What to Expect: Your 5-Day Setup Timeline
We handle the technical heavy lifting. You answer a few questions about your practice, and five days later you're live. Most firms tell us they expected it to be harder—it's not. Here's the breakdown:
AI Agent Training & Configuration
We build your custom AI receptionist. This includes configuring your intake scripts, defining practice areas (Personal Injury, Criminal Defense, Family Law, etc.), setting up greeting messages, and establishing conflict checking rules specific to your firm.
CRM & Practice Management Integration
We connect ClaireAI to your existing software for seamless data sync. New leads and call transcripts flow directly into your CRM. We integrate with Clio, Filevine, Lawmatics, MyCase, PracticePanther, Salesforce, HubSpot, and more.
Phone Provider Connection & Testing
Your dedicated ClaireAI number is connected to your existing phone system. We work with all phone providers—traditional landlines, VoIP systems like RingCentral, and mobile carriers. After testing, you're ready to go live.
What We Handle vs. What You Provide
What Our Team Handles
- Script customization: We craft intake questions tailored to your practice areas
- Practice area configuration: PI, family law, criminal defense, and other specialty routing
- Conflict checking rules: Custom logic to flag potential conflicts during intake
- CRM field mapping: Ensuring data flows to the right fields in your system
- Phone system integration: Call forwarding setup and testing
- Dashboard configuration: Setting up your real-time monitoring view
What You Provide
- CRM access credentials: OAuth authorization for your practice management software
- Practice priorities: Which case types to prioritize, qualifying criteria
- Hours of operation: When to answer live vs. take messages
- Escalation preferences: When and how to reach you for urgent matters
- Existing intake materials: Any scripts or questionnaires you currently use (optional)
Pro tip: Don't have formal intake scripts? No problem. Our team will create them based on best practices for your practice areas. Most clients start with our templates and refine over time.
Your ClaireAI Dashboard
Once live, you'll have access to a powerful dashboard that gives you complete visibility into your intake operations:
- Real-time call monitoring: See incoming calls as they happen
- Full transcripts: Read exactly what was discussed in every call
- Call recordings: Listen to calls for quality review
- Analytics: Track call volume, peak times, and intake trends
- Lead management: View and manage all captured leads in one place
Going Live: What Happens Next
After your Day 5 testing is complete and you approve the configuration, ClaireAI begins handling your calls immediately. Here's what to expect:
- 24/7 coverage starts: Every call is answered, day or night, weekends and holidays
- Real-time notifications: Get alerts for new leads and urgent matters
- CRM updates: New contacts appear in your system automatically
- Transcript access: Review any call within minutes of completion
Need changes? Your AI agent isn't static. We continuously refine scripts, routing logic, and integrations based on your feedback. Just reach out to your account manager or submit changes through the dashboard.
Ready to Get Started?
Schedule your onboarding call and be live within 5 business days.
Schedule Onboarding