How does the MyCase and VXT Phone Integration Work

Hi, It’s Luke here.

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In this video I'm going to show you VXT’s integration with MyCase.

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If you can’t watch the video right now, check out the video summary below.

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What is VXT?

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VXT is a cloud-based VoIP phone system built for law firms.

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MyCase Integration Features

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Automatic File Notes

With VXT’s MyCase integration you can save records of the phone calls that you make in MyCase against relevant cases.

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SMS

VXT can be used to send and receive SMS, combining all of your communication into one central hub.

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Understand Who is Calling

Because VXT syncs your client database from MyCase, when you receive an incoming call that matches a MyCase contact, VXT will display their name on the incoming call so you always know who's calling.

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Click to Call

Finally you can click to call straight from MyCase by selecting highlighted phone numbers.

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The VXT Calling Experience

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So I'm an attorney and I use VXT for my phone system. I want to make a quick call. Of course, I can click to call straight out of MyCase, but I can also search my contact list in VXT by name or number.

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When I'm on a call, there are a bunch of controls in the top right hand corner of the screen. I can add someone to the call, to make a conference call, or transfer the call to a colleague.

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I can take my own manual notes during the call, as well as record the call, with the option to turn call recording off and on throughout the call.

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After the call, my call recording can be transcribed and saved in MyCase automatically.

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When that’s all done, I review the notes that I took during the call and hit save. Now all of the data associated with the call I just made is saved in MyCase.

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How it Looks in MyCase

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When I take a look at my call in MyCase, I can see that it's got the date and time, the parties on the call as the subject, the notes that I took during the call, the transcription of the call and there's a link that I can copy and paste into our internet browser if I wanted to go and review the audio of that recorded call in VXT.

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So that's VXT’s integration with MyCase! If you want to find out more about the VXT platform, like analytics, contact management, or advanced call routing get in touch with our team.

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