Combine Clerx's AI-powered intake with Filevine's comprehensive case management to create an efficient, data-driven legal practice.
Automatically populate case files, track performance metrics, and optimize your firm's workflow with intelligent integration.
Try it now — 7-day free trial. No commitment.
New cases are automatically created in Filevine with all intake details, client information, and initial case notes from Clerx conversations.
Clerx generates comprehensive call summaries and detailed intake notes that are automatically organized within Filevine case files.
Track intake performance, conversion rates, and case outcomes through integrated Clerx and Filevine reporting dashboards.
Trigger Filevine workflows and task assignments based on Clerx intake outcomes and client qualification results.
Discover how Clerx + Filevine can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
Book a Demo Now