Normal path
Show the request, required context, configured action, system result, confirmation, and completed state.
For PI, mass tort, family, immigration, and high-volume practices
AI legal intake that turns inbound inquiries into structured, review-ready intake.
Speed-to-lead under 5 minutes is the difference between signing the case and watching it go to the firm next door. Claire intakes, conflicts-checks, qualifies, and sends the engagement letter — without an open paralegal seat.
- Immediate intake for configured inbound calls and forms
- Conflict-check preparation check during the call
- Generates and sends e-signed engagement letters
- Practice-area-specific intake flows
- Multilingual (Spanish, Mandarin, Vietnamese, Tagalog)
- Audit trail meets ABA Rule 5.3 supervision requirements
Responsive intake
Conflict-check preparation
ABA Rules aligned
Privileged-data architecture
See Claire run intake on your practice area.
30 minutes. We script it for PI, family, immigration — whatever you actually run.
The new math of legal intake
Lead acquisition is more expensive than ever. Conversion is the new battleground.
5 min
Industry-leading PI firm response time
5-minute responders win 7× more. Claire is 30 seconds.
$3,400
Avg paid cost per signed PI case
Losing 30% to slow intake means burning 30% of your spend. Claire intakes every lead, every time.
2.3 days
Average conflicts check turnaround
That delay loses time-sensitive cases. Claire runs conflicts in real-time.
How Claire intakes
Reasoning, not branching scripts. Conflicts-aware. Engagement-letter-ready.
1
Picks up + qualifies
1-ring response. Claire identifies practice area, fact-finds the matter, qualifies on jurisdiction, statute of limitations, retainer fit.
2
Conflicts + assignment
Conflict-check preparation check against your matter database. Routes to the right attorney based on practice area + caseload.
3
Engagement + signature
Generates the engagement letter from intake conversation, sends for e-signature, books the consultation, syncs to your case management.
What Claire handles in intake
Personal injury intake
Liability facts, medical treatment, insurance, statute of limitations. Routed to the attorney with the right vertical.
Family law intake
Sensitive intake. Domestic violence screening. Multi-state jurisdiction handling. Multilingual.
Immigration intake
Visa type, status, hearings, deadlines. USCIS case status awareness. Multilingual is non-negotiable.
Mass tort screening
Eligibility criteria from case-specific protocols. Document collection. Co-counsel routing.
Conflict-check preparation
Against your existing matter database. Issue parties, opposing counsel, related matters — flagged before the call ends.
Engagement letters
Practice-area templates. Generated from conversation. E-signed. Stored in your case management system.
Built for ABA Model Rules.
Privileged data isolated per matter. Supervision controls. Audit trail meets Rule 5.3 requirements.
ABA Model Rule 1.1
ABA Model Rule 1.6
ABA Model Rule 5.3
No client data used for training
Encryption requirements reviewed
Privileged-data isolation
Frequently asked questions
How does the conflicts check work?
Claire queries your matter management system in real-time during the intake call. Issue parties, opposing counsel, related matters — flagged before Claire generates an engagement letter.
What case management systems does it integrate with?
Clio, MyCase, PracticePanther, Smokeball, Filevine, Litify, Centerbase, AbacusLaw, CosmoLex. REST + Webhook for others.
Does Claire handle Spanish intake?
Natively. Plus Mandarin, Vietnamese, Tagalog, Russian, Arabic, French, Portuguese. Tuned with legal vocabulary per language.
Will my prospects accept AI intake?
Claire identifies as an AI assistant when asked — we don't deceive. Sign-up rates are typically higher than human-only intake because Claire never makes the prospect wait.
Can it screen out non-viable matters?
Yes. Practice-area-specific qualification logic — SOL, jurisdiction, retainer fit, liability theory. Non-viable matters get a polite, professional decline with referrals.
What about ABA Rule 5.3 supervision?
Every Claire decision is logged. Supervising attorneys review the audit trail. You define which actions Claire can take autonomously and which require attorney signoff.
Responsive intake. Conflict-check preparation. Engagement workflow handoff.
30-minute demo on your real intake workflow.
Built around the people doing the work
What Intake directors, managing partners, and legal operations should verify.
Prospective clients say “I was just served,” “the insurance company denied me,” or “I need help before court.” Claire can capture the matter type, jurisdiction, key dates, parties, preferred contact method, and urgency before routing the inquiry according to the firm’s rules.
Conflict checking, legal advice, matter acceptance, fee decisions, and representation require firm-controlled systems and authorized people. A workflow may prepare a conflict-search request or engagement packet, but it must not promise that a conflict is cleared or that an attorney-client relationship exists.
Test adverse-party name variants, urgent deadlines, minors, language needs, incomplete facts, existing clients, disallowed matters, and unavailable attorneys. A credible demo shows the rejected, uncertain, and after-hours paths as clearly as the ideal intake.
Exception path
Show missing information, conflicting records, unavailable systems, policy boundaries, failed actions, and the named owner.
Human path
Keep approval, judgment, safety, relationship risk, and unresolved ambiguity with the accountable person.
Intake quality is more valuable than superficial speed. Firms should track whether the correct practice area and jurisdiction were identified, essential facts and deadlines were captured, disallowed matters were handled consistently, conflicts were routed correctly, and the prospective client understood the next step. A signed form alone is not proof that the firm accepted the representation.