Try for Free Contact Sales

ClaireAI fits seamlessly into your existing stack

ClaireAI connects to the systems and channels you already use—through MCP or API Data Connectors for your business tools, integration with your existing CRM, and native support for every channel: Phone, SMS, and web chat.

Contact Sales View Pricing
Clio Clio
MyCase MyCase
Filevine Filevine
Lawmatics Lawmatics

Data Connectors

Connect ClaireAI to your business tools

Allow ClaireAI to access real-time data and take action in your business tools—like Clio, Filevine, or MyCase—through MCP or API Data Connectors.

Clio
Clio
MyCase
MyCase
ClaireAI
ClaireAI
Look up recent cases
Check client status in Clio
Create intake record
Run conflict check

Granular access control

Control exactly what ClaireAI can access in each integration. Enable read-only mode for lookups or full access for creating records and triggering workflows.

Data access
Read-only data access
Bi-directional data access
Customer data
Case records
Calendar

Access your ClaireAI data in analytics dashboards

ClaireAI Conversation
I was in a car accident last week. I need to speak with an attorney about my case.
I understand. Let me check our system for any potential conflicts and gather some initial information. What is your full name?

Example use cases

Clio: "Is this a new client?"

For incoming calls, ClaireAI automatically checks Clio to determine if the caller is an existing client or a new lead, routing them appropriately.

Conflict Check: "Do we have a conflict?"

Before intake, ClaireAI runs a conflict check against your entire client database to ensure there are no conflicts of interest.

Filevine: "When is my next court date?"

For existing clients, ClaireAI can look up case details in Filevine and provide status updates, next steps, and important dates.

Calendly: "Book a consultation"

ClaireAI checks attorney availability in real-time and books qualified consultations directly into your calendar system.

Lawmatics: "What's included in my retainer?"

For billing questions, ClaireAI can retrieve retainer information from Lawmatics to answer common client inquiries.

ClaireAI Integration Workflow

ClaireAI works with any CRM

Set up ClaireAI with your existing practice management software—no migration required—or as part of the ClaireAI ecosystem.

CRM Dashboard Integration Preview
Clio

Clio

The Clio integration enables bi-directional sync with automatic contact creation, matter updates, and calendar synchronization.

Filevine

Filevine

ClaireAI integrates directly with your existing Filevine instance to create leads, update case status, and sync client communications.

Lawmatics

Lawmatics

ClaireAI seamlessly interfaces with your Lawmatics CRM to trigger automations, manage pipelines, and track conversion metrics.

"Integrating ClaireAI with Clio was incredibly easy. We were able to test it live on a call, and within 30 minutes, we had ClaireAI handling intake and syncing directly to our practice management system."

Sarah Martinez

Managing Partner, Martinez & Associates

One AI Agent.
For every channel.

Phone
SMS
Web Chat
Email

Native Integration

Native integration across all your channels

ClaireAI delivers a consistent, professional experience across every channel: incoming phone calls, SMS messages, web chat widgets, and email inquiries—all synchronized with your practice management software in real-time.

Learn more

Active Call

ClaireAI is listening...

Voice

Enable ClaireAI for inbound calls. Phone calls are answered live, transcribed, and synced to your CRM in real-time.

FAQs

FAQs

All integrations use OAuth 2.0 authentication and TLS 1.3 encryption. ClaireAI is SOC 2 Type II certified and maintains attorney-client privilege standards. We never store sensitive client data longer than necessary for the transaction.
ClaireAI uses intelligent routing to determine when real-time data is needed from your CRM (like checking case status or booking appointments) versus when it can respond using trained knowledge about your practice areas, policies, and procedures.
Yes. All integrations can be tested in sandbox mode before connecting to your production environment. Our team provides guided setup, testing, and validation before you go live.
Most integrations can be connected in under 5 minutes using OAuth authentication. Simply authorize ClaireAI in your practice management software, and we handle the rest. Custom enterprise integrations may take 1-2 business days.
Standard integrations with Clio, Filevine, Lawmatics, MyCase, and other major platforms are included in all ClaireAI plans at no additional cost. Custom API development for proprietary systems is available for enterprise clients.

Fit ClaireAI seamlessly into your stack today

Contact Sales View Pricing