Overview

Smith.ai

LEX Reception

Virtual Receptionist Integrations in MyCase

Smith.ai is a 24/7 virtual receptionist service that screens callers, gathers client information, and logs client details to MyCase. To learn more about Smith.ai, visit their website here

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If you don't have a Smith.ai account, you can sign up here. If you are signing up with Smith.ai for the first time, you can use the "MYCASE200" promo code to get $200 off the first month of Smith.ai's virtual receptionist. Use the promo code when you get your first invoice in the payment section.

NOTE: You only need 1 Smith.ai account for your entire firm.

If you already have a Smith.ai account, send an email to support@smith.ai with the "MYCASE15" promo code to get a discount of $15/month for the lifetime of the account.

To set up the Smith.ai integration in MyCase, your firm will need to have a Smith.ai account, and the firm user setting up the integration will need to be a MyCase admin user. You can reach out to support@mycase.com if you would like to verify your admin users. If you are not an admin user, please reach out to the current admin user(s) on the account who can either install the integration or give you the permissions to be an admin user.

Go to Smith.ai's setup page to connect Smith.ai to MyCase. During this setup you will receive a link from the team at Smith.ai where you will be asked to submit your username and password for authentication followed by a dialog box, detailing the permissions you are granting Smith.ai in MyCase (see screenshot below). Please use a computer when you receive your link from Smith.ai.

NOTE: Only 1 firm user needs to set up the integration to enable Smith.ai.

Once you have authorized Smith.ai, the setup is complete! Smith.ai will now be able to log calls in MyCase. If you would like to verify that the integration was successful, you can navigate to the Integrations & Apps page, which can be found by clicking the cogwheel next to Settings on the top right of the navigation screen.

The Smith.ai tile should now say "Installed" on the bottom right. The next call your firm gets through Smith.ai will be logged within the MyCase Call Log.

LEX Reception is a 24/7 legal receptionist service that screens callers, gathers client information, and logs client details to MyCase. To learn more about LEX Reception, visit their website here.

You can register here or call 1-800-800-9995 to speak with a LEX representative.

NOTE: You only need 1 LEX Reception account for your entire firm.

To set up the LEX integration in MyCase, your firm will need to have a LEX account, and the firm user setting up the integration will need to be a MyCase admin user. The integration setup is done on the LEX side, so please reach out to LEX support so they can walk you through the setup process. Clicking "Go to LEX Reception" on the MyCase integration page will take you to the LEX Reception login page.

NOTE: Only 1 firm user needs to set up the integration to enable LEX Reception.

As you walk through the setup process with LEX support, you will see a MyCase permissions popup (as displayed above). Once you click "Allow," the setup is complete! LEX will now be able to log calls on your behalf in MyCase. If you would like to verify the integration was successful, you can navigate to the Integrations & Apps page, which can be found by clicking Settings on the top right of the navigation screen.

The LEX Reception tile should now say "Installed" on the top right. The next call your firm gets through LEX will be logged within the MyCase Call Log.

If a firm user, who did not install the integration, goes to the tile page, the tile will look like the image below.

When the virtual receptionist takes a call, they will now be logged in the MyCase Call Log, which you can find via the Communications tab.

All new call logs will display "by Smith.ai integration" or "by LEX Reception integration" (depending on what you installed) in the Date/Time column and will be marked as "Unresolved" so that you don't miss any potential follow-up items.

The Type column will let you know if the call was incoming or outgoing. Any important details and notes pertaining to the call will be left in the Messages column.

Once you are ready to take action on the call log, you can:

NOTE: Deactivating a user who originally integrated the Smith.ai/LEX account may break the integration. Please remove the integration first, have a different admin user reintegrate Smith.ai/LEX with MyCase, and then deactivate the user.

Once a call log has been created by the integration, you will see a person icon to the right of the caller name that allows you to add/link a contact or lead to the call log.

Clicking the person icon brings up the form below. You can create a new contact, a new lead, or attach the log to an existing person in MyCase. Choosing to create a contact or lead will bring up the standard "Add Contact" or "Add Lead" modal. Once you're finished, click "OK."

The call log will now show the caller name in a different color to show that it is linked, and the person icon is no longer visible. That is it! Now a call is attached to a contact or lead in MyCase!

Virtual receptionists can now create leads in MyCase by using the "Contact Us" form . The form can be found by going to "Settings" and selecting "Intake Forms" from the menu on the left.

The "Contact Us" form is a prebuilt, customizable form available for every firm. It will be the very first form available on the intake forms list.

You can customize which fields appear on the form by clicking the pencil icon (see image above). Make sure to save your edits, and once the form fits your needs, copy the link to the form by clicking the two linked chain icon (i.e. the left icon in the image above) and send it to your appropriate support team. Using the form link, virtual receptionists will automatically be able to create leads in MyCase for you.

For more information about how the Contact Us form works and creates leads, check out the Contact Us form help article.

For more information or questions related to Smith.ai using the Contact Us form, please reach out to support@smith.ai.

For more information or questions related to LEX Reception using the Contact Us form, please reach out to your LEX client services team member.

NOTE: If you use the Contact Us form on your website, changing the fields for Smith.ai would also change the fields on your website Contact Us form.

If for any reason you no longer wish to use the Smith.ai or LEX Receptionist integration, you can go back to the Integrations & Apps page, scroll until you see the Smith.ai or LEX Reception tile, and click "Remove" on the bottom right of the tile.

You will get a popup to confirm that you want to remove the integration. When the integration is removed, Smith.ai/LEX Reception will no longer be able to log new calls, but all existing call logs will remain. Clicking "Remove Integration" will successfully uninstall the integration.