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

ClaireAI × SmartAdvocate

Volume PI firms running SmartAdvocate, fully synced.

StatusLive now

AccessOpen API

Practice areasPersonal Injury

CategoryPractice Management Systems

What is the ClaireAI × SmartAdvocate integration?

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

New contactCreated in SmartAdvocate

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 SmartAdvocate

How it works

How does ClaireAI work with SmartAdvocate?

Inbound call becomes a SmartAdvocate matter

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

Round-trip status sync

When a matter changes status in SmartAdvocate (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 SmartAdvocate setup take?

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

01
Sign in to SmartAdvocate with an admin account and approve the OAuth scope ClaireAI requests.
02
In the ClaireAI Control Room, open Settings → Integrations → SmartAdvocate. Paste your SmartAdvocate account name and click Connect.
03
Map your SmartAdvocate 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 SmartAdvocate within 5 seconds of hang-up. You're live.

FAQ

SmartAdvocate integration questions, answered.

How does ClaireAI integrate with SmartAdvocate?

Claire connects to SmartAdvocate over the official public API. Every qualified intake call writes a new matter, contact, and transcript note into SmartAdvocate 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 SmartAdvocate exposes them.

Does ClaireAI support two-way sync with SmartAdvocate?

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

Which SmartAdvocate plan do we need?

Any SmartAdvocate 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 SmartAdvocate integration setup take?

Most firms are live with SmartAdvocate 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 SmartAdvocate 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 SmartAdvocate subscription pricing is set by SmartAdvocate directly.

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

Can we try the SmartAdvocate integration before signing up?

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

What happens to our SmartAdvocate data if we cancel?

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

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