SOLUTIONS·Legal Intake
Legal intake for law firms, built around your rules.
ClaireAI is an AI legal intake service for law firms. It handles inbound calls using the first-contact questions, routing, booking, escalation, and next steps your team configures.
ClaireAI for new-client intake
10+
languages available for call handling, including English and Spanish.
ClaireAI product
10 days
typical onboarding for a configured legal-intake workflow.
ClaireAI implementation
$450
per month starting plan price for 150 handled inbound calls.
ClaireAI pricing
Why ClaireAI
One configured first contact. Your team owns the decisions. Your firm decides what ClaireAI should ask, what should happen next, and when a call needs a human handoff.
A first conversation your firm actually recognizes.
ClaireAI is set up around the greeting, questions, and information your team approves for an inbound call. The shown configuration is a product view; each firm reviews its own workflow before it is used.
When outsourcing legal intake makes sense.
It is a practical fit when your firm wants a documented first contact and a firm-owned handoff without carrying every inbound call in-house. It is not a substitute for your firm’s legal review, conflicts process, or decision to accept a matter.
Outsourcing boundary
The workflow handles the first conversation.
A configured intake workflow does not replace professional judgment.
A usable record for the person taking the next step.
Your team decides whether a call should lead to a booking, callback, internal review, escalation, or another path. Connected systems, data flow, and handoff details are confirmed during implementation—not assumed from a logo or a directory listing.
Firm-defined handoff
Decide where the call should go next.
System availability, data flow, and handoffs are confirmed during implementation.
Before the workflow goes live
01 //
First contact
Approve the greeting, questions, and information your team wants in the first inbound conversation.
02 //
Call path
Set the booking, callback, escalation, internal review, or other next step appropriate for your workflow.
03 //
Systems review
Confirm selected-system availability, setup, and data flow during implementation.
04 //
Firm judgment
Keep legal advice, conflicts review, and the decision to accept a matter with your firm.
Security & privacy
Built for legal data.
Security documentation
ClaireAI can provide current security and product documentation during a sales or implementation review.
Firm-led compliance review
Each firm is responsible for evaluating its own professional, privacy, security, recording-consent, and compliance requirements.
Workflow review
Recording, retention, routing, and data-flow requirements are reviewed with your firm before launch.
Implementation documentation
Your firm can review the current product and security documentation during its sales and implementation process.
FAQ
Legal intake, answered.
What is a legal intake service?
A legal intake service handles the first inbound conversation and moves it into a next step chosen by the law firm. ClaireAI follows the first-contact questions, routing, booking, escalation, follow-up, and connected-system workflow your firm configures during implementation.
When does it make sense to outsource legal intake?
It can make sense when a firm wants an external first conversation and a firm-defined handoff without carrying every inbound call in-house. The firm still owns its legal review, conflicts process, and decision to accept a matter; those are not outsourced to the workflow.
What can ClaireAI collect during a legal-intake call?
ClaireAI follows the questions your firm approves and can capture the information your team wants for the next step, such as contact details, the reason for the call, and other firm-defined intake information. Your firm controls the workflow and remains responsible for professional decisions.
How does a law firm control the legal-intake workflow?
Before launch, your team selects the greeting, first-contact questions, routing, booking, escalation, follow-up, and next steps it wants used. ClaireAI is configured around those instructions; legal advice, conflicts review, and matter decisions remain with your firm.
Can ClaireAI connect to the systems our firm uses?
The selected system’s availability, setup, and data flow are confirmed during implementation. A directory listing is a starting point, not a promise that a particular connection or field flow is ready for your firm.
What does outsourced legal intake cost with ClaireAI?
Published plans begin at $450 per month for 150 handled inbound calls. Typical onboarding is 10 business days. Implementation scope and timing vary by firm and are discussed during the sales call. Read the current plan allowances and additional-use details on the Pricing page.
Put a configured first conversation in front of your team.
Book a 30-minute walk-through. We'll show you how ClaireAI can be configured around your approved questions, call paths, and connected systems.