCase match up correctly with your preferred structure within OneDrive.

We provide a testing feature that lets you preview how your triggers and actions will operate based on your current settings. You can simulate cases being created or documents uploaded to ensure everything functions smoothly before going live.

If errors occur during transfers—such as document mismatches or failed uploads—we generate detailed logs to help diagnose issues. Additionally, alert notifications can be set up so you're immediately informed of any problems.