SOLUTIONS·Legal Intake
Legal intake that qualifies, books, and signs — on the first call.
ClaireAI runs your new-client intake on every call, 24/7 — screens conflicts, grades the lead, books the consult, dispatches the retainer, and updates your CRM. Bilingual.
ClaireAI for new-client intake
5×
conversion lift when a new lead is contacted within five minutes.
Forrester / InsideSales
62%
of callers who reach a law firm's voicemail hang up without leaving a message.
Industry call-tracking benchmarks
24/7
intake coverage with unlimited concurrent calls — every new client captured.
ClaireAI uptime SLA
Why ClaireAI
Intake that qualifies the lead, not just records it. Screened, graded, booked, and signed — on the first call.
Your qualifying script, run perfectly on every call.
Claire runs your firm's intake flow exactly as written — matter type, jurisdiction, key dates, opposing party, and fee posture — on every call, with no skipped questions and no off-script improvisation. It captures the facts that decide whether a caller is a fit before a human ever picks up, so your team spends time on qualified matters, not triage.
Conflict screening and A–D lead grading before the lead reaches you.
Claire screens every prospective client for conflicts under ABA Rule 1.18 against your CRM, then grades the lead A through D with Lead IQ against your rubric — matter value, urgency, jurisdiction, and fee fit. A-grade leads reach an attorney in minutes; lower grades enter the right nurture or referral path. Read how Lead IQ scores and routes a call.
Consult booked, retainer dispatched, CRM updated — on the call.
For qualified callers, Claire books the consult on your calendar and, for pre-cleared grade-A leads, e-sends your DocuSign retainer before the call ends. Every contact, matter, intake note, and recording is written into Clio, MyCase, PracticePanther, Smokeball, Rocket Matter, or CosmoLex live — no copy-paste, no after-the-fact data entry.
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.
Related solutions
Legal Answering Service
24/7 first-ring answering, after-hours and overflow coverage, full intake and conflict screening — the AI answering service for law firms.
Virtual Receptionist for Law Firms
First-ring pickup, calendar booking, call routing, and warm transfers — a 24/7 virtual receptionist tuned for legal callers.
Bilingual Answering Service
End-to-end intake in Spanish and English — Claire detects the caller’s language on the first phrase, so no Spanish-speaking client is lost at hello.
FAQ
Legal intake, answered.
What is a legal intake service, and how does ClaireAI's work?
A legal intake service handles a law firm's new-client intake — qualifying callers, capturing the matter, screening for conflicts, and getting promising leads booked and signed. ClaireAI is an AI legal intake service: on every call, Claire runs your qualifying script, screens conflicts under ABA Rule 1.18, grades the lead A–D with Lead IQ, books the consult, dispatches the retainer to pre-cleared grade-A leads, and writes everything into your CRM. Your team receives structured, qualified matters instead of voicemail slips, 24/7.
Is ClaireAI a replacement for an outsourced legal intake call center?
ClaireAI handles inbound calls according to the intake workflow your firm configures. Each plan includes a handled-inbound-call allowance; additional handled-call time is $0.65 per minute after that allowance is used. Workflow, connected-system setup, and human review steps are confirmed during implementation.
Do ClaireAI's legal intake services work for solo attorneys and small firms?
Yes — it's a force multiplier for solo and small firms that can't staff a dedicated intake coordinator. Claire captures and qualifies every new client around the clock, so a solo attorney in court or with a client never loses a lead to voicemail. You get enterprise-grade law firm intake services without the headcount.
How does Claire qualify and grade a legal intake lead?
Claire runs your firm's qualifying rubric on the call and grades each lead A through D with Lead IQ, weighing matter type and value, urgency, jurisdiction, conflict-screen status, and fee fit. A grades route to an attorney within minutes; B grades book a consult; C grades enter nurture; D grades (out of jurisdiction, conflicts, non-fit) route to referral. The rubric is tuned to your firm and improves from your intake team's overrides.
Does the intake service screen for conflicts of interest?
Yes — before any privileged case fact is shared. Claire collects the caller, the matter, and the relevant parties up front, runs a fuzzy-match conflict check against your CRM contacts and matters in real time, and, if a conflict surfaces, takes only a name and number and routes the lead to your conflict-clearance workflow. This satisfies ABA Model Rule 1.18 prospective-client confidentiality at the front door.
Can Claire send a retainer agreement during the intake call?
For pre-cleared grade-A leads with a clean conflict screen, yes. Claire confirms the prospect's name, contact details, and engagement scope on the call, then e-sends your firm's DocuSign retainer (firm-branded, your fee schedule) within seconds. Lower-grade leads enter your standard nurture flow instead.
Does the intake service integrate with Clio, MyCase, and PracticePanther?
Yes — natively. Claire writes contacts, matters, intake notes, lead grades, briefs, and call recordings into Clio Grow, MyCase, PracticePanther, Smokeball, Rocket Matter, and CosmoLex during the call. No copy-paste, no Zapier middleware, no manual entry after the fact.
What does a legal intake service cost with ClaireAI?
Starter is $450 per month for 150 handled inbound calls, Professional is $850 for 500, and Enterprise is $1,800 for 800. After the allowance is used, additional handled-call time is $0.65 per minute. See the pricing page for current plan details.
Turn every call into a qualified matter.
Book a 30-minute walk-through. We'll show Claire running a live new-client intake calibrated to your firm's qualifying rubric, conflict rules, and CRM.