Legal Intake Automation

Stop transcribing voicemails. Start syncing data.

ClaireAI captures every detail from intake calls and injects them directly into your CRM. No copy-paste. No data entry. Just qualified leads, ready to work.

Start Free Trial
Intake Call

From phone call to CRM in seconds. Not hours.

ClaireAI eliminates the bottleneck between intake and action. Every call becomes a qualified lead in your system, automatically.

Instant CRM Injection

Intake data flows directly into Clio, Filevine, Salesforce, or your custom system. New contacts, matters, and notes created automatically.

Conflict Checking

Real-time screening against your existing client database. ClaireAI flags potential conflicts before you invest time in a matter.

Lead Qualification

Scores leads based on case type, urgency, and value. High-priority matters get flagged for immediate attorney review.

Integrates with your existing tools

Zero manual data entry. Ever.

Your staff spends hours transcribing voicemails and typing intake notes. ClaireAI does it instantly.

Full Transcription

Every word captured and searchable. Review call transcripts directly in your CRM alongside client records.

Custom Fields

Map any data point to your CRM fields. Practice area, incident date, insurance info, injury type. All captured automatically.

Real-Time Sync

Data appears in your CRM within seconds of call completion. No batch processing. No delays.

How does AI legal intake automation work?

ClaireAI answers incoming calls and conducts structured intake interviews using conversational AI. During the call, it captures client contact information, case details, incident dates, and other relevant data. As soon as the call ends, ClaireAI automatically creates a new contact and matter in your practice management system, attaches the call transcript, and assigns a lead score based on case type and urgency. Your team sees qualified leads appear in real-time, ready for follow-up.

Does ClaireAI integrate with Clio and Filevine?

Yes. ClaireAI has native integrations with Clio Manage, Clio Grow, and Filevine. The integration creates new contacts, matters, tasks, and notes automatically. You can customize which fields get populated and how data is organized. ClaireAI also integrates with Salesforce, HubSpot, and any system that supports Zapier webhooks. Setup typically takes less than 30 minutes.

What data does AI intake capture from calls?

ClaireAI captures caller name, phone number, email, case type, incident details, injury information, opposing party names, insurance information, and any custom fields you configure. For personal injury cases, it asks about date of incident, medical treatment, and property damage. For criminal defense, it captures arrest details, charges, and court dates. All data is validated during the call and formatted for your CRM automatically.

Engineered in Miami. Deployed Nationwide.

Brickell Financial District

Serving Law Firms across all US & Canadian Time Zones