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How to Use the VXT Meet Integration in MyCase

Learn how to use the MyCase VXT Meet AI Notetaker integration to seamlessly transcribe client meetings, generate AI summaries, and automate time entries directly to your matters.

The VXT Meet AI Notetaker integration allows you to transcribe client meetings and automatically file notes, summaries, and a time entry to the matching MyCase matter. By using this feature, your firm can replace manual post-call write-ups, recover billable minutes without rounding down, and maintain consistent documentation for every client conversation.

VXT Meet runs seamlessly in the background on Mac and iPhone devices, meaning no visible bot joins the call and your client meetings stay professional.

Step-by-Step Instructions

  1. Connect the AI Notetaker - VXT Meet application to your MyCase account.

  2. Run VXT Meet in the background on your Mac or iPhone while hosting a meeting on a supported platform (Google Meet, Zoom, Microsoft Teams, Slack, or Webex).

  3. Allow the application to transcribe the conversation in real time and generate an AI summary of decisions and action items.

  4. Save the meeting to the matching matter.

  5. Verify your matter; the integration will automatically push the full transcript, AI summary, and a time entry generated from the exact meeting duration directly to the file.

Frequently Asked Questions (FAQ)

Will my clients see an AI bot join the meeting? No, there is no visible bot on the call. Capture runs completely in the background on the attorney's device, ensuring client meetings remain professional.

What meeting platforms does VXT Meet support? The integration covers Google Meet, Zoom, Microsoft Teams, Slack, and Webex.

Why is the VXT feature not showing up on my dashboard? This integration is only available to customers on the MyCase Pro and Advanced tiers. Check your current plan settings under Account > Billing.

How much does VXT Meet cost? Pricing is $60 per user, per month.

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