What’s Inside

• A self-assessment across six categories: email, phone systems, document management & cloud storage, accounting, AI litigation tools, and client communication
• Simple Yes / No / Not Sure scoring for every integration point, so gaps are easy to spot at a glance
• A scoring guide to interpret your results and prioritize what to fix first

Most firms we work with are missing more integrations than they realize — usually because a system that could connect to MyCase was never actually wired up. This checklist takes ten minutes and gives you a clear picture of where your firm stands.