Help Center

ClaireAI performs real-time conflict checks during the intake call by:

1. Collecting names of all parties involved in the case
2. Cross-referencing against your client database (via CRM integration)
3. Flagging any potential conflicts before booking a consultation
4. Creating a detailed conflict report for your review

Important: ClaireAI provides preliminary conflict screening as a tool. You remain responsible for final conflict determinations under your jurisdiction's ethics rules.

ClaireAI currently supports:

• English - Full conversational capability
• Spanish - Full conversational capability

The system automatically detects the caller's language preference and conducts the entire conversation in that language. All transcripts and intake notes are provided in both English and the caller's language.

Additional languages (Mandarin, French, Vietnamese) are coming in Q2 2025.

Yes! ClaireAI identifies urgent matters based on your custom criteria (statute of limitations deadlines, emergency orders, etc.) and immediately alerts your on-call attorney via:

• Phone call to designated mobile number
• SMS text message
• Email notification

You can set up escalation rules (e.g., call Attorney A first, if no answer within 2 minutes, call Attorney B) to ensure urgent matters are handled promptly.

ClaireAI is highly accurate for legal intake tasks, but like any AI system, it's not perfect. Our accuracy metrics:

• 98.7% accuracy in capturing contact information
• 96.4% accuracy in case type classification
• 94.8% accuracy in conflict detection (when integrated with CRM)

Important safeguards:

• All calls are recorded and transcribed for your review
• You maintain final decision-making on case acceptance
• ClaireAI escalates to a human when uncertain
• You can review and edit intake notes before consultations

ClaireAI is transparent about being an AI assistant. At the start of each call, it introduces itself as "Claire, your AI intake specialist for [Your Firm Name]."

This transparency is important for:

• Ethics compliance: Many bar associations require disclosure of AI use
• Caller comfort: People appreciate knowing they're talking to AI
• Expectation setting: Callers understand why they're being asked specific questions

That said, ClaireAI's conversational ability is natural enough that most callers have seamless interactions without noticing they're not speaking with a human receptionist.

ClaireAI integrates with all major legal practice management systems:

Native Integrations:

• Clio Manage & Clio Grow
• MyCase
• Lawmatics
• PracticePanther
• FileVine
• Litify (Salesforce)
• CASEpeer
• Smokeball

Via Zapier/API:

• HubSpot
• Salesforce
• LawPay
• Any system with API or Zapier support

Don't see your system? Contact us—we build custom integrations for Enterprise clients.

ClaireAI integrates with your calendar system to book consultations in real-time:

Supported calendars:

• Google Calendar
• Microsoft Outlook/Office 365
• Calendly
• Clio Grow
• Any CalDAV calendar

How it works:

1. ClaireAI checks attorney availability in real-time
2. Offers available time slots to the caller
3. Books the consultation immediately
4. Sends confirmation emails/SMS to both parties
5. Sends reminder notifications before the appointment

Yes! You have complete control over data mapping and sync settings:

• Choose which intake fields map to which CRM fields
• Set up automatic lead assignment rules
• Configure custom tags or lead sources
• Control whether to create contacts, leads, or cases
• Set triggers for follow-up workflows

Your customer success manager will help configure these settings during onboarding.

Visit our Pricing page for detailed plan comparisons. All plans include:

• 24/7 call handling
• Intelligent legal intake
• Call recordings & transcripts
• Email notifications
• Basic calendar integration

Professional & Enterprise plans add:

• Conflict checking
• Bilingual support (English/Spanish)
• Urgent case escalation
• Advanced CRM integrations
• Priority support

If you exceed your included calls, overage charges apply:

• Starter: $2.25 per additional call
• Professional: $1.99 per additional call
• Enterprise: Custom pricing with no overages

You'll receive email notifications when you reach 80% and 100% of your monthly call allocation. You can upgrade your plan at any time to avoid overages.

Monthly subscriptions: Cancel anytime with no penalty. Cancellation takes effect at the end of your current billing period.

Annual subscriptions: You can cancel, but we don't offer refunds for unused months. We recommend monthly billing if you're uncertain about long-term commitment.

Enterprise contracts: Terms vary—typically 12-month commitments with custom cancellation clauses.

No hidden fees! Your subscription includes everything you need. The only additional charges are:

• Overage calls (if you exceed your plan's included volume)
• SMS notifications (optional, $0.01 per message)
• Custom integrations (Enterprise only, quoted separately)

Setup, onboarding, training, and support are always included at no extra cost.

Yes. ClaireAI is designed with attorney-client privilege protection in mind:

• All data is encrypted in transit and at rest
• Call recordings are stored securely with access controls
• We never share your client data with third parties
• You maintain complete control over data retention and deletion

Important: Attorney-client privilege is established between you and your client, not between ClaireAI and the caller. We're a service provider acting on your behalf. You should review our Terms of Service to understand the full legal relationship.

ClaireAI maintains industry-standard security practices:

• GDPR Compliant - European data protection standards
• CCPA Compliant - California privacy rights

We conduct annual penetration testing and maintain 24/7 security monitoring.

All data is stored in secure data centers:

• Primary: US-based AWS data centers (US-East region)
• Backups: Encrypted backups in multiple US regions
• International: EU data residency available for Enterprise clients

We never store data outside the United States unless specifically requested and contracted.

Yes! You have complete control over your data:

Export: Download all your data anytime in CSV or JSON format, including call recordings, transcripts, and intake notes.

Delete: Request deletion of specific records or your entire account. We'll permanently delete data within 30 days, except where required by law to retain it.

Contact [email protected] to request exports or deletions.

We guarantee 99.9% uptime for Professional and Enterprise plans, measured monthly. This means:

• No more than 43 minutes of downtime per month
• Scheduled maintenance windows excluded (announced 48 hours in advance)
• Service credits if we fail to meet SLA

Check our live status anytime at status.theclaireai.com

Yes! Enterprise clients get access to our REST API, which allows you to:

• Retrieve call recordings and transcripts
• Query intake data programmatically
• Update configuration settings
• Trigger webhooks for custom workflows
• Build custom integrations

API documentation is available at docs.theclaireai.com for Enterprise subscribers.

Access call recordings through:

1. ClaireAI Dashboard: Log in and view all calls with playback controls
2. Email Notifications: Each call summary email includes a link to the recording
3. CRM Integration: Recordings automatically attach to contact/lead records
4. API: Download recordings programmatically (Enterprise only)

All recordings include timestamps, transcripts, and intake notes.

ClaireAI is trained to handle legal intake, but if a caller asks something outside its scope (specific legal advice, case status updates, billing questions), it will:

1. Politely explain it can only help with scheduling and intake
2. Offer to connect the caller with your office during business hours
3. Take a detailed message for follow-up
4. Optionally escalate to an on-call attorney if configured

You'll receive a notification whenever ClaireAI escalates a call or takes a message.