How Astrid connects to MyCase and files notes after every call
Short answer: MyCase is a widely adopted, affordable case management system for small and mid-size plaintiff firms. Astrid connects directly: a firm administrator links a MyCase account once, calls get matched to the right matter, and once an attorney approves a note, it files to MyCase along with any follow-up tasks.
Why MyCase specifically
MyCase is built to be approachable for a smaller firm: matters, billing, documents, and a client-facing portal in one product, priced for a practice that doesn't need, or want to pay for, an enterprise-scale system. A lot of smaller plaintiff practices run their entire case file out of MyCase, which makes call documentation landing there directly, rather than in a separate note-taking tool, worth more than it would be for a firm running several disconnected systems.
How the connection works
A firm administrator connects MyCase from Settings, the same way they'd connect Clio, Smokeball, or CasePeer. From there:
- Matters can be searched for and linked directly from Astrid, so a call gets tied to the right MyCase matter rather than living as an orphaned recording.
- Calls get matched automatically where possible, using the caller's phone number and the matter's contact information; anything ambiguous queues for a one-click human confirmation instead of a guess.
- An approved note files to the matter, written in the firm's own format, without a paralegal copying it over by hand.
- Follow-up tasks file directly into MyCase, assigned the same way a person would assign them inside MyCase itself.
What stays a human decision
Nothing files anywhere automatically before a licensed attorney approves it. A draft note or recap is not the firm's record and does not reach the client or the matter file until that approval happens, and the approval itself is recorded permanently: who approved it, their seat role at the time, and when.
What this doesn't do
Astrid doesn't replace MyCase. It doesn't manage billing, documents, or the client portal inside MyCase, and it isn't a general case management system on its own. It's the capture and documentation layer that feeds into the system your firm already runs. If your firm runs Clio, Smokeball, or CasePeer instead, the connection works the same way, see our Clio, Smokeball, or CasePeer guides.
Frequently asked questions
What is MyCase?
A case management system built for small and mid-size firms, covering matters, billing, documents, and client communication in one place, with real adoption among smaller plaintiff practices.
Does Astrid replace MyCase?
No. Astrid captures and documents calls and files the result into MyCase; it doesn't replace MyCase's own billing, documents, or client portal.
Does an attorney have to approve a note before it's filed to MyCase?
Yes, always. A draft note or recap doesn't become part of the record, and doesn't get filed anywhere, until a licensed attorney reviews and approves it.
What happens if a call can't be matched to a MyCase matter automatically?
It's queued for a one-click confirmation instead of being filed to the wrong matter or silently dropped.