When your team can’t answer,
Clever can.
Clever handles new calls in English or Spanish, follows your approved intake steps, books the next conversation and sends your team an organized lead record.


THE FIRST-CONTACT GAP
A serious new inquiry should not end at voicemail.
Calls arrive while staff are helping clients, attorneys are in court and the office is closed. Clever gives the caller a calm first conversation and gives your team the facts and next action—without pretending a machine can make the legal decision.
The old way
One greeting → one voicemail → one callback list → one more chance to lose the caller
With Clever
Caller identified → correct intake → firm rule applied → clear next action
The old way records what happened. Clever prepares what should happen next.
Don’t take our word for it. Call Clever.
Try a fictional call in English or Spanish. Hear the questions, test the boundaries and see the sample record a law firm would receive. Please do not share a real legal matter or confidential information.
Tap the call button to start a live conversation
Live AI demonstration. Please do not share confidential, identifying, or case-sensitive information.
Answer. Understand. Move forward.
Answer
Greets the caller, identifies English or Spanish and captures a safe callback path.
Intake
Managed PI follows your approved factual questions and records what is still missing.

Act
Attempts the right transfer, books an approved consultation or creates a timed follow-up task.
Choose how much of the first conversation Clever should manage.
Prices and limits are visible before checkout.
Choose. Approve. Go live.
Checkout starts onboarding. Managed PI activates only after your firm approves the tested configuration.
Approve
Tell us how your firm greets, asks, routes, schedules and follows up. Your firm approves the final workflow.
Thorough intake. Clear legal boundaries.
Clever can conduct a structured administrative interview and route the result under the firm’s rules. It does not clear conflicts, judge legal merit, promise representation, create an attorney-client relationship, or provide legal advice.



No final decisions
No final conflict, merit, acceptance, rejection, or representation decision.

We map · We test · We stay accountable
Our team maps your caller types, screening questions, consultation fee, calendar, priority rules, routing, and human fallback. We configure it, test it in English and Spanish, and stay responsible for the operating setup.
We test
We map
We stay accountable
Human review built in
Human review and escalation for legal questions, urgent situations, and judgment calls.

Give new clients one clear place to call, explain and book.
A focused bilingual landing page for a firm that needs a clean mobile intake path—not a custom website project. Bring your logo, firm information and domain. We build the approved template and connect it to your intake flow.
Customer owns the domain and approves legal content. Custom multi-page sites, SEO programs and ongoing edits are separate work.
$499 setup · $39/month beginning when the site is published.
Start with Clever CRM. Connect more as each integration is proven.
Clever Intake CRM is the founding delivery path. Google Calendar is being built. Secure webhook, Microsoft 365, Clio Grow, Clio Manage, Lawmatics and Filevine are planned—not yet available.
In development: Clever Intake CRM · Google Calendar
Planned: Secure webhook · Microsoft 365 · Clio Grow · Clio Manage
Planned: Lawmatics · Filevine
We publish an integration only after authorization, mapping, duplicate prevention, failure recovery, audit and customer acceptance tests pass.
Until then, each status stays visible and honest. Planned connectors are named in text only.
Start with the level of intake your firm actually needs.
Choose a standard plan, add only what you need and start onboarding online. A call with our team is optional.







