1-Click Legal CRMOAuth 2.0 DirectSync SLA: 1-Click OAuth
How to Connect MyCase Legal Portal with CallCourty AI
1-Click OAuth connect: push prospective client leads, conflict checks, and retainer links to MyCase.
Pushes intake questionnaires, adverse conflict results, and prospective client dossiers via 1-Click OAuth.
1-Click OAuth authorization connects your MyCase firm account in seconds.
Creates new Leads in the MyCase Lead Management pipeline with full call notes and audio.
Syncs consultation bookings directly onto your MyCase firm calendar.
OAuth 2.0 Integration & Secure Handshake
Connect CallCourty AI directly to your MyCase Legal Portal workspace. Click Authorize MyCase Legal Portal to authenticate in a secure window, then enter your authorized credentials below to enable live two-way synchronization.
Visual Step-by-Step Instructions
MyCase Legal Portal Setup Walkthrough & Annotated Screens
Your CallCourty Webhook URL:
1
Open MyCaseClick '1-Click Connect with MyCase'
Click the 1-Click Connect button below to sign in with your MyCase administrator credentials and approve CallCourty AI.
Where to click: Click 'Authorize' to allow CallCourty AI to push new leads and calendar events into MyCase
auth.mycase.com/oauth/authorize
1-Click OAuth 2.0MyCase Legal Portal Configuration View
Step 1 Visual GuidePortal Navigation
MyCase Login
Firm Selection
Authorize CallCourty AIClick
1-Click OAuth 2.0
Step 1: Approve MyCase OAuth Connection
Click 'Authorize' to allow CallCourty AI to push new leads and calendar events into MyCase
mycase_oauth_active
Automatic Schema Mapping
Real-Time JSON PayloadHow CallCourty AI Maps Call Data into MyCase Legal Portal
| CallCourty AI Intake Variable | MyCase Legal Portal Target Field |
|---|---|
| full_name + phone | MyCase Lead Record |
| case_type | MyCase Practice Area |
| ai_summary | MyCase Lead Intake Note |