Protect every case opportunity.

Your next case
may already be calling.

Clever answers in English or Spanish, begins your firm-approved PI intake and puts the facts and next action in front of your team—before the caller moves on.

Bilingual answering · Caller routing · Scheduling · Clever Intake Case Management

Basic Reception $89/month · Managed PI Intake $299/month + $399 setup

No legal advice. No case-value guesses. Your firm approves every question and handoff.

Protect every case opportunity.

Your next case
may already be calling.

Clever answers in English or Spanish, begins your firm-approved PI intake and puts the facts and next action in front of your team—before the caller moves on.

Bilingual answering · Caller routing · Scheduling · Clever Intake Case Management

Basic Reception $89/month · Managed PI Intake $299/month + $399 setup

No legal advice. No case-value guesses. Your firm approves every question and handoff.

Card Image
Card Image

THE FIRST-CONTACT GAP

You earned the lead. Don’t lose it at intake.

Your firm may have invested money, time and years of reputation to earn the call. If nobody answers—or intake stalls—the caller may move to another firm. Clever helps protect the opportunity without deciding whether the caller has a case.

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.

THE FIRST-CONTACT GAP

You earned the lead. Don’t lose it at intake.

Your firm may have invested money, time and years of reputation to earn the call. If nobody answers—or intake stalls—the caller may move to another firm. Clever helps protect the opportunity without deciding whether the caller has a case.

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.

TRY THE LIVE DEMO

Busy firm? Call Clever.

Don’t take our word for it. Try a fictional Personal Injury call in English or Spanish. Hear the questions, test the boundaries and see the sample record your team would receive. Please do not share a real legal matter or confidential information.

FROM RING TO READY FOR REVIEW

FROM RING TO READY FOR REVIEW

Answer. Understand. Move forward.

Answer

Answer before they move on. Clever responds in English or Spanish and creates a safe callback path.

English

Español

New lead

Existing client

Urgent caller

Adjuster

Court or counsel

Vendor

Logo

Answer

Answer before they move on. Clever responds in English or Spanish and creates a safe callback path.

English

Español

New lead

Existing client

Urgent caller

Adjuster

Court or counsel

Vendor

Logo

Intake

Gather the facts your firm needs through the approved PI intake—without deciding whether the caller has a case.

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Intake

Gather the facts your firm needs through the approved PI intake—without deciding whether the caller has a case.

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Act

Get the opportunity to your team through the configured handoff, booking or timed follow-up.

Act

Get the opportunity to your team through the configured handoff, booking or timed follow-up.

CHOOSE YOUR SETUP

Choose how much of the first conversation Clever should manage.

Prices and limits are visible before checkout.

CHOOSE YOUR SETUP

Choose how much of the first conversation Clever should manage.

Prices and limits are visible before checkout.

Basic Reception

Capture, route and schedule. $89/month with 150 talk minutes.

Basic Reception

Capture, route and schedule. $89/month with 150 talk minutes.

Basic Reception

Capture, route and schedule. $89/month with 150 talk minutes.

Managed PI Intake

Run the approved PI intake, attempt the handoff and organize follow-up. $299/month plus $399 setup, with 300 talk minutes.

Managed PI Intake

Run the approved PI intake, attempt the handoff and organize follow-up. $299/month plus $399 setup, with 300 talk minutes.

Managed PI Intake

Run the approved PI intake, attempt the handoff and organize follow-up. $299/month plus $399 setup, with 300 talk minutes.

Intake Workflow Automation

Add pipelines, tasks, approved follow-up and reporting. $79/month with Basic; included with Managed.

Intake Workflow Automation

Add pipelines, tasks, approved follow-up and reporting. $79/month with Basic; included with Managed.

Intake Workflow Automation

Add pipelines, tasks, approved follow-up and reporting. $79/month with Basic; included with Managed.

Bilingual Intake Website

Add a focused bilingual intake page. $499 setup plus $39/month.

Bilingual Intake Website

Add a focused bilingual intake page. $499 setup plus $39/month.

Bilingual Intake Website

Add a focused bilingual intake page. $499 setup plus $39/month.

HOW IT WORKS

Choose. Approve. Go live.

Online checkout is being prepared—onboarding starts with a short call. Managed PI activates only after your firm approves the tested configuration.

HOW IT WORKS

Choose. Approve. Go live.

Online checkout is being prepared—onboarding starts with a short call. Managed PI activates only after your firm approves the tested configuration.

Choose

Select Basic Reception or Managed PI Intake. Prices and limits are visible before checkout.

Choose

Select Basic Reception or Managed PI Intake. Prices and limits are visible before checkout.

Choose

Select Basic Reception or Managed PI Intake. Prices and limits are visible before checkout.

Approve

Tell us how your firm greets, asks, routes, schedules and follows up. Your firm approves the final workflow.

Approve

Tell us how your firm greets, asks, routes, schedules and follows up. Your firm approves the final workflow.

Go live

We test English and Spanish, verify delivery and activate only after the configuration passes.

Go live

We test English and Spanish, verify delivery and activate only after the configuration passes.

USEFUL WITHOUT PRETENDING TO BE A LAWYER

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.

USEFUL WITHOUT PRETENDING TO BE A LAWYER

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 legal advice

No legal advice or outcome predictions—ever.

Shape
Shape
Shape

No legal advice

No legal advice or outcome predictions—ever.

Shape
Shape
Shape

No final decisions

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

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

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.

Your intake team

Clever brand mark
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Human review built in

Human review and escalation for legal questions, urgent situations, and judgment calls.

Your intake team

Clever brand mark
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No sensitive identifiers

No sensitive identifiers or spoken payment-card details during general voice intake.

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No sensitive identifiers

No sensitive identifiers or spoken payment-card details during general voice intake.

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BILINGUAL INTAKE WEBSITE — OPTIONAL ADD-ON

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.

One bilingual page with up to five sections.

One bilingual page with up to five sections.

Contact or intake form and booking link.

Contact or intake form and booking link.

Mobile layout, domain connection and one revision round.

Mobile layout, domain connection and one revision round.

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.

INTEGRATIONS

Start with Clever CRM

Connect more as each integration is proven

Clever Intake Case Management 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 Case Management · 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.

Pricing

Start with the level of intake your firm actually needs.

Choose a standard plan and add only what you need. Online checkout is being prepared—talk to our team to start onboarding today.

Basic Reception

Approved answering, routing, message capture, and basic scheduling.

From $89/month

150 minutes included

Bilingual answering — English & Spanish

Caller-type routing

Approved office information

Message capture

Basic scheduling

$0.25/minute equivalent after included usage once metering is live

Managed PI Intake

Run the approved PI intake, attempt the handoff and organize follow-up. Setup is paid at checkout; monthly billing begins at approved go-live.

$299/mo + $399 setup

300 talk minutes included

Firm-approved PI questions

Warm-transfer attempt with clear fallback

Organized intake record and next steps

Intake Workflow Automation included

Bilingual EN/ES acceptance testing

Standard one-location PI workflow

Add-ons

Extend Basic Reception or Managed PI Intake with two fixed-price add-ons.

From $79/month

Intake Workflow Automation — $79/month with Basic

Intake Workflow Automation included with Managed PI

Pipelines, tasks, follow-up and reporting

Bilingual Intake Website — $499 setup + $39/month

One bilingual page, up to five sections

Form, booking link, domain connection

Website monthly billing starts at publication

Basic Reception

Approved answering, routing, message capture, and basic scheduling.

From $89/month

150 minutes included

Bilingual answering — English & Spanish

Caller-type routing

Approved office information

Message capture

Basic scheduling

$0.25/minute equivalent after included usage once metering is live

Managed PI Intake

Run the approved PI intake, attempt the handoff and organize follow-up. Setup is paid at checkout; monthly billing begins at approved go-live.

$299/mo + $399 setup

300 talk minutes included

Firm-approved PI questions

Warm-transfer attempt with clear fallback

Organized intake record and next steps

Intake Workflow Automation included

Bilingual EN/ES acceptance testing

Standard one-location PI workflow

Add-ons

Extend Basic Reception or Managed PI Intake with two fixed-price add-ons.

From $79/month

Intake Workflow Automation — $79/month with Basic

Intake Workflow Automation included with Managed PI

Pipelines, tasks, follow-up and reporting

Bilingual Intake Website — $499 setup + $39/month

One bilingual page, up to five sections

Form, booking link, domain connection

Website monthly billing starts at publication

Make the next

missed call

useful.

Hear the experience, find your setup, or review transparent pricing. When you’re ready, our team will help you begin onboarding.

  • Clever Business Hub

  • Clever Business Hub

  • Clever Business Hub

Make the next

missed call

useful.

Hear the experience, find your setup, or review transparent pricing. When you’re ready, our team will help you begin onboarding.

  • Clever Business Hub

  • Clever Business Hub

  • Clever Business Hub

Make the next

missed call

useful.

Hear the experience, find your setup, or review transparent pricing. When you’re ready, our team will help you begin onboarding.

  • Clever Business Hub

  • Clever Business Hub

  • Clever Business Hub