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

ClaireAI × Neos (Assembly)

Assembly Neos for serious PI volume.

StatusLive now

AccessPartner program

Practice areasPersonal Injury

CategoryPractice Management Systems

What is the ClaireAI × Neos (Assembly) integration?

The ClaireAI × Neos (Assembly) integration is a two-way sync between the ClaireAI AI legal receptionist and Neos (Assembly), 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 Neos (Assembly) as a new matter with the full call transcript, lead grade (A through D), captured intake fields, and practice-area tags pushed into matching Neos (Assembly) custom fields. Round-trip status updates (consult booked, retainer signed, declined) flow back from Neos (Assembly) 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 Neos (Assembly) 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 Neos (Assembly)?

New contactCreated in Neos (Assembly)

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 Neos (Assembly)

How it works

How does ClaireAI work with Neos (Assembly)?

Inbound call becomes a Neos (Assembly) matter

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

Round-trip status sync

When a matter changes status in Neos (Assembly) (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 Neos (Assembly) setup take?

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

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

FAQ

Neos (Assembly) integration questions, answered.

How does ClaireAI integrate with Neos (Assembly)?

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

Does ClaireAI support two-way sync with Neos (Assembly)?

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

Which Neos (Assembly) plan do we need?

Any Neos (Assembly) 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 Neos (Assembly) integration setup take?

Most firms are live with Neos (Assembly) 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 Neos (Assembly) 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 Neos (Assembly) subscription pricing is set by Neos (Assembly) directly.

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

Can we try the Neos (Assembly) integration before signing up?

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

What happens to our Neos (Assembly) data if we cancel?

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

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