Integrate Clerx with PracticePanther to create a seamless client acquisition and case management system that grows your practice efficiently.
Connect intelligent intake automation with comprehensive practice management for maximum efficiency and client satisfaction.
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Automatically create client accounts and provide portal access through PracticePanther after successful Clerx consultations.
Clerx automatically captures and organizes client contact details, case information, and consultation notes within PracticePanther's client management system.
Generate invoices for consultations and retainers directly from Clerx intake data within PracticePanther's billing system.
All client communications and case developments are automatically added to PracticePanther case timelines.
Discover how Clerx + PracticePanther can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
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