Intake CRMs & Lead Management · Live now · Updated 2026-05-15
ClaireAI × SimplyConvert
SimplyConvert flows, fed from voice.
What is the ClaireAI × SimplyConvert integration?
The ClaireAI × SimplyConvert integration pushes every qualified intake call into SimplyConvert, the legal intake CRM, so your existing automations, lead-scoring rules, and assignment logic run from the moment Claire hangs up. New contacts are created with practice-area tags, lead grade (A through D), the full call transcript, and every captured intake field mapped 1:1 to SimplyConvert custom fields. Disposition codes and consult-booking status flow back to Claire's outbound follow-up engine, so reminders, retainer links, and callback cadences stay synchronized with what your intake coordinator has already actioned. Connection runs over the official partner API program. Setup is a 5-minute OAuth flow plus a 20-minute mapping pass with our team. New leads land in SimplyConvert within 5 seconds of call completion — fast enough that your intake coordinator sees the lead before the prospect closes the landing page. Source attribution, lead grade, and full transcript are populated on the first write, so your existing SimplyConvert automations trigger correctly.
Sync map
What does ClaireAI sync to SimplyConvert?
How it works
How does ClaireAI work with SimplyConvert?
01
Every call becomes a SimplyConvert lead
Claire answers in 0.8 seconds, qualifies the prospect, grades the lead A–D, then creates a new SimplyConvert lead with the full transcript and practice-area tag — your existing assignment rules trigger immediately.
02
Disposition triggers Claire's follow-up
When your intake team changes a lead's status in SimplyConvert (consult booked, no-show, retained), Claire reads it on the next poll and adjusts outbound SMS, reminder calls, and retainer dispatch automatically.
03
Source attribution out of the box
Every SimplyConvert lead Claire creates is tagged with source "ClaireAI Voice", inbound number, ring time, and qualification path — so your marketing dashboard reports true cost-per-signed-case from voice.
Setup
How long does SimplyConvert setup take?
Under an hour for most U.S. law firms. No IT involvement required.
- 01
Approve the ClaireAI partner app inside your SimplyConvert admin console.
- 02
In the ClaireAI Control Room, open Settings → Integrations → SimplyConvert. Paste your SimplyConvert account name and click Connect.
- 03
Map your SimplyConvert 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 leads land in SimplyConvert within 5 seconds of hang-up. You're live.
FAQ
SimplyConvert integration questions, answered.
How does ClaireAI integrate with SimplyConvert?
Claire connects to SimplyConvert via the official API. Every call writes a new lead with transcript, intake fields, and source attribution; disposition codes read back into Claire's outbound follow-up so reminders and retainer dispatch stay synchronized.
Will ClaireAI break our existing SimplyConvert automations?
No. Claire writes new leads exactly the way a human intake coordinator would — source, tags, custom fields, and assignment fields are all populated, so your existing SimplyConvert workflows trigger on the new lead automatically.
Can ClaireAI use our existing SimplyConvert qualification rules?
Yes. During setup we mirror your SimplyConvert qualification criteria into Claire's intake script — same questions, same scoring, same disqualification logic, run on the call before the lead is written.
How long does SimplyConvert integration setup take?
Most firms are live with SimplyConvert 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.
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