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 soon

Planned 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, messaging, 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

Today

Use MyCase as the firm's practice management system of record while Statular handles estate planning intake, drafting, and the client portal.

Roadmap

MyCase client and matter sync is planned. Firms can talk to Statular sales about prioritization and the workflows that matter most.

Today's available connector

Statular currently connects with Clio for two-way client and matter sync and with Lawmatics for CRM intake and matter automation.

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 integrations today

Statular currently connects with Clio for two-way client and matter sync and with Lawmatics for CRM intake and matter automation. The MyCase integration is on Statular's roadmap.

Explore available integrations

Questions

Common questions about MyCase and Statular

Does Statular integrate with MyCase today?

A direct MyCase integration is on Statular's roadmap. Statular currently connects with Clio for two-way practice-management sync and with Lawmatics for CRM intake automation. 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.