Clerx AI
Get a Clio product walkthrough. Request a demo.
Key benefits for your firm
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Never miss a qualified lead
Clerx answers every call 24/7, captures caller details, and qualifies prospects so you stop losing cases when you are in court, with a client, or after hours. -
Turn more callers into booked consultations
Clerx books consultations directly on your calendar and sends reminders and follow-ups, helping you convert “I’ll think about it” leads into scheduled consults without staff time. -
Keep every conversation organized in Clio
Clerx automatically logs calls to the right contact or matter in Clio with transcripts and summaries, so you can review what happened and act quickly with full context.
How Clerx AI works with Clio
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CLIO MANAGE
Log every call and sync client details, automatically
When a call ends, Clerx automatically creates a communication entry in Clio Manage with the caller’s information full call summary. Calls are matched to existing contacts by phone number, or new contacts are created for unknown callers – no manual data entry required. -
CLIO GROW
Capture new leads straight to your intake pipeline
New prospects are automatically added to your Clio Grow Inbox with contact details and call notes, ready for your intake team to review and convert.
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Helpful resources
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Getting set up
If you need detailed instructions on connecting Clerx AI to Clio, you may visit this site.
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Security and privacy policy
We are committed to protecting your privacy.
View Clerx AI’s privacy policy, terms of service and security policy. -
Additional support
Contact Clerx AI’s support at [email protected].