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Clerx AI Integration with DocketWise

Integrate Clerx AI with DocketWise to automatically screen immigration callers in over 40 languages and seamlessly create new cases 24/7.

Clerx AI is a 24/7 inbound call-answering tool that screens callers with practice-specific questions to ensure a firm's first conversation ends with a qualified record. When integrated with DocketWise, this ensures no inbound call goes unanswered or depends on a staff member being immediately available..

How the Integration Works

  • Multilingual Screening: When an inbound call is received, Clerx AI screens immigration callers in over 40 languages.

  • Automated Case Creation: Once the caller is screened against the firm's criteria, Clerx automatically creates a new case directly within DocketWise.

  • Seamless Data Transfer: The call summary and intake data land directly on the case in the firm's system of record, meaning attorneys can start their work from an already screened file.

Firm Benefits

  • Capture After-Hours Leads: Calls outside of office hours are turned into cases instead of being lost to voicemail.

  • Grow Without Added Payroll: Firms can increase their multilingual consultation volume without needing to hire additional bilingual intake staff.

Watch the demo here!

Setup

Partner Website: clerx.com

Free Trial: Yes

Support

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

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