Supercharge Your Firm's Intake With 8am™ MyCase
Integrating Clerx, your AI-powered receptionist and intake manager, with 8am™ MyCase unlocks a faster, smarter way to capture leads, qualify clients, and keep your case files organized - without lifting a finger.
This seamless integration connects every client call, intake detail, and payment directly to 8am™ MyCase, helping your team work faster, convert more leads, and eliminate manual data entry.
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 8am™ MyCase
Key Features & Benefits
24/7 AI Receptionist & Intake Manager
Clerx answers every call and captures every lead - day or night. Whether it's a new inquiry or an existing client, all intake data flows directly into 8am™ MyCase with no delays or gaps.
Smart Lead Qualification
Clerx uses custom screening questions to qualify callers based on your firm's criteria. Only high-quality leads are booked for consults - so your team can focus on the right clients.
Seamless 8am™ MyCase Sync
Contacts, cases, call summaries, and consultation bookings are auto-synced to 8am™ MyCase in real time. No more missed notes or duplicate data entry.
Built-in Payment Collection via 8am™ LawPay
Clerx integrates with 8am™ LawPay to collect consultation fees and retainers during intake - ensuring you secure revenue upfront, without extra admin.
Stronger Client Communication
With Clerx handling the front line, your firm delivers fast, consistent responses that build trust and keep clients informed every step of the way.
Ready to see it in action?
Discover how Clerx + 8am™ MyCase can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
Book a Demo Now