Accounting · Live now · Updated 2026-05-15
ClaireAI × LeanLaw
LeanLaw for QuickBooks-using firms.
What is the ClaireAI × LeanLaw integration?
The ClaireAI × LeanLaw integration routes retainer payments and trust deposits captured on intake calls directly into LeanLaw, your firm's accounting system, with matter-aware classification so funds land in the correct trust or operating account on the first try — no end-of-month reclassification cycle. When Claire collects a retainer over a connected payment gateway (LawPay, AffiniPay, or your preferred processor), the transaction is written to LeanLaw with matter number, practice area, client identifier, fee structure (flat / hourly / contingency), and IOLTA designation already mapped from your firm's chart of accounts. Month-end reconciliation effort drops sharply because there is no human reclassification step on Claire-originated transactions. Voided retainers and partial refunds flow through to LeanLaw as offsetting entries with full audit trail back to the originating call. Connection runs over the official partner API program; setup is typically a 30-minute pairing session with your bookkeeper.
Sync map
What does ClaireAI sync to LeanLaw?
How it works
How does ClaireAI work with LeanLaw?
01
Retainer payment posts to LeanLaw
When Claire collects a retainer on the call, the transaction routes to LeanLaw with matter number, client identifier, and trust/operating designation pre-mapped — no manual reclassification.
02
Month-end reconciliation, without the cleanup
Because every Claire-originated transaction lands in the right LeanLaw account on day one, your bookkeeper's month-end work shrinks to exception handling instead of full reclassification.
03
Refunds and voids handled cleanly
Voided retainers and partial refunds flow through to LeanLaw as offsetting entries with full audit trail back to the originating intake call.
Setup
How long does LeanLaw setup take?
Under an hour for most U.S. law firms. No IT involvement required.
- 01
Approve the ClaireAI partner app inside your LeanLaw admin console.
- 02
In the ClaireAI Control Room, open Settings → Integrations → LeanLaw. Paste your LeanLaw account name and click Connect.
- 03
Map your LeanLaw chart of accounts 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 trust transactions land in LeanLaw within 5 seconds of hang-up. You're live.
FAQ
LeanLaw integration questions, answered.
How does ClaireAI integrate with LeanLaw?
Claire posts retainer transactions, refunds, and voids to LeanLaw via the official API, with matter and client linkage already mapped. Your bookkeeper sees transactions land in the correct account on the first pass.
Will trust funds land in the wrong account?
No. IOLTA designation is set per matter type during onboarding. Claire-originated transactions carry the designation through to LeanLaw, so trust funds route to trust accounts and earned fees to operating — every time.
What happens at month-end?
Reconciliation effort drops sharply because there is no Claire-originated reclassification work. Your bookkeeper sees a clean ledger in LeanLaw ready for normal close procedures.
How long does LeanLaw integration setup take?
Most firms are live with LeanLaw 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 LeanLaw.
Book a 20-minute walkthrough. We'll run a live test call against your LeanLaw sandbox.
Book a demo