Integration

AI call notes, filed straight into MyCase.

Astrid records and transcribes a client call, drafts the note in your firm's own format, and once an attorney approves it, files it to the case in MyCase. No paralegal copying it over by hand.

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Connect from Settings in a few minutes. Nothing to migrate, nothing to rip out of MyCase.

What it does

Call notes stop being retyped by hand

MyCase already holds your cases, billing, and client communication. Astrid closes the gap between a call actually happening and that call showing up in the case.

Call notes become MyCase notes

Astrid transcribes the call and drafts a note in your firm's own format. Once an attorney approves it, it files to the case, with a link back to the recording and transcript.

Calls find their own case

Astrid matches a finished call to the right MyCase case using the caller's phone number or the client's name. Anything ambiguous queues for a one-click confirmation instead of a guess.

Follow-up tasks, on the way

MyCase task filing is built and waiting on additional API access from MyCase's own team. Until then, action items stay tracked on Astrid's own Actions tab.

How it works

Connect once, from Settings

A firm administrator connects MyCase from Settings with a one-time authorization. From there, every call moves through the same pipeline:

  • Cases can be searched for and linked directly from Astrid, live against MyCase, never a local mirror
  • A finished call is matched automatically where possible, by phone number or client name
  • A licensed attorney reviews and approves the note before it goes anywhere
  • The note files into MyCase automatically, within a minute or two
Alvarez v. Redland FreightNote approved
Case matched
By caller phone number
Approved by S. Alvarez
Attorney · Aug 6, 2026
Note filed to MyCase
Linked back to the recording and transcript
Frequently asked questions

Before you connect MyCase

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.

Does Astrid file follow-up tasks into MyCase?

Not yet. Notes file automatically once approved. Task filing is built but not yet live, pending additional API access from MyCase's own team; in the meantime, action items stay tracked on Astrid's own Actions tab so nothing gets lost.

See it file into your own MyCase cases.

Bring a real call. Watch Astrid write the note, match the case, and file it, in your firm's own format.

Book a demo