MyCase

Manage cases, clients, tasks, and more directly from your Quin chat.

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Connect MyCase to Quin and every call updates the file that matters: lead and matter status moved to match the call, tasks created for what was promised, and notes logged to the right matter and contact.

What you can do with MyCase and Quin

  • Move lead and matter status based on the call.
    When a lead accepts representation or a matter moves from intake to active, Quin updates the record to match as soon as the call ends.
  • Log call notes to the correct matter and contact.
    Quin identifies the client, matches the call to the right file, and writes the note there before details blur into the next call.
  • Turn commitments into tasks with real deadlines.
    A promise like "I'll send the draft by Friday" becomes a task tied to the right matter, with the date attached.
  • Track commitments made by the client, too.
    If a client agrees to send documents, that task gets logged, so a missed deadline doesn't stall the matter unnoticed.
  • Record the reason behind a status change.
    A declined case or a lost lead carries the reason, worth having in the record months later.
  • Update contact details alongside a note.
    A new address or phone number mentioned mid-call updates the contact record so the two don't drift apart.

Who this helps most

  • Firms with high intake volume, where a lead that converts on a call can otherwise sit marked "new" for weeks.
  • Attorneys juggling several matters for the same client, since notes need to land on the right one, not whichever was open last.
  • Practices tracking deadline-heavy commitments, like personal injury or family law, where a missed document request can stall a case.

How this shows up day to day

  • An intake coordinator fields calls all morning.
    Quin updates one lead to reflect a new signed client and closes out another with the decline reason noted, so the list matches what happened on the phone by lunchtime.
  • A personal injury attorney takes an intake call.
    Quin creates two tasks on the client's matter, each with a due date pulled from the call, instead of relying on memory three days later.
  • A real estate attorney learns of a title issue mid-call.
    Quin logs the note to the buyer's matter with the specific issue named, so anyone who opens the file understands what still needs to happen before closing.

Frequently asked questions

What happens when I connect MyCase?
Quin starts updating lead and matter status, logging call notes, and creating tasks in MyCase based on what's discussed on your calls.

How does Quin know a case should be marked declined?
Stating the outcome plainly on the call, like "we're going to have to decline this one," gives Quin a clear signal to act on.

Does Quin distinguish between call logs and notes?
Yes. MyCase treats them as separate records, and Quin keeps both updated rather than treating one as a stand-in for the other.

Is my MyCase data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just MyCase.

Does Quin replace MyCase?
No. MyCase stays the system of record for cases, clients, and matters. Quin keeps it current from your conversations, but MyCase remains the source of truth.

More about Quin and MyCase

Keeping Case and Lead Status Current in MyCase After Every Call

Status in MyCase should reflect what just happened on a call, not what someone remembers to update days later. Here is how Quin keeps lead and matter status in sync with the calls that change them.

Turning Case Call Commitments Into Tasks MyCase Tracks

A promise made on a client call is only useful if it turns into a task with a deadline attached. Here is how Quin catches commitments during calls and adds them to the right matter in MyCase before they get lost.

Getting Client Call Notes Into the Right MyCase Matter Every Time

When call notes land on the wrong matter or never make it into MyCase at all, the case file stops reflecting what the client actually said. Here is how Quin keeps notes tied to the right matter and contact from the moment a call ends.