CallRail + MyCase: Harness the Power of AI and Call Tracking

By Mary Elizabeth Hammond

In the fiercely competitive legal landscape, an effective marketing strategy is key to success. Every client interaction matters, from the first client call to the final case resolution. Additionally, keeping case and client details organized from the get-go helps your firm provide an elevated client experience and increase productivity. This is where the MyCase and CallRail integration comes into play. 

This integration bridges the gap between marketing and case management—and, ultimately, simplifies the process of organizing case and client information, empowering your firm to provide best-in-class service to your clients. 

What is CallRail?

CallRail is a marketing analytics platform for call tracking that helps firms measure, analyze, and prove the return on investment (ROI) of call-based marketing campaigns.

This data gives firms the insights they need to optimize marketing spend by pinpointing the ads, keywords, and offers that sparked the best clients to call and convert.

How Does the Integration Work?

This integration simplifies case organization and management, ensuring that all relevant information is available in one place.

Essentially, when you capture your calls using CallRail, all the crucial call information, lead details, and referral source data will be automatically stored in MyCase. 

The Top Benefits of CallRail and MyCase 

Let’s explore some of the remarkable benefits of this integration:

1. Data-Driven Marketing

CallRail tracks all client and prospect calls, automatically transcribes them, and then identifies trends. With this information, you can easily determine where to allocate your marketing budget and focus on strategies that yield desired results. Refine your marketing tactics to bring in high-value clients and generate more leads for your firm. 

2. Time-Saving Call Summaries

Listening to lengthy call recordings can be time-consuming. CallRail streamlines this process by providing call summaries for each interaction. This feature, driven by AI-based technology, makes the review process quick and easy while ensuring that firms can extract essential information without spending hours on call playback.

3. Robust Attribution Reporting

Understanding the source of your leads is crucial for effective marketing. CallRail provides robust attribution reporting, enabling firms to gain insights into lead sources and understand which channels deliver the most value.

Make the Most of Your Marketing and Elevate Your Practice 

Stay ahead of the curve with your marketing efforts with the help of CallRail and MyCase. Leverage the insights from your client calls as a competitive advantage to drive better results. 

For MyCase users, take advantage of a free 14-day CallRail trial today to bring in more of your best clients. 

Not a MyCase user? Get a demo and a free 14-day trial to see firsthand how it can revolutionize your law firm’s case management.