Integrate Clerx, your AI-powered receptionist and intake manager, with SmartAdvocate to automatically capture client details, qualify leads, and create cases in your SmartAdvocate system.
Connect AI-powered intake with SmartAdvocate's award-winning legal case management platform for seamless lead-to-case conversion and streamlined firm operations.
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 SmartAdvocate
Clerx captures every caller's details and automatically creates new cases in SmartAdvocate with full intake data, call summaries, and incident details - eliminating manual data entry.
AI-powered intake qualifies leads based on case type, jurisdiction, statute of limitations, and your firm's custom criteria before creating records in SmartAdvocate.
Case details, contact information, and statuses update in SmartAdvocate in real time as Clerx completes intake calls, books consultations, and captures critical information.
Trigger SmartAdvocate workflows, task assignments, and follow-ups automatically based on Clerx intake outcomes and lead qualification results.
With Clerx handling the front line 24/7, every lead is captured and documented in SmartAdvocate - keeping your team responsive, organized, and focused on winning cases.
Discover how Clerx + SmartAdvocate can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
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