Client Intake & Conflict Screening for Criminal Defense Attorneys with MyCase
The Problem
Every new Criminal Defense lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in MyCase
AI runs the conflict check against MyCase, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running MyCase — uses the native API or agent integration so nothing leaves the system of record.
MyCase Integration Approach
Audit your MyCase configuration
We map the specific MyCase objects, custom fields, and workflows the automation needs to touch for your criminal defense practice.
Build on the MyCase API or agent
Integration happens inside MyCase — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in MyCase with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your MyCase instance
30-minute call. We'll look at your actual MyCase setup and show exactly how this workflow fits.