Legal technology has evolved faster than most firms could’ve imagined. From cloud-based systems to generative AI, the tools that power legal work have multiplied in recent years, and so has the complexity of managing them.
Integrations solve this problem. Connecting your firm's case management software with other tools you already use eliminates friction and aligns your data, workflows, and teams.
8am™ MyCase provides firms with a central hub for all case information, from lead management, contacts, and case details to documents, billing, and time entries. However, this becomes even more powerful when it forms the foundation of a tech stack that connects to the other tools your attorneys are using every day.
In this article, we'll explore how your phone system can connect communication and case management and why it should be your number one priority when considering tools to integrate with MyCase. As AI tools like 8am IQ begin to enhance how firms manage data, uncover insights, and draft work, we'll also look at how phone system integrations capture the complete, connected information and context needed for the next generation of AI-supported legal work.
Why MyCase integrations are essential
It’s easy to get excited about new tools, especially when they promise to make legal work faster or more efficient. But as firms adopt more technology, their systems often become more fragmented.
From billing to document management to client relationship tracking, each new tool adds value on its own, but switching between software quickly becomes a time sink. Fee-earners end up juggling multiple logins, navigating different interfaces, and losing valuable minutes (or hours) moving between systems.
Integrations help solve this by connecting the platforms your firm already relies on, so information can flow freely and consistently. Instead of downloading documents from one system to upload to another, manually copying call notes into a case, or re-entering client details across tools, your systems communicate automatically.
This means less repetitive busy work, fewer errors, and complete, consistent data across MyCase and the rest of your tech stack.
Why a legal phone system should be your first integration
When it comes to integrations that can truly improve day-to-day legal work, phone and sms integrations are often overlooked, but they should be every firm’s first priority.
Among all the tools your firm uses, your phone system is one of the most important, but often the most disconnected. Every client call, text, or voicemail contains valuable context that belongs in your case management system.
Integrating the right phone system with MyCase ensures those conversations are automatically linked to the right case. The result is a single, reliable source of truth for all client interactions (not just documents and emails), giving your team the full picture. So which phone system should you choose?
Phone systems built specifically for law firms
Whether you’re a large firm with hundreds of attorneys or a small practice with a handful of staff, the right phone system helps you save time, reduce risk, and generate more revenue. For smaller firms in particular, a great phone system can delay the need to bring on extra admin staff, freeing up time and resources to focus on clients, not paperwork.
Thanks to cloud technology, modern cloud-based phone systems let attorneys make and receive calls from anywhere, on any device. But to truly make an impact on your firm, it’s important that your phone system is designed with the legal profession in mind.
Generic business phone systems can log that a call took place, but that’s the limit of their integration. They might record or transcribe conversations, but those records stay siloed from MyCase, leaving you with disconnected data, manual work, and incomplete client histories.
A deeply integrated phone system like VXT changes that. Unlike other phone systems that are industry-agnostic, VXT is the only phone system purpose-built for legal professionals. It’s designed to capture every call, voicemail, and message inside MyCase.
The VXT and MyCase integration allows you to:
Record every call: Maintain complete records of conversations, attach them to the correct case, and prevent disputes with reliable audio files you can reference anytime.
Transcribe and summarize automatically: Turn calls into accurate transcripts and AI summaries (custom to your firm’s documentation style), saving time on note-taking.
Recognize callers instantly: Know exactly who’s calling - whether it’s a client, opposing counsel, or vendor - before you pick up, with contact syncing from MyCase to VXT.
Capture billable time automatically: When a call is case-related, the time entry can be logged to the correct case automatically, helping your team recover hours of time that previously weren’t billed (or if you don’t bill by the hour, help you understand your costs).
Together, these features create better workflows, richer client context, and greater flexibility. Over 200 firms are already seeing the impact of the VXT and MyCase integration, and one firm in particular, Tangi Carter & Associates, offers a great example of how this works in practice.
Real-world example: Tangi Carter & Associates
Tangi Carter & Associates, a US-based property law firm, faced the common challenge of disconnected communications. Before adopting VXT, the team relied on desk phones and manually logged call records and notes into MyCase. This created unnecessary admin, limited flexibility, and made it difficult to maintain visibility across client communications.
When the firm implemented VXT’s cloud-based phone system with native MyCase integration, the impact was immediate:
Call and SMS saved straight to MyCase: Every call and text was automatically saved directly to the correct case in MyCase.
Communication from anywhere: Attorneys could make and receive calls or texts from their firm’s number using a mobile or desktop app, protecting privacy while maintaining professional continuity.
Improved visibility and team efficiency: For a small firm, having every conversation captured and linked to the right case meant fewer missed opportunities, better collaboration amongst the team, and more time for client work.
These results illustrate what’s possible when communication data becomes part of your firm’s central knowledge base, creating a complete record of client interactions inside MyCase.
The firm also saw significant time savings after implementing VXT. “With the number of calls we receive, we save hours every week,” says Tangi Carter, founder and firm owner.
But having this kind of connected data doesn’t just save time today; it lays the groundwork for the next wave of innovation. As 8am IQ brings AI into everyday workflows, firms that already capture their communications through tools like VXT will be well-positioned to take full advantage of this next phase of legal work.
Unlocking the full potential of 8am IQ
The release of 8am IQ marks the next step toward a smarter, more connected legal workspace. It’s an AI-powered assistant built directly into 8am solutions, including MyCase, designed to help attorneys work faster and more efficiently.
Through a simple, conversational interface, users can search, ask questions, and generate content in natural language (just like they would speak to a colleague).
8am IQ features include document summarization and AI-powered text editing, helping attorneys quickly review case materials or refine documents.
But AI is only as powerful as the information it can access. That’s where communication data comes in.
Why communication data is the missing link for firms
Many firms understand that communication is central to every case, but don’t know how to connect that data to their case management software. As a result, valuable information often remains trapped in phone logs and inboxes instead of flowing into MyCase, where it can power smarter insights through 8am IQ.
To unlock the full potential of 8am IQ, it needs full visibility into the conversations happening across your firm. By integrating VXT with MyCase, every call, voicemail, and text is automatically recorded, transcribed, and linked to the right case.
In short, 8am IQ provides the intelligence, and VXT can provide more of the information it needs to think deeper. Together, they give law firms an AI-ready system where every conversation connects to every case.
How firms get more value from connected systems
As law firm AI adoption accelerates and pricing pressures increase, efficiency will become a key differentiator. Firms that embrace tools like 8am IQ and VXT are already seeing stronger margins and higher productivity. Not by adding headcount, but by eliminating wasted effort.
Better systems mean happier attorneys, stronger client relationships, and more sustainable ways of working. When you have systems you trust, you gain more control over your schedule. Instead of chasing admin or fixing missed details, you can focus on strategic, high-value work and building deeper client connections.
With automation and AI handling routine tasks, attorneys can focus more on delivering exceptional client experiences and achieving better outcomes, while reaching the same results in less time and improving overall work-life balance.
Communication data is the foundation for the future of legal work
The way law firms work is quickly changing. Success now depends not just on adopting the right tools, but on connecting them. This turns scattered data into insight, fragmented workflows into efficiency, and good client service into great client experiences.
For firms using MyCase, significant value comes when your phone system works in sync with your case management software. With VXT integrated into MyCase, your firm gains greater visibility and complete context across every case. That integration doesn’t just save time, it prepares your firm for what’s next.
As AI tools like 8am IQ become more powerful, they’ll rely on the quality and completeness of your data. With full call transcripts, voicemails, and message histories thanks to VXT, AI has the necessary data to deliver meaningful insights.
This integration provides your firm with the connected, intelligent foundation it needs to thrive in the next generation of AI-supported legal work. And as the legal landscape evolves, the firms that integrate and adopt the right tech early will be the ones best positioned to lead it.
About the author
The VTX TeamVTX