New case inquiry
MyCase contact + leadCaller info and case type create a MyCase contact and a lead record ready for intake review.
Connected via Zapier
RevSquared + MyCase. Calls become intake records.
Every call your AI agent takes flows into MyCase with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier and route it however you want.
- Webhook-based
- Works with any Zap
- Full call payload
- Setup in ~5 minutes
Connected via
MyCase
MyCase- Webhooks by Zapier
- Full JSON payload per call
- Fires within seconds of call end
Common workflows
Build the Zaps your firm needs.
One webhook out of RevSquared, then any number of Zaps that route it to MyCase. Here's what teams build.
MyCase contact + leadConsultation request
Attorney calendarPreferred time and matter type route to the right attorney.
Existing client callback
Case activity logRepeat callers attach a call note to their existing case file.
Document or status question
Paralegal queueCaptured questions about a document or case status route to the paralegal team.
How to connect
One webhook. Any Zap you want.
Connect Zapier once in RevSquared. From then on every call posts a full JSON payload — build as many Zaps as you want.
- 01
Start a Zap with Catch Hook
In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the webhook URL Zapier gives you.
- 02
Paste it into RevSquared once
In your RevSquared dashboard, open the Zapier integration and paste the URL. One connection covers every future call.
- 03
Fire a test call
Make a test call (or use the test-payload button). Zapier receives the JSON and shows you the structure to map.
- 04
Add MyCase as the action
In the same Zap, add MyCase as the next step. Pick an action, map the webhook fields into MyCase, and turn it on.
What you get
What you can build.
01
Auto-create contacts
New caller details land in MyCase as a contact ready for conflict check.
02
Draft leads from calls
Case type + caller story create a lead the intake coordinator can act on.
03
Log call activity
Call summary attaches as a MyCase note on the existing matter.
04
Route consultations
Preferred date and matter type route to the right attorney's calendar.
05
Tag by practice area
Categorize by area so reporting and dashboards stay tight.
06
Sync repeat clients
Existing clients update instead of duplicating.
Why teams pick RevSquared for MyCase
The honest way to wire RevSquared into your MyCase practice.
1 hookup
Connect once
One Zapier integration. Paste a single Catch Hook URL and every intake call posts to it.
Many Zaps
Route however
Different Zaps for contacts, leads, consultations, and case activity.
Real-time
Not batched
Webhook fires within seconds so intake catches the caller while they're warm.
Common questions
Everything else you'd want to know.
- No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The MyCase part lives entirely inside the Zap you build in Zapier.
Built for
Industries that pair MyCase with RevSquared.
Pairs well with
Other integrations operators run alongside MyCase.
Stop pasting intake calls into MyCase. Every inquiry becomes a structured lead the intake coordinator can act on.
Build a Zap once. Every future call lands where it needs to go automatically.