MyCase announces fully integrated accounting and document automation solution 

Following its acquisitions of Soluno and Woodpecker last year, US legal practice management software vendor MyCase announced today (31 August) that it now has a fully integrated accounting and document automation solution. 

MyCase Accounting is custom-built for lawyers and helps to centralise law firm financial data, eliminating redundant data entry across multiple systems. “MyCase Accounting is much simpler than the previous software I used,” said Jonathan Watson, an attorney with Watson Law. “Even with little to no knowledge of accounting, I was able to reconcile accounts and run insightful reports in 30 minutes.” 

The recently-released Woodpecker integration, meanwhile, helps to automate a firm’s standardized legal document-creation process. This new integration between MyCase and Woodpecker allows law firms to use case and client information from MyCase to create documents from Woodpecker templates, directly in the MyCase platform. Using conditional logic, the text and language of a document or contract can be easily revised, and multiple documents for one or more clients can be created quickly and efficiently with a few clicks. 

“Woodpecker automation improved our efficiency in preparing documents for our firm before the integration with MyCase,” said Sarah Harrison, practice manager and senior paralegal at Corley Legal, PLLC. “Since the integration, using Woodpecker templates through MyCase has taken that efficiency to another level. It further speeds up the process of preparing documents and cuts down errors in the drafting of motions and documents.” 

Dru Armstrong, CEO of MyCase, points out that it is critical for lawyers to streamline their practices by maintaining visibility and control over financial transactions, while also automating their firm’s workflows. “By leveraging the technologies of two companies acquired last year, Soluno and Woodpecker, we’ve made both accounting and robust document automation available in the MyCase platform. Our acquisitions have enabled us to continue to expand the features and functionality of the MyCase platform so that we can provide law firms with the convenience and flexibility needed to get more done without ever leaving MyCase.” 

The announcement follows the recent acquisition of MyCase by AffiniPay (parent company of LawPay) , the product release of MyCase Drive, and MyCase’s acquisition of Docketwise.