Legal

RevSquared + MyCase.

RevSquared connects to MyCase through Zapier, enabling law firms to automatically capture and organize client intake data from AI-handled phone calls. Solo practitioners and small firms can handle intake calls around the clock without hiring additional staff.

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How RevSquared Works With MyCase.

RevSquared connects to MyCase through Zapier, enabling law firms to automatically capture and organize client intake data from AI-handled phone calls. After every call, RevSquared 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 RevSquared 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.

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

What This Integration Does.

Every feature built to keep your business running without you on the phone.

Create MyCase Contacts

Build a Zap to create MyCase contacts from AI-handled intake calls.

Open New Cases

Build a Zap to open new cases in MyCase from qualified client inquiries.

Log Case Summaries

Build a Zap to log call summaries and transcripts on case timelines.

Create Follow-Up Tasks

Build a Zap to create follow-up tasks in MyCase after client calls.

Tag Contacts

Build a Zap to tag MyCase contacts with practice area and referral source.

Sync Appointments

Build a Zap to sync appointment bookings from AI calls to MyCase calendars.

Getting Started.

You'll be connected in minutes, not days.

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

Connect your MyCase account as the action app in Zapier

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

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

Real-World Use Cases.

Businesses like yours are already using this integration.

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.

Everything you need to know about this integration.

How does RevSquared send call data to MyCase?

RevSquared sends structured call data to Zapier after every AI-handled call. You create a Zap that routes this data into MyCase as contacts, cases, or tasks. RevSquared does not connect to MyCase directly.

Can RevSquared handle intake calls for my law firm?

Yes. RevSquared's AI phone agent can handle client intake calls 24/7, capturing caller information, case details, and scheduling consultations. All data flows to MyCase through Zapier automatically.

What types of law firms benefit from RevSquared + MyCase?

Solo practitioners and small law firms benefit most. RevSquared eliminates missed calls and captures intake data after hours, while MyCase keeps everything organized in one case management platform.