Elevate Your Case Management With SmartAdvocate
Integrate Clerx, your AI-powered receptionist and intake manager, with SmartAdvocate to automatically capture client details, qualify leads, and create cases in your SmartAdvocate system.
Connect AI-powered intake with SmartAdvocate's award-winning legal case management platform for seamless lead-to-case conversion and streamlined firm operations.
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 SmartAdvocate
Key Features & Benefits
Automatic Case Creation
Clerx captures every caller's details and automatically creates new cases in SmartAdvocate with full intake data, call summaries, and incident details - eliminating manual data entry.
Smart Lead Qualification
AI-powered intake qualifies leads based on case type, jurisdiction, statute of limitations, and your firm's custom criteria before creating records in SmartAdvocate.
Real-Time Case Updates
Case details, contact information, and statuses update in SmartAdvocate in real time as Clerx completes intake calls, books consultations, and captures critical information.
Workflow & Task Automation
Trigger SmartAdvocate workflows, task assignments, and follow-ups automatically based on Clerx intake outcomes and lead qualification results.
Stronger Client Communication
With Clerx handling the front line 24/7, every lead is captured and documented in SmartAdvocate - keeping your team responsive, organized, and focused on winning cases.
Ready to see it in action?
Discover how Clerx + SmartAdvocate can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
Book a Demo Now