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.
Obituary timing (start here)
One guide covers how soon notices appear, real-world delays, weekends and holidays, and why your search can still be empty.
How long after death is an obituary posted? (1–7 days + delays) →Obituary search (start here)
One guide covers Google, databases, missing location or date, common names, why results are empty—and when monitoring beats daily searching.
How to find an obituary online (fastest way in 2026) →Obituary monitoring (solution)
One guide covers what monitoring is, how alerts work, email vs full coverage, nationwide vs local filters, and setting up automated monitoring for a name.
Obituary monitoring & alerts (get notified automatically) →