AI Agent for MyCase

How It Works

Get your MyCase AI Agent 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, scheduling consultations, and capturing new leads.

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.

Intake & Lead Capture

New callers are captured as leads in MyCase with their contact info, case type, and consultation notes — ready for attorney review.

Get Started ▶ Hear a real call

AI Agent for MyCase Example Prompts

Copy and paste these prompts into your MyCase AI Agent 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 Agent 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?

Your AI captures intake information and creates lead records in MyCase. Full case creation is left to 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.