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