Last updated: March 19, 2026
MyCase Probate Automation Workflow
Mirror the Clio probate automation pattern: input (cases), detection (16,000+ sources daily), report (audit log). MyCase integration →
If you still search manually, see MyCase vs manual obituary search and does MyCase track client deaths?.
Frequently Asked Questions
QHow does probate automation work with MyCase?
Sync cases, create name watches, receive obituary alerts, confirm matches, export documentation—parallel to Clio workflows but with MyCase case identifiers.
QIs OAuth required?
OAuth is available where supported; CSV export from MyCase also works for many firms.
QDocumentation for courts?
Generate timestamped verification summaries with source URLs suitable for diligence files.