How MyCase Users Verify Client Deaths Automatically
Start here: ObituaryMonitor for MyCase — import cases, set watches, get alerts, export documentation.
MyCase helps you run cases, billing, and documents in one place. It does not tell you when a client or opposing party appears in an obituary. Firms that outgrow manual Google workflows use automated obituary monitoring so verification scales with their caseload.
If you are comparing approaches, see MyCase vs manual obituary search and does MyCase track client deaths?. Automate with the MyCase integration →
Why automation matters for MyCase firms
If you manage tens or hundreds of matters where death status matters—trust administration, decedent estates, collections—you cannot rely on sporadic searches. Automated monitoring runs 24/7 across fragmented funeral home and newspaper sources, which is where most obituaries actually publish first.
Typical MyCase + monitoring flow
- Export or connect case/matter data (see integration docs for CSV columns).
- Create watches for client and key party names tied to case identifiers.
- Receive alerts when a high-confidence obituary match appears.
- Confirm the match, then save a verification summary for the file and update MyCase notes.
Clio comparison
Clio firms follow the same logic; see how to check if a client has died in Clio and Clio death verification workflow. Choosing between platforms does not change the underlying need: proactive obituary coverage.
Manual vs automated
For a cost and coverage comparison, read manual vs automated obituary monitoring for law firms.
Frequently Asked Questions
QDoes MyCase detect when a client dies?
Like other practice management systems, MyCase does not automatically scan obituaries. You learn of a death through communication or research. ObituaryMonitor adds automated monitoring and can sync with MyCase-style matter/case exports depending on your workflow.
QHow do I verify a client death without spending hours searching?
Create watches for the names on your high-priority cases. When an obituary matching your client appears across monitored sources, you get an alert—then confirm, document, and update MyCase. That replaces weekly manual Googling across dozens of matters.
QIs this only for probate attorneys?
Probate and estate teams are the heaviest users, but any practice with long-lived client relationships—elder law, trusts, creditor's rights—benefits from knowing immediately when a party dies.