Death Audit Automation
for MyCase
Connect your MyCase account and automate obituary monitoring for all your matters. Real-time death alerts. Court-ready audit logs. Bidirectional sync keeps MyCase as your single source of truth.
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MyCase
Practice Management Software
Built for MyCase Workflows
Native integration that understands how you work
Direct OAuth Connection
Connect your MyCase account in one click. We use OAuth 2.0 so we never see your password.
Auto-Detect MyCase Format
Our Format Auto-Detection engine recognizes MyCase CSV exports by their unique 'case link ids' and 'private notes' headers.
Practice Area Mapping
MyCase 'Practice Areas' like 'Estate Planning' automatically map to ObituaryMonitor's probate categories for accurate monitoring.
Export Back to MyCase
Death audit logs export in MyCase-compatible format with Lead Attorney, Private Notes, and Case Number fields pre-mapped.
Data Normalization Engine
Our v1404 normalization layer automatically maps MyCase "Practice Areas" to ObituaryMonitor's probate categories for accurate monitoring and compliance tracking.
| MyCase | → | ObituaryMonitor |
|---|---|---|
| Estate Planning | → | estate_planning |
| Probate/Estate | → | probate |
| Trust Administration | → | trust_admin |
| Collections | → | collections |
| Insurance | → | insurance |
| Family Law | → | other |
Import Detection
Upload a MyCase CSV export. Our FAD engine detects the "case link ids" and "private notes" headers.
Automatic Normalization
"Practice Area" values are mapped to our case types. "Estate Planning" becomes "estate_planning" for proper categorization.
Native Export
Export death audit logs in MyCase format. Lead Attorney, Case Number, and Private Notes fields are pre-mapped.
How MyCase Firms Use ObituaryMonitor
Probate Death Watch
Import all probate contacts from MyCase. Get instant alerts when clients or interested parties pass away during the creditor notice period.
Estate Administration
Monitor beneficiaries and heirs across multiple estates. Court-ready audit logs document your diligence for every matter.
Collections Verification
Verify debtor death status before taking collection action. Avoid FDCPA violations with documented death audits.
MyCase Integration FAQs
How do I connect my MyCase account?
After signing up, go to Settings → Integrations → MyCase and click 'Connect'. You'll be redirected to MyCase to authorize the connection. We use OAuth 2.0 so we never see your password.
Can I import existing MyCase contacts?
Yes. You can either use our direct OAuth connection to select contacts, or export a CSV from MyCase and upload it. Our Format Auto-Detection engine will recognize the MyCase format automatically.
How do death audit logs sync back to MyCase?
When a death is detected, you can export the audit log in MyCase-compatible format. The CSV includes Case Number, Lead Attorney, and Private Notes fields that map directly to MyCase imports.
What MyCase plans are compatible?
ObituaryMonitor works with all MyCase plans. The OAuth integration requires MyCase API access, which is available on most plans. CSV import/export works with all plans.