Overview
What the MyCase connection does.
Kai answers a new caller. When the call ends, a new lead shows up in MyCase.
A lead for each caller
Kai sends the caller's name, phone, and email. If a name is missing, Kai writes "Unknown". He never guesses a name.
The case details
Kai adds what he heard on the call to the lead details. That can be the case type, the address, the other party, and the court date.
The call itself
Each lead has the call summary. It also has a link to the recording and the call in KaiCalls.
You pick which calls
Send every caller, or only callers Kai marks as a good fit. You can turn it off any time.
Before you start
What you need first.
MyCase Advanced
Your firm is on the MyCase Advanced plan. MyCase does not let other apps add leads on its other plans.
Your MyCase admin
The person who runs your MyCase account sends one email to MyCase. See the next step.
Admin in KaiCalls
You are an owner or admin of your business in KaiCalls.
Step 1
Ask MyCase for access.
MyCase gives each firm its own key pair. Your admin asks for it once.
- 1
Email MyCase support
Your MyCase admin writes to support@mycase.com. Ask for Open API client credentials with read and write access. - 2
Give them this web address
MyCase calls it the redirect URL. Send it exactly like this: https://www.kaicalls.com/api/connections/mycase/callback - 3
Wait for the reply
MyCase sends your admin a client ID and a client secret. Keep the secret private. It works like a password.
Step 2
How to connect MyCase.
Do this when MyCase sends the client ID and secret.
- 1
Open MyCase in KaiCalls
Go to Connections > MyCase. - 2
Paste the two codes
Paste them in Client ID and Client secret. Tap Connect MyCase. - 3
Sign in to MyCase
MyCase opens its sign-in page. Sign in with the admin account and allow KaiCalls. - 4
Come back to KaiCalls
MyCase sends you back. You see "MyCase connected".
After you save
How to see it work.
Make one test call. Then look in MyCase.
- Call your KaiCalls number from a phone that is not your own admin phone.
- Give a test name, like "Test Caller", and say what you need help with.
- Hang up and wait a minute.
- Open Leads in MyCase. Look for your test caller.
- Open the lead. Check the call summary and case details.
Fix it
If something looks wrong.
MyCase shows an error at sign-in
The web address MyCase has on file must match ours exactly. Ask MyCase support to check it.
You came back with "connection failed"
Check the client ID and secret, then connect again. Sign in with your MyCase admin account.
The MyCase row turned red
MyCase stopped letting Kai in. Connect again with the same client ID and secret.
No lead after a call
Check the row is set to send every caller, not off. Calls from your own admin phone and test calls are skipped.
Turn it off
How to disconnect MyCase.
Tap Disconnect on the MyCase row in KaiCalls. Kai stops adding leads. Leads already in MyCase stay there.