Capture Every Lead With Lead Docket
Integrate Clerx, your AI-powered receptionist and intake manager, with Lead Docket to automatically capture, qualify, and route every lead into your case management pipeline.
Connect AI-powered intake with Lead Docket's lead management platform to ensure no potential client slips through the cracks.
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 Lead Docket
Key Features & Benefits
Automatic Lead Capture
Clerx captures every caller's details and automatically creates new leads in Lead Docket with full intake data, call summaries, and qualification notes.
Smart Lead Routing
Qualified leads are automatically routed to the right team members in Lead Docket based on practice area, case type, and your firm's custom criteria.
Real-Time Pipeline Updates
Lead statuses and pipeline stages update in real time as Clerx completes intake calls, books consultations, and qualifies prospects.
Source Tracking & Attribution
Track which marketing channels generate the highest quality leads with integrated Clerx and Lead Docket reporting and attribution data.
Ready to see it in action?
Discover how Clerx + Lead Docket can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
Book a Demo Now