MyCase

Coming soonLegal

MyCase intakes captured from every call.

Prospective-client calls will become MyCase contacts and intakes with the conversation and consultation booked. A dedicated MyCase connection is on our roadmap, not a self-serve connection yet.

On our roadmap, not a self-serve connection yet.

From a caught lead

Planned for MyCase

  • Caller name and phoneContact or lead record
  • What they asked forLead source and notes
  • Booked appointment timeActivity or event on the record
  • Call recording linkAttached to the record
  • Held or no-show outcomeStage or status update

This is what the connection will carry once it ships.

On the roadmap

Coming soon, and often connectable today

A dedicated MyCase connection is on our roadmap. In the meantime, if it is reachable through Zapier or n8n, our team can often wire it for you during onboarding.

  1. On our build roadmap

    A dedicated MyCase connection is in active planning. We sequence connections by what clients ask for most, so tell us on a call if MyCase is a must-have and we will weight it up the list.

  2. Often connectable today

    Even before the native MyCase connection ships, if MyCase is reachable through Zapier or n8n our team can usually wire a working version for you during onboarding.

  3. Switched on the moment it ships

    When the MyCase connection is ready it moves from coming soon to set up for you, and existing clients get it turned on with no extra work.

Questions about the MyCase connection

Can I use the MyCase connection today?

Not as a one-click native connection yet, it is on our roadmap. If MyCase exposes an API or a Zapier or n8n hook, we can often wire an interim connection for you during onboarding.

When will MyCase be ready?

We ship connections in the order clients ask for them, so we do not promise a date we cannot hold. Ask us on a call and we will tell you where MyCase sits, and move it up if you need it.

Will I have to do anything to switch it on?

No. When the connection ships we turn it on for you and confirm the mapping, the same done-for-you way every CaughtLeads connection works.

Stop losing leads in the handoff.

Twenty minutes. We will show you what is live today and exactly where the MyCase connection sits on our roadmap.

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