Put an AI employee to work in MyCase.

What an AI employee can do in MyCase

• Your intake agent captures new inquiries after hours so no case goes to another firm.
• It reminds clients of deadlines and documents they owe.
• It records every client call on the case.

An example in MyCase

A criminal defense practice gets most new calls at night, after an arrest. A mother calls about her son being held at the county jail. The agent answers, takes down the charges as she understands them, the court date if known and her contact details, and creates a Lead in MyCase. It books a consultation with the attorney for the morning and texts her the address. It does not discuss the case itself. The call and the consultation are recorded on the lead in the CRM.

What stays with your people

Your attorneys decide whether to take the case, set the fee and give every piece of legal advice.

The connection

How it connects

Over MyCase's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.

What it reads and writes in MyCase

Case, Lead, Contact, Event, Task, Invoice.

Approval level

Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.

On the record

Every call it makes to MyCase is logged with what it did and when, so a person can pick up where it left off.

Industries that often run MyCase

Questions about MyCase

Does the agent turn leads into cases?

It captures the lead. Deciding to take the case and opening it stays with an attorney.

Can it remind clients about unpaid invoices?

Yes, on a schedule and wording you approve. It does not change amounts or set up payment plans.

What about conflict checks?

It collects the names needed for a conflict check and passes them to your staff; it does not clear conflicts.