Document Management · Live now · Updated 2026-05-15
ClaireAI × Box
Box workspaces for every Claire-qualified matter.
What is the ClaireAI × Box integration?
The ClaireAI × Box integration creates a per-matter document folder in Box for every qualified intake call — pre-loaded with the call transcript, recording, intake form PDF, and any retainer or engagement letter Claire dispatches. Folder structure follows your firm's existing Box naming convention; permissions inherit from the parent practice area or attorney workspace. When clients upload documents through Claire's intake portal (police reports, medical records, MVA photos), they land directly in the Box matter folder — no manual filing, no double upload. Round-trip sync means documents added to the Box folder by your team are visible to Claire's outbound follow-up logic, so the engine knows when requested records have been received and stops chasing them. Setup uses OAuth per workspace and typically takes 20 minutes including folder-template mapping. The integration is included on every ClaireAI plan with no per-file surcharge.
Sync map
What does ClaireAI sync to Box?
How it works
How does ClaireAI work with Box?
01
Matter folder created in Box
Claire creates a per-matter folder in Box the moment the call qualifies — pre-loaded with transcript, recording, intake form PDF, and any retainer dispatched during the call.
02
Client uploads land in the right folder
Documents the client uploads through Claire's intake portal (police reports, medical records, photos) route directly to the Box matter folder. No manual filing, no double upload.
03
Document arrival drives follow-up
When records you've requested land in the Box folder, Claire reads the event and stops the chase: no more reminder SMS asking for documents that already arrived.
Setup
How long does Box setup take?
Under an hour for most U.S. law firms. No IT involvement required.
- 01
Sign in to Box with an admin account and approve the OAuth scope ClaireAI requests.
- 02
In the ClaireAI Control Room, open Settings → Integrations → Box. Paste your Box account name and click Connect.
- 03
Map your Box workspace folders 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 matter folders land in Box within 5 seconds of hang-up. You're live.
FAQ
Box integration questions, answered.
How does ClaireAI integrate with Box?
Claire connects to Box via OAuth. Per-matter folders are created on call qualification; transcripts, recordings, and client uploads route into the folder automatically.
Does Claire respect our existing Box permissions?
Yes. New matter folders inherit permissions from the parent practice-area or attorney workspace. Claire does not grant access — your existing Box access controls remain authoritative.
Can we use our existing Box naming convention?
Yes. Folder naming follows your firm's template (matter number, client name, practice area, date — any format). We capture it during onboarding and Claire applies it consistently.
How long does Box integration setup take?
Most firms are live with Box 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.
See Claire push a real call into Box.
Book a 20-minute walkthrough. We'll run a live test call against your Box sandbox.
Book a demo