Introduction
Managing leads is one of the most critical (and time-consuming) parts of growing a law firm. For many attorneys, MyCase is the go-to platform for organizing both clients and cases. MyCase offers a built-in lead kanban pipeline, ideal for manually handling leads. But as your lead volume increases, and your need for automation and efficiency grows, Click’s Journey AI becomes a powerful companion.
Click’s Journey AI is designed to automate and streamline the entire pre-intake process. In this article, we’ll help you determine whether your current workflow with MyCase is enough—or if it’s time to enhance it with AI-powered automation.
Understanding the Basics
What is MyCase Lead Tracking?
MyCase provides a kanban-style lead pipeline that allows law firms to manually track the status of leads from initial inquiry to becoming a paying client. You can customize the stages, assign leads to staff, and move leads along the pipeline as actions are completed.
However, MyCase’s lead tracking is entirely manual. If your staff isn’t proactively calling, emailing, or texting every lead, opportunities can easily fall through the cracks.
What is Click’s Journey AI?
Click’s Journey AI is an automation platform built specifically for law firms. It supports your marketing, intake, and communication workflows—before a lead ever reaches MyCase. CJ can respond to leads automatically, send customized follow-ups, book consultations, track calls, and even request reviews after a case closes. It works 24/7, ensuring no lead goes cold.
CJ isn’t meant to replace MyCase. It complements it. CJ handles the pre-intake automation, while MyCase takes over once a lead becomes a client.
How They Work Better Together
MyCase is excellent for managing active cases, while Click’s Journey AI excels at engaging leads and pushing them toward conversion. Used together, they form a full-funnel system for law firms.
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- A lead fills out a form on your website. CJ automatically sends a welcome message, follow-up sequence, and a link to book a consultation.
- Once a consultation is booked through CJ’s calendar, the lead is moved to MyCase for intake.
- When a case closes in MyCase, it triggers CJ to send a review request or referral campaign.
- A missed call triggers an automatic text from CJ, increasing your contact rate without staff intervention.
The result: a seamless transition from lead to client to advocate—all while reducing your admin workload.
When to Use Only MyCase
MyCase may be all you need if:
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- You’re a solo practitioner or small firm with just a few leads per month.
- You or your staff personally follow up with every lead.
- Your current workflow is working reliably and you aren’t looking to scale yet.
- You prefer simplicity and minimal tech tools.
- Your focus is more on managing existing caseloads than generating new ones.
When It’s Time to Add Click’s Journey AI
It might be time to integrate Click’s Journey AI if:
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- You’re running digital ads or generating leads online, but not converting enough of them.
- You want to follow up with leads automatically by text, email, or voicemail.
- You need a better system for appointment booking and reminders.
- You want to track where leads are coming from (Google, ads, referrals, etc.).
- You’re trying to grow without overloading your staff.
- You want to request and publish more 5-star reviews without doing it manually.
CJ adds the automation layer MyCase lacks. It ensures leads are nurtured and retained until they’re ready to become clients.
Bonus Features You Only Get with Click’s Journey AI
Beyond lead tracking, Click’s Journey AI also includes tools that elevate your firm’s marketing and communication game:
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- AI Live Chat
CJ’s chatbot can answer questions, collect intake info, and book appointments directly from your website—24/7. - AI Call Receptionist
Missed a call? CJ can follow up with a personalized text or voicemail response. It can even simulate live conversations using AI. - AI Reputation Management
Automatically request reviews, filter negative ones, and share positive reviews across Google, Facebook, Yelp, and more. - Social Media Planner
Create, schedule, and manage social media content across all platforms in one place. - Document E-Signature Automation
Send fee agreements, retainers, or client intake documents automatically, triggered by pipeline movements.
- AI Live Chat
Conclusion
MyCase is a trusted tool for case and client management. But as your firm grows, the demands on your intake and follow-up systems grow too. Click’s Journey AI steps in to handle what MyCase can’t—so you never miss a lead, a call, or a review opportunity.
Used together, MyCase and Click’s Journey AI create a streamlined, scalable system that helps your law firm attract, convert, and retain more clients with less effort.
Want to know if it’s time to add Click’s Journey AI to your workflow?
Click’s Journey AI & MyCase Integration
The integration between MyCase and Click’s Journey AI offers law firms a comprehensive solution to enhance client intake, automate workflows, and boost marketing efforts. By combining MyCase’s robust legal practice management capabilities with Click’s Journey AI’s advanced marketing automation tools, firms can streamline operations and improve client engagement.