What is Clerx
Clerx AI responds to every call, whether day or night, using its AI receptionist and intake manager, both integrated directly into 8am MyCase to ensure no lead or intake detail is ever missed. With Clerx, you can seamlessly push new contacts, intake data, notes, and call recordings into MyCase in real-time. Book consultations directly on the firm’s MyCase calendar, and collect consultation fees or retainers in LawPay (if enabled).
Convert More Calls into Clients: Firms see up to twice as many conversions because every call is answered live, quickly qualified, and directly scheduled in MyCase.
Reduce Intake Expenses Without Sacrificing Service: Automating receptionist and intake tasks cuts overhead by up to 70%, all while maintaining a professional client experience.
Remove Data Entry and Intake Mistakes: Call information, new contacts, and consultation appointments automatically sync with MyCase.
The MyCase + Clerx integration guarantees that no call or revenue opportunity is missed. Handling calls by answering, qualifying, booking, and billing directly within MyCase can help you double your conversion rate, lower intake costs, and begin generating revenue from the initial interaction.
How does it work?
Call Capture: AI answers inbound calls, screens leads, and schedules consultations.
Data Push: New contacts, case details, and call notes are auto-created in MyCase.
Calendar Sync: Consultations are synced directly to the MyCase calendar.
Payment Collection: The optional LawPay integration enables the collection of consult fees or retainers upfront.
How do I integrate Clerx with MyCase?
To get started, visit Clerx here.