MyCase AI receptionist integration

Start with the front desk’s actual job

Your front desk should not have to reconstruct every conversation from a name and phone number. For a MyCase firm, start by deciding what a useful first-contact record looks like: who called, why they called, whether they are already a client and who should respond.

Next Gen Calls connects MyCase as part of a done-for-you build. We confirm which records and actions can be used for your particular intake process before committing to them. We do not assume that an integration name means the agent can change case details, send invoices or access every document.

A practical example: a referral calls during a meeting

An attorney has referred someone to your firm. Your receptionist agent can ask the caller’s name, contact details, general reason for calling and preferred callback time. It follows the screening questions your firm approves, then offers the next step you have chosen. If that step involves a calendar, we scope the booking connection separately.

The attorney receiving a warm transfer hears a short whisper briefing before joining the caller. If nobody answers, the backup path follows your firm’s rules. The AI summary helps staff distinguish a new referral from a current client asking for an update.

Specify the MyCase boundary before launch

• Show us how an inquiry becomes a client in your current process.
• Identify the approved destination for captured caller details.
• Confirm permitted read and write actions with a sample record.
• Assign a staff member to review uncertain or incomplete information.

An existing-client call needs particular care. Do not use a caller’s name alone as permission to discuss a matter. Agree what identification your firm needs and what the agent should say when it cannot confirm the caller. Staff should handle sensitive case details and any decision that changes a client’s position.

What we test with your team

We test a referral, a current-client inquiry, an unwanted call and a call that reaches nobody. Check the questions, pronunciation, transfer briefing and summary rather than just whether a call connects. Then check the approved MyCase action against the actual sample record. A successful greeting is not proof that the connected workflow is complete.

Keep legal advice and conflicts decisions with your attorneys. We tune the greeting, questions and handoff around the feedback from your firm.