Answering every client call is critical—but for many small and mid-sized law firms, missed calls and inefficient intake still cost thousands in lost revenue. That’s why we’re excited to introduce the Clerx AI integration with 8am™ MyCase: an always-on receptionist and intake manager that ensures every call becomes an opportunity.
Clerx AI doesn’t just answer calls—it books consultations directly into MyCase, collects consultation fees or retainers via LawPay, and instantly syncs new contacts, notes, and call details into the system.
Capture every call, qualify every lead
Firms often deal with clunky intake processes, human error, or virtual receptionists who don’t deliver the empathy or context clients expect. That can quickly lead to missed calls, lost leads, and revenue slipping through the cracks. Clerx AI helps prevent those losses by ensuring every call is answered, every qualified lead is booked, and every detail flows into MyCase automatically.
Here’s how it works:
AI reception: Answers inbound calls, day or night.
Lead qualification: Screens callers and collects intake details in real time.
Calendar booking: Schedules consultations directly on your MyCase calendar.
Payment collection: Collects consultation fees or retainers upfront via LawPay (if enabled).
Data sync: Pushes new contacts, call notes, and recordings into MyCase instantly.
What this means for your firm
The MyCase + Clerx AI integration was designed to help small and mid-sized firms scale without sacrificing service or adding overhead. With this tool, your team can:
Turn more calls into clients by ensuring no lead slips through the cracks.
Cut intake costs by up to 70% while still delivering a professional, client-friendly experience.
Eliminate manual entry errors since all details auto-sync into MyCase.
Boost conversions by up to 2x thanks to real-time qualification and booking.
Whether you’re a solo attorney or managing a busy practice, this integration gives you a reliable, client-ready intake process—without the bottlenecks of traditional call answering.
Seamless connection with MyCase
Clerx AI integrates directly into MyCase, pulling all intake details, call notes, and booking data into your account in real time. That means no duplicate entry, no chasing down missed information, and no delays in moving cases forward.
Plus, if you use LawPay, your firm can collect consultation fees or retainers at the very first point of contact—ensuring your time is protected and clients are committed.
Why this integration matters for you
Missed calls mean lost opportunities and can negatively impact client trust and firm reputation. Automating intake and syncing data directly into MyCase ensures your firm can focus on serving clients instead of chasing leads.
Here’s what your firm can expect:
Higher conversion rates. Every qualified lead is captured, booked, and synced.
Lower intake costs. Firms cut overhead without reducing service quality.
Scalable growth. Handle more matters without hiring additional staff.
This integration delivers a professional, always-on intake experience that helps turn every call into a client opportunity.
New to MyCase?
Book a demo to see how MyCase and Clerx AI can help your firm grow with more leads, seamless intake, and lower overhead.
Already using MyCase?
Learn more about the Clerx AI integration here.