Ready to leave the
spreadsheet era behind?
Registration is open for solo lawyers and small firms.
Switching guide
How to migrate from MyCase
Get your matters, contacts, and billing out of MyCase cleanly, know what the export leaves behind, and see where Referent picks up.
Get your data out of MyCase
-
Export contacts and cases
MyCase provides contact and case export spreadsheets from the respective list pages. Export both so cases stay matched to the right clients.
-
Request a Full Data Backup
From account settings, request the on-demand backup. It arrives as a download with documents and records. Keep an untouched copy before you clean anything.
-
Compare the two
Open the backup next to the spreadsheets. Documents, calendar items, billing, and portal messages are in the backup but not the CSVs. Decide what moves and what gets archived.
-
Test with five cases
Pick five real cases with their contacts and documents. Walk them through the new system before you move the rest.
What the CSVs do not carry
The MyCase client portal holds a lot of the conversation history. That history also lives in your inbox, which is where Referent picks it up.
Before you cancel anything, run the same five checks every firm should: record counts against the screen, client-to-matter links, a few documents opened on the right matter, balances reconciled with your bookkeeper, and an untouched copy of every export kept as the archive. Download the checklist (CSV) and tick it off as you go.
Where Referent fits
Move the records. Let your inbox do the rest.
Referent is practice management rebuilt AI-native. You connect your email, calendar, and documents; the AI reads the correspondence and builds your clients and matters from it. From there, agents run intake, follow-ups, deadlines, and billing prep, and you approve every client-facing step.
- Workspace built from your inbox. The thread history a MyCase CSV never had.
- A person on your side. Bring the exports to a 20-minute onboarding call; your manager sets the workspace up with you.
- Your data stays yours. No training on firm data, full audit trail, delete means delete.
Frequently asked questions
How long does MyCase keep my data after I cancel?
Policies change, so confirm with MyCase support before your last billing date. The safe approach: export and download the backup while the account is still active, then cancel.
Does Referent import my MyCase data automatically?
Not from a CSV, no. Referent builds your workspace from the mailbox, calendar, and documents you connect: the AI reads your correspondence and sets up clients, matters, and files from it. For the MyCase exports, your personal manager loads and checks them with you during onboarding. There is no button that swallows a MyCase file today, and we would rather say so than surprise you.
When should I cancel my MyCase subscription?
After you have counted records in the new system against your exports, opened a few documents on the right matters, and reconciled balances with your bookkeeper. Keep read access for a month past cutover if the contract allows it. Export first, cancel last.
Sources
Checked September 7, 2026. Menus, plans, and connectors change; the links above are the place to confirm the current state. MyCase is a trademark of its owner; this guide is not affiliated with or endorsed by MyCase.