Voksha + MyCase
Connect your AI receptionist to MyCase's client portal and practice management tools - turning every phone call into an organized, actionable case record.
What is MyCase?
The Voksha–MyCase integration creates a direct link between your AI phone receptionist and MyCase's legal practice management and client portal platform. Inbound calls are matched to existing MyCase contacts by phone number, and new callers are guided through an intake flow that populates MyCase with contact details, case information, and document requests. Every call interaction is logged as a case activity visible in both the attorney dashboard and the client-facing portal, maintaining transparency throughout the attorney-client relationship.
How Voksha + MyCase Work Together
Automated workflows that connect every call to your MyCase account.
Guided Client Intake
Voksha asks prospective clients a configurable series of intake questions - case type, incident date, opposing parties, and desired outcomes - and creates a new MyCase Contact and Lead with all collected information.
Case Communication Logging
Calls from existing clients are automatically logged as communications on the appropriate MyCase case, with call notes, duration, and transcript available to the assigned attorney and visible in the client portal.
Conflict Screening
During intake, Voksha collects party names and searches MyCase's contact and case databases for potential conflicts, presenting matches to the reviewing attorney before the client is accepted.
Client Portal Message Triggers
After logging a call, Voksha can trigger a MyCase client portal message notifying the client that their call was received and documented, along with any next steps - keeping clients informed without attorney effort.
Benefits of Connecting Voksha with MyCase
Client Portal Transparency
Because call logs are visible in the MyCase client portal, clients can see that their communication is documented without having to call back and ask for confirmation.
Reduced Intake Bottlenecks
Prospective clients get through your intake process during their first call instead of waiting for a paralegal callback, increasing the percentage of leads that convert to retained clients.
Complete Case Timelines
Every phone interaction is captured on the case timeline alongside emails, documents, and billing entries, giving attorneys a single-pane view of all case activity.
After-Hours Lead Capture
Callers who reach out evenings and weekends are guided through the same professional intake process, so Monday morning starts with actionable leads instead of a full voicemail box.
Real-World Use Cases
Criminal Defense Practices
A criminal defense firm receives urgent calls at all hours from individuals who have just been arrested or charged. Voksha captures charges, court dates, jurisdiction, and contact details, creates a MyCase Lead, and sends an immediate portal message confirming the firm will review the case - providing reassurance during a stressful time.
Estate Planning Firms
An estate planning attorney uses Voksha to handle initial inquiry calls about wills, trusts, and probate. The AI receptionist collects family structure, asset overview, and planning goals, populates a MyCase Lead, and books a consultation - arriving at the meeting fully briefed.
Frequently Asked Questions
Activate the MyCase Integration
This integration is available with Voksha Enterprise. Get custom AI workflows, dedicated onboarding, and direct MyCase connectivity.
Starts from $899/month • Custom onboarding • Dedicated account manager