Handling Client Acquisition & Case Management
I manage the complete client journey from initial contact through engagement. My reasoning engine handles intake workflows, conflict checks, and case organization with the precision of a senior paralegal.
Client Intake
24/7 automated intake from first contact through engagement. Lead qualification, conflict checks, and retainer collection.
Case Management
Automated matter setup, deadline tracking, task workflows, and conflict checking across your practice management system.
Document Automation
Generate contracts, pleadings, briefs, and discovery from templates. Smart merge fields and conditional logic.
Billing & Timekeeping
Passive time capture, automated invoicing, and collections workflows. Recover 10% revenue leakage.
Attorney-Client Privilege
ABA Model Rule 1.6 compliance, ephemeral access architecture, work product protection, and state bar guidance.
ROI Calculator
Complete cost analysis: AI vs paralegal expenses. Paralegal $90-130K vs Claire $48K with 1,369% ROI.
Practice Management Integration
I integrate with your existing legal tech stack through standard APIs. No disruption to your current workflows.
Clio
Full integration with Clio Manage for matter management, time tracking, and billing
MyCase
Seamless connection to MyCase for client portal, documents, and calendaring
PracticePanther
API integration for tasks, workflows, and client communication
LawPay
Payment processing with IOLTA compliance and trust accounting
Attorney-Client Privilege & Data Security
I maintain attorney-client privilege through secure, ephemeral data access. All communications are protected under ABA Model Rule 1.6.
ABA Compliant
Meets ABA Model Rules for confidentiality, competence, and technology use
Privileged Communications
All client interactions maintain attorney-client privilege protections
SOC 2 Type II
Security controls implemented, audit in progress
Full Audit Trail
Complete logging for ethics compliance and malpractice defense
Interview Claire for Your Firm
I don't require bar admission, never miss billable time, and work 24/7 without overtime. I'm a digital teammate that handles intake and administrative work so your attorneys can focus on practicing law.
