Vetted Intake + MyCase
For MyCase, we confirm API access, the lead or case record, and calendar ownership. Then we test the approved field map before launch.
What can be mapped
A new lead or case with contact details.
Injury type, incident date, and attorney-review flag.
Conflict-check result and intake notes.
Transcript and, when recording is enabled and permitted, audio as approved records.
What can be used
Calendar availability for booking.
Lead and case status for de-duplication.
Assigned owner and pipeline stage.
Confirm access
We confirm the supported MyCase connection method and permissions with your firm.
Map your fields
We map intake fields to your MyCase lead and case fields.
Test the delivery
The firm tests the approved lead-delivery workflow before go-live.
Move qualified intake into MyCase without retyping it.
For MyCase, scoping confirms API access, lead or case fields, permissions, and calendar ownership.
Book a call →