Practice Management Systems · Live now · Updated 2026-05-15

ClaireAI × Actionstep

Actionstep for full-suite firms.

StatusLive now

AccessOpen API

Practice areasPersonal Injury, Criminal Defense, Family Law

CategoryPractice Management Systems

What is the ClaireAI × Actionstep integration?

The ClaireAI × Actionstep integration is a two-way sync between the ClaireAI AI legal receptionist and Actionstep, the legal practice management system used by personal injury, criminal defense, and family law firms. When Claire answers an inbound call — in 0.8 seconds, 24/7 — every qualified lead is written to Actionstep as a new matter with the full call transcript, lead grade (A through D), captured intake fields, and practice-area tags pushed into matching Actionstep custom fields. Round-trip status updates (consult booked, retainer signed, declined) flow back from Actionstep into Claire's outbound follow-up engine, so callbacks, retainer links, and referral handoffs adjust automatically. Connection runs over the official public API. Setup is a 5-minute connection plus a 20-minute field-mapping session. Most U.S. law firms running Actionstep are live on real calls within an hour of kickoff. Personal-injury, criminal-defense, and family-law intake presets ship out of the box, and the integration is included on every ClaireAI plan with no per-sync surcharge or setup fee.

Sync map

What does ClaireAI sync to Actionstep?

New contactCreated in Actionstep

New matter / caseCreated with practice-area tag

Call transcriptAttached as note

Intake custom fieldsMapped 1:1

Lead grade (A–D)Written to custom field

Matter status updatesRead back from Actionstep

How it works

How does ClaireAI work with Actionstep?

Inbound call becomes a Actionstep matter

Claire answers in 0.8 seconds, runs the practice-area intake script, grades the lead A–D, then creates a new matter in Actionstep with the full transcript attached as a note — before the caller hangs up.

Custom fields mapped to your intake

Mechanism of injury, custody status, UCCJEA flags, treatment status, jurisdiction, statute-of-limitations triage — Claire writes each captured field into the matching Actionstep custom field. Zero copy-paste from the call summary.

Round-trip status sync

When a matter changes status in Actionstep (consult booked, retainer signed, declined), Claire's outbound follow-up adjusts: callback reminder, retainer link, or referral handoff — no orphaned leads.

Setup

How long does Actionstep setup take?

Under an hour for most U.S. law firms. No IT involvement required.

01
Sign in to Actionstep with an admin account and approve the OAuth scope ClaireAI requests.
02
In the ClaireAI Control Room, open Settings → Integrations → Actionstep. Paste your Actionstep account name and click Connect.
03
Map your Actionstep custom fields to Claire's intake schema. Most firms accept the defaults; personal-injury, criminal, and family-law presets ship out of the box.
04
Run a test call. New matters land in Actionstep within 5 seconds of hang-up. You're live.

FAQ

Actionstep integration questions, answered.

How does ClaireAI integrate with Actionstep?

Claire connects to Actionstep over the official public API. Every qualified intake call writes a new matter, contact, and transcript note into Actionstep on call completion — typically within 5 seconds of hang-up. Matter status changes read back into Claire's outbound follow-up on a 60-second poll plus webhooks where Actionstep exposes them.

Does ClaireAI support two-way sync with Actionstep?

Yes. Claire both writes to Actionstep (matters, contacts, custom fields, transcripts) and reads from Actionstep (matter status, retainer signed flags) so outbound follow-up stays aligned with what your team has already actioned.

Which Actionstep plan do we need?

Any Actionstep tier with API access. Most firms are already on a plan that supports the integration; we confirm during the 5-minute setup call.

How long does Actionstep integration setup take?

Most firms are live with Actionstep inside an hour: OAuth or API-key connection (under 5 minutes), field mapping with our team (20–30 minutes), test calls (15 minutes), then go-live on real traffic. No IT involvement required on the firm side.

How much does the ClaireAI Actionstep integration cost?

The integration itself is included on every ClaireAI plan (Starter $450/month, Growth $850/month, Enterprise $1,800/month). No per-sync fees, no per-call surcharge, no setup charge. Your Actionstep subscription pricing is set by Actionstep directly.

Is the ClaireAI Actionstep integration secure?

Yes. ClaireAI runs on SOC 2 Type II infrastructure with HIPAA-aligned controls and uses 256-bit AES encryption for all data in transit and at rest. Credentials for Actionstep are stored in an isolated secrets vault per tenant; no cross-customer access is possible.

Can we try the Actionstep integration before signing up?

Yes. ClaireAI offers a 7-day free trial on every plan — including the Actionstep integration. You can connect Actionstep, run real test calls, and verify the field mappings work for your firm before any charge.

What happens to our Actionstep data if we cancel?

Cancellation revokes Claire's Actionstep access immediately. Data already written to Actionstep (matters, leads, transcripts) stays in your Actionstep account — Claire never holds your client data hostage. Export tools are available throughout the trial and subscription.

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