What is MyCase?

MyCase is a comprehensive legal practice management software designed to streamline operations for law firms. It offers a suite of features for case management, billing, client communication, and more, making it a top choice for legal professionals. By integrating essential tools, MyCase enhances productivity and helps law firms manage their workload efficiently.

Enhance MyCase with IdentityCheck

Integrating IdentityCheck with MyCase can significantly boost your law firm’s efficiency and security. Here are some possible use cases:

• Client Onboarding: Automatically verify the identity of new clients as they register, ensuring compliance with KYC (Know Your Client) regulations.
• Document Management: Link ID verification to critical case documents to maintain a secure and verified record.
• Billing and Payments: Confirm the client’s identity during billing processes to prevent fraud and ensure accurate transactions.

Setting Up IdentityCheck with MyCase

Follow these simple steps to set up the integration between IdentityCheck and MyCase:

1. Create accounts on both IdentityCheck and Zapier, if you don’t already have them.
2. Log in to your Zapier account and navigate to the MyCase integration page: MyCase Integrations.
3. Click on “Connect a New Account” and select MyCase and IdentityCheck from the list of available apps.
4. Authorize the connection by providing the necessary API keys or login credentials for both platforms.
5. Create a new Zap (an automated workflow) to connect MyCase with IdentityCheck. Select a trigger from MyCase and an action from IdentityCheck that matches your specific needs, such as verifying a new client’s ID when a contact is added in MyCase.
6. Test the Zap to ensure the integration is working smoothly and make any necessary adjustments.

Using IdentityCheck with MyCase

Once you have successfully set up the integration, you can start utilizing it in your daily operations:

1. Log in to your MyCase account and proceed to the section where you want to implement ID verification (e.g., client onboarding or document management).
2. When a new client or relevant event triggers the Zap you’ve set up, IdentityCheck will automatically perform an ID verification process.
3. Review the verification results directly within MyCase or via notifications set up through Zapier.
4. Integrate the verified ID information into your case records, ensuring all client details are up to date and secure.
5. Make use of additional reporting features in MyCase to monitor and manage all verification activities.

By integrating IdentityCheck with MyCase, law firms can enhance their operational efficiency, ensure regulatory compliance, and provide a more secure service to their clients.