Quick Answer

Aira's MyCase integration connects your AI receptionist to MyCase via Zapier. When Aira answers a call, it can automatically send the caller's details, call summary, transcript, and outcome to MyCase. Common use cases include create a new MyCase Contact from every Aira intake call, add a Note to the existing Matter when a known client calls in, and trigger a follow-up Task for the assigned attorney with the call summary attached. Setup takes minutes through Zapier and works on every paid Aira plan, starting at $24.95 per month.

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MyCase Integration

Aira plus MyCase (via Zapier)

Send Aira call data to MyCase automatically. Set up in minutes through Zapier, no developers required.

What is MyCase?

MyCase is an all-in-one legal practice management platform combining case management, client portals, billing, and document automation for solo and small-firm attorneys.

3 ways Aira works with MyCase

Every Aira call can fire a Zap. Here are the most common workflows service businesses build.

1

Create a new MyCase Contact from every Aira intake call

2

Add a Note to the existing Matter when a known client calls in

3

Trigger a follow-up Task for the assigned attorney with the call summary attached

How to connect Aira to MyCase

  1. 1

    Enable Zapier in Aira

    Open your Aira workspace and go to Settings, then Integrations, then Zapier. Toggle Zapier on to expose Aira as a trigger source.

  2. 2

    Connect Aira's Zapier app

    Inside your Zapier account, search for the Aira app, click Connect, and authorize using the workspace key Aira shows you.

  3. 3

    Pick a trigger event

    Choose Call Started, Call Completed, or Call Summary Ready. Most teams start with Call Completed since it carries the full payload including transcript and summary.

  4. 4

    Connect MyCase as the action

    Add MyCase as the action step in your Zap, then map the Aira fields you want to send into MyCase.

MyCase integration FAQs

Is the MyCase integration native or Zapier based?

Today, the Aira to MyCase connection runs through Zapier. A native MyCase integration is on the roadmap. The Zapier path covers every Aira event, so you can ship the workflow today and switch to native later without rebuilding logic.

Do I need a paid Zapier plan to connect MyCase?

Free Zapier covers most single step Zaps, which is enough for actions like creating a record from a call. Multi step Zaps (filter, then create, then notify, for example) typically need a paid Zapier plan.

What Aira plan do I need for the MyCase integration?

Zapier and webhook delivery are available on every paid Aira plan, starting at $24.95 per month.

How fast does Aira send data to MyCase?

The webhook fires within seconds of the trigger event. For call_completed, that means the payload, including summary and transcript, hits Zapier as soon as the call ends.

What can Aira send to MyCase?

When Aira finishes a call, it can push the call summary, the call outcome, caller details, and structured fields you collected during the conversation to MyCase via Zapier. You map exactly which fields you want inside your Zap, so the MyCase record you create matches your existing schema.

Can I trigger different MyCase actions based on call outcome?

Yes. Aira sends the call outcome (booked, transferred, message taken, qualified, and others) on every event. Add a Zapier filter or paths to route each outcome to a different MyCase action. For example, route booked calls to one workflow and message-taken calls to another.

Related Searches

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Connect Aira to MyCase today

Plans start at $24.95/mo. Webhook and Zapier delivery are included on every paid plan, no per integration fees.