The following fields in Case Status are linked to the following corresponding fields in MyCase. Utilize this section as a key to determine what information will be pulled over into Case Status from the MyCase integration.
|
Case Status Field |
MyCase Field |
Required? |
Additional Notes |
|
Case Readable ID |
Case Number |
Yes |
|
|
Primary Attorney |
Lead Attorney |
Yes |
|
|
Additional Attorneys |
All other attorneys listed on the case |
No |
If there is a matching Attorney user for the firm, they will be added to the case. This is regardless of their role in MyCase. |
|
Case Manager(s) |
All other staff listed on the case |
No |
If there is a matching Case Manager user for the firm, they will be added to the case. This is regardless of their role in MyCase. |
|
Practice Area |
Practice Area |
Yes |
|
|
Case Stage |
Case stage |
No |
If the stage in MyCase does not exist in Case Status, we will assign the case to the first stage |
|
Case Description |
Description |
No |
|
|
Case Date |
Date Opened |
No |
|
|
Client First Name |
Contact First Name |
Yes |
|
|
Client Last Name |
Contact Last Name |
Yes |
|
|
Client Phone Number |
Contact Cell Phone |
Yes |
|
|
Client Email Address |
Contact Email |
No |
|
|
Client DOB |
Contact Birthday |
No |
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