Here’s how it works

We’ll send you a link via email while setting up your integration. By clicking that link and logging in with your MyCase account, you’ll be connecting your Answering Legal service and your MyCase portal.

From then on, all new client messages taken by our virtual receptionists will appear in the Online Leads section of your MyCase platform. Each lead information card will contain their contact information and any message they wanted to leave. Your custom intake questions and their answers will be available in the “Lead Details” section.

These messages will still be sent to your Answering Legal app and/or your email. Keep in mind that only new lead messages will be sent to MyCase, keeping your intake management free from the clutter of existing client messages.

Manage all your leads in one place

The Online Leads section of your MyCase platform will be full of new leads, whether they’re from your phone messages and from other sources. From there, you’ll be able to evaluate the viability of each one, make notes, and follow up with ease.

Instantly convert client intakes into matters

Once a lead becomes a client, you’ll be able to move the information on their lead card into their legal matter in MyCase with just a few clicks. Information transfer for all leads will be seamless and instantaneous, cutting out data entry and human error.

Automate your next steps

Once our virtual receptionists send messages to your MyCase platform, you can set up automations so that those leads will instantly receive anything you want to send. You can automate followup emails, text messages, and even representation agreements!