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Clerx AI Integration with CasePeer

Learn how the Clerx AI and CasePeer integration streamlines your legal intake, ensures 24/7 coverage, and automatically turns qualified calls into signable cases.

Clerx AI answers inbound calls around the clock, screening callers with practice-specific questions so that the first conversation results in a qualified system record. Integrating Clerx with CasePeer eliminates the need to manually type intake notes from voicemails.

How the Integration Works

  • Intelligent Lead Qualification: When a potential client calls, Clerx qualifies the personal injury lead by checking the statute of limitations and the firm's specific criteria before moving forward.

  • Detailed Record Creation: After qualification, the AI automatically creates the case within CasePeer.

  • Comprehensive Data: The newly created case is automatically populated with a complete call summary and specific injury details gathered during the screening.

Firm Benefits

  • Focus on Signable Cases: Because the AI checks criteria upfront, your team's intake and attorney hours go exclusively to leads the firm can actually sign.

  • 24/7 Coverage: After-hours calls are successfully captured and turned into actionable cases rather than lost consultations.

Setup

Partner Website: clerx.com

Free Trial: Yes

Support

Sales / Support: sales@clerx.ai, 857-276-5624

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