CallSprout + MyCase
Connect Sage, your AI voice agent, to MyCase so every client call is logged to the case, a billable time entry is created automatically, and consultations can be scheduled without staff interruption. Available for MyCase.
How CallSprout works with MyCase.
Legal practices run on billable time, yet a surprising share of phone work never makes it into a case file. A prospective client calls after hours, a returning client checks in on a motion deadline, a staff member answers and promises to follow up, and by the time anyone types notes the details are thin. Multiply that across a busy week and the gap between work performed and work documented becomes real money left on the table.
CallSprout closes that gap by pairing Sage, our AI voice agent, with your MyCase workspace. When a call ends, Sage writes the call log entry directly to the case through the MyCase Open API, attaches a full AI-generated transcript and summary, and posts the call duration as a billable time entry. If a caller needs to schedule a consultation, Sage can book the appointment on the case's event calendar before the call is over, so intake keeps moving without anyone bouncing between a phone and a scheduling tab.
The pattern is the same one we build for every legal practice: keep conversations flowing into the system your firm already runs, and stop paying attorneys and paralegals to re-key what the phone already captured. Sage works alongside MyCase, not instead of it. The integration requires the MyCase Advanced tier, which exposes the Open API your firm needs.
CallSprout and MyCase, working together.
What Sage does once your call data flows into the tools you already use.
When a call ends, Sage writes a call log entry to the matching case in MyCase, attaches the AI-generated transcript and summary, and keeps a searchable record of every client conversation without anyone retyping notes.
Call duration posts to MyCase as a billable time entry against the right case the moment the call ends, so phone time stops falling through the cracks between the receiver and the billing system.
Sage can schedule a client appointment directly on the MyCase event calendar while the caller is still on the line, so intake moves forward without a callback or a scheduling back-and-forth.
Sage announces recording at the start of every call and stores the transcript and summary on CallSprout's secure infrastructure, giving your firm a consistent, documented record of every phone conversation.
Call logs and transcripts attached to the case automatically
The MyCase Open API exposes a Create a Call endpoint, and that is where Sage writes after every conversation. When a call ends, Sage posts a structured call log to the matching case: the caller's name if captured, the call duration, the AI-generated summary, and a link to the full transcript. Your attorneys and paralegals open a case file and the complete call history is already there, not buried in someone's email drafts or a sticky note that never made it to the file.
Because Sage transcribes every call in real time, the transcript is accurate enough to be useful as a reference, not just a vague 'client called, discussed motion.' When a client later disputes what was said, the record is there. When a new associate takes over a case, the history is readable. This is the same AI call transcription capability CallSprout applies across every integration it supports.
Billable time captured from every phone call
Legal billing software does not magically know a call happened. The MyCase time entry creation flow normally requires someone to remember the call, estimate the duration, navigate to the case, and log the entry before the next thing steals their attention. In a busy firm, that step is the one that slips.
CallSprout removes the manual step entirely. When a call ends, the exact duration in seconds posts to MyCase as a billable time entry against the right case, ready for attorney review before it reaches the invoice. Nothing is rounded up or fabricated. The entry reflects the actual call, which your billing workflow can approve or adjust just as it would any other entry. If you want to see how that transparent approach maps to what you pay for CallSprout itself, our pricing is billed by the second rather than by rounded-up blocks.
Consultations scheduled during the call, not after
Intake leaks when a prospective client calls, leaves a voicemail, and then does not respond to the callback. One of the biggest conversion levers in legal intake is reducing the gap between first contact and a scheduled consultation. Sage can close that gap on the call itself.
The MyCase event API allows Sage to book a consultation appointment while the caller is still on the line. The appointment lands on the case calendar, the client has a confirmed time before they hang up, and your intake coordinator does not need to make a separate scheduling call. For practices that handle a high volume of new client inquiries, this single step meaningfully improves the rate at which inquiries become paying matters. See more about how Sage handles incoming calls and what it captures during the conversation.
Built for the way legal practices actually answer the phone
Sage answers around the clock, so a prospective client who calls at 7 p.m. on a Thursday gets a professional first impression instead of voicemail. After-hours calls are logged, transcribed, and ready for an attorney to review in MyCase the next morning alongside the day's other case activity. Intake does not wait until 9 a.m. to exist in your system.
If your firm uses other legal software alongside MyCase, the same approach is available for Clio, PracticePanther, Smokeball, and Filevine. You can browse the full integration catalog to see what else Sage connects to. Sage runs on CallSprout's cloud phone platform, so there is no new hardware to buy and nothing to replace in how your firm currently handles calls.
What this looks like day to day.
A prospective client calls at 8 p.m. about a personal injury matter. Sage answers professionally, captures the caller's name, contact information, and a summary of their situation, logs the call to a new matter in MyCase, and books a consultation appointment for the next available slot. The attorney reviews the transcript and intake notes in MyCase the following morning without any overnight voicemails to decode.
An existing client calls to ask about the status of a pending motion. Sage answers, captures the question and the conversation, and logs the call to the correct case in MyCase with a time entry reflecting the exact call duration. The paralegal sees the logged call when they open the file and can follow up with a status email without needing to ask what the client called about.
A class action filing or a high-profile event drives a spike in prospective client calls. Sage handles the volume without a single call going to voicemail, logs each inquiry to MyCase, schedules consultations for the callers who are ready to proceed, and gives your intake team a complete, documented queue to work through instead of a pile of missed calls.
Getting connected to MyCase.
- 1
Book a 15 minute call and tell us how your firm uses MyCase: the cases and matters you run, how you handle intake, and whether you bill by the call. Note: the integration requires the MyCase Advanced tier, which exposes the Open API.
- 2
We connect Sage to your MyCase workspace through the Open API, mapping call logs, time entries, and event scheduling to your firm's matter types and billing workflow.
- 3
Sage starts answering calls, logging every conversation to the right case in MyCase, posting billable time entries, and booking consultations during the call when callers are ready. Book your call to get started.
Have Sage call you.
The fastest way to see how Sage handles your calls is to hear it. Leave your number and Sage, our AI voice agent, calls you in about 10 seconds.
MyCase, answered.
- Does CallSprout integrate with MyCase?
- Yes. CallSprout connects to MyCase through the Open API to log call records to the case, attach AI-generated transcripts and summaries, create billable time entries, and schedule consultations on the event calendar. Book a call and we will map it to your firm's matter types and billing workflow.
- Does the integration require a specific MyCase plan?
- Yes. The MyCase Open API is required and is available on the MyCase Advanced tier. Call logging, time entry creation, and appointment scheduling all work through the API. Book a call and we will confirm exactly what applies to your setup.
- Will Sage log every call to MyCase, including calls from non-clients?
- Sage logs every call it handles through the MyCase Open API. For callers whose information is not already in a MyCase matter, Sage captures name, contact details, and the reason for calling during the conversation so your team can create the matter from a complete starting point rather than a blank form.
- How does the billable time entry work?
- When a call ends, the exact call duration posts to MyCase as a time entry against the matched case. Your team reviews and approves entries before they reach an invoice, so your billing workflow stays the same. Nothing is rounded or estimated; the entry reflects the actual call duration in seconds.
- Can Sage schedule a consultation appointment in MyCase during the call?
- Yes. Sage can book an appointment on the MyCase event calendar while the caller is still on the line, so intake moves forward without a callback or a separate scheduling step. The appointment appears on the case before the call ends.
- Does Sage disclose that calls are recorded?
- Yes. Sage announces recording at the start of every call so your firm meets two-party consent requirements in the states that require it. Transcripts and summaries are stored on CallSprout's secure infrastructure.
- Do we need to replace MyCase or buy new phone hardware?
- No. Sage works alongside MyCase, not instead of it, and CallSprout is cloud based and runs on the devices your firm already uses. There is no new phone hardware to buy and nothing to change about how your team uses MyCase today.
The call records and matter data Sage captures in MyCase are also a signal worth analyzing at scale. Our sister company Ereos builds custom AI for professional services firms on its Watchtower platform, reading across the systems you already run to surface patterns your billing and intake data already contain.
When the insight is in your matter data, not just your phone line
CallSprout keeps your firm's phone line answered and every call logged, transcribed, and billed in MyCase. When you want AI that reads across your matter management, billing history, and client communications to surface the practice area driving your highest margin or the intake stage where prospective clients fall off, that is what our sister company Ereos builds. Its Watchtower platform connects to the tools your firm already runs and turns that data into signals your team can act on.
Schedule a discovery call with EreosMore on how Sage works.
Connect CallSprout to MyCase
Book a 15 minute call and we will get you set up.