Streamline Operations With Filevine
Combine Clerx's AI-powered intake with Filevine's comprehensive case management to create an efficient, data-driven legal practice.
Automatically populate case files, track performance metrics, and optimize your firm's workflow with intelligent integration.
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 Filevine
Key Features & Benefits
Automated Case Creation
New cases are automatically created in Filevine with all intake details, client information, and initial case notes from Clerx conversations.
Call Summaries & Notes
Clerx generates comprehensive call summaries and detailed intake notes that are automatically organized within Filevine case files.
Performance Analytics
Track intake performance, conversion rates, and case outcomes through integrated Clerx and Filevine reporting dashboards.
Task Automation
Trigger Filevine workflows and task assignments based on Clerx intake outcomes and client qualification results.
Ready to see it in action?
Discover how Clerx + Filevine can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
Book a Demo Now