MyCase + NextPhone: every caller qualified, every detail captured
NextPhone answers your firm's calls 24/7, qualifies every caller, and captures the full intake — so your team works qualified leads with complete case details in MyCase instead of transcribing voicemails.
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NextPhone integration with MyCase
Overview
MyCase is where your firm manages cases, billing, and client communication. NextPhone is the AI receptionist that answers your firm's phone 24/7 and does the intake a paralegal would. When a potential client calls, the AI answers their questions, qualifies the matter, and captures the full intake, then creates the lead in MyCase with the whole story attached. It connects to MyCase directly, so nothing is re-keyed and there is no middleman to maintain. Qualified leads arrive ready to work and your team just picks up where the AI left off.
How it works
A potential client calls your firm after hours. NextPhone answers on the first ring, handles their questions about your practice areas and fees, and runs your intake: matter type, key facts, timeline, urgency. Urgent callers get transferred straight to your on-call attorney. The moment the call ends, the lead is created in your MyCase Leads pipeline with the caller, the AI call summary, and every intake answer attached. It arrives in your Online leads queue, the same place your website form leads land, so you approve it into your pipeline and pick up where the AI left off. Spam and hang-ups are filtered out before any of it reaches you.
Capabilities
- Answer & qualify - callers ask about your practice areas, fees, and process; the AI answers from your firm info and runs your intake questions
- Capture the full intake - matter type, key facts, timeline, and the caller's name, phone, and email — captured on every call
- Leads created in MyCase - new-lead calls become leads in your MyCase Leads pipeline automatically, with the caller, the call summary, and every intake answer attached
- Spam filtered out - robocalls, wrong numbers, and hang-ups never reach your pipeline, so what you review is real potential clients
- Urgent callers routed - an arrest or a filing deadline gets transferred straight to your on-call attorney with the full context of the call
- Summary after every call - a clean call summary and every intake answer, sent to your team the moment the call ends
Qualified leads, not messages
A traditional answering service takes a message. NextPhone does the intake: it asks your screening questions, captures matter type and key facts, and separates real potential clients from spam and solicitors before anything reaches your team.
Every qualified call arrives with the caller's contact details and a clean write-up — the AI summary and every intake answer — so your team works the lead with full context instead of playing phone tag.
Connected to MyCase directly
This is a direct connection to MyCase, not a Zapier bridge or a nightly export. When a call ends, the lead is already in your Leads pipeline with the caller, the AI summary, and every intake answer on it. No middleman subscription, no delay, nothing to re-key.
New leads arrive in your Online leads queue, the same place your website form leads land, so approving them is the routine your team already runs. The direct integration is available on MyCase's Advanced tier.
We set it up for your firm
You don't configure anything. You request your firm's credentials from MyCase support, send them over, and approve the connection once. Our team maps your practice areas and intake questions to how your firm runs MyCase, and gets you live fast. Tell us how you want callers handled and we handle the rest.
Frequently asked questions
How does NextPhone work with MyCase?
This is a direct integration, not a Zapier workaround. NextPhone answers and qualifies every call, captures the full intake, and creates the lead in your MyCase Leads pipeline the moment the call ends. Nothing is re-keyed and there is no middleman subscription to maintain.
Where do the leads show up in MyCase?
In your Leads pipeline, arriving in the Online leads queue alongside your website form leads. You approve them into your working pipeline with one click, exactly like the web leads you already review.
What does the AI capture on each call?
Matter type, key case facts, timeline, urgency, and the caller's name, phone, and email. The same things your best intake specialist would ask, and you choose the exact questions per practice area. All of it lands on the MyCase lead, along with the call summary and a link to the recording.
Does every call create a lead?
No. Only real potential clients do. Robocalls, wrong numbers, and hang-ups are filtered out, so your pipeline stays clean. Urgent callers, an arrest or a filing deadline, get transferred straight to your on-call attorney with the full context of the call.
Do I need a particular MyCase plan?
Yes, the direct integration needs MyCase's Advanced tier, since that is where MyCase makes it available. Your firm requests its credentials from MyCase support and we set the connection up for you. On a lower tier you can connect through Zapier instead.
How does setup work?
We handle it for you. You send us your MyCase credentials and approve the connection once, then our team tailors the intake to your practice areas and how your firm runs MyCase. You don't configure anything, and you're live fast.
Do you also integrate with Clio?
Yes. If your firm runs on Clio, our Clio integration books consultations directly onto your Clio calendar and creates the contact and lead automatically. See the Clio integration for details.
