Clerx

Clerx: Client Intake software

Never Miss a Client Again

DL Score 54 · Rising Star
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Client IntakeLegal AILaw Firm Operations

Clerx is AI intake software for law firms that answers client inquiries instantly, around the clock, across calls, website chat and SMS. ⁣​⁠‍‌⁠​‍​⁠​‌⁠‌​‌⁠⁣It qualifies incoming leads, routes them and books consultations. The product is aimed at law firms that want to respond to prospective clients faster and capture more of their inquiries. It integrates with several legal practice management and CRM platforms.

Product

Clerx

Headquarters

United States

Last updated

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Overview

What Clerx does

Clerx responds to inbound inquiries at any hour, qualifies the leads, routes them and books consultations. ⁣​⁠‍‌⁠​‍​⁠​‌⁠‌​‌⁠⁣The vendor states that it can handle up to 1,000 concurrent calls and supports more than 50 languages, including English, Spanish, Mandarin, Portuguese, Vietnamese and Russian. Clerx's website includes testimonials from law firms, among them solo and small practices, an immigration practice and a real estate attorney. These describe firms using Clerx to cover client intake and follow-up without adding receptionist or admin staff. The product also appears under the name Donna by Clerx, described in one testimonial as a full-time AI receptionist. Clerx lists integrations with Clio, MyCase, Lawmatics, Smokeball, Lead Docket, PracticePanther, SmartAdvocate, Filevine and Lawcus, and CRM connections with HubSpot and Salesforce. Clerx's website describes the CRM and practice management connection as one-click, with minimal setup required. The vendor reports 10 hours saved weekly for staff and a 2x faster client conversion rate, figures it presents on its website.

What it does

Clerx core capabilities

AI Intake for Calls, Website Chat & SMS

Answers inquiries across calls, website chat and SMS.

Donna by Clerx

Full-time AI receptionist, per a client testimonial.

CRM/PMS integration

Connects to legal software with minimal setup.

Technical specifications

  • 50+ languages supported
  • Up to 1,000 concurrent calls
  • Integrations: Clio, MyCase, Lawmatics, Smokeball, Filevine
  • Integrations: Lead Docket, PracticePanther, SmartAdvocate, Lawcus
  • CRM integrations: HubSpot, Salesforce

Who it is for

Who Clerx is built for

Target audience

  • Chambers & Individual Lawyers

Team size

  • 1-10
  • 11-50

Case studies

No case studies yet

Clerx doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.

Trust & compliance

Clerx security at a glance

Security certifications

Not publicly listed on the product profile.

Named enterprise customers

Godoy Law, P.AMcGettrick LawAG LawMelanson Law GroupFraser Immigration LawHope Immigration

Pricing details

Clerx pricing

Starting price

$149/month

Pricing model

Not disclosed

Free version

Not offered

Not stated on source page

Product videos & screenshots

See Clerx in action

Product interface

Clerx Interface

Comparisons

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Transparency

Clerx sources

Pages used to generate and verify this profile.

  1. 1https://clerx.ai

FAQs

Frequently asked questions about Clerx

Clerx is an AI intake solution for law firms that answers inquiries across calls, website chat, and SMS 24/7. It qualifies, routes, and books consultations automatically, integrates with legal CRM and practice management tools, and helps firms capture more leads without adding staff.

Clerx offers one-click integration with legal platforms including Clio, MyCase, Lawmatics, Smokeball, Lead Docket, PracticePanther, SmartAdvocate, Filevine, and Lawcus, plus HubSpot and Salesforce, connecting to existing legal software with minimal setup required.

Yes. Clerx provides 100% immediate availability, answering every inquiry day or night. It ensures prospective clients receive instant responses outside business hours, helping firms avoid losing leads to competitors who reply faster.

Yes. Clerx is used by solo attorneys and small firms as a full-time AI receptionist without hiring overhead. It saves staff hours weekly by reducing repetitive intake and follow-up work, scaling intake without added headcount.

A privacy policy is referenced, but detailed security measures are not described in the available material.

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