AgentZap + MyCase
Complete legal practice management integration. Automate client intake, schedule consultations, and keep your cases organized with AI-powered call handling.
Powerful MyCase Integration Features
Everything you need to automate your law firm's client communications and case management.
Client Intake Automation
Capture potential client information during calls and automatically create contacts in MyCase. Qualify leads before scheduling consultations.
Consultation Scheduling
Book consultations directly into MyCase calendars with real-time availability checking and automatic conflict detection.
Case Association
Link all communications and call notes directly to the relevant case in MyCase for complete documentation.
Call Documentation
Detailed call summaries, transcripts, and recordings are automatically added to client records and case files.
Time Entry Creation
Automatically create time entries from calls for accurate billing and matter tracking.
Client Communication
Send automated follow-up messages and appointment confirmations through MyCase communication tools.
What Syncs Between AgentZap & MyCase
Seamless two-way synchronization keeps your practice running smoothly.
Contacts
- Client contact details
- Phone & email addresses
- Company information
- Contact classification
- Custom fields
Cases
- Case name & number
- Practice area
- Case status
- Assigned attorney
- Related parties
Activities
- Call recordings
- Meeting notes
- Time entries
- Documents
- Task assignments
How It Works
Get started with the MyCase integration in minutes.
Connect MyCase
Authorize AgentZap to access your MyCase account with secure authentication.
Configure Intake
Set up client intake workflows and lead qualification criteria.
Map Practice Areas
Configure routing rules for different case types and attorneys.
Go Live
Start receiving calls with automatic MyCase integration.
Ready to Transform Your Law Firm?
Join thousands of law firms using AgentZap with MyCase to automate client intake and never miss another opportunity.