MyCase
3 articles
Integrate Quilia with MyCase. Setup instructions, data mapping, and best practices for firms using MyCase for case management.
MyCase Integration Settings Guide
This guide covers the advanced configuration options for your MyCase integration with Quilia, including case type mapping, client access, note modes, subscriptions, and troubleshooting.
Getting Started with MyCase Integration
You've successfully connected MyCase to Quilia - now what? Learn how the integration works, including automatic case sync, client activity flowing back to MyCase notes, and document uploads to the Quilia folder.
Connecting MyCase to Quilia
Connect MyCase to Quilia, authorize access, configure case type mappings and client invitations, and test the integration with an existing case.
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