Organize Your Workflow With Monday.com

Connect Clerx with Monday.com to transform your client intake process into an organized, trackable workflow that your entire team can follow.

Turn every client interaction into actionable tasks and trackable projects with seamless integration between AI intake and project management.

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

How Clerx Works

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 Monday.com

Each new client intake automatically creates a dedicated Monday.com board with all relevant client information and next steps.

Clerx intake outcomes trigger automatic task assignments to appropriate team members in Monday.com based on case type and urgency.

Monitor client onboarding progress, consultation follow-ups, and case development through Monday.com's visual project boards.

All team members stay informed about client interactions and case updates through Monday.com's collaborative workspace.

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