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

ClaireAI × Filevine

Built for the PI volume firm running Filevine.

StatusLive now

AccessPartner program

AuthOAuth 2.0 client credentials

Practice areasPersonal Injury

CategoryPractice Management Systems

Vendor docsReference ↗

What is the ClaireAI × Filevine integration?

The ClaireAI × Filevine integration is a two-way sync between the ClaireAI AI legal receptionist and Filevine, 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 Filevine as a new matter with the full call transcript, lead grade (A through D), captured intake fields, and practice-area tags pushed into matching Filevine custom fields. Round-trip status updates (consult booked, retainer signed, declined) flow back from Filevine into Claire's outbound follow-up engine, so callbacks, retainer links, and referral handoffs adjust automatically. Connection runs over the official partner API program using OAuth 2.0 client credentials. Setup is a 5-minute connection plus a 20-minute field-mapping session. Most U.S. law firms running Filevine 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 Filevine?

New contactCreated in Filevine

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 Filevine

How it works

How does ClaireAI work with Filevine?

Inbound call becomes a Filevine matter

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

Round-trip status sync

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

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

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

FAQ

Filevine integration questions, answered.

How does ClaireAI integrate with Filevine?

Claire connects to Filevine over the official partner API program using OAuth 2.0 client credentials. Every qualified intake call writes a new matter, contact, and transcript note into Filevine 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 Filevine exposes them.

Does ClaireAI support two-way sync with Filevine?

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

Which Filevine plan do we need?

Any Filevine 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 Filevine integration setup take?

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

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

Can we try the Filevine integration before signing up?

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

What happens to our Filevine data if we cancel?

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

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