MyCase Integration · On the roadmap
Estate planning drafting alongside MyCase, on the integration roadmap.
Statular is estate planning drafting and workflow software that's designed to live alongside the practice management system the firm already uses. A direct MyCase integration is on Statular's roadmap; today, firms running MyCase often pair it with Statular by managing the operational record in MyCase and the estate planning drafting workflow in Statular.
MyCase
Coming soonPlanned support for estate planning firms that use MyCase for matters and client records.
- Estate planning intake and questionnaires in Statular
- Document automation for wills, trusts, and supporting packages
- Client portal for questionnaires, uploads, and final documents
- MyCase remains the firm's matter and operational record of choice
- Direct two-way MyCase sync is on Statular's integration roadmap
How firms use this today
Estate planning workflow alongside MyCase
01
Today
Use MyCase as the firm's practice management system of record while Statular handles estate planning intake, drafting, and the client portal.
02
Roadmap
MyCase client and matter sync is planned. Firms can talk to Statular sales about prioritization and the workflows that matter most.
03
Today's available connector
Statular's available practice management integration is Clio. Firms that have flexibility on practice management often pair Clio with Statular today.
Why this combination
- Estate planning drafting needs a data model practice management software does not provide
- Firms can adopt Statular without leaving MyCase
- Roadmap integration aims to reduce duplicate client and matter entry
Available integration today
Statular's available practice management integration today is Clio, with two-way client and matter sync. The MyCase integration is on Statular's roadmap.
Read about the Clio integrationQuestions
Common questions about MyCase and Statular
Does Statular integrate with MyCase today?
A direct MyCase integration is on Statular's roadmap. The available practice management integration today is Clio. Firms running MyCase often use Statular alongside it for the estate planning drafting workflow.
Can I use Statular if my firm runs on MyCase?
Yes. Statular handles estate planning intake, drafting, and client portal workflows independently of the firm's practice management system. A direct MyCase sync is planned for a future release.