Why Custom Workflows Matter
A personal injury caller has different needs than a family law client. Custom workflows ensure ClaireAI asks the right questions, routes to the right team, and flags urgency appropriately for each case type.
Workflow Components
Each practice area workflow includes:
- Qualifying questions: Specific to the practice area
- Routing rules: Who receives each lead type
- Escalation triggers: What warrants immediate attention
- Conflict screening: Custom checks for that practice area
Practice Area Examples
Personal Injury
- Questions: Accident date, type of injury, medical treatment status, at-fault party
- Routing: PI intake team or assigned paralegal
- Escalation: Accidents within 7 days, severe injuries, fatalities
- Conflict check: Screen for defendant names mentioned
Family Law
- Questions: Case type (divorce, custody, support), children involved, urgency
- Routing: Family law attorney or team
- Escalation: Domestic violence situations, emergency custody issues
- Conflict check: Screen for opposing party names
Criminal Defense
- Questions: Current custody status, charges, court date, bondable
- Routing: Criminal defense team or on-call attorney
- Escalation: In custody now, court date within 72 hours
- Conflict check: Check for co-defendants
Setting Up Custom Workflows
Contact your account manager with:
- Practice areas you handle
- Qualifying questions for each
- Team members/routing for each practice area
- What constitutes an "urgent" matter for each
We'll configure your workflows and test them before going live.
Multi-practice firms: ClaireAI automatically identifies the caller's needs and routes to the appropriate workflow. You can handle multiple practice areas with a single ClaireAI number.
Ready to Customize?
Contact your account manager to set up practice-specific workflows.
Request Customization