Sarah247
Integrations / MyCase
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Sarah247 + MyCase

Every potential client call answered and screened while your team practices law.

Works with Sarah247

How it works

How the MyCase + Sarah247 AI receptionist pairing works

MyCase keeps cases, documents, and client communication organized. Sarah keeps the pipeline that feeds it alive: every call answered live at any hour, potential clients screened with your intake questions, consultations booked, and missed callers texted back — while attorneys and staff stay focused on the matters already open.

The connection works today through connected-calendar booking, contact push through GoHighLevel, or a Zapier or Make bridge that moves intake details toward your MyCase workflow. Firms with particular intake or referral procedures can request custom wiring during white-glove onboarding, shaped to match how the office already runs.

  • Calls answered live while staff work open matters
  • Intake details captured with your screening questions
  • Consultations booked against your connected calendar
FAQ

MyCase questions

Is this a native integration?+

Not yet. Sarah works alongside MyCase today via connected-calendar booking, contact push through GoHighLevel or a Zapier or Make bridge, and custom wiring during white-glove onboarding on request. Case management remains fully inside MyCase.

What intake details does Sarah collect?+

Whatever your intake form asks: matter type, timeline of events, opposing parties for conflict checks, contact information, and how they found you. Captured conversationally on the call, delivered to your team as structured, reviewable notes.

Can existing clients reach a human?+

Yes. Routing rules can treat existing clients differently — taking a detailed message for their attorney, flagging urgency, or directing them per your office procedure. Sarah handles the phone traffic; your team keeps the relationships.

Legal & Professional

Related tools

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