Integrate Clerx, your AI-powered receptionist and intake manager, with Lead Docket to automatically capture, qualify, and route every lead into your case management pipeline.
Connect AI-powered intake with Lead Docket's lead management platform to ensure no potential client slips through the cracks.
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 Lead Docket
Clerx captures every caller's details and automatically creates new leads in Lead Docket with full intake data, call summaries, and qualification notes.
Qualified leads are automatically routed to the right team members in Lead Docket based on practice area, case type, and your firm's custom criteria.
Lead statuses and pipeline stages update in real time as Clerx completes intake calls, books consultations, and qualifies prospects.
Track which marketing channels generate the highest quality leads with integrated Clerx and Lead Docket reporting and attribution data.
Discover how Clerx + Lead Docket can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
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