Meet Clients in Teams With Microsoft Teams
Connect Clerx, your AI-powered receptionist and intake manager, with Microsoft Teams to schedule qualified consultations as Teams meetings within your Microsoft 365 workflow.
Clerx books consultations directly as Microsoft Teams meetings, so qualified prospects land on your calendar with a meeting link, and your team stays inside the tools they already use.
How Clerx Works
Client calls
your business
Clerx AI receptionist
answers instantly and
gathers intake details
Lead is qualified,
urgency assessed,
next steps determined
Consultation booked as a Microsoft Teams meeting
Key Features & Benefits
Automatic Teams Meeting Creation
When Clerx books a consultation, a Microsoft Teams meeting is created automatically with the join link sent to both the client and your team.
Microsoft 365 Native
Bookings flow into Outlook calendars alongside your existing Microsoft 365 setup, so consultations appear where your firm already works.
Qualified Leads Only
Clerx screens every prospect with your custom qualification questions before booking, keeping your Teams calendar focused on real opportunities.
Prepared From the First Minute
The full Clerx intake summary and client details are captured before the meeting, so your attorneys join every Teams call ready to advise.
Ready to see it in action?
Discover how Clerx + Microsoft Teams can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
Book a Demo Now