Product Overview/Lead IQ
Lead review
configured for
your firm.
Lead IQ gives your firm a way to configure how intake information is reviewed and routed, using the criteria, human review, and next steps your team approves.
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What is Lead IQ?
The review is your firm's. Lead IQ follows the criteria, routing, and human-review steps your firm approves.
Define the intake review your firm needs
Your firm decides the intake criteria, routing, escalation, and human-review steps it wants the workflow to follow.
Firm-selected criteria
Your team defines the intake questions, review criteria, routing, and escalation that fit its operating requirements.
Human review
The firm decides what needs human review and who owns the next step. ClaireAI does not give legal advice or make matter-acceptance decisions.
Implementation review
The approved workflow is tested during implementation before it is used in production.
Plan the connected-system workflow
The integrations directory is a starting point. Availability, setup, and data flow for a selected system are confirmed during implementation.
Selected-system review
Your team and ClaireAI confirm the availability, setup, and data flow for the system you want to use.
Configured routing
Routing, booking, escalation, follow-up, and connected-system workflows are configured with the firm during implementation.
Documented next steps
The workflow records the questions, handoffs, and next steps your firm approves for an intake conversation.
Configure the next step
Your firm approves the intake questions, routing, booking, escalation, and follow-up path it wants ClaireAI to use when the regular desk is unavailable.
Routing
The firm decides where a call or intake record should go and what information the receiving team needs.
Booking and escalation
Booking and escalation rules are configured with the firm as part of the approved intake workflow.
Human handoff
Your firm determines when a person takes over and retains professional judgment over every matter.
01 //
Firm-led review
Your firm defines the intake criteria, review responsibilities, routing, and escalation during implementation.
02 //
System review
Availability, setup, and data flow for a selected system are confirmed with your team before the workflow goes live.
03 //
Human judgment
The firm retains legal advice, conflicts review, and every decision about whether to accept a matter.
Calibration
How is Lead IQ configured for your firm?
The workflow is your firm's, not ours. During implementation, we review the intake criteria, human-review responsibilities, routing, and selected systems your team wants to use.
- 01
Review the firm's intended intake criteria, escalation process, and human review responsibilities.
- 02
Confirm the fields, routing, and connected systems that the firm wants to use.
- 03
Test the approved workflow during implementation before it is used in production.
- 04
Review changes to the workflow with the firm as its operating requirements evolve.
FAQ
Lead IQ questions, answered.
Review current plans and trial terms when planning your evaluation.
What is Lead IQ?
Lead IQ is a configured lead-review workflow within ClaireAI. The firm defines the intake criteria, routing, escalation, and human review steps it wants to use during implementation.
Can our firm customize the workflow?
Yes. Intake questions, review criteria, routing, booking, escalation, follow-up, and connected-system workflows are configured with the firm during implementation.
Can Lead IQ connect to our systems?
The integrations directory is a starting point. Availability, setup, and data flow for a selected system are confirmed during implementation.
How are security and compliance questions handled?
ClaireAI can provide current security and product documentation during a sales or implementation review. Each firm remains responsible for evaluating its own professional, privacy, security, recording-consent, and compliance requirements.
How long does setup take?
ClaireAI’s experts handle standard onboarding at no extra cost. Implementation scope and timing vary by firm and are confirmed before launch.
How should we choose a plan for our review workflow?
Bring your expected call volume, review criteria and selected systems to a demo. Compare the plan features with those requirements, then confirm the supported workflow with our team before choosing a plan.
Can we evaluate our lead-review workflow before launch?
Start with a demo to discuss the review steps and sample inquiries you want to evaluate. Our team can arrange a 30-day trial; the current pricing page explains the included minutes, card requirement and paid conversion terms.
Discuss Lead IQ with your firm.
Book a demo to discuss the intake criteria, routing, human review, and selected-system workflow your firm wants to put in place.
Book a demo