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Overview

Our direct integration with MyCase allows all new client messages from Answering Legal to automatically appear in your MyCase account. This saves you time, ensures nothing falls through the cracks, and keeps your lead tracking clean and simple.

What This Integration Does

• Sends all new client messages directly into Online Leads in MyCase
• Populates contact details and intake responses in real-time
• Makes follow-up and lead conversion faster and easier

Getting Started

1. Activate the Integration
   • We’ll generate and email you a custom secure activation link.
   • Upon receipt of the link from Answering Legal, make sure all users are signed out of MyCase on all devices. Then, click the link, sign in to MyCase, and approve the connection.
   • Once done, the integration goes live instantly and remains active for 12 months.
2. Reactivation & Access
   • You’ll receive a reminder to reauthorize before the 12-month window ends.
   • If you see an error when clicking the link again, it likely means your integration is already active.

What You’ll Need

• MyCase login credentials
• Your MyCase account must be on the Pro Plan or higher (integration is not available on the Basic plan)

What Gets Synced

• Contact Info: Name, Phone Number, Email Address
• Intake Responses: Appear under the Lead Information section of each Online Lead

Where to Find Your Leads

1. Log in to MyCase.
2. Click the Leads tab on the home screen.
3. Under the new taskbar, select Online Leads—this is where your Answering Legal messages appear.

Troubleshooting

Issue: Message not showing up in MyCase Checklist:

• Was it a New Client call?
• Are you looking under Leads > Online Leads?
• Is your MyCase plan Pro or higher?
• Has your integration been deactivated in MyCase settings? Check this by going to Settings → Integrations and Apps, then search for “Answering Legal.”

If still unresolved:

• Send us:
  • The Message ID(s) of any missing messages
  • A screenshot of where you’re checking in MyCase
• We’ll verify activation and data sync status for you

Tips for Best Results

• Keep your MyCase login credentials updated
• Ask staff to always take New Client calls on the correct contact line
• If leads appear out of date order, click the Date Added header to re-sort the view
• To confirm the integration is active, check Settings > Integrations > Apps in MyCase