Document Management · Live now · Updated 2026-05-15
ClaireAI × Dropbox
Dropbox folders for every new matter.
What is the ClaireAI × Dropbox integration?
The ClaireAI × Dropbox integration creates a per-matter document folder in Dropbox 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 Dropbox 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 Dropbox matter folder — no manual filing, no double upload. Round-trip sync means documents added to the Dropbox 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 Dropbox?
How it works
How does ClaireAI work with Dropbox?
01
Matter folder created in Dropbox
Claire creates a per-matter folder in Dropbox 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 Dropbox matter folder. No manual filing, no double upload.
03
Document arrival drives follow-up
When records you've requested land in the Dropbox folder, Claire reads the event and stops the chase: no more reminder SMS asking for documents that already arrived.
Setup
How long does Dropbox setup take?
Under an hour for most U.S. law firms. No IT involvement required.
- 01
Sign in to Dropbox with an admin account and approve the OAuth scope ClaireAI requests.
- 02
In the ClaireAI Control Room, open Settings → Integrations → Dropbox. Paste your Dropbox account name and click Connect.
- 03
Map your Dropbox 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 Dropbox within 5 seconds of hang-up. You're live.
FAQ
Dropbox integration questions, answered.
How does ClaireAI integrate with Dropbox?
Claire connects to Dropbox 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 Dropbox permissions?
Yes. New matter folders inherit permissions from the parent practice-area or attorney workspace. Claire does not grant access — your existing Dropbox access controls remain authoritative.
Can we use our existing Dropbox 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 Dropbox integration setup take?
Most firms are live with Dropbox 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 Dropbox.
Book a 20-minute walkthrough. We'll run a live test call against your Dropbox sandbox.
Book a demo