Legal Receptionist that streamlines your intake in MyCase
Manage your intake more efficiently with Reflekt Legal and MyCase with confidence
See how AI intake works with MyCase
Reflekt Legal + MyCase
MyCase Integration Details
Reflekt Legal integrates with MyCase to bring AI-powered intake directly into the platform your firm relies on for case and client management.
Leads are captured, qualified, and pushed into MyCase automatically. Your team gets structured data, conversation context, and the ability to start working cases without any manual data entry.
Key Features
How Legal Receptionist works with MyCase
Some of the actions that our AI legal receptionist can do in MyCase.
Create New Contacts
Your AI Legal Receptionist can create new contacts in MyCase and categorize them based on their conversation, case type, and intake responses.
Update Existing Contact Info
Your AI Legal Receptionist can update contact details in MyCase in real time, without any manual effort.
Add Tasks
Your AI Legal Receptionist can create follow-up tasks in MyCase automatically based on intake outcomes, so your team never misses the next step.
Upload Documents
Your AI Legal Receptionist can attach intake transcripts, signed forms, and supporting documents directly to the client record in MyCase.
Update Statuses
Your AI Legal Receptionist can update lead and case statuses based on conversation outcomes, keeping your pipeline current without manual intervention.
Look Up Cases
Your AI Legal Receptionist can search existing cases in MyCase during conversations, pulling relevant history to provide context-aware responses.
Tailored to your own operations
Your AI receptionist runs intake operations directly from within your CRM & CMS. No extra tools to manage, no duplicate workflows. Everything stays in MyCase where your team already works.
Get Started with AI Intake in MyCase
Go live in days, not months. Here is how simple the process is.
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