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Activate your ClaireAI phone number

To activate your ClaireAI phone number, log in to your dashboard, open Settings → Phone numbers, click Activate, then forward your existing main line to the ClaireAI number we provision. Activation takes under five minutes and your first live call can be answered the same day.

Edit your intake script by practice area

ClaireAI ships with intake scripts pre-calibrated for personal injury, criminal defense, family law, immigration, and 12 other practice areas. To customize a script, open Intake → Scripts, pick the practice area, and edit the question list. Changes go live within 30 seconds — no redeploy.

Connect ClaireAI to Clio Grow

To connect ClaireAI to Clio Grow, open Settings → Integrations in your ClaireAI dashboard, click Clio Grow, and sign in with a Clio admin account. After OAuth, every qualified call automatically becomes a Clio Grow lead with the contact, intake answers, recording, and transcript attached.

Set up warm transfers to your intake team

A warm transfer hands a qualified caller to a human at your firm with a brief verbal hand-off. To enable it, open Settings → Call routing → Warm transfer, add the destination numbers in order of preference, and choose the criteria that trigger a transfer instead of a voicemail.

Configure after-hours and weekend routing

After-hours and weekend routing tells ClaireAI to behave differently when your firm is closed. To configure, open Settings → Call routing → Business hours, set your hours per weekday, and choose the after-hours action: message-only, urgent transfer, or modified intake.

How ClaireAI bills for usage and overage

ClaireAI bills a flat monthly subscription per firm. Every plan includes a monthly call allowance and a per-call overage rate published on the pricing page. There are no per-minute charges, no per-integration fees, and no setup fees.

Request a HIPAA Business Associate Agreement (BAA)

ClaireAI signs a HIPAA Business Associate Agreement (BAA) with any law firm that handles protected health information — personal injury, medical malpractice, workers' compensation, and elder law are common. To request a BAA, email [email protected] with your firm name and the practice areas covered. Turnaround is typically two business days.

How ClaireAI screens conflicts under Rule 1.18

ClaireAI runs a Rule 1.18 conflict screen at the start of every legal intake call, before any matter details are captured. The agent captures the minimum information needed to check — caller name and the names of any adverse parties — then queries your conflicts database. If a conflict exists, the caller is politely declined and the call data is sequestered from your intake team.

ClaireAI's data retention and deletion policy

ClaireAI retains call recordings for 90 days, transcripts indefinitely, and intake data indefinitely by default. Any of these can be shortened on request. Customers can delete a specific call or wipe all data through the dashboard, with deletion completing within 24 hours and irreversible after 30 days.

Troubleshooting: ClaireAI missed a call

If a caller says ClaireAI didn't answer, the cause is almost always the call forwarding configuration on your phone provider — not ClaireAI. Verify forwarding is active, check the carrier's last-mile logs, and re-run a test call.