Precision AI OS vs MyCase: Keep It, Connect the Firm

MyCase runs matters, time, and the client portal. Precision AI OS drafts the matter summary beside it for the lawyer working that matter file.

Updated

Precision AI OS vs MyCase at a glance

MyCase and Precision AI OS, by job. Set up per firm after access is confirmed.
JobMyCasePrecision AI OS
MattersNotes, tasks, events, documents, and contacts in one placeCan draft the matter summary and route it to the responsible lawyer.
PortalThe client portal stays with the matter fileCan write the client update and hold it for the sender.
IntakeIntake details can move into the matterCan prepare the intake note for the lawyer who will clear conflicts.
DatesCourt-rules calendaring can load when that calendar is enabledCan build the hearing checklist from the dates already on the matter.
ProductionMyCase reads the file types and page counts it acceptsCan prepare the production note for counsel.
LookupThe connector can retrieve a record when askedCan summarize the retrieved record for the person working the file.

Where MyCase fits

  • Keep MyCase for

    • Notes, tasks, events, documents, and contacts stay together in MyCase.

    • eSignature, intake, and the integration list stay in MyCase where the account includes them.

    • Court-rules calendaring can remain inside MyCase when that calendar is enabled.

  • Add Precision for

    • Hearing prep for dates already on the matter.

    • MyCase keeps the production size it lists. Precision does not process a larger one.

    • Firm work around MyCase trust accounting.

How MyCase and Precision fit

  1. MyCase keeps the matter file.

  2. Watching work outside the matter can be included once access is confirmed.

  3. The firm still evaluates what the MyCase assistants produce.

MyCase and Precision AI OS: common questions

What does MyCase keep doing?

MyCase keeps matters, time, and the client portal. Precision beside MyCase can cover jobs that are not a MyCase matter.

Who gets the production note?

Counsel reviews the production note Precision prepares. MyCase keeps the matter file.

Can the connector write back?

The connector retrieves data when asked. Precision does not treat that read as a write into the matter.

See where Precision fits next to MyCase.

Precision AI OS is not affiliated with, endorsed by, or sponsored by MyCase.