What it does
Second-largest case management platform, dominant among 5–50-attorney firms. Servd's MyCase integration mirrors the Clio flow: pull matter + party data at intake, push proofs of service + invoices back as documents and ledger entries.
Data sync
- Pull case + contact data
- Push affidavit PDF as case document
- Push invoice to MyCase billing
- Sync case status updates
How firms use it
- Paralegal references a MyCase matter by number — Servd auto-loads parties and target address.
- Signed affidavit lands in the MyCase document tab with the correct case folder, automatically.
- Service charges flow through MyCase billing for clean client invoices.