Will my active MyCase cases be affected?

No. Migration is marketing-funnel only. Every active case in MyCase stays exactly where it is, with no data export and no disruption to your case management workflow.

How do leads get into MyCase as cases after migration?

Today: CSV export from GavelGrow when a lead signs, import to MyCase using their standard contact import. Direct API integration to MyCase is on the product roadmap.

Can I run both intake systems in parallel?

Yes. During the 1-2 week parallel period, leads can come into either system while you verify GavelGrow data quality. Most firms do a 5-7 day overlap before cutting MyCase intake fully off.

What about MyCase's built-in client portal?

Stays in MyCase, used for active cases. GavelGrow has its own lightweight client communication via SMS / email / unified inbox during the lead phase. Once signed, communication moves to the MyCase portal.

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Migration file · MyCase → GavelGrow

Migrate from MyCase to GavelGrow

MyCase is case management software with intake bolted on. For firms running serious paid acquisition, the intake side of MyCase is not the strongest part of the product — and the marketing reporting is light. The right architecture for most firms is GavelGrow for the marketing funnel (click → lead → consultation → signed case) and MyCase staying as the case management tool for everything after sign-up. This page explains how that handoff works.

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Why firms move

What MyCase is not built to do.

01 Marketing reporting depth MyCase reports on cases. GavelGrow reports on the marketing funnel that produces those cases — campaign-level CPL, signed-case attribution, Google Ads ROI, intake speed-to-lead, and practice-area peer benchmarks.
02 Native call tracking MyCase does not include call tracking. Most firms run CallRail alongside, which means another subscription and another integration. GavelGrow includes built-in call tracking.
03 Intake automation depth MyCase intake forms are basic. GavelGrow suggests intake fields for each practice area and runs email sequences that start within minutes of a new lead (texts once US carriers approve your number).
04 Same data, less duplication Leads live in GavelGrow until signed. Once signed, export the case as a CSV file and import it into MyCase, so the two pipelines stay separate.

The mapping

What moves, what stays, what is not here yet.

Read the third list first. A migration rarely goes wrong because something failed to import — it goes wrong because nobody said out loud that a thing you use every day has no equivalent on the other side.

Carries over · 5

Lead intake forms Re-built in GavelGrow with practice-area templates
Lead pipeline Pre-signed-case
Tracking numbers + call recording GavelGrow's built-in call tracking, so no separate CallRail subscription
Marketing automations SMS + email sequences for intake, follow-up, consultation reminders, no-show recovery
Marketing reporting CPL, ROI, signed-case attribution, benchmarks

What stays in MyCase · 6

Case management lifecycle (open matter, deadlines, time tracking, billing)
Document storage for case files
Trust accounting / IOLTA
Court calendaring + filings
Client portal for active cases
All historical case data — no migration of closed/active cases needed

The plan

MyCase stays live the whole time.

Nothing is cancelled and nothing is cut over until the numbers agree. On Managed, a migration engineer runs every step below for you.

01 Day 1-3 — Lead history export Export pre-signed-case leads from MyCase as CSV. Import to GavelGrow with field mapping. Active cases stay in MyCase untouched.
02 Day 4-7 — Intake setup Re-build intake forms in GavelGrow using practice-area templates. Test embed on existing website URLs.
03 Day 8-10 — Call tracking + automation Provision GavelGrow tracking numbers. Configure intake SMS + email sequences from templates.
04 Day 11-14 — Cutover Point Google Ads + intake forms at GavelGrow. New leads flow into GavelGrow → sign engagement → export the signed case to MyCase as a CSV file. Existing active cases continue uninterrupted in MyCase.

Answers

Switching from MyCase, specifically.

Will my active MyCase cases be affected?
No. Migration is marketing-funnel only. Every active case in MyCase stays exactly where it is, with no data export and no disruption to your case management workflow.
How do leads get into MyCase as cases after migration?
Today: CSV export from GavelGrow when a lead signs, import to MyCase using their standard contact import. Direct API integration to MyCase is on the product roadmap.
Can I run both intake systems in parallel?
Yes. During the 1-2 week parallel period, leads can come into either system while you verify GavelGrow data quality. Most firms do a 5-7 day overlap before cutting MyCase intake fully off.
What about MyCase's built-in client portal?
Stays in MyCase, used for active cases. GavelGrow has its own lightweight client communication via SMS / email / unified inbox during the lead phase. Once signed, communication moves to the MyCase portal.

Other migration files

Ready when you are

Run both for a week. Then decide.

Import your MyCase export into a trial and compare the two reports side by side before you cancel anything.

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