Payments & E-Signature · Live now · Updated 2026-05-15
ClaireAI × DocuSign
Retainers signed before the caller dials the next firm.
What is the ClaireAI × DocuSign integration?
The ClaireAI × DocuSign integration sends retainer agreements or payment links to qualified callers directly from the live call, while they are still on the line. For pre-cleared matter types (defined by your firm — typically PI, traffic, simple criminal, family-law consults), Claire confirms client identity, runs the conflict check, then dispatches a DocuSign envelope or payment link over SMS before the caller hangs up. DocuSign signed-status and payment-completed events stream back into Claire's outbound engine, so reminder SMS, second-attempt calls, and matter-creation in your practice management system trigger automatically once the retainer is executed. Connection runs over the official public API using OAuth 2.0. Setup typically takes 30–45 minutes including template upload, signature-block configuration, and live test sends. Most firms route only their pre-cleared matter types through the in-call retainer flow at first — typically traffic, simple criminal, and family-law consults — then expand as confidence builds. The integration is included on every ClaireAI plan with no per-envelope surcharge.
Sync map
What does ClaireAI sync to DocuSign?
How it works
How does ClaireAI work with DocuSign?
01
Retainer dispatched mid-call
For matter types your firm pre-clears, Claire generates the DocuSign envelope on the call and texts the link before hang-up. Most clients sign before they reach the next firm on Google.
02
Signed status drives follow-up
DocuSign webhooks fire on signature and payment events; Claire's outbound engine consumes them in real time — no more "did they sign yet?" Slack threads or daily report exports.
03
Trust-account routing where applicable
Funds route to the correct trust or operating account based on matter type and your firm's accounting setup — no manual reclassification at month-end.
Setup
How long does DocuSign setup take?
Under an hour for most U.S. law firms. No IT involvement required.
- 01
Sign in to DocuSign with an admin account and approve the OAuth scope ClaireAI requests.
- 02
In the ClaireAI Control Room, open Settings → Integrations → DocuSign. Paste your DocuSign account name and click Connect.
- 03
Map your DocuSign 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 retainers land in DocuSign within 5 seconds of hang-up. You're live.
FAQ
DocuSign integration questions, answered.
Can ClaireAI actually send retainers during the call?
Yes — for matter types your firm pre-approves. Claire confirms identity, runs the conflict check against your practice management system, then dispatches the DocuSign envelope over SMS while the caller is still on the line.
What stops Claire from sending retainers for the wrong case type?
Your firm controls the matter-type allowlist. Anything outside it is routed to a human attorney for review — Claire never dispatches a DocuSign envelope for an unapproved case category.
Does DocuSign signed-status flow back into our CRM?
Yes. DocuSign webhook events fire on signature and payment completion; Claire reads them in real time and updates the corresponding matter or lead in your practice management system or intake CRM.
How long does DocuSign integration setup take?
Most firms are live with DocuSign 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 DocuSign.
Book a 20-minute walkthrough. We'll run a live test call against your DocuSign sandbox.
Book a demo