MyCase Release Notes

Estate planning has changed. Clients today manage more than just physical property—they own digital assets, online accounts, and encrypted investments that need to be accounted for in their plans. Yet most intake processes are still stuck in the past, relying on PDFs, emails, and spreadsheets that slow everything down.
That’s where Eternal Me, now integrated with 8am™ MyCase, comes in. This secure, connected platform modernizes the estate planning intake experience—giving firms and clients one hub for both traditional and digital assets.

What Eternal Me does

Eternal Me replaces fragmented, paper-based intake workflows with an all-in-one digital platform built for modern estate planning.
With the MyCase integration, you can create secure digital estates in just a few clicks—either by launching a new matter in MyCase or importing existing clients directly into Eternal Me Pro. From there, you can collaborate with clients and staff in real time, capture complete data for every asset, and move matters forward faster.
Instead of managing files across multiple tools, everything—forms, reviews, and approvals—lives in one secure hub.

Why it matters for your firm

Estate planning clients expect both convenience and security. They’re managing bank accounts and crypto wallets right alongside family homes and heirlooms. Eternal Me gives firms a single, streamlined way to handle both—while reducing errors and manual back-and-forth.
Here’s what that means for your team:

• Simplified intake: Replace PDFs, spreadsheets, and multiple apps with one connected platform that captures everything the first time.
• Faster progress: Collaborate with clients and staff in real time to keep matters moving.
• Future-ready workflows: Handle traditional and digital assets with the same advanced security standards.
  Whether you’re a solo attorney or a small team, Eternal Me helps you deliver the modern client experience that estate planning now demands.

How the integration works

The Eternal Me integration is designed to make your existing MyCase workflows more powerful and connected. With this integration, you can move effortlessly from case management to intake—all without ever leaving your MyCase environment.

• Matter sync: Launch a secure digital estate directly from any new MyCase matter. Each estate automatically links to your case file, keeping client and matter information consistent across both platforms.
• Client import: Already have clients in MyCase? Instantly import them into Eternal Me to begin intake or update estate details without re-entering data.
• Centralized hub: All intake forms, client responses, document reviews, and approvals are organized in one secure, collaborative workspace. This eliminates the need for back-and-forth emails or separate systems to track progress.
  No extra logins, no duplicate data entry. Just a secure, connected experience between your case management and intake systems—designed to save time and keep your team aligned.

Get started with Eternal Me

With Eternal Me and MyCase working together, you can modernize your estate planning intake and give clients the confidence that every part of their legacy, physical or digital, is securely protected.
New to MyCase?
Get a demo.
Already a customer? Learn more about the
Eternal Me integration.

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Why every missed call is a missed opportunity

It's not unusual for attorneys to juggle the demands of drafting, research, court appearances, consultations, emails, and more with the ever-present need to attract new clients.

Balancing productivity with client acquisition is no easy feat—and often, it’s that critical incoming call that slips through the cracks. Whether you’re knee-deep in documents, meeting with a client, or simply taking a break, you can’t always answer the phone.

Statistically, that unanswered call may mean missing not just an opportunity, but potential revenue.

According to a recent American Bar Association report, responsiveness to client inquiries is a key factor in client retention and satisfaction; yet, many legal professionals allow calls to go unanswered. Unfortunately, a caller who doesn't reach a real person will probably skip leaving a voicemail or calling again and call the next attorney in their Google search instead.

So, how can you ensure that every inquiry receives the timely, professional response it deserves without sacrificing your focus or compromising billable hours? The answer lies in smart delegation and the right tools.

Let's explore why responsiveness matters, what clients expect, and how pairing a virtual receptionist service with your practice management software can help you capture more opportunities while staying focused on the work that matters most.

Why every missed call is a missed opportunity (continued)

The telephone remains a primary communication method for clients seeking legal services. Unlike asynchronous channels like email or webforms, a phone call often signifies a higher intent to hire. In other words, when a potential new client picks up the phone, they're probably ready to make a decision.

In fact, our data—collected from over 62 million calls handled for Ruby customers—shows that the vast majority of calls to law firms are either potential new clients or existing clients.

• Potential new clients (60%): These are your most valuable calls. They represent direct opportunities for new business and firm growth. A phone call allows you to make a personal connection and demonstrate your firm's professionalism from the very first interaction.
• Existing clients and known contacts (25%): These callers expect prompt, personal, and knowledgeable service. How you handle their calls directly impacts client satisfaction, loyalty, and your firm's reputation.
• Other callers (15%): This group includes solicitations, wrong numbers, and other non-urgent calls that can nonetheless cause major distractions.

When you miss a call from a potential new client, they rarely leave a message. Instead, they move on to the next firm on their list. Meanwhile, a missed call from an existing client can lead to frustration and a negative perception of your service. In either scenario, the cost is significant, in the form of lost revenue, a damaged reputation, and wasted marketing spend.

What modern clients expect: Responsive service

Think about your own experiences when you purchase professional services. How do you feel when your call goes unanswered, you're put on hold for an extended period, or you speak with someone who is unhelpful? These negative experiences can quickly sour a relationship.

Today's clients expect and demand responsive service. A positive, helpful phone experience can set your firm apart and build lasting loyalty. There are four key pillars to delivering this level of service:

1. 24/7 accessibility

Legal issues don't stick to a 9-to-5 schedule. By being available to answer calls 24/7, you demonstrate a commitment to your clients' needs. This constant availability ensures you capture every opportunity, whether it comes during business hours, after hours, or on a weekend.

2. A personal, friendly touch

How your phone is answered matters. A warm, professional greeting (e.g., "Thank you for calling Smith & Jones Law, how may I help you?") makes a vastly different impression than a rushed or generic "Hello?" A friendly tone and active listening make callers feel valued and confident that they've contacted the right firm.

3. Knowledgeable help

Callers expect to speak with someone who can help them. This means having a representative who can answer basic questions, understand their needs, and connect them with the right person at your firm. An empathetic and capable first point of contact is crucial.

4. Professional qualification and intake

Answering the phone is just the first step. To turn a caller into a client, you need an efficient intake process. That means the person answering your phone should be able to screen calls, qualify leads, and collect critical information, making it simple for callers to take the next step.

Bridge the gap with Ruby and 8am™ MyCase

If providing friendly, professional, 24/7 service for every caller sounds like a full-time job—well, that's because it is. The good news is you don't have to do it yourself. With Ruby's attorney answering services, a team of virtual receptionists manages your calls whenever you're unavailable, acting as a seamless extension of your firm.

Ruby gives you on-demand access to experienced, U.S.-based receptionists who speak English and Spanish. And we do so much more than just answer the phone. Other capabilities include:

• Scheduling
• New client intake
• Payment collection
• Assistance with outbound calls

Ruby + MyCase integration

Ruby integrates directly with MyCase, creating a powerful system for managing client communications and firm operations. This saves you time on administrative tasks, enhances responsiveness, and ensures your firm never misses an opportunity or detail.

Here’s how it works:

• Sync call details automatically: When a Ruby receptionist answers a call for your firm, all the details are captured and synced directly into your MyCase system. You receive real-time updates on client communications without any manual data entry.
• Streamline client intake: Manage all client information collected by Ruby within MyCase. Our receptionists can use your custom webforms for intake, ensuring data is collected consistently and accurately. This keeps all lead data, analytics, and client communication in one convenient, centralized location.
• Improve client experience: With 24/7 live answering, your clients and potential clients always reach a friendly, professional representative. Our receptionists ensure every caller feels welcome and understood. This high-touch experience leads to better engagement and higher client satisfaction.
• Boost productivity: By entrusting Ruby with call handling, you and your team can focus on practicing law and logging more billable hours. The integration ensures you have all the information you need from every call, right within the platform you already use to manage your cases.

More clients. More time. Less stress.

You can't afford to let new opportunities slip away. By combining Ruby's expert virtual receptionists with MyCase, you create a system that captures every lead, enhances client service, and boosts your firm's productivity. It's time to reclaim lost revenue and provide the responsive experience your clients deserve.

Learn more and get a demo today.

About the author

The Ruby Team

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Capture every call, qualify every lead

Firms often deal with clunky intake processes, human error, or virtual receptionists who don’t deliver the empathy or context clients expect. That can quickly lead to missed calls, lost leads, and revenue slipping through the cracks. Clerx AI helps prevent those losses by ensuring every call is answered, every qualified lead is booked, and every detail flows into MyCase automatically.

Here’s how it works:

• AI reception: Answers inbound calls, day or night.
• Lead qualification: Screens callers and collects intake details in real time.
• Calendar booking: Schedules consultations directly on your MyCase calendar.
• Payment collection: Collects consultation fees or retainers upfront via LawPay (if enabled).
• Data sync: Pushes new contacts, call notes, and recordings into MyCase instantly.

What this means for your firm

The MyCase + Clerx AI integration was designed to help small and mid-sized firms scale without sacrificing service or adding overhead. With this tool, your team can:

• Turn more calls into clients by ensuring no lead slips through the cracks.
• Cut intake costs by up to 70% while still delivering a professional, client-friendly experience.
• Eliminate manual entry errors since all details auto-sync into MyCase.
• Boost conversions by up to 2x thanks to real-time qualification and booking.

Whether you’re a solo attorney or managing a busy practice, this integration gives you a reliable, client-ready intake process—without the bottlenecks of traditional call answering.

Seamless connection with MyCase

Clerx AI integrates directly into MyCase, pulling all intake details, call notes, and booking data into your account in real time. That means no duplicate entry, no chasing down missed information, and no delays in moving cases forward.

Plus, if you use LawPay, your firm can collect consultation fees or retainers at the very first point of contact—ensuring your time is protected and clients are committed.

Why this integration matters for you

Missed calls mean lost opportunities and can negatively impact client trust and firm reputation. Automating intake and syncing data directly into MyCase ensures your firm can focus on serving clients instead of chasing leads.

Here’s what your firm can expect:

• Higher conversion rates. Every qualified lead is captured, booked, and synced.
• Lower intake costs. Firms cut overhead without reducing service quality.
• Scalable growth. Handle more matters without hiring additional staff.

This integration delivers a professional, always-on intake experience that helps turn every call into a client opportunity.

New to MyCase?

Book a demo to see how MyCase and Clerx AI can help your firm grow with more leads, seamless intake, and lower overhead.

Already using MyCase?

Learn more about the Clerx AI integration here.

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Creating personal injury demand letters and case summaries is a critical step in moving cases toward settlement—but it often takes longer than it should. That’s why we’re excited to introduce the Practice AI integration with 8am™ MyCase, a powerful solution that allows personal injury firms to generate complete, attorney-ready demand letters and case summaries in under 30 minutes.With the Practice AI integration, personal injury firms can automate one of the most time-consuming parts of their workflow—demand drafting—freeing up time to focus on moving cases forward and winning settlements.Speed up settlements and free attorney timeDemand drafting is essential—but traditionally, it’s also slow, repetitive, and inconsistent. Practice AI changes that by transforming case documentation into polished, professional-grade demand letters and case summaries using AI.Here’s how it works:

1. Upload documentation manually or pull directly from MyCase
2. Input any additional case details
3. Generate a complete demand letter or summary—ready for attorney review
   Documents are created using AI-powered automation, ensuring consistency and quality without the need for hours of manual work.

What this means for your personal injury cases

The integration between MyCase and Practice AI was designed specifically with personal injury professionals in mind, helping them:

• Resolve cases faster with demands created in under 30 minutes
• Increase output without adding headcount
• Eliminate bottlenecks in demand drafting
• Make faster case decisions with instant summaries

With AI-powered drafting in their toolkit, firms can maintain high document standards while moving more cases toward settlement—faster and more efficiently.

Turn case data into documents—no manual drafting required

Practice AI pulls case data, medical records, police reports, and images directly from MyCase. You no longer need to manually gather and format information before writing. Everything is centralized—and automated.

Why this integration matters

The Practice AI integration gives personal injury lawyers a faster, more consistent way to generate demand letters and case summaries. Instead of spending hours drafting documents manually, attorneys can focus on case strategy, client communication, and moving matters toward resolution.

Here’s what this means in practice:

• Faster settlements, fewer delays. Automating demand letter creation helps attorneys keep cases moving without waiting on manual drafting. With less time spent on paperwork, firms can resolve matters more efficiently and improve client outcomes.
• Consistent, professional-quality documents every time. Whether a firm is managing a few cases or scaling to handle many, Practice AI ensures every demand letter meets a uniform standard—free from the variation and quality issues that come with manual drafting.
• Higher output without additional headcount. By eliminating repetitive, low-leverage work, attorneys and staff can handle more cases with the same resources. This makes it easier for firms to grow revenue without increasing overhead or sacrificing quality.

New to MyCase?
Book a demo to see firsthand how you can resolve more cases, faster, with MyCase and Practice AI.

Already using MyCase?
Learn more about the Practice AI integration here.

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