Practice Management Systems · Live now · Updated 2026-05-15

ClaireAI × MyCase

Native two-way sync with MyCase Advanced.

StatusLive now

AccessPlan tier required

AuthOAuth + key

Practice areasPersonal Injury, Criminal Defense, Family Law

CategoryPractice Management Systems

Vendor docsReference ↗

Advanced tier $89/mo

What is the ClaireAI × MyCase integration?

The ClaireAI × MyCase integration is a two-way sync between the ClaireAI AI legal receptionist and MyCase, the legal practice management system used by personal injury, criminal defense, and family law firms. When Claire answers an inbound call — in 0.8 seconds, 24/7 — every qualified lead is written to MyCase as a new matter with the full call transcript, lead grade (A through D), captured intake fields, and practice-area tags pushed into matching MyCase custom fields. Round-trip status updates (consult booked, retainer signed, declined) flow back from MyCase into Claire's outbound follow-up engine, so callbacks, retainer links, and referral handoffs adjust automatically. Connection runs over a tier-locked API using OAuth + key. Setup is a 5-minute connection plus a 20-minute field-mapping session. Most U.S. law firms running MyCase are live on real calls within an hour of kickoff. Personal-injury, criminal-defense, and family-law intake presets ship out of the box, and the integration is included on every ClaireAI plan with no per-sync surcharge or setup fee.

Sync map

What does ClaireAI sync to MyCase?

New contactCreated in MyCase

New matter / caseCreated with practice-area tag

Call transcriptAttached as note

Intake custom fieldsMapped 1:1

Lead grade (A–D)Written to custom field

Matter status updatesRead back from MyCase

How it works

How does ClaireAI work with MyCase?

Inbound call becomes a MyCase matter

Claire answers in 0.8 seconds, runs the practice-area intake script, grades the lead A–D, then creates a new matter in MyCase with the full transcript attached as a note — before the caller hangs up.

Custom fields mapped to your intake

Mechanism of injury, custody status, UCCJEA flags, treatment status, jurisdiction, statute-of-limitations triage — Claire writes each captured field into the matching MyCase custom field. Zero copy-paste from the call summary.

Round-trip status sync

When a matter changes status in MyCase (consult booked, retainer signed, declined), Claire's outbound follow-up adjusts: callback reminder, retainer link, or referral handoff — no orphaned leads.

Setup

How long does MyCase setup take?

Under an hour for most U.S. law firms. No IT involvement required.

01
Confirm you're on a MyCase plan that includes API access (advanced tier $89/mo).
02
In the ClaireAI Control Room, open Settings → Integrations → MyCase. Paste your MyCase account name and click Connect.
03
Map your MyCase custom fields to Claire's intake schema. Most firms accept the defaults; personal-injury, criminal, and family-law presets ship out of the box.
04
Run a test call. New matters land in MyCase within 5 seconds of hang-up. You're live.

FAQ

MyCase integration questions, answered.

How does ClaireAI integrate with MyCase?

Claire connects to MyCase over a tier-locked API using OAuth + key. Every qualified intake call writes a new matter, contact, and transcript note into MyCase on call completion — typically within 5 seconds of hang-up. Matter status changes read back into Claire's outbound follow-up on a 60-second poll plus webhooks where MyCase exposes them.

Does ClaireAI support two-way sync with MyCase?

Yes. Claire both writes to MyCase (matters, contacts, custom fields, transcripts) and reads from MyCase (matter status, retainer signed flags) so outbound follow-up stays aligned with what your team has already actioned.

Which MyCase plan do we need?

Advanced tier $89/mo. Other Claire features (call answering, qualification, calendar booking) work on any MyCase plan.

How long does MyCase integration setup take?

Most firms are live with MyCase inside an hour: OAuth or API-key connection (under 5 minutes), field mapping with our team (20–30 minutes), test calls (15 minutes), then go-live on real traffic. No IT involvement required on the firm side.

How much does the ClaireAI MyCase integration cost?

The integration itself is included on every ClaireAI plan (Starter $450/month, Growth $850/month, Enterprise $1,800/month). No per-sync fees, no per-call surcharge, no setup charge. Your MyCase subscription pricing is set by MyCase directly.

Is the ClaireAI MyCase integration secure?

Yes. ClaireAI runs on SOC 2 Type II infrastructure with HIPAA-aligned controls and uses 256-bit AES encryption for all data in transit and at rest. Credentials for MyCase are stored in an isolated secrets vault per tenant; no cross-customer access is possible.

Can we try the MyCase integration before signing up?

Yes. ClaireAI offers a 7-day free trial on every plan — including the MyCase integration. You can connect MyCase, run real test calls, and verify the field mappings work for your firm before any charge.

What happens to our MyCase data if we cancel?

Cancellation revokes Claire's MyCase access immediately. Data already written to MyCase (matters, leads, transcripts) stays in your MyCase account — Claire never holds your client data hostage. Export tools are available throughout the trial and subscription.

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