New! AI Receptionist now integrates with MyCase

Running a successful law firm is difficult enough. Tracking client calls and maintaining client records shouldn’t come at the cost of your time. With Smith.ai’s newest MyCase integration, now it doesn’t have to.

Connect AI Receptionist with your MyCase account to automate call and contact logging. Gain back time to focus on more important things, like winning cases.

AI Receptionist + MyCase: Effortless case management

Every time AI Receptionist handles a call for your firm, the details of that call are automatically synced to your MyCase account right where you’d expect them, in the Call Log of the Communications module.  In addition to all the contact information, you can view the call summary and other helpful items, such as disposition, if the call is inbound or outbound, duration of the call, and time/date of the call. 

After you or someone on your team has reviewed the call in the Call Log, you can take action on that call right in your MyCase software. Actions include: 

• Add a new lead or contact
• Mark the call as "resolved"
• Add a time entry
• Add a task
• Edit the call log
• Delete the call log (not recommended)

Say goodbye to time-consuming data entry. There’s no need to switch between apps. With this MyCase integration, every AI Receptionist call is logged, and your workflow runs smoother than ever. No more worrying about missed details — just accurate, up-to-date information exactly where you need it.

How to use it

How to Connect Your MyCase Account to Smith.ai 

Choose Smith.ai for superior integrations

Organization and time management are crucial for law firms. We get that. That’s why the MyCase and AI Receptionist integration helps firms of all sizes streamline communications and case management, freeing up time to focus on more high-priority tasks.

There’s even more to AI Receptionist, including appointment scheduling, flexible call routing, lead intake & qualification, custom greetings, human handoff, dedicated line selection, and more. Smith.ai has everything you need to run your law firm smoothly without worrying about the additional administrative hassle.

To learn more, schedule a consultation or reach out to hello@smith.ai.