Legal

AI Receptionist for
MyCase

Connect MyCase to your AI voice and chat agent to look up contacts, check case status, book consultations, and log call notes — all during live calls to your law firm.

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How It Works

Get your MyCase AI Receptionist up and running in minutes.

1

Log into the Client Portal and assign MyCase to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts handling calls with live MyCase data — checking case status, booking consultations, and logging call notes.

Key Features

Everything your AI needs to handle MyCase inquiries like a pro.

Contact & Client Lookup

Your AI searches MyCase contacts by name, phone, email, or case number — pulling up case assignments, attorney of record, and contact details.

Case Status Updates

Callers can check the status of their case through your AI. It accesses case timelines, upcoming deadlines, and recent activity from MyCase.

Calendar & Deadline Access

Your AI checks your MyCase calendar for upcoming hearings, filing deadlines, consultations, and attorney availability.

Consultation Booking & Call Notes

Your AI books consultations onto your MyCase calendar and logs the call as a note on the matter. New-client intake details are captured for your team — it does not create a case or lead record in MyCase.

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AI Receptionist for MyCase Example Prompts

Copy and paste these prompts into your MyCase AI Receptionist prompt box to get started quickly.

Example 1 — Case Status:
"When a client calls about their case, verify their identity and look up their matter in MyCase. Provide a general status update — filings submitted, waiting on court scheduling, discovery in progress. For detailed legal questions, offer to have their attorney return the call."

Example 2 — New Client Consultation:
"If a prospective client calls seeking legal representation, ask about their legal matter type, a brief description, and any deadlines or court dates. Collect their contact information and create a new intake record in MyCase. Schedule a consultation with an available attorney."

Example 3 — Invoice and Payment:
"When a client calls about their legal bill, check their account in MyCase for outstanding invoices. Provide the invoice total, what it covers, and the due date. If they want to make a payment, let them know they can pay through the client portal or we can send a payment link."
View All Integration Prompt Examples →

See It in Action

Here's how your AI Receptionist for MyCase handles a real conversation.

Caller

Hi, I'm a client of the firm. I wanted to check on the status of my case.

AI Agent

Of course. Can I get your name and the best phone number on file?

Caller

Patricia Gomez, 555-0347.

AI Agent

I found your file, Patricia. Your personal injury case is currently in the discovery phase. The next milestone is a deposition scheduled for March 28th. Attorney Williams is handling your case. Would you like me to have him call you back with more details?

Caller

Yes, that would be great.

AI Agent

I've noted a callback request for Attorney Williams regarding your case. He'll reach out within one business day. Is there anything else I can help with?

Frequently Asked Questions

Is client data secure?
Yes. The integration uses encrypted, read-only API access. Client data is queried live during calls and never stored. Attorney-client privilege is maintained.
Can it create new cases or leads in MyCase?
No. Your AI can book a consultation on your MyCase calendar and log the call as a note, and it captures intake details for your team — but it does not create a case or lead record. Case creation stays with your attorneys for proper conflict checking and engagement.
Does it work with all practice areas?
Yes — personal injury, family law, criminal defense, immigration, estate planning, business law, and any other practice area managed in MyCase.
Can it check billing and trust accounts?
Your AI can reference invoice status and outstanding balances. Trust account details and payment processing require attorney-level access and are not exposed.
Does it handle court deadline reminders?
Your AI can inform callers about upcoming deadlines and court dates from the MyCase calendar. It can also note scheduling conflicts flagged by callers.

Built for Law Firms

Your AI receptionist handles client and intake calls — looking up matters, capturing new leads, and routing to the right attorney — around the clock.

For your firm

  • Capture every lead. New-client calls are qualified and captured 24/7, so potential matters don't go to voicemail or a competitor.
  • Free up your team. Routine matter-status calls are answered automatically, keeping staff and attorneys focused on casework.
  • Full call records. Every conversation is logged to the matter, so the team always has context.

For your clients

  • Reach the firm anytime. Calls are answered day or night, not just business hours.
  • Fast status updates. Clients get a real update on their matter without waiting for a callback.
  • A clear path forward. New callers are guided through intake and connected to the right attorney.

Ready to Connect MyCase?

Set up your AI + MyCase integration in under 5 minutes.

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