Payments & E-Signature · Listed — scope confirmed during implementation · Updated 2026-07-20
ClaireAI × AffiniPay
AffiniPay can use merchant credentials and hosted payment pages, so the firm's account selection and payment policy must be resolved before a caller receives a link.
What is the ClaireAI × AffiniPay integration?
AffiniPay's payment gateway documentation distinguishes the public and secret credentials used by a merchant account and supports hosted payment pages. ClaireAI's implementation review keeps that boundary explicit: the firm decides the approved payment page, the account that owns it, which intake circumstances permit a payment request, what limited information may be supplied, and who acts on the resulting status. Card or bank details are not collected by ClaireAI. The merchant administrator retains control of credentials and account settings. This page does not promise payment collection, a particular account destination, retainer acceptance, or downstream matter creation. Instead, it provides the checklist for a firm-authorized, hosted-payment workflow, tested with a labelled scenario before it is exposed to live callers.
Integration availability, setup, data flow, and implementation scope are confirmed with your firm during the sales and implementation process. Implementation work varies by firm.
Implementation review
What needs to be confirmed for AffiniPay?
Evaluation path
How does ClaireAI evaluate a AffiniPay workflow?
01
Choose the authorized page
The merchant administrator identifies the hosted page and account suitable for the firm's proposed payment purpose.
02
Keep credentials and card data separated
ClaireAI uses only the approved connection pattern; merchant secrets and payment details remain outside the voice workflow.
03
Validate status handling
A labelled test confirms link delivery and the staff response to each expected payment state.
Setup
How does AffiniPay implementation start?
The implementation review confirms the vendor path, firm-approved data, and a controlled test before launch.
- 01
Name the AffiniPay merchant owner, hosted page, payment purpose, and staff follow-up owner.
- 02
Confirm approved connection details, limited handoff data, and status-event handling.
- 03
Run a labelled test payment journey and approve it before live use.
FAQ
AffiniPay integration questions, answered.
Does an AffiniPay listing mean ClaireAI processes the payment itself?
No. The approved AffiniPay hosted experience handles payment details; the firm controls the merchant setup.
Will payment status automatically change a lead or matter?
Only a separately approved and tested downstream action would be considered.
Who controls the payment credentials?
The firm's authorized AffiniPay merchant administrator retains control of its credentials and account settings.
See Claire push a real call into AffiniPay.
Book a 20-minute walkthrough. We'll run a live test call against your AffiniPay sandbox.
Book a demo