Transform Your Practice With Clio
Connect Clerx, your AI-powered receptionist, with Clio's leading practice management platform to create the ultimate client intake and case management workflow.
Automatically sync all client interactions, intake data, and case information between Clerx and Clio for seamless practice management.
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 Clio
Key Features & Benefits
Automated Client Intake
Clerx captures client information and automatically creates new contacts and matters in Clio, eliminating manual data entry.
Real-time Case Updates
All call summaries, consultation notes, and client communications are instantly synced to the appropriate case files in Clio.
Smart Calendar Integration
Consultation bookings are automatically added to your Clio calendar with all relevant client details and case information.
Follow-up Management
Clerx helps manage client follow-ups and consultation scheduling, ensuring no potential clients fall through the cracks in your Clio workflow.
Ready to see it in action?
Discover how Clerx + Clio can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
Book a Demo Now