Connect Clerx, your AI-powered receptionist and intake manager, with Zoom to turn qualified leads into scheduled video consultations - complete with meeting links, reminders, and intake notes.
Clerx books consultations directly as Zoom meetings, so every qualified prospect gets a video meeting link the moment their consultation is confirmed.
Client calls
your business
Clerx AI receptionist
answers instantly and
gathers intake details
Lead is qualified,
urgency assessed,
next steps determined
Consultation booked with Zoom meeting link included
When Clerx books a consultation, a Zoom meeting is created automatically and the link is shared with both the client and your team - no manual setup.
Clerx qualifies every prospect with your custom screening questions before booking, so your Zoom calendar only fills with consultations worth taking.
Your attorneys join every Zoom consultation prepared, with the full Clerx intake summary and client details captured ahead of the meeting.
Clients receive the Zoom link and reminders as soon as the consultation is booked, keeping attendance high and follow-up effort low.
Discover how Clerx + Zoom can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
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