Skip to content
  • There are no suggestions because the search field is empty.

Connect MyCase to LeanLaw Using Zapier

Reduce double entry from MyCase by automatically creating clients and matters in LeanLaw when new contacts and cases are added in MyCase — no manual data entry required.

Overview

Using Zapier, you can connect MyCase and LeanLaw so that new people, companies, and cases in MyCase automatically create the corresponding client and matter records in LeanLaw. This eliminates duplicate data entry between your case management and billing systems.

Beta Notice: The LeanLaw Zapier app is currently in beta and is not fully supported by the LeanLaw support team. We welcome your feedback at support@myleanlaw.com as we continue to expand functionality ahead of a full release.

What You'll Need

  • A LeanLaw account with API access

  • A MyCase account

  • A Zapier account (free or paid)

How It Works

Zapier connects MyCase and LeanLaw using a simple "trigger and action" workflow called a Zap. When something happens in MyCase (the trigger), Zapier automatically performs an action in LeanLaw.

Here are some common workflows:

Zap

Trigger (MyCase)

Action (LeanLaw)

Push Clients

Person Added or Updated — triggers instantly when a person is added

Create Client in LeanLaw

Push Clients

Company Added or Updated — triggers instantly when a company is added

Create Client in LeanLaw

Push Matters

Case Added or Updated — triggers instantly when a case is added

Create Matter in LeanLaw

All MyCase triggers fire instantly, so your LeanLaw records are created in real time.

 

Getting Started

  1. Log in to Zapier and click Create a Zap

  2. Set the trigger: Search for MyCase, select it, and choose the trigger (e.g., Person Added or Updated or Case Added or Updated)

  3. Connect your MyCase account and test the trigger

  4. Set the action: Search for LeanLaw, select it, and choose the corresponding action (e.g., Create Client or Create Matter)

  5. Connect your LeanLaw account using your API key

  6. Map the fields from MyCase to LeanLaw (see tips below)

  7. Test the Zap and turn it on

Field Mapping Tips

MyCase Person/Company → LeanLaw Client

  • Map the MyCase person or company Name to the LeanLaw client Name

  • MyCase distinguishes between People and Companies — both can be mapped to a LeanLaw client

MyCase Case → LeanLaw Matter

  • Map the MyCase case Name to the LeanLaw matter Name

  • LeanLaw requires a Client, Responsible User, and Matter Type (Hourly, Flat, or Contingency) — use LeanLaw's built-in dropdown pickers to select these

  • If you're also syncing contacts, you can use a lookup step to map the case's associated person or company to the correct LeanLaw client

Need Help?