Connect Clerx, your AI-powered receptionist, with Clio's leading practice management platform to create the ultimate client intake and case management workflow.
Automatically sync all client interactions, intake data, and case information between Clerx and Clio for seamless practice management.
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Clerx captures client information and automatically creates new contacts and matters in Clio, eliminating manual data entry.
All call summaries, consultation notes, and client communications are instantly synced to the appropriate case files in Clio.
Consultation bookings are automatically added to your Clio calendar with all relevant client details and case information.
Clerx helps manage client follow-ups and consultation scheduling, ensuring no potential clients fall through the cracks in your Clio workflow.
Discover how Clerx + Clio can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
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