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

ClaireAI × CloudLex

Cloud-native PI matter management.

StatusLive now

AccessPartner program

Practice areasPersonal Injury

CategoryPractice Management Systems

What is the ClaireAI × CloudLex integration?

The ClaireAI × CloudLex integration is a two-way sync between the ClaireAI AI legal receptionist and CloudLex, the legal practice management system used by personal injury firms. When Claire answers an inbound call — in 0.8 seconds, 24/7 — every qualified lead is written to CloudLex as a new matter with the full call transcript, lead grade (A through D), captured intake fields, and practice-area tags pushed into matching CloudLex custom fields. Round-trip status updates (consult booked, retainer signed, declined) flow back from CloudLex into Claire's outbound follow-up engine, so callbacks, retainer links, and referral handoffs adjust automatically. Connection runs over the official partner API program. Setup is a 5-minute connection plus a 20-minute field-mapping session. Most U.S. law firms running CloudLex 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 CloudLex?

New contactCreated in CloudLex

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 CloudLex

How it works

How does ClaireAI work with CloudLex?

Inbound call becomes a CloudLex matter

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

Round-trip status sync

When a matter changes status in CloudLex (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 CloudLex setup take?

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

01
Approve the ClaireAI partner app inside your CloudLex admin console.
02
In the ClaireAI Control Room, open Settings → Integrations → CloudLex. Paste your CloudLex account name and click Connect.
03
Map your CloudLex 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 CloudLex within 5 seconds of hang-up. You're live.

FAQ

CloudLex integration questions, answered.

How does ClaireAI integrate with CloudLex?

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

Does ClaireAI support two-way sync with CloudLex?

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

Which CloudLex plan do we need?

Any CloudLex 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 CloudLex integration setup take?

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

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

Can we try the CloudLex integration before signing up?

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

What happens to our CloudLex data if we cancel?

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

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