Clerx

Visual Workflow Power With Make

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Connect Clerx with Make to design powerful automation workflows using an intuitive visual interface that makes complex integrations accessible to your entire team.

Transform your legal practice operations with drag-and-drop workflow building that connects Clerx to hundreds of apps without technical complexity.

Try it now - 7-day free trial. No commitment.

Key Features & Benefits

Visual Workflow Designer

Build sophisticated automation workflows using Make's intuitive drag-and-drop interface, making complex integrations accessible to non-technical team members.

Multi-Step Scenarios

Create comprehensive automation scenarios that handle multiple actions across different platforms based on single Clerx intake events or call outcomes.

Real-Time Processing

Execute workflows instantly when Clerx triggers events, ensuring immediate data synchronization and rapid response to client interactions.

Error Handling & Monitoring

Monitor workflow performance with detailed execution logs, automatic error handling, and real-time notifications when issues require attention.

Data Filtering & Routing

Intelligently route client data to appropriate systems based on practice areas, case types, or custom qualification criteria from Clerx conversations.

Template Library

Access pre-built workflow templates for common legal practice scenarios, accelerating implementation and ensuring best-practice automation patterns.

Ready to See It in Action?

Discover how Clerx + Make can help your firm convert more leads, save hours of admin time, and run a tighter intake process.

Book a Demo Now

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