Streamlined Case Management With Meruscase
Integrate Clerx, your AI-powered receptionist and intake manager, with Meruscase to automatically capture client information and create matters in your cloud-based practice management system.
Connect AI-powered intake with Meruscase's practice management platform to automate client onboarding and case creation.
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 Meruscase
Key Features & Benefits
Automatic Matter Creation
Clerx captures every caller's details and automatically creates new matters in Meruscase with full intake data, call summaries, and client information.
Document Automation Ready
Intake data collected by Clerx flows into Meruscase's document automation system, enabling instant generation of engagement letters and intake forms.
Calendar & Task Sync
Consultations booked by Clerx automatically sync with Meruscase calendars and generate follow-up tasks for your team.
Client Portal Integration
New clients created through Clerx intake are automatically set up in Meruscase's client portal, enabling immediate secure communication.
Ready to see it in action?
Discover how Clerx + Meruscase can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
Book a Demo Now