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 product@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
Log in to Zapier and click Create a Zap
Set the trigger: Search for MyCase, select it, and choose the trigger (e.g., Person Added or Updated or Case Added or Updated)
Connect your MyCase account and test the trigger
Set the action: Search for LeanLaw, select it, and choose the corresponding action (e.g., Create Client or Create Matter)
Connect your LeanLaw account using your API key
Map the fields from MyCase to LeanLaw (see tips below)
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