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Setup guides, integration walkthroughs, and answers to the questions law firms ask us most. Search the full library, or browse by category. Our team replies to every ticket within one business day.
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Getting started
Plan your number, business hours and test calls with the ClaireAI team.
1 article
Intake and scripts
Calibrate scripts by practice area, edit qualifying questions, tune transcripts.
1 article
Integrations
Plan your selected-system handoff; connection availability is confirmed during implementation.
1 article
Call routing and transfers
Warm transfers, after-hours routing, voicemail behaviour, escalation rules.
2 articles
Billing and plans
Pricing tiers, usage, invoices, upgrades, and overage handling.
1 article
Security and compliance
Security documentation, data handling, retention, and compliance review.
3 articles
Troubleshooting
Diagnose missed calls, transfer failures, integration syncs, audio quality.
1 article
Popular articles
Getting started
Set up your ClaireAI phone number
3 min→Integrations
Plan your ClaireAI connection to Clio Grow
3 min→Call routing and transfers
Set up warm transfers to your intake team
3 min→Intake and scripts
Update your firm’s intake script
3 min→Call routing and transfers
Configure after-hours and weekend routing
3 min→Security and compliance
Ask about a Business Associate Agreement (BAA)
3 min→
Getting started
1 article
Plan your number, business hours and test calls with the ClaireAI team.
Intake and scripts
1 article
Calibrate scripts by practice area, edit qualifying questions, tune transcripts.
Integrations
1 article
Plan your selected-system handoff; connection availability is confirmed during implementation.
Call routing and transfers
2 articles
Warm transfers, after-hours routing, voicemail behaviour, escalation rules.
Set up warm transfers to your intake team
Warm-transfer setup defines who ClaireAI should try to reach, when that person is available and what happens if the transfer is not completed. Confirm the…
3 min→Configure after-hours and weekend routing
After-hours routing follows the schedule and call paths your firm approves. Work with ClaireAI to define office hours, holidays, available contacts and…
3 min→
Billing and plans
1 article
Pricing tiers, usage, invoices, upgrades, and overage handling.
Security and compliance
3 articles
Security documentation, data handling, retention, and compliance review.
Ask about a Business Associate Agreement (BAA)
A law firm must not submit protected health information or other specially regulated data to ClaireAI unless the parties have executed a separate written…
3 min→Configure a conflict pre-screen for firm review
ClaireAI can support a firm-configured conflict pre-screen using approved information and supported connections. The result supports human review; your…
3 min→ClaireAI's data retention and deletion policy
Customer Data is retained only as instructed by the law firm or as necessary to provide the Service, subject to applicable legal, security…
4 min→
Troubleshooting
1 article
Diagnose missed calls, transfer failures, integration syncs, audio quality.
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Our team replies to every support ticket within one business day. For active calls or live incidents, your account manager has a dedicated escalation line.