Notes on the case, not slips on a deskClient conversations are logged to the right case in MyCase: what was asked, what was promised, and who was told.
Intake leads with the story attachedNew callers are screened per your instructions and saved as intake leads: practice area, urgency, and conflict basics already collected.
One file, everything on itMyCase already holds the documents and portal messages; Abby adds the phone calls, so the case history has no gaps.
The Whole Case, Phone Calls Included
ABBY PORTAL · CALL SUMMARY
ANSWERED BY ABBY · 4:52 PMElise Navarro
(615) 555-0183 · 4 min · Existing client
Asked whether Friday's custody hearing is still on; callback promised from Yolanda before Thursday.
Message relayedCase-linked note
MYCASE · CASE COMMUNICATIONS
CaseNavarro v. Navarro · Family
TypePhone call · logged by Abby
FromElise Navarro · (615) 555-0183
SummaryHearing-date question; callback by Thu
AssignedM. Ruiz · return call
MyCase keeps the documents, the deadlines, and the client portal in one place, but phone calls used to live on sticky notes. Now when Elise Navarro calls at 4:52 PM to ask whether Friday's custody hearing is still on, Abby answers in your firm's name, takes it down, and the call is logged to her case as a communication.
Her attorney sees it in MyCase with the rest of the file: who called, when, for how long, what was promised. The callback happens because the note exists, not because someone remembered.
The Lead Arrives Already Interviewed
A new caller isn't just a name and a number. Abby runs your intake script live on the call: practice area, what happened and when, urgency, how they found you, and the conflict basics your firm requires. The caller lands in MyCase as an intake lead with all of it attached, ready for your review and conflict check.
Confidential by design. US-based receptionists following your firm's scripts, encrypted call records, and HIPAA-compliant options for regulated practices. Your callers hear your firm, never a call center.
A Firm's Phone Day, In MyCase
8:12 AM
A client calls before the office opens, worried about Friday's hearing. Answered live, message logged to the case, attorney notified the way she asked.
10:05 AM
A daughter calls about wills for her aging parents. Abby runs the estate-planning intake and saves her in MyCase as a lead, consult requested.
12:40 PM
Lunch hour: two "any update on my case?" calls answered with the response your firm approved, both logged as case-linked notes.
3:47 PM
A rear-end collision from last week. Incident details, treatment so far, and how they found you, captured as a PI intake lead, urgency flagged.
9:20 PM
A custody client calls upset after an exchange. A person answers, takes it down calmly, and the note is waiting on the case before court opens.
A Caseload's Worth Of Calls
Family law, answered gentlyCustody and divorce clients call anxious, and often after hours. A live receptionist answers in your firm's name, and the conversation is on the case by morning.
Personal injury status checks"Any news on my case?" calls get a courteous response per your instructions and a case-linked note; your paralegals see them in MyCase instead of on voicemail.
Estate planning consults, bookedCallers asking about wills and trusts are screened and scheduled per your calendar rules, and the details land as an intake lead in MyCase.
Hearing-day coverageWhen the whole firm is in court, every call is still answered by a person: messages logged to the case, urgent ones escalated per your instructions.
How It Works
1Onboarding connects MyCase and sets your case-matching rules, intake questions, and escalation triggers with you.
2Abby's receptionists answer 24/7 in your firm's name: screening new callers, reassuring existing clients, booking consults per your rules.
3Every conversation lands in MyCase: case-linked notes for clients, intake leads with full details for prospects.
FAQs
Does Abby's virtual receptionist integrate with MyCase?
Yes, natively. Call summaries are logged to the case for existing clients, and new callers are captured as intake leads with your screening questions answered.
How do calls get matched to the right case?
Abby identifies the caller, and the matching rules you set at onboarding do the rest. Calls that can't be matched are delivered to your team clearly labeled, never lost.
Can Abby handle intake for family law and personal injury callers?
Yes. You approve the script (practice area, incident or situation details, urgency, conflict basics) and Abby runs it on every new caller, day or night.
Is a MyCase answering service appropriate for confidential client calls?
Yes. Abby's receptionists are US-based and follow your firm's instructions exactly; call records are encrypted, and HIPAA-compliant options are available for regulated practices.
Do you offer an AI receptionist that works with MyCase?
Yes, Abby's AI receptionist answers with the same scripts and logs to MyCase the same way. Many firms use live receptionists by day and AI after hours.
Use a tool we haven’t listed?
We build missing integrations for new customers during onboarding, free. Tell us what you run on and we’ll connect it.
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