RocketPro
+
MyCase
ROCKETPRO + MYCASE

MyCase Handles Operations.
RocketPro Handles Growth.

MyCase handles legal operations. RocketPro handles lead conversion. Together, they form a complete system — from first inquiry to case file, with zero manual handoff.

Free Setup Included · MyCase Integration Included · Setup in 72 Hours

Integration included in all plans — no add-on fees.
TWO SYSTEMS, ONE MISSION

Legal Operations Meets
Revenue Generation

MyCase and RocketPro are not competitors — they are purpose-built partners in a modern law firm growth system. Each platform excels where the other leaves off.

MyCase

Legal Operations
  • Case management
  • Client communication portal
  • Billing & payments
  • Time tracking
  • Document management
  • Calendar & deadlines
Starts after the retainer is signed

RocketPro

Lead-to-Case Revenue System
  • Lead capture & speed-to-lead
  • AI follow-up (Aria)
  • Consultation booking
  • Digital intake & e-signatures
  • Pipeline tracking
  • Revenue attribution
Starts the moment a lead arrives

Together, they form the complete modern law firm operating system — from the first inquiry to the final invoice.

THE WORKFLOW

From First Lead to Opened Case —
Working Together

RocketPro captures, engages, and converts every lead into a signed retainer. Then MyCase takes over for everything that follows. No gaps, no dropped handoffs.

1
ROCKETPRO

Lead Captured

A potential client fills out a form, calls your firm, or sends a message on social media. RocketPro captures the lead instantly across every channel.

2
ROCKETPRO · ARIA AI

Immediate Follow-Up

Aria AI responds in under two minutes via text, chat, or email. She qualifies the prospect, answers common questions, and keeps the conversation moving while your team handles existing clients.

3
ROCKETPRO

Consultation Booked

Qualified prospects book directly on your calendar. Automated reminders reduce no-shows, and Aria follows up with anyone who misses their appointment to get them rescheduled.

4
ROCKETPRO

Digital Intake Completed

Smart digital forms collect client information, supporting documents, and e-signatures before the first meeting. Your team walks into consultations fully prepared.

5
ROCKETPRO

Retainer Signed

Post-consult follow-up sequences nurture prospects toward a decision. Once the retainer is signed, the client is ready to transition into your case management workflow.

6
MYCASE

Case Created in MyCase

Contact information, intake data, and case details sync automatically into MyCase. Your legal team picks up a fully documented, ready-to-work case — no re-entry, no missing information.

WHO HANDLES WHAT

Clear Responsibilities.
Zero Overlap.

Every function has a home. MyCase manages your legal practice. RocketPro manages the revenue pipeline that keeps it full.

Function MyCase RocketPro
Lead capture (forms, calls, chat, social)
Speed-to-lead response (under 2 min)
AI follow-up & nurture (Aria AI)
Consultation booking & reminders
Digital intake & e-signatures
Pipeline tracking & revenue attribution
Case management
Client communication portal
Billing & payments
Time tracking
Document management
Calendar & deadlines
Data Sync

What Syncs Between Systems

When a retainer is signed in RocketPro, the following data automatically flows into MyCase.

RocketPro
Contact Name
Phone Number
Email Address
Practice Area
Lead Source
Intake Form Data
Consultation Notes
Retainer Status
Pipeline Stage
Case Value
Documents / E-Signatures
Appointment Date
Communication History
Custom Fields
Tags / Labels
Auto-Sync on Retainer
MyCase
New Contact Created
Phone Synced
Email Synced
New Case Opened
Lead Source Tagged
Intake Data Attached
Notes Transferred
Retainer on File
Stage Mapped
Value Assigned
Documents Attached
Calendar Event Created
Activity Log Synced
Custom Fields Mapped
Tags Transferred
HOW IT CONNECTS

Seamless Data Flow.
Zero Manual Work.

RocketPro and MyCase communicate automatically so your team never has to copy data between systems or worry about missing information.

Automatic Contact Sync

When a lead converts to a retained client in RocketPro, their contact record is automatically created or updated in MyCase. Names, emails, phone numbers, and custom fields all transfer without manual entry.

  • Bi-directional contact sync
  • Real-time data updates
  • Custom field mapping

Intake Data Transfer

Every piece of information collected during digital intake — practice area, case details, signed documents, uploaded files — transfers directly into the new MyCase case record. Your legal team starts with a complete file.

  • Intake forms to case notes
  • Document & file attachment transfer
  • Practice area mapping

Free Setup & Migration

Our team configures the entire RocketPro-to-MyCase integration at no additional cost. We map your fields, test the data flow, and ensure everything works before you go live. No technical skills required from your side.

  • White-glove setup ($2K value)
  • Custom field mapping included
  • Live in 72 hours or less
IS THIS YOU?

This Integration Is Perfect If…

The RocketPro + MyCase partnership is built for firms that already love MyCase but know their lead conversion could be stronger.

You use MyCase for case management

Your Google Ads generate inquiries, but you can’t trace which ad click became a $10K retainer. Revenue attribution stops at “form submitted.”

Your marketing generates leads, but conversion is inconsistent

New client data gets entered into MyCase by hand after the retainer is signed — leading to typos, missing fields, and 20+ minutes of admin work per case.

Follow-up depends on your team remembering

Prospective clients fill out your contact form at 10 PM and don’t hear back until 9 AM. By then, they’ve already called three other firms.

You want faster response times without hiring

Your consultation-to-retainer rate is below 40% because there’s no automated follow-up sequence between the consult and the signing.

You lose prospects between consultation and retainer

Your team juggles phone calls, texts, emails, and social DMs across multiple apps. Leads get lost between platforms with no unified conversation history.

You need to see where leads come from and what converts

You love MyCase for case management and client communication, but need a dedicated system for everything that happens before the case is opened.

THE UPGRADE

What Changes When You Add RocketPro

See how every workflow transforms when MyCase and RocketPro work together.

01
Before

Leads Call and Get Voicemail

Potential clients call your office after hours, reach voicemail, and hang up. By the next morning, they have already contacted another firm that answered.

After

Aria AI Captures and Qualifies Leads Instantly

Every inquiry gets an immediate response via SMS, chat, or email — 24/7. Aria qualifies the lead, answers common questions, and books the consultation before they move on.

Instant AI response
02
Before

Intake Forms Are Paper or Generic PDFs

Clients fill out paper forms in the office or receive generic PDF attachments via email. Staff then manually enters the data into MyCase — prone to errors and delays.

After

Digital Intake Forms Pre-Populate MyCase Client Records

Smart digital forms collect client data, documents, and e-signatures before the first meeting. All data flows directly into MyCase — no re-entry, no errors.

Auto-populates MyCase
03
Before

Consultation Follow-Up Falls Through Cracks

After a promising consultation, the prospect leaves and nobody follows up. Days turn into weeks, and the potential client quietly hires another firm.

After

Automated Retainer Follow-Up Until Signed

Post-consultation sequences run automatically via SMS, email, and voicemail drops. Aria nurtures every prospect until the retainer is signed or they opt out.

Runs until signed
04
Before

Marketing ROI Is a Guessing Game

You spend on Google Ads, SEO, and referrals but have no idea which channels produce actual retained clients. Budget decisions are based on gut feeling.

After

Track Every Lead Source to Every Signed Retainer

Full revenue attribution shows exactly which campaigns, channels, and practice areas generate the most retained clients. Double down on what works and cut what does not.

Full ROI tracking

The average firm sees results within 30 days of connecting MyCase + RocketPro.

REAL RESULTS

Real Results from MyCase Firms

MyCase
"MyCase handles our cases beautifully, but leads were falling through the cracks before they became cases. RocketPro catches every one and hands them off to MyCase fully documented."
TB
Managing Partner Personal Injury • MyCase User
MyCase
"We recovered an estimated $8K/month in leads that used to go cold between first contact and retainer. The RocketPro-to-MyCase handoff is seamless."
NP
Firm Administrator Family Law • MyCase User
GETTING STARTED

Live in 72 Hours. We Handle Everything.

You authorize the connection. We do the rest.

1

Authorize MyCase

One-click OAuth connection. No API keys, no developer access needed. Takes 30 seconds.

2

Map Your Fields

We map RocketPro contacts, intake data, and retainer status to your MyCase cases and contacts.

3

Sync & Go Live

Test sync runs automatically. Once verified, every signed retainer creates a new matter in MyCase instantly.

RocketPro + MyCase

Your Practice Runs on MyCase.
Who Grows It?

Legal operations and lead conversion, working as one. Stop losing cases between the ad click and the retainer. Start converting every lead into a client.

Free Setup Included MyCase integration included Live in 72 hours
No Contracts
Cancel Anytime
White-Glove Support