Why Team Training Matters
ClaireAI handles the front-line intake work, but your team's follow-up is what turns leads into clients. A well-trained team knows how to leverage ClaireAI's transcripts, recordings, and data to close more cases faster.
Training by Role
For Paralegals and Intake Staff
Your paralegals will interact with ClaireAI data most frequently. Here is what they need to know:
- Accessing transcripts: Full transcripts appear in the dashboard within minutes of call completion
- CRM integration: New leads auto-populate in your CRM—no double entry needed
- Priority flags: ClaireAI marks urgent matters for immediate attention
- Follow-up workflow: Use transcript details to personalize outreach ("I see you mentioned...")
- Request changes: If intake questions need updating, submit requests through the dashboard
For Attorneys
Attorneys benefit from high-quality, pre-qualified leads with complete context:
- Lead quality: ClaireAI qualifies leads based on your criteria before they reach you
- Conflict checking: Potential conflicts are flagged automatically during intake
- Case details: Read full intake transcripts to prepare before callbacks
- Analytics: Track intake volume, practice area distribution, and trends
- Escalations: Set rules for when ClaireAI should interrupt you for urgent matters
For Receptionists (If You Still Have Them)
If you are augmenting (not replacing) your receptionist, here is how they work with ClaireAI:
- Overflow handling: ClaireAI takes calls when your receptionist is busy or unavailable
- After-hours coverage: ClaireAI handles nights, weekends, and holidays
- Warm transfers: Complex calls can be transferred to your in-house team when available
- Dashboard monitoring: Your receptionist can monitor incoming ClaireAI calls in real-time
When to Let ClaireAI Handle It vs. Escalate
DO: Let ClaireAI Handle
- Standard intake questions
- Appointment scheduling
- General firm information
- After-hours lead capture
- Initial conflict pre-screening
- Practice area routing
DON'T: These Should Escalate
- Active emergencies (in custody, DV crisis)
- Existing client with urgent matter
- Complex legal questions requiring advice
- Upset caller demanding to speak to attorney
- Media/press inquiries
Customizable: These escalation rules are fully configurable. Tell us what matters most to your practice and we'll train ClaireAI accordingly.
Setting Expectations with Your Team
Here are talking points for introducing ClaireAI to your staff:
- "ClaireAI isn't replacing anyone—it's eliminating grunt work." Staff no longer need to answer repetitive questions or chase down basic information.
- "You'll have better leads." Every caller is qualified before reaching your desk. No more wasting time on bad fits.
- "Transcripts are your secret weapon." Use the exact language callers used to personalize follow-ups. People convert better when they feel heard.
- "We capture every opportunity." No more missed calls, voicemails that never get returned, or weekend leads slipping through.
Quick-Start Checklist
- Share dashboard login credentials with relevant team members
- Walk through the transcript and call recording features
- Show how new leads appear in your CRM
- Review escalation triggers and how to customize them
- Set up email/SMS notifications for new leads
- Establish follow-up time expectations (e.g., call back within 5 minutes)
Need a Team Training Session?
We offer live training sessions for your staff. Contact your account manager to schedule.
Request Training