Consultations, Face to Face With Zoom
Connect Clerx, your AI-powered receptionist and intake manager, with Zoom to turn qualified leads into scheduled video consultations - complete with meeting links, reminders, and intake notes.
Clerx books consultations directly as Zoom meetings, so every qualified prospect gets a video meeting link the moment their consultation is confirmed.
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 with Zoom meeting link included
Key Features & Benefits
Automatic Zoom Meeting Creation
When Clerx books a consultation, a Zoom meeting is created automatically and the link is shared with both the client and your team - no manual setup.
Smart Lead Qualification First
Clerx qualifies every prospect with your custom screening questions before booking, so your Zoom calendar only fills with consultations worth taking.
Intake Notes Before the Call
Your attorneys join every Zoom consultation prepared, with the full Clerx intake summary and client details captured ahead of the meeting.
Fewer No-Shows
Clients receive the Zoom link and reminders as soon as the consultation is booked, keeping attendance high and follow-up effort low.
Ready to see it in action?
Discover how Clerx + Zoom can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
Book a Demo Now