MyCase
Vetted Cases + MyCase
During a signed implementation, approved intake fields can be mapped into MyCase leads or cases for follow-up.
Vetted Cases → MyCase
What can be mapped
→
A new lead or case with contact details.
→
Injury type, accident date, and Attorney-review flag.
→
Conflict-check result and intake notes.
→
Transcript and, when recording is enabled and permitted, audio as approved records.
MyCase → Vetted Cases
What can be used
←
Calendar availability for booking.
←
Lead and case status for de-duplication.
←
Assigned owner and pipeline stage.
How the integration works
1
Confirm access
We confirm the supported MyCase connection method and permissions with your firm.
2
Map your fields
We map intake fields to your MyCase lead and case fields.
3
Test the delivery
The firm tests the approved lead-delivery workflow before go-live.
Connection to confirm during scoping: MyCase API support, permissions, lead fields, and calendar access.
Other integrations
Move qualified intake into MyCase without retyping it.
For MyCase, scoping confirms API access, lead or case fields, permissions, and calendar ownership.
Book the 20-minute demo →