MyCase

• New caseRuns when a case (matter) is opened in MyCase. Cases already there when the workflow is turned on don't start it.
• Case updatedRuns when a case is changed, such as its stage or status, with what it says now.
• New personRuns when a person (a client or other contact) is added in MyCase.
• Person updatedRuns when a person's details are changed, with what they say now.
• New companyRuns when a company is added to the firm's contacts.
• New leadRuns when a lead (a prospective client) comes in, from the firm's intake form or someone on the team.
• Lead updatedRuns when a lead is changed, such as its status, with what it says now.
• New calendar eventRuns when an event, such as a hearing or consultation, is put on the firm's calendar.
• Calendar event updatedRuns when a calendar event is changed, such as moved to another time, with what it says now.
• New taskRuns when a task is added in MyCase.
• Task completedRuns when a task is marked done.
• New time entryRuns when someone records time on a case.
• New expenseRuns when an expense is recorded on a case.
• New invoiceRuns when an invoice is made in MyCase, whether or not it is sent.
• Invoice paidRuns when an invoice is paid in full.
• New documentRuns when a document is added to MyCase, on a case or the firm's own.
• New callRuns when a call is logged in MyCase's call log.

• List casesList the firm's cases (matters), open, closed or both, optionally only those changed since a time.
• Get caseGet one case's details, with its people, companies and staff.
• Open caseOpen a new case (matter), with its people, companies and lead lawyer. The name must be unique in the firm.
• Update caseChange a case's details, such as its stage or status. Fields left blank stay as they are.
• Add person to caseLink a person (client) to a case, with their role on it.
• List case documentsList the documents filed on a case, with their names and folders.
• Find peopleFind people (MyCase's clients and other contacts) by email, name or cell phone, or those changed since a time.
• Get personGet one person's (client's) details, with their cases.
• Add personAdd a person (a client or other contact) to the firm, optionally on a case.
• Update personChange a person's details. Fields left blank stay as they are.
• Find companiesFind companies by name or email, or those changed since a time.
• Add companyAdd a company to the firm's contacts, optionally with its people.
• Find leadsFind leads (prospective clients) by email, name or cell phone, or those changed since a time.
• Add leadAdd a lead: someone asking the firm to take on their matter, such as a website enquiry.
• List tasksList the firm's tasks, optionally only those changed since a time.
• Add taskGive a staff member a to-do, due on a day, optionally on a case.
• List calendar eventsList the firm's calendar events, optionally only those changed since a time.
• Add calendar eventPut an event, such as a hearing or consultation, on the firm's calendar for a staff member, optionally on a case.
• Add noteAdd an internal note to a case, person or company.
• List time entriesList time entries, optionally only those changed since a time.
• Record timeRecord time a staff member spent on a case, at an hourly rate.
• Record expenseRecord an expense on a case, such as a filing fee or mileage.
• List invoicesList the firm's invoices with their status, total and what has been paid, optionally only those changed since a time.
• List staffList the firm's staff (lawyers, paralegals and other users), with their ids and hourly rates.
• Delete recordDelete a case, person, company, task, calendar event, note, time entry or expense. This can't be undone.

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