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VoiceAI + MyCase

Push AI call data into MyCase through Zapier for law firm case management

How VoiceAI Works with MyCase

VoiceAI connects to MyCase through Zapier, enabling law firms to automatically capture and organize client intake data from AI-handled phone calls. After every call, VoiceAI sends structured data — caller name, phone number, email, call summary, transcript, sentiment analysis, call outcome, recording URL, and appointment details — to Zapier. You build a Zap that routes this into MyCase as contacts, cases, or communications.

MyCase provides law firms with case management, client communication, and billing tools in one integrated platform. By connecting VoiceAI to MyCase through Zapier, solo practitioners and small firms can handle client intake calls around the clock without hiring additional staff. Every call your AI agent handles creates a trail of data that flows into your case management system.

VoiceAI answers the phone and gathers the details. Zapier moves the data. You configure how contacts, cases, and billing entries are structured inside MyCase.

How This Connection Works

After every call, your VoiceAI agent sends structured call data (caller name, phone number, email, call summary, transcript, sentiment, outcome, and more) to Zapier. You build the automation that routes this data into MyCase — it takes about 5 minutes to set up and runs automatically after that.

What This Integration Does

Build a Zap to create MyCase contacts from AI-handled intake calls
Build a Zap to open new cases in MyCase from qualified client inquiries
Build a Zap to log call summaries and transcripts on case timelines
Build a Zap to create follow-up tasks in MyCase after client calls
Build a Zap to tag MyCase contacts with practice area and referral source
Build a Zap to sync appointment bookings from AI calls to MyCase calendars

Getting Started

1

Connect your VoiceAI account to Zapier and select a call event trigger

2

Connect your MyCase account as the action app in Zapier

3

Map VoiceAI call data to MyCase fields — contacts, cases, or tasks

4

Every AI-handled call automatically sends intake data into MyCase through your Zap

Real-World Use Cases

Solo Practitioner Intake

A solo family law attorney's AI agent handles intake calls while they're in court. The Zap creates a MyCase contact with the caller's info, opens a potential case with the matter details, and adds a task for the attorney to follow up after their hearing.

Client Communication Logging

When an existing client calls with a question, the AI agent handles it and logs the call summary to the MyCase case timeline. The attorney sees the full conversation context alongside case documents and billing entries.

Consultation Booking and Case Setup

The AI agent qualifies a prospective client and books a consultation. The Zap creates the MyCase contact, opens a preliminary case, and schedules the consultation — giving the attorney a complete picture before the first meeting.

Frequently Asked Questions

“We switched to VoiceAI and haven't looked back. Our AI agent books more appointments than our previous receptionist — and it never calls in sick.”

— Trusted by 60+ businesses across dental, legal, real estate, and home services

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