Everything you need to know about Clerx, your AI intake system for law firms across calls, website chat, and SMS.
Clerx gives your firm one AI intake system for calls, website chat, and SMS. Donna by Clerx, our AI receptionist and intake manager, helps capture, qualify, and respond to new inquiries 24/7, schedule consultations, route conversations when needed, and sync key details into your CRM or practice management system. The result is fewer missed opportunities, faster intake, and more converted clients, without adding staff.
Clerx helps law firms stay responsive, reduce administrative work, and deliver a more consistent client experience across calls, website chat, and SMS. Instead of relying entirely on staff to answer every inquiry, qualify every lead, follow up, and keep intake organized, Clerx helps automate those front-end workflows so your team can stay focused on legal work.
With Clerx, firms can respond faster to new inquiries, reduce missed opportunities, improve lead qualification, streamline consultation booking, and keep intake data synced into their existing systems. Clerx also helps extend coverage beyond normal business hours, reduce interruptions for attorneys and staff, and create a more professional and consistent first impression for prospective clients.
Whether you are a solo attorney or a growing firm, Clerx helps you capture more opportunities, improve operational efficiency, and support growth without needing to hire more front-desk staff.
Clerx is built as an AI intake system for law firms, not just a generic answering service or basic chatbot. It supports calls, website chat, and SMS in one workflow, can be tailored to your firm's intake process, and is designed to help capture, qualify, and move prospective clients forward more efficiently. Unlike traditional receptionist services, Clerx helps automate intake at scale and stay consistent across channels. Unlike generic chat or messaging tools, Clerx is designed around the operational needs of law firms, including responsiveness, routing, consultation booking, and integration with legal and business systems.
Pricing depends on the channels, workflows, and volume your firm needs, including calls, website chat, SMS, or bundled plans. Book a free demo to get a tailored recommendation and quote for your firm.
Hiring a full-time receptionist or intake specialist can cost tens of thousands of dollars per year once salary, benefits, taxes, and time off are included. With Clerx, many firms are able to stay responsive across calls, website chat, and SMS at a fraction of that cost. In addition to reducing overhead, Clerx can also help improve lead conversion and reduce the manual workload on your team.
No. While our deepest expertise is in law firms, Clerx can support businesses across many industries. We already work with clients beyond the legal sector and bring the same level of professionalism, care, and service to every business we support. That said, our strongest specialization today is helping law firms improve intake, responsiveness, and client communication across calls, website chat, and SMS.
Clerx helps law firms address common intake and client communication challenges, including:
Clerx acts as an AI-powered intake layer for your firm, helping your team stay responsive and organized around the clock.
Clerx serves law firms across all practice areas, and is especially valuable for consumer-facing firms where responsiveness, strong intake, and smooth client communication directly affect conversion and client experience.
A few prominent examples include personal injury, estate planning, family law, Social Security disability, criminal defense, elder law, probate, bankruptcy, immigration law, workers' compensation, real estate law, plaintiff-side employment law, consumer protection, civil litigation serving individuals, landlord-tenant law, and lemon law.
We tailor Clerx to match each firm's intake process, communication style, and workflow across calls, website chat, and SMS.
Clerx helps your firm stay responsive at all times, including nights, weekends, and holidays. It can handle inquiries across calls, website chat, and SMS, helping your firm capture leads and keep conversations moving even when your office is closed.
If Clerx detects that a matter needs human attention, it can route the conversation to your team, collect the right details, or flag it for follow-up based on your workflow. We do not rely on generic backup agents. Instead, Clerx is designed to support your firm's process and escalate when appropriate.
Yes. Clerx can support outbound communication as part of the implementation, based on your firm's specific needs. This can include following up with leads who did not book, confirming appointments, sending reminders, and supporting other tailored outreach workflows without adding manual work for your team.
Clerx currently supports calls, website chat, and SMS, giving law firms one unified intake workflow across the main channels where prospective clients reach out. Additional channels can also be added over time based on customer demand and implementation needs.
Clerx supports all major languages spoken in the U.S. - and many more. We currently offer support in: English, Spanish, Chinese, Vietnamese, Portuguese, French, Korean, Russian, German, Hindi, Japanese, Italian, Polish, Greek, Turkish, Dutch, Romanian, Hungarian, Swedish, Indonesian, Malay, Danish, Finnish, Bulgarian, Slovak, and Norwegian.
Need a language not listed? Just let us know - more are on the way.
Clerx connects with legal and business tools such as Clio, Filevine, Lawmatics, 8am™ MyCase, PracticePanther, 8am™ Docketwise, Monday.com, Calendly, Microsoft 365, Salesforce, HubSpot, and more. Clerx can sync intake activity across calls, website chat, and SMS into your CRM or practice management system, helping your records stay current without extra manual work.
Yes. Clerx is designed to fit into broader intake and automation workflows and can connect with popular CRM, scheduling, and practice management systems. If your firm relies on a specific platform, let us know and we can confirm compatibility or discuss a custom connection.
We customize Clerx to match your firm's workflows. During onboarding, we align the system with your intake criteria, consultation options, routing rules, and communication preferences across calls, website chat, and SMS. We can also connect Clerx to your CRM, calendar, or legal software. Most firms can go live quickly.
We simply need to understand how your firm currently handles intake, how you qualify leads, what types of matters you take, and how you want Clerx to handle new and existing clients. You do not need to build everything yourself. Our team will guide you through the setup process.
Yes. Clerx follows strict data handling and security practices designed to support legal industry needs. Client communication data across calls, website chat, and SMS is stored securely and access is limited to authorized users.
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