Practice Management Systems · Live now · Updated 2026-05-15
ClaireAI × Rocket Matter
Rocket Matter, with intake wired in.
What is the ClaireAI × Rocket Matter integration?
The ClaireAI × Rocket Matter integration is a two-way sync between the ClaireAI AI legal receptionist and Rocket Matter, the legal practice management system used by personal injury, criminal defense, and family law firms. When Claire answers an inbound call — in 0.8 seconds, 24/7 — every qualified lead is written to Rocket Matter as a new matter with the full call transcript, lead grade (A through D), captured intake fields, and practice-area tags pushed into matching Rocket Matter custom fields. Round-trip status updates (consult booked, retainer signed, declined) flow back from Rocket Matter into Claire's outbound follow-up engine, so callbacks, retainer links, and referral handoffs adjust automatically. Connection runs over the official public API. Setup is a 5-minute connection plus a 20-minute field-mapping session. Most U.S. law firms running Rocket Matter 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 Rocket Matter?
How it works
How does ClaireAI work with Rocket Matter?
01
Inbound call becomes a Rocket Matter matter
Claire answers in 0.8 seconds, runs the practice-area intake script, grades the lead A–D, then creates a new matter in Rocket Matter with the full transcript attached as a note — before the caller hangs up.
02
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 Rocket Matter custom field. Zero copy-paste from the call summary.
03
Round-trip status sync
When a matter changes status in Rocket Matter (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 Rocket Matter setup take?
Under an hour for most U.S. law firms. No IT involvement required.
- 01
Sign in to Rocket Matter with an admin account and approve the OAuth scope ClaireAI requests.
- 02
In the ClaireAI Control Room, open Settings → Integrations → Rocket Matter. Paste your Rocket Matter account name and click Connect.
- 03
Map your Rocket Matter 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 Rocket Matter within 5 seconds of hang-up. You're live.
FAQ
Rocket Matter integration questions, answered.
How does ClaireAI integrate with Rocket Matter?
Claire connects to Rocket Matter over the official public API. Every qualified intake call writes a new matter, contact, and transcript note into Rocket Matter 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 Rocket Matter exposes them.
Does ClaireAI support two-way sync with Rocket Matter?
Yes. Claire both writes to Rocket Matter (matters, contacts, custom fields, transcripts) and reads from Rocket Matter (matter status, retainer signed flags) so outbound follow-up stays aligned with what your team has already actioned.
Which Rocket Matter plan do we need?
Any Rocket Matter 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 Rocket Matter integration setup take?
Most firms are live with Rocket Matter 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 Rocket Matter 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 Rocket Matter subscription pricing is set by Rocket Matter directly.
Is the ClaireAI Rocket Matter 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 Rocket Matter are stored in an isolated secrets vault per tenant; no cross-customer access is possible.
Can we try the Rocket Matter integration before signing up?
Yes. ClaireAI offers a 7-day free trial on every plan — including the Rocket Matter integration. You can connect Rocket Matter, run real test calls, and verify the field mappings work for your firm before any charge.
What happens to our Rocket Matter data if we cancel?
Cancellation revokes Claire's Rocket Matter access immediately. Data already written to Rocket Matter (matters, leads, transcripts) stays in your Rocket Matter account — Claire never holds your client data hostage. Export tools are available throughout the trial and subscription.
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