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

ClaireAI × CARET Legal

CARET Legal (formerly Zola Suite), connected.

StatusLive now

AccessOpen API

Practice areasPersonal Injury, Criminal Defense, Family Law

CategoryPractice Management Systems

Vendor docsReference ↗

What is the ClaireAI × CARET Legal integration?

The ClaireAI × CARET Legal integration is a two-way sync between the ClaireAI AI legal receptionist and CARET Legal, 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 CARET Legal as a new matter with the full call transcript, lead grade (A through D), captured intake fields, and practice-area tags pushed into matching CARET Legal custom fields. Round-trip status updates (consult booked, retainer signed, declined) flow back from CARET Legal 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 CARET Legal 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 CARET Legal?

New contactCreated in CARET Legal

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 CARET Legal

How it works

How does ClaireAI work with CARET Legal?

Inbound call becomes a CARET Legal matter

Claire answers in 0.8 seconds, runs the practice-area intake script, grades the lead A–D, then creates a new matter in CARET Legal 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 CARET Legal custom field. Zero copy-paste from the call summary.

Round-trip status sync

When a matter changes status in CARET Legal (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 CARET Legal setup take?

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

01
Sign in to CARET Legal with an admin account and approve the OAuth scope ClaireAI requests.
02
In the ClaireAI Control Room, open Settings → Integrations → CARET Legal. Paste your CARET Legal account name and click Connect.
03
Map your CARET Legal 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 CARET Legal within 5 seconds of hang-up. You're live.

FAQ

CARET Legal integration questions, answered.

How does ClaireAI integrate with CARET Legal?

Claire connects to CARET Legal over the official public API. Every qualified intake call writes a new matter, contact, and transcript note into CARET Legal 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 CARET Legal exposes them.

Does ClaireAI support two-way sync with CARET Legal?

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

Which CARET Legal plan do we need?

Any CARET Legal 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 CARET Legal integration setup take?

Most firms are live with CARET Legal 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 CARET Legal 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 CARET Legal subscription pricing is set by CARET Legal directly.

Is the ClaireAI CARET Legal 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 CARET Legal are stored in an isolated secrets vault per tenant; no cross-customer access is possible.

Can we try the CARET Legal integration before signing up?

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

What happens to our CARET Legal data if we cancel?

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

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