This integration allows law firms to automatically capture client intake information from inbound calls and sync it directly into Lawcus.
Clerx AI acts as a 24/7 AI receptionist and automated intake platform designed for law firms. When integrated with Lawcus, it records call details, captures structured intake information, and automatically creates leads, contacts, and call summaries inside Lawcus.
This integration helps ensure that every inbound call is captured, organized, and ready for follow-up without manual data entry.
Steps to Set up the Integration
Follow these steps to connect your Clerx AI account with Lawcus.
1. Log in to Clerx AI
Go to app.clerx.ai and log in to your Clerx AI account.
2. Navigate to Integrations
From the dashboard, go to: Settings → Integrations
3. Select Lawcus
Find Lawcus in the list of available integrations and select it.
4. Connect Your Lawcus Account
Click Connect Lawcus.
You will be prompted to:
Log in with your Lawcus credentials
Authorize the integration between Clerx AI and Lawcus
5. Configure Integration Preferences
After connecting, configure how the integration should work, including:
Lead creation preferences
Contact syncing
Call summary logging
6. Save Configuration
Click Save Configuration to complete the setup.
Once connected, Clerx AI will automatically begin syncing intake information, leads, and call summaries into Lawcus.
Key Benefits
1. 24/7 Call Answering
Clerx AI answers every inbound call instantly, including after hours and weekends, ensuring your firm never misses a potential client.
2. Intelligent Lead Capture
The AI receptionist gathers caller details, case type, and key intake information through a structured conversation.
3. Automatic Client Intake
All captured data syncs to Lawcus in real time, automatically creating leads and contacts without manual entry.
4. Call Summaries Logged
AI-generated summaries of every call are saved directly to the corresponding Lawcus record for easy review and follow-up.
5. Real-Time Consultation Booking
Clerx AI can schedule consultations during the call and sync them with your calendar.
6. Reduced Administrative Work
Automating receptionist and intake tasks helps reduce front-desk workload and improve operational efficiency.