Integrate Clerx, your AI-powered receptionist and intake manager, with Assembly Neos to automatically capture client details, qualify leads, and create cases in your Neos system.
Connect AI-powered intake with Assembly Neos' comprehensive legal case management platform for seamless lead-to-case conversion and streamlined firm operations.
Client calls
your business
Clerx AI receptionist
answers instantly and
gathers intake details
Lead is qualified,
urgency assessed,
next steps determined
Call summary and intake data logged in Assembly Neos
Clerx captures every caller's details and automatically creates new cases in Assembly Neos with full intake data, call summaries, and case details - eliminating manual data entry.
AI-powered intake qualifies leads based on case type, jurisdiction, and your firm's custom criteria before creating records in Assembly Neos.
Case details, contact information, and statuses update in Assembly Neos in real time as Clerx completes intake calls, books consultations, and captures critical information.
Trigger Assembly Neos workflows, task assignments, and follow-ups automatically based on Clerx intake outcomes and lead qualification results.
With Clerx handling the front line 24/7, every lead is captured and documented in Assembly Neos - keeping your team responsive, organized, and focused on winning cases.
Discover how Clerx + Assembly Neos can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
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