Clerx AI

Sync your leads from Clerx AI to Lawmatics

Clerx AI integration overview

Automatically create new leads in Lawmatics via client information collected from Clerx AI using the Lawmatics API.

Here’s what you get with this Lawmatics integration:

  • Matter and contact created in Lawmatics from information collected from Clerx AI
  • See transcript of initial contact in a note on the matter
  • Appointments scheduled using Clerx AI will appear in your Lawmatics calendar
Clerx AI Integrates with These Lawmatics Features

Matters

Contacts

Notes

Scheduling

Details

Built By

Clerx AI

Category

Reception, chatbots, and intake

Requirements

Lawmatics Subscription

Works with all Lawmatics plans

Lawmatics Account Permissions

No permissions required

Clerx AI Account Permissions

No permissions required

Lawmatics’ Clerx AI app support

Resources

Integration Features

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Integration Features

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