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.








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

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

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



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



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.



No legal advice
No legal advice or outcome predictions—ever.



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


Human review built in
Human review and escalation for legal questions, urgent situations, and judgment calls.
Your intake team


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

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

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
