Managed Agents at Previously $0.06 $0.03/minManaged Agents are Previously $0.06 $0.03/min.
Webhook tool

MyCase AI receptionist that turns calls into new leads

The agent takes the caller's details and a short description of their matter, creates a lead in MyCase through your service, and transfers urgent cases.

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Law firm intake agent

Takes new-client calls and creates the lead.

Instructions

Collect the caller's name, number, email if they have one, the other parties' names spelled out, and a short description of the matter. Do not give legal advice. Create the lead. Transfer arrests, court dates this week and missed deadlines to the on-call attorney.

Handoff
On-call attorney

Connected tools

  • Create leadWebhook
  • Transfer to attorneyTransfer

What a MyCase AI voice agent can do

Open one to watch a call. The grey lines are the tools the agent calls mid-sentence.

Your service creates the lead with the caller's name, number, email and a summary of the matter, so staff can review it in MyCase.

Tool definitions

Webhook tools go to POST /v1/agents/tools. Transfers are a system tool on the agent. Replace the placeholder values in capitals with your own.

Webhook

Create lead

Creates a MyCase lead and logs the call through your service.

Show the JSON definition
create_lead
{
  "type": "webhook",
  "name": "create_lead",
  "description": "Creates the caller as a lead in MyCase with the intake answers, and logs the call.",
  "pre_tool_speech": "auto",
  "execution_mode": "immediate",
  "response_timeout_secs": 20,
  "api_schema": {
    "url": "https://api.your-firm.com/mycase/intake",
    "method": "POST",
    "request_body_schema": {
      "type": "object",
      "properties": {
        "first_name": {
          "type": "string",
          "description": "Caller's first name."
        },
        "last_name": {
          "type": "string",
          "description": "Caller's last name."
        },
        "email": {
          "type": "string",
          "description": "Caller's email, spelled back to them. Leave empty if they have none."
        },
        "phone": {
          "type": "string",
          "dynamic_variable": "system__caller_id"
        },
        "other_parties": {
          "type": "string",
          "description": "Names of other parties, spelled as the caller gave them."
        },
        "summary": {
          "type": "string",
          "description": "The caller's description of the matter, in a few sentences."
        }
      },
      "required": [
        "first_name",
        "last_name",
        "summary"
      ]
    },
    "authentication": {
      "mode": "bearer",
      "token": {
        "type": "secret",
        "secret_value": "YOUR_SERVICE_TOKEN"
      }
    }
  }
}

Transfer

Transfer to attorney

Cold transfer to the on-call attorney.

Show the JSON definition
transfer_to_attorney
{
  "config": {
    "system_tools": {
      "transfer_to_number": {
        "description": null,
        "pre_tool_speech": "auto",
        "transfers": [
          {
            "destination": {
              "type": "phone",
              "phone_number": "+14155550136"
            },
            "condition": "The caller or a family member was arrested, has a court date this week, has missed a deadline, or says it is an emergency."
          }
        ]
      }
    }
  }
}

Set it up

No native connector. MyCase's API only takes OAuth tokens, so the webhook tool calls a service of yours that holds and refreshes the firm's tokens. Vendor details read in November 2026.

  1. Ask MyCase for client credentials

    MyCase support issues the OAuth client ID and secret and sets your redirect URI. Only MyCase support can set or change that URI.

  2. Authorize the firm

    A firm user with permission to manage the firm's preferences, billing and payment options signs in at auth.mycase.com and approves your app.

  3. Run the intake service

    It exchanges the code at auth.mycase.com/tokens, refreshes the token, and calls POST /v1/leads and POST /v1/calls on external-integrations.mycase.com.

  4. Review with a partner

    Have an attorney read test leads and listen to test calls, and sign off on what the agent says before it answers real ones.

Documentation

Before you build

Token lifetimes

MyCase access tokens last 24 hours and refresh tokens two weeks, and a webhook tool cannot refresh either. Your service does, within MyCase's limit of 25 requests per second.

No legal advice, and your rules apply

Put it in the instructions and make the agent say it plainly when asked. Check recording consent and confidentiality rules with your bar's guidance.

Use cases for teams on MyCase

Customer support

Resolve support calls on the first try, refund and credit within your rules, and keep customers who call to cancel.

See the use case

Appointment scheduling

Book, reschedule and confirm appointments on your calendar, 24/7.

See the use case

More integrations

All integrations
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Clio

A voice agent that takes first-contact legal calls and creates a Clio matter or contact through webhook tools you configure.

  • Managed Agents
See the integration
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Salesforce

A voice agent that reads and writes Salesforce leads and cases through webhook tools pointed at a service holding your OAuth session.

  • Managed Agents
See the integration
Webhook tool

GoHighLevel

Webhook tools that let a Cartesia voice agent create and update GoHighLevel contacts during a call.

  • Managed Agents
See the integration

Enterprise-grade security

  • HIPAA compliant badge

    HIPAA compliant

  • SOC 2 Type 2 badge

    SOC 2 Type 2

  • GDPR badge

    GDPR

MyCase AI voice agent FAQs

Can an AI receptionist create leads in MyCase?

Yes. A Cartesia agent takes the caller's details and a summary of the matter, and your service creates the lead with POST /v1/leads and logs the call with POST /v1/calls. The attorney who calls back sees what was already said. There is no native MyCase connector.

Which AI receptionists integrate with MyCase?

MyCase has announced integrations with Smith.ai and Clerx AI, which sync calls and intake into MyCase. A Cartesia agent is the build-your-own option, with your own intake questions, voice and model, and a service of yours that writes to MyCase's API.

How do I get MyCase API access?

MyCase support issues the OAuth client ID and secret and sets your redirect URI, which only support can change. A firm user with permission to manage preferences, billing and payment options then approves your app at auth.mycase.com.

Why does the MyCase call log need a staff member?

MyCase's create call endpoint requires call_for, the staff member the call is for. Your service sets it, for example to your intake coordinator, so the call shows up in their log.

Can the agent call the MyCase API without a service?

No. MyCase's API only takes OAuth tokens, which last 24 hours, with refresh tokens good for two weeks, and a webhook tool can't refresh either. Your service refreshes them, within MyCase's limit of 25 requests per second.

What does a MyCase intake agent cost to run?

Agents run at $0.03/min, plus LLM usage and telephony. Your MyCase subscription is billed by MyCase. Transfers work only on Twilio and SIP trunk numbers, not on Cartesia numbers, so put the number on Twilio or a SIP trunk if the agent hands callers to staff.

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