Sarah 24/7 + MyCase
Every potential client call answered and screened while your team practices law.
Works with Sarah 24/7
How the MyCase + Sarah 24/7 AI receptionist pairing works
MyCase keeps cases, documents, and client communication organized. Sarah keeps the pipeline that feeds it alive: every call answered live at any hour, potential clients screened with your intake questions, consultations booked, and missed callers texted back — while attorneys and staff stay focused on the matters already open.
The connection works today through connected-calendar booking, contact push through GoHighLevel, or a Zapier or Make bridge that moves intake details toward your MyCase workflow. Firms with particular intake or referral procedures can request custom wiring during white-glove onboarding, shaped to match how the office already runs.
- Calls answered live while staff work open matters
- Intake details captured with your screening questions
- Consultations booked against your connected calendar
What MyCase sees after the phone rings
A potential client calls at 8pm about a matter you may or may not take. Sarah runs your intake — matter type, jurisdiction, dates, the conflicts questions you have approved — books the consultation if it qualifies, and passes everything through with the recording attached. No legal advice is given, and she says so plainly if asked.
What lands in MyCase: a screened enquiry — through your calendar, your CRM or an automation step, since MyCase has no native connector.
Setting it up
- Connect the system. Practice management or CRM connected during onboarding with scoped access.
- Build the intake. Your matter types, your qualifying questions, and the conflicts checks you want asked up front.
- Set the boundaries. What is never answered on the phone, and what routes straight to an attorney.
- Run a live test call. A test intake runs end to end so you can read exactly what a client would produce.
Setup is done by us, not left to you in a builder. Typical time to live: days, not weeks.
MyCase questions
Is this a native integration?+–
Not yet. Sarah works alongside MyCase today via connected-calendar booking, contact push through GoHighLevel or a Zapier or Make bridge, and custom wiring during white-glove onboarding on request. Case management remains fully inside MyCase.
What intake details does Sarah collect?+–
Whatever your intake form asks: matter type, timeline of events, opposing parties for conflict checks, contact information, and how they found you. Captured conversationally on the call, delivered to your team as structured, reviewable notes.
Can existing clients reach a human?+–
Yes. Routing rules can treat existing clients differently — taking a detailed message for their attorney, flagging urgency, or directing them per your office procedure. Sarah handles the phone traffic; your team keeps the relationships.
Related tools
Put Sarah in front of MyCase
Leave your number — we’ll demo the exact flow on a live call.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime