What is Click's Journey AI?
Click's Journey AI automates lead intake, qualification, and follow-up across multiple communication channels, including web forms, chat, SMS, and phone calls. Unlike typical email/SMS tools or general marketing platforms, it provides a full legal-focused CRM solution.
What does Click's Journey AI do?
The primary function of Click's Journey AI is to help solo to midsize law firms (1–50 employees) with moderate to high lead volume capture, qualify, and convert more leads by:
24/7 Prospect Engagement: Uses AI live chat and AI call receptionists to instantly engage prospects, answer questions, and capture complete intake details, ensuring you never miss a lead.
Automated Qualification & Follow-up: Manages automated email/SMS nurture workflows, lead tagging, and follow-up sequences, reducing manual effort in the intake process.
All-in-One Communication: Firms can track calls, emails, texts, and social messages in a single inbox, providing clear visibility into which channels and follow-ups are driving signed clients.
Multilingual Support: Supports multilingual intake, which is especially beneficial for practices like Immigration law.
How Click's Journey AI Integrates with MyCase
Click's Journey AI provides a full two-way sync with MyCase Leads, ensuring data consistency between both systems.
Data Flow | Integration Action |
MyCase → Click’s Journey | • If a lead is created directly in MyCase, Click's Journey tags it as "Approved."
• When a lead is approved in MyCase, Click's Journey updates the contact record and applies the "Approved" tag.
• Leads from third-party sources (e.g., online forms) are added without the "Approved" tag until approved in MyCase. |
Click’s Journey → MyCase | • Any new lead created in Click's Journey automatically appears in MyCase.
• Any updates made to a record in Click's Journey update the matching record in MyCase. |
Result: Both systems remain perfectly synced. MyCase retains control over the final lead approval status, while Click’s Journey AI manages the initial intake and follow-up workflows. Shared fields (name, email, phone, matter type, notes, custom fields) stay synced between the systems.
Support & Setup Information
Free Trial: Yes
Setup: Contact Click’s Journey
Support: [email protected]