# AI Automation for MyCase > 27 workflow automations purpose-built on top of MyCase — no data leaves your system, no parallel tool for your team to learn. - **Canonical URL:** https://calish.com/workflows/tool/mycase/ - **Automation count:** 27 - **Roles:** Bankruptcy Attorney, Criminal Defense Attorney, Family Law Attorney, Personal Injury Attorney ## Automations - [Deposition Summary Generation for Family Law Attorneys](https://calish.com/workflows/with/deposition-summary-generation-for-family-law-attorney-with-mycase/) — AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnes - [Discovery Document Review for Family Law Attorneys](https://calish.com/workflows/with/discovery-document-review-for-family-law-attorney-with-mycase/) — AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in MyCase, leaving associates to review only the 15% that actua - [Legal Research & Brief Drafting for Family Law Attorneys](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-family-law-attorney-with-mycase/) — AI drafts the research memo against the firm's prior work product, pulls current authority from MyCase, and produces a cite-checked first dr - [Contract Review & Redlining for Family Law Attorneys](https://calish.com/workflows/with/contract-review-and-redlining-for-family-law-attorney-with-mycase/) — AI redlines against the firm's playbook in MyCase, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of l - [Client Case Status Updates for Family Law Attorneys](https://calish.com/workflows/with/client-case-status-updates-for-family-law-attorney-with-mycase/) — AI drafts personalized case-status updates from live matter state in MyCase on a weekly cadence, and generates on-demand replies when the cl - [Billing Narrative Cleanup for Family Law Attorneys](https://calish.com/workflows/with/billing-narrative-cleanup-for-family-law-attorney-with-mycase/) — AI rewrites narratives to match each client's outside-counsel guidelines in MyCase, flags block-billing, and pre-validates against the porta - [Court Deadline & Docket Tracking for Family Law Attorneys](https://calish.com/workflows/with/court-deadline-and-docket-tracking-for-family-law-attorney-with-mycase/) — AI monitors the docket across MyCase and court portals, calculates response deadlines, calendars every owner, and escalates anything within - [Visa Petition Package Assembly for Family Law Attorneys](https://calish.com/workflows/with/visa-petition-package-assembly-for-family-law-attorney-with-mycase/) — AI ingests the beneficiary's evidence into MyCase, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, - [Trademark Docketing & Renewal for Personal Injury Attorneys](https://calish.com/workflows/with/trademark-docketing-and-renewal-for-personal-injury-attorney-with-mycase/) — AI monitors deadlines across Litify and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — - [Estate Distribution & Beneficiary Tracking for Personal Injury Attorneys](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-personal-injury-attorney-with-mycase/) — AI tracks every asset and beneficiary in Litify, generates status updates per beneficiary, drafts receipts and waivers, and escalates missin - [Closing Checklist & Disclosure Packet for Personal Injury Attorneys](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-personal-injury-attorney-with-mycase/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s - [Demand Package Drafting for Criminal Defense Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-criminal-defense-attorney-with-mycase/) — AI drafts the demand from the matter file in MyCase, including medical chronology, damages calc, and liability narrative — associate refines - [Closing Checklist & Disclosure Packet for Criminal Defense Attorneys](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-criminal-defense-attorney-with-mycase/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s - [Employment Handbook & Policy Updates for Criminal Defense Attorneys](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-criminal-defense-attorney-with-mycase/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in MyCase, drafts redlines, and routes to th - [Bankruptcy Schedule & Means Test for Criminal Defense Attorneys](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-criminal-defense-attorney-with-mycase/) — AI ingests client documents into MyCase, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matri - [Client Intake & Conflict Screening for Criminal Defense Attorneys](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-criminal-defense-attorney-with-mycase/) — AI runs the conflict check against MyCase, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time d - [Deposition Summary Generation for Criminal Defense Attorneys](https://calish.com/workflows/with/deposition-summary-generation-for-criminal-defense-attorney-with-mycase/) — AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnes - [Discovery Document Review for Criminal Defense Attorneys](https://calish.com/workflows/with/discovery-document-review-for-criminal-defense-attorney-with-mycase/) — AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in MyCase, leaving associates to review only the 15% that actua - [Legal Research & Brief Drafting for Criminal Defense Attorneys](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-criminal-defense-attorney-with-mycase/) — AI drafts the research memo against the firm's prior work product, pulls current authority from MyCase, and produces a cite-checked first dr - [Estate Distribution & Beneficiary Tracking for Bankruptcy Attorneys](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-bankruptcy-attorney-with-mycase/) — AI tracks every asset and beneficiary in Best Case, generates status updates per beneficiary, drafts receipts and waivers, and escalates mis - [Medical Records Retrieval & Chronology for Bankruptcy Attorneys](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-bankruptcy-attorney-with-mycase/) — AI requests records via HITECH, ingests them into Best Case, builds a chronological medical timeline with visit-level detail, and flags gaps - [Demand Package Drafting for Bankruptcy Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-bankruptcy-attorney-with-mycase/) — AI drafts the demand from the matter file in Best Case, including medical chronology, damages calc, and liability narrative — associate refi - [Closing Checklist & Disclosure Packet for Bankruptcy Attorneys](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-bankruptcy-attorney-with-mycase/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s - [Employment Handbook & Policy Updates for Bankruptcy Attorneys](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-bankruptcy-attorney-with-mycase/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Best Case, drafts redlines, and routes to - [Bankruptcy Schedule & Means Test for Bankruptcy Attorneys](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-bankruptcy-attorney-with-mycase/) — AI ingests client documents into Best Case, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor ma - [Client Intake & Conflict Screening for Bankruptcy Attorneys](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-bankruptcy-attorney-with-mycase/) — AI runs the conflict check against Best Case, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult tim - [Deposition Summary Generation for Bankruptcy Attorneys](https://calish.com/workflows/with/deposition-summary-generation-for-bankruptcy-attorney-with-mycase/) — AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnes --- Book a free 30-minute consultation: https://calish.com/contact