hireJudi +MyCase

Front-office intake in hireJudi, case work in MyCase.

via Zapier

What moves between them

  • New client intakes flow out to MyCase as contacts
  • Consult bookings and form submissions flow out as they happen
  • MyCase remains your system of record for cases

How it connects

Judi hands off to MyCase through Zapier. Connect hireJudi events and actions to the steps available in MyCase's Zapier integration. Only use workflows without protected health information. Your Zapier plan and task usage are separate from hireJudi.

The hireJudi Zapier app is available by invitation to eligible organizations.

Get the Zapier invite link

What teams set up first

1

Create a MyCase contact for every intake Judi completes

2

Log booked consultations as they land

3

Send intake form answers to the case file

MyCase questions, answered

Judi answers. MyCase stays in the loop.

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