Connect Clerx, your AI-powered receptionist, with Legalboards' legal operations platform to create a seamless intake workflow from the first call to structured follow-ups and task visibility.
Automatically pass qualified leads from Clerx into Legalboards so your team can track intake status, next steps, and ownership without manual handoffs.
Client calls
your business
Clerx AI receptionist
answers instantly and
gathers intake details
Lead is qualified,
urgency assessed,
next steps determined
Lead details logged as an intake card in Legalboards
Clerx captures lead details and automatically creates a new intake card in Legalboards, eliminating manual data entry and missed handoffs.
Lead information and call summaries are logged in Legalboards, giving your team real-time visibility into intake status and next steps.
Legalboards workflows help ensure tasks, document requests, and follow-ups are triggered after each new lead is created.
By connecting Clerx with Legalboards, firms reduce internal back-and-forth and keep intake moving without chasing updates.
Discover how Clerx + Legalboards can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
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