Clerx AI Intake

Offers LawNext Promo

Last Updated: April 2nd, 2026

Clerx AI Intake Overview

Description

Clerx is an AI intake platform for law firms that manages new inquiries across phone calls, website chat, and SMS. It responds instantly, asks tailored intake questions, answers common inquiries, follows up with leads, and books consultations based on each firm’s workflow. Our AI voice agent, Donna, handles calls in a natural, professional tone while collecting case details, routing urgent matters, identifying existing clients, and helping firms keep intake organized across channels. Clerx also syncs key information with leading legal platforms, giving firms a more consistent, responsive, and efficient intake process from first contact through consultation booking. By bringing communication, qualification, and scheduling into one system, Clerx helps firms reduce missed opportunities, maintain a smoother client experience, and keep intake moving even after hours, during busy periods, and when staff are unavailable. It helps firms stay responsive without more manual back-and-forth daily.

For whom is this product intended?

Clerx is built for consumer-facing law firms that depend on fast, consistent intake to win new business and serve clients. It is well suited for solo, small, and mid-sized firms in areas like immigration, personal injury, family law, estate planning, workers’ compensation, Social Security disability, plaintiff-side employment law, and real estate. It is a strong fit for firms that want to capture, qualify, and convert more inquiries across phones, website chat, and SMS without hiring more staff.

How do you position yourself against competitors?

Clerx stands out by offering one unified AI intake system for calls, website chat, and SMS, built specifically for law firms. We combine instant response times, natural and empathetic conversations, deep workflow customization, legal platform integrations, and hands-on white-glove onboarding. Unlike generic tools, Clerx is designed to match how law firms actually handle intake, helping them capture more leads, improve follow-up, reduce admin burden, and book more qualified consultations at once

Product Snapshot

Parent Company

Clerx, Inc

Year Founded

2025

Social Media

YouTube

Facebook

Instagram

Features

Clerx is designed for practical deployment in law firms. It supports phone, website chat, and SMS workflows, integrates with leading legal platforms, and can be configured to match each firm’s intake process, routing logic, and scheduling rules. We focus on reliable implementation, structured data capture, and secure handling of client communications so IT teams can support a smoother intake operation without adding operational complexity.