A MyCase-Integrated Scheduler With Embedded LawPay: Introducing Clerx Scheduler

MyCase users can add online consultation booking with embedded LawPay payments through Clerx Scheduler. Clerx provides the client-facing scheduling experience, while its MyCase integration connects consultation appointments and intake information to the firm's practice-management workflow. For paid consultations, LawPay brings payment processing into the booking journey.

This gives law firms using MyCase a connected way to offer online scheduling without making staff coordinate each appointment and payment request manually. A prospective client can move toward a consultation through an experience designed for legal intake, while the team continues working in MyCase.

MyCase calendaring and online self-booking solve different problems

MyCase provides a calendar for managing firm events and appointments. That is an important part of running the practice: the team needs to know what is happening, who is responsible, and when meetings take place.

Client-facing self-booking addresses a different moment. It helps a prospective client choose an appropriate consultation, find an available time, and complete the booking process. When the consultation is paid, it also needs to explain the fee and connect payment to the appointment.

A calendar entry records the meeting. A booking experience helps the person arrange it.

For MyCase firms looking for that client-facing booking and payment layer, Clerx Scheduler provides an integrated option. It connects the front end of arranging a consultation with the systems the practice already uses behind the scenes.

That distinction matters when evaluating a scheduler. The question is how someone gets from wanting a meeting to an appointment the firm can prepare for, with the right information and payment step along the way.

Introducing Clerx Scheduler for MyCase users

Clerx Scheduler is an online scheduling and payments product built for law firms. It supports free and paid consultations, multi-attorney scheduling, calendar synchronization, and embedded LawPay payment processing.

For firms using MyCase, the value is the connection between the client-facing experience and the practice's existing workflow. The Clerx MyCase integration connects intake and consultation booking with MyCase, so scheduling can become part of the firm's intake process rather than a separate administrative task.

The product is provided by Clerx and integrated with MyCase. That relationship is useful for prospective clients to understand: MyCase remains the firm's practice-management environment, Clerx provides the scheduling and intake layer, and LawPay provides payment processing.

You can review the Clerx Scheduler preview to see the consultation-booking experience. The aim is to make the path to a meeting easier for the person contacting the firm and more organized for the team receiving the appointment.

From selecting a consultation to completing payment

Consider the steps involved in a typical paid-consultation booking. The person needs to understand what kind of meeting they are booking, which attorney handles it, when it is available, and what the fee is.

A connected booking journey can bring those decisions together:

1. Select the consultation type.
2. Choose an appropriate attorney or appointment option.
3. Select an available time.
4. Complete the LawPay payment step for a paid consultation.
5. Receive confirmation and meeting details.

The firm determines its consultation setup. A free meeting can move through scheduling without a payment requirement. A paid meeting can include payment as part of the booking workflow.

This makes the experience more coherent. The prospective client does not have to piece together an appointment from one email, fee information from another, and a payment request sent later.

For staff, it creates a clearer process to manage. The office can organize consultation types, attorney availability, and the payment path before the next inquiry arrives.

Why embedded LawPay matters

A law firm that charges for consultations needs a practical way to collect the fee. Booking a time and collecting payment should work together, because both affect whether the office is ready for the meeting.

Clerx Scheduler includes embedded LawPay payment processing in the paid-consultation experience. The Clerx LawPay integration connects payment collection with intake and booking, allowing the fee step to sit within the consultation journey.

For an illustrative family-law practice, that might mean presenting a paid initial consultation, making the price clear, and allowing the person to complete payment while arranging the appointment. Staff have fewer separate instructions to send and fewer disconnected steps to coordinate.

The benefit is a more complete booking process. The firm still sets the fee, determines its appointment policies, and manages its financial procedures. LawPay handles payment processing, while Clerx connects that step to scheduling.

The wider operational approach is covered in how to set up paid legal consultations. This MyCase-specific use case applies that principle to firms that want their booking experience connected to their existing practice-management environment.

Free and paid consultations can follow the firm's policy

Different firms use different consultation models. Some offer a free introductory meeting. Others charge for an initial attorney consultation. Some use both, depending on the meeting type or practice area.

Clerx Scheduler supports free and paid consultations so the booking process can reflect those choices.

The important starting point is to describe each meeting clearly. A brief introductory call and a longer attorney consultation may have different purposes, durations, and fees. A person should understand which option they are choosing before selecting a time.

For an estate-planning firm, a short introductory conversation might help establish whether the office is a suitable fit. For a family-law practice, an initial consultation may follow a paid model. These are illustrative examples of how firms can organize their existing policies.

The product's role is to make those policies easier to carry through the booking process. Clear options help prospective clients choose the next step and help staff communicate consistently.

Keep the appointment connected to MyCase

Online scheduling is most useful when the resulting appointment reaches the people and systems responsible for the consultation.

MyCase's own Clerx integration materials describe consultation booking into the firm's MyCase calendar, along with synchronization of contacts and intake information. That connection gives MyCase users a practical route from initial contact to an appointment in the environment the team already uses.

The exact workflow should be configured around the practice. Identify which calendar receives the appointment, where the contact and notes belong, and who reviews the inquiry before the meeting.

This makes the handoff useful. A calendar entry should help the attorney understand the purpose of the meeting, and the associated intake information should help the team prepare.

Review the Clerx integrations directory as part of the setup. The objective is a connected process with clear ownership, so the office can follow through on the appointment without reconstructing the conversation manually.

Scheduling across more than one attorney

A solo firm may have a straightforward consultation calendar. A growing practice needs to account for several attorneys, different areas of work, and different meeting types.

Clerx Scheduler supports multi-attorney scheduling. The firm can organize the booking experience around the consultations its team actually provides.

Start by identifying who handles each appointment type. A family-law inquiry may belong with a different attorney from an estate-planning inquiry. An existing-client meeting may follow a different path from a prospective client's first consultation.

The next step is to review availability and duration. The booking experience should reflect the firm's capacity rather than make every open calendar slot interchangeable.

For MyCase users, the broader benefit is coordination: an easier way for people to arrange meetings, connected to the firm's consultation workflow. The team spends less time interpreting a generic appointment request and more time preparing for the right conversation.

Connect intake to the booking experience

A person may be ready to book after visiting the website. Someone else may need a conversation first to understand whether the office handles their type of matter.

Clerx supports both stages. The Clerx AI Receptionist helps handle incoming calls, while Clerx Website Chat supports people browsing the site. Clerx Text Messaging provides a text-based intake path.

Those conversations can gather the information the firm needs before guiding a suitable inquiry toward a consultation. The firm defines the screening questions, services, and booking rules.

This is the relationship between intake and Scheduler: intake establishes the purpose and next step; Scheduler supports arranging the meeting and completing payment when required.

The principles behind a good law-firm intake conversation still apply. The person should feel heard, understand whether the firm may be a fit, and know what to do next.

A practical example for a MyCase firm

Imagine a three-attorney family-law practice using MyCase. A prospective client contacts the office about arranging an initial consultation. The firm's intake process captures their contact details and broad matter description.

The next step is a paid consultation under the practice's policy. The person enters the Clerx booking experience, selects the appropriate appointment, chooses a time, and completes the embedded LawPay payment step.

The configured MyCase connection brings the appointment and relevant intake information into the firm's workflow. The responsible team member reviews the inquiry, and the attorney prepares for the consultation with useful context.

This example illustrates the connected path. It is not a claim about a particular customer's results or a promise that every inquiry becomes a retained client.

The operational change is that booking, payment, and preparation become easier to coordinate. The prospective client has a clearer experience, and the firm has fewer separate steps to chase.

Start with the consultation workflow you already use

The strongest setup begins with the firm's current process. What meetings do you offer? Who handles them? Which require payment? What information should reach MyCase before the attorney meets the person?

Answer those questions, then configure the booking journey around them. Test a free appointment and a paid appointment. Review the confirmation, MyCase calendar entry, associated intake information, and payment handling.

After launch, measure whether people complete booking and whether staff have the information they need. Track administrative time, unfinished bookings, and questions that repeatedly cause confusion.

Clerx Scheduler gives MyCase users a legal-specific way to connect online scheduling and embedded LawPay payments with their existing intake and practice-management workflow. The aim is a simpler path from first interest to a consultation the firm is ready to deliver.

Frequently asked questions about a MyCase-integrated scheduler

Can MyCase users offer online consultation booking with Clerx?

Yes. Clerx Scheduler provides a client-facing booking experience connected to the firm's MyCase workflow.

Is Clerx Scheduler a MyCase-built product?

Clerx provides the Scheduler. It integrates with MyCase to connect booking and intake with the firm's existing systems.

Does MyCase have a calendar?

Yes. MyCase supports firm calendaring. Client-facing self-booking is a separate function that Clerx Scheduler adds.

Is LawPay embedded in the booking process?

Yes. Clerx Scheduler includes LawPay payment processing for the paid-consultation booking journey.

Can consultations appear in MyCase?

Yes. MyCase's Clerx documentation describes consultations syncing to the firm's MyCase calendar.

Can we offer free consultations too?

Yes. Clerx Scheduler supports both free and paid consultations.

Can several attorneys use the scheduler?

Yes. Multi-attorney scheduling supports firms coordinating consultations across their team.

Can intake happen before booking?

Yes. Clerx intake channels can gather information and guide suitable inquiries toward the firm's consultation process.

Do we need to replace MyCase?

MyCase remains the practice-management environment. Clerx adds the connected scheduling and intake experience.

Does a booked consultation establish representation?

The consultation is an appointment. The firm's engagement process and attorney decisions determine representation.

Book a demo with Clerx today.