Integrate MyCase & Click’s Journey AI
By integrating MyCase with Click’s Journey AI, law firms can reduce administrative work, enhance client communication, and improve lead conversion through targeted automation. 🚀
MyCase Automation Triggers
MyCase Lead Pipeline Status is Updated
Automating emails and SMS when a lead’s status changes ensures consistent follow-ups and engagement. For example, when a lead moves from “New Inquiry” to “Consultation Scheduled,” an automatic confirmation message can be sent. If the lead moves to “Follow-up Needed,” the system can trigger a personalized check-in email, increasing conversion rates and reducing lost opportunities.
MyCase Lead is “Converted To Case”
Once a lead is converted into a case, automation can trigger a welcome email or SMS explaining the next steps, providing attorney contact information, and sharing a client portal link. This immediate communication builds client confidence, sets expectations, and reduces manual onboarding efforts for your legal team.
MyCase Case Status is Updated
Keeping clients informed throughout their case is critical for trust and satisfaction. Automated notifications when a case progresses—such as moving from “Filing” to “Awaiting Court Date”—can proactively update clients. This reduces inbound client calls, improves transparency, and keeps clients engaged throughout the legal process.
MyCase Lead is Updated as “Did Not Hire”
When a lead chooses not to hire your firm, an automated follow-up can be sent thanking them for their time and offering resources they might find helpful. You can also include a nurture sequence that periodically checks in, as potential clients often return when circumstances change. This helps recapture lost leads and improve long-term client acquisition.
LawPay Payment is Received
Automating a payment confirmation email or SMS ensures that clients receive instant receipts and gratitude messages, enhancing professionalism. Additionally, if a partial payment is received, automation can trigger reminders for outstanding balances, reducing manual billing follow-ups and improving cash flow.
MyCase Custom Field is Updated
Law firms often use custom fields to track specific client details. For example, if a field like “Client Documents Received” is updated, automation can send an acknowledgment email, reducing uncertainty. Similarly, if a field like “Hearing Date Scheduled” is modified, an automated reminder SMS can be sent, ensuring clients stay informed and reducing no-shows.
Pricing
Standard
Nurture & close leads into customers
Full online booking, pipelines, social cal, website builder, and more!
Unlimited contacts & users, add as many contacts & users as you need!
API Access – integrate with anything
MyCase Subscriber Exclusive Discount
$297 $197
USD per month
$2970 $1970
USD per year
Save Two Months!
Standard Plus Employee AI
All features in Standard Plan
AI Lead Qualifier Chatbot
AI Call Receptionist
MyCase Subscriber Exclusive Discount
USD per month
$4970 $2970
USD per year
Save Two Months!
What Else Can You Do with Click’s Journey AI
Capture New Leads
Create Full Websites, Funnels & Landing Pages
Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place.
Drag & Drop Surveys And Forms
Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites.
Online Appointment Scheduling
The major step for many businesses is to capture appointments and request appointments. We’ve built our own calendar application within Click’s Journey AI so you can capture the appointment all in one straightforward flow.
Nurture Leads Into Customers
Easily Customize Your Follow-up Campaigns
Create Multi-channel Campaigns
Two-way Communication on Any Device
Fully Automated Booking
Automatically book leads and prospects to your calendar without lifting a finger.
Automated Nurture Conversations
Full Customization of Messaging
Artificial Intelligence Built In
Close More Deals
Manage Your Workflow And Pipeline
Collect Customer Payments
All The Analytics & Reports In One Place
Click’s Journey AI Employee
Ai Receptionist
Ai Chatbot
Be available 24/7 on the channels your clients use most. With Click’s AI Chatbot, you’ll captivate leads, qualify them, and book appointments without lifting a finger.
Comparisions
Click’s Journey AI Has Everything You Need To Succeed
We help you consolidate all of your marketing tools.
Features
Unlimited Contacts
Store and manage an unlimited number of leads and customers in your CRM.
Law Firm Email Templates
Pre-built, customizable email templates designed specifically for law firms.
Professionally designed webpage templates tailored for legal practices.
2 Way Text & Email Conversation
Engage with leads and clients in real-time via SMS and email directly within HighLevel.
Communicate with customers via Google My Business messages inside your CRM.
Monitor, request, and manage customer reviews across multiple platforms.
Automatically send a text message to callers when a call is missed.
A complete customer relationship management system to track leads, interactions, and sales.
Send and receive messages directly from Facebook Messenger within the platform.
Send payment links via SMS to let customers complete transactions seamlessly.
Add a live chat widget to your website to engage visitors and capture leads.
Track and analyze calls coming from Google My Business listings.
Online scheduling tool to manage appointments, bookings, and team availability.
Visual pipeline tracking to manage deals and move leads through sales stages.
Create, send, and automate email campaigns to nurture leads and customers.
Schedule and manage posts across multiple social media platforms from one dashboard.
Build and send customer surveys to gather feedback and improve engagement.
Generate and send invoices with built-in payment collection options.
Track link clicks and use them to trigger automations or track user engagement.
Build high-converting sales funnels with drag-and-drop landing pages.
Automate marketing sequences via email, SMS, and voice drops.
Access comprehensive analytics on leads, sales, ads, emails, and overall business performance.
Create and send professional proposals and price estimates to clients.
Design and embed custom forms to capture leads and collect customer information.
Pre-made, customizable templates for SMS and email communication.
Automate complex marketing and sales processes with triggers and actions.
Set up event-based automation to streamline tasks and engagement.
Manage and track affiliate referrals, commissions, and payouts.
AI Live Chat
An AI-powered chat assistant that engages website visitors, answers inquiries, and captures leads in real-time.
AI Call Receptionist
An AI-driven virtual receptionist that answers calls, handles inquiries, and routes calls intelligently.
*Additional usage fees apply. Click here for more details
Click’s Journey AI Has Everything You Need To Succeed
We help you consolidate all of your marketing tools.
What is Click's Journey AI, and how can it benefit my law firm?
Click’s Journey AI is an all-in-one digital marketing and client management platform built specifically for law firms. It helps firms capture more leads, automate client interactions, streamline appointment scheduling, and enhance client communication—all in one place. By using Click’s Journey AI, your law firm can increase efficiency, improve conversion rates, and provide a better client experience without relying on multiple disconnected tools.
How does Click's Journey AI integrate with my existing legal software?
Click’s Journey AI seamlessly integrates with many legal practice management tools like MyCase, Clio, LawPay, and Zapier, allowing law firms to automate their workflows. By integrating with your existing software, Click’s Journey AI ensures smooth data flow between platforms, eliminating the need for manual data entry and helping attorneys manage cases more efficiently.
How does the AI Receptionist improve client communication?
The AI Receptionist ensures your firm is accessible 24/7 by handling incoming calls, answering FAQs, qualifying leads, and scheduling appointments. This AI-powered system helps law firms:
✔ Never miss a call or lead
✔ Improve client response times
✔ Reduce the workload on staff
✔ Provide consistent and professional client interactions
With AI handling these tasks, your team can focus on providing legal expertise while ensuring every potential client gets immediate attention.
Is Click’s Journey AI only for law firms, or can other businesses use it too?
While Click’s Journey AI is specifically designed for law firms, its features are also useful for consultants, real estate professionals, medical practices, and other service-based businesses that need automated client communication, appointment scheduling, and lead management.
If you’re in a field that relies on client interactions and follow-ups, Click’s Journey AI can save time and increase conversions by automating repetitive tasks and organizing leads efficiently.
How secure is my data with Click's Journey AI?
Click’s Journey AI prioritizes data security and compliance, ensuring that all client information is encrypted and protected. The platform follows industry best practices for securing sensitive legal and business data. Additionally, it integrates with secure payment processors like Stripe and adheres to GDPR and other data protection standards to safeguard client information.
How can Click’s Journey AI help my law firm improve lead conversion rates?
By automating lead capture, follow-ups, and appointment scheduling, Click’s Journey AI ensures that potential clients receive timely, personalized responses. This prevents missed opportunities and allows attorneys to focus on high-value leads. The platform’s built-in analytics also provide real-time insights, helping law firms optimize their marketing strategies to improve conversion rates.