Clerx

Clerx

Clerx AI
CorpIntake

CorpIntake

PaayaTech Inc.
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About

Clerx is an AI-powered intake and client communication platform built for law firms. It helps firms capture, qualify, and convert new inquiries across phone calls, website chat, and text messages, while also supporting communication with existing clients. For prospective clients, Clerx responds instantly, answers common questions, gathers intake details, schedules consultations, and helps ensure no lead is missed. For existing clients, Clerx can answer routine questions, provide case updates when appropriate, take messages, and route inquiries to the right team member based on the firm's workflow. Designed specifically for legal workflows, Clerx supports multilingual communication, customizable intake flows, consultation booking, lead qualification, smart routing, and CRM and practice management syncs. Firms use Clerx to improve responsiveness, reduce administrative burden, and convert more inquiries into signed clients. Provides transcripts, summaries & communication insights.

About

CorpIntake is a web-based new business intake (NBI) application tailored to your requirements, allowing you to reduce risk and increase revenue by automating your manual processes. Expedite the process of file opening for new and existing clients. CorpIntake automates data collection, conflict checking, and approval processes, and can be deployed both on-premise or on Azure cloud. CorpIntake is a client and matter intake application with the following features: 1. Data gathering with dynamic forms for opening a new client / matter. 2. Automatic email notifications to stakeholders. 3. Integration to existing systems like your marketing database, document management system, or accounting system. 4. Conflict search and approval workflow to automate specific processes for gathering matter / client information electronically. 5. Auditing at all steps of the process including data gathering and conflicts resolution that can be reviewed any time.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small and medium-sized service businesses that rely on inbound phone calls, including law firms, professional services, healthcare and wellness providers, home services, agencies, and other appointment-based businesses seeking to automate receptionist and client intake workflows.

Audience

Law Firm Owner, Lawyer, Assistant Lawyer, Chief Technology Officer, Chief Information Officer, Vice President Information Technology, Director of Information Technology, Information Technology Manager

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$99/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clerx AI
Founded: 2025
United States
clerx.ai

Company Information

PaayaTech Inc.
Founded: 2007
Canada
paayatech.com/corpintake/

Alternatives

Alternatives

SimplyConvert

SimplyConvert

SimplyConvert LLC

Categories

Categories

Integrations

3E
8am DocketWise
8am LawPay
Active Directory
Acuity Scheduling
Calendly
Filevine
Google Calendar
HubSpot CRM
Lawcus
Lawmatics
Microsoft 365
NetDocuments
PracticePanther Law Practice Software
Smokeball
Zapier
eimmigration by Cerenade
iManage
monday AI work platform
monday CRM

Integrations

3E
8am DocketWise
8am LawPay
Active Directory
Acuity Scheduling
Calendly
Filevine
Google Calendar
HubSpot CRM
Lawcus
Lawmatics
Microsoft 365
NetDocuments
PracticePanther Law Practice Software
Smokeball
Zapier
eimmigration by Cerenade
iManage
monday AI work platform
monday CRM
Claim Clerx and update features and information
Claim Clerx and update features and information
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