Clerx

What Clerx does

Clerx is an AI-powered client intake platform built specifically for law firms and select service-based businesses. The platform, centered on its "Donna" AI receptionist, handles inbound and outbound client communications across voice calls, website chat, SMS text messaging, and social channels (Instagram, Facebook Messenger, WhatsApp) through a unified intake record that follows a prospect across modalities. It serves solo practitioners, small firms, and mid-market practices — with a strong early skew toward immigration law — that need 24/7 call coverage, multilingual support, and consistent lead qualification.

The underlying system combines speech recognition, LLM-based reasoning, and speech synthesis to power real-time voice conversations, qualifying leads with firm-specific intake scripts, scheduling consultations via calendar integration, capturing call recordings and AI-generated summaries, and syncing all data into the firm's CRM or practice management system. It supports 40+ languages, claims capacity for 1,000 concurrent calls, and integrates natively with 30+ legal platforms including Clio, MyCase, Lawmatics, Filevine, PracticePanther, Smokeball, SmartAdvocate, DocketWise, CasePeer, LawPay, HubSpot, Salesforce, Calendly, and Zapier.

Commercially, Clerx operates on a subscription model with annual billing and custom quote-based pricing that varies with intake workflow complexity, call volume, language requirements, and setup needs. The company sells primarily through its website (demo booking, quote requests), an inside sales motion for custom quotes, and a channel partner program offering up to 30% recurring referral fees to legal tech consultants, practice management experts, marketing agencies serving law firms, and former legal professionals. Founded in 2023 and headquartered in New York with an R&D hub in Tel Aviv, Clerx is a remote-first private company co-founded by Michael Brunman (former attorney, Harvard MBA, ex-PayPal, ex-McKinsey) and Eldar Damari (serial AI entrepreneur).

Name

Clerx

Legal name

Clerx, Inc.

Website

https://clerx.ai

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Clerx is an AI-powered intake platform for law firms and service-based businesses that automates client communication across calls, website chat, SMS, and social messaging in 40+ languages. It integrates with 30+ legal software platforms and sells via annual subscriptions.

Ownership category

akta.pro rank

Product category

Legal AI Intake Software

NAICS

Custom Computer Programming Services (541511), Telephone Answering Services (561421)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH)

akta.pro secondary industries

Customer Service, Support & Contact Center CRM (HDAEAFAC), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK), Contract Lifecycle Management (CLM) & Document Automation (BPAEAPAD)

Keywords

• AI receptionist software
• Legal client intake
• Law firm automation
• Practice management integration
• Multilingual intake platform

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription-Based AI Intake Service: Tailored pricing based on firm's intake workflow, call volume, languages supported, and setup needs. Pricing is quote-based and customized to each firm's requirements. Includes 24/7 AI intake, lead screening, appointment scheduling, call recordings, analytics, dedicated onboarding, and ongoing support.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Clerx provides an AI-powered intake and client communication platform built specifically for law firms and service-based businesses. Its Donna AI Receptionist handles inbound and outbound client communication 24/7 across phone calls, website chat, and SMS, qualifying leads using firm-specific scripts, booking consultations with calendar integration, and syncing data to 30+ legal practice management systems, CRMs, and scheduling tools. The platform supports 40+ languages and scales to 1,000 concurrent calls.

Product overview

Clerx is an AI-powered client intake platform built specifically for law firms and service-based businesses. The platform consists of three integrated modules: Donna AI Receptionist (voice/call handling), Clerx Website Chat, and Clerx Text Messaging (SMS). All three modules share a unified intake record, allowing clients to move seamlessly between calls, website chat, and text while maintaining context. The system provides 24/7 availability, supports 40+ languages, and integrates with leading legal practice management, CRM, calendar, payment, and automation platforms.

Differentiator

Problem solved

Functional benefit

Brands

• Donna: AI receptionist and intake specialist named Donna, handling calls, chat, and SMS for law firms

Products and services

• Donna AI Receptionist 24/7 AI-powered receptionist that answers every inbound call, qualifies leads using firm-specific intake scripts, schedules consultations, and follows up on missed inquiries. Speaks 40+ languages including English and Spanish and supports up to 1,000 concurrent calls.
• Clerx Website Chat AI-powered website chat that engages visitors in real time, answers questions, collects intake information, qualifies prospects using custom screening questions, and books consultations directly from the law firm website. Operates 24/7 and syncs with Donna AI Receptionist for unified intake.
• Clerx Text Messaging (SMS) AI-powered SMS intake system that responds to text messages 24/7, qualifies leads, books consultations, sends confirmations and reminders, and syncs all conversations to CRM or practice management systems. Bilingual in English and Spanish by default.

Quantifiable outcome

• 2x conversion potential through faster response times
• +5 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration30 records

AI capability7 records

Feature10 records

Partnerships

29 partnerships are on record, tiered core and strategic.

• CliocoreTechnology or IntegrationLeading cloud-based legal practice management software integration. Clerx automatically syncs client interactions, intake data, and case information to Clio for seamless practice management. Automated contact/matter creation, real-time case updates, smart calendar integration, and follow-up management.
• 8am™ MyCasecoreTechnology or IntegrationComprehensive legal practice management integration. Clerx captures leads and syncs all client calls, intake details, and payments directly to MyCase. Smart lead qualification with custom screening questions and seamless contact/case sync.
• LawmaticscoreTechnology or IntegrationLegal CRM and marketing automation integration. Clerx qualifies leads and automatically assigns scores in Lawmatics. Triggers personalized email/SMS campaigns and moves leads through pipeline based on Clerx intake outcomes.
• FilevinecoreTechnology or IntegrationLegal case management and business analytics platform integration. Clerx automatically creates cases with intake details, syncs call summaries/notes to case files, and triggers workflow/task automation.
• PracticePanthercoreTechnology or IntegrationLegal practice management integration with client portal creation, contact capture, invoice generation, and case timeline updates. Automated client account creation post-consultation.
• SmokeballcoreTechnology or IntegrationLegal practice management with automated time tracking integration. Clerx creates matters automatically, provides call recordings/transcriptions, and qualifies leads based on firm criteria for Smokeball case management.
• Lead DocketcoreTechnology or IntegrationLead management and intake platform integration. Clerx captures caller details, automatically creates leads with full intake data, routes qualified leads to team members, and provides source tracking/attribution.
• LawcuscoreTechnology or IntegrationLegal practice management for small to mid-sized firms integration. Clerx creates contacts/matters, syncs call summaries/consultation notes, and integrates with billing/time tracking workflows.
• SmartAdvocatecoreTechnology or IntegrationAward-winning legal case management for personal injury/litigation. Clerx creates cases with full intake data, qualifies leads based on case type/jurisdiction/statute of limitations, and triggers workflow/task automation.
• HubSpotcoreTechnology or IntegrationAll-in-one CRM platform integration. Clerx creates/enriches contacts with intake data, adds qualified leads to deal pipeline with estimated values, triggers marketing automation, and provides unified client timeline.
• SalesforcecoreTechnology or IntegrationWorld's leading CRM integration for enterprise-level client management. Clerx creates/updates leads with conversation analysis, converts qualified leads to opportunities, supports custom field mapping, and triggers marketing campaigns.
• CalendlycoreTechnology or IntegrationScheduling automation integration. Clerx instantly books qualified prospects into Calendly time slots during intake calls, creates custom booking pages, and sends automated confirmations/reminders.
• Google CalendarcoreTechnology or IntegrationCalendar integration for real-time availability checking and automatic consultation booking. Smart reminders sent to both firm and clients.
• ZapiercoreTechnology or IntegrationWorkflow automation connecting Clerx to 6,000+ apps. Custom 'Zaps' execute multi-step workflows, real-time data sync, advanced trigger conditions, and multi-platform notifications.
• Monday.comcoreTechnology or IntegrationWork operating system integration for project management. Clerx creates Monday.com boards for new clients, triggers task assignments, and provides progress tracking through visual boards.
• 8am™ DocketWisecoreTechnology or IntegrationImmigration case management software integration. Clerx uses immigration-specific screening questions, multilingual support, and automatic deadline tracking for immigration practice.
• eimmigrationcoreTechnology or IntegrationImmigration software integration with case type identification, priority assessment for urgent matters, centralized client communications, and compliance monitoring.
• 8am™ CasePeercoreTechnology or IntegrationPersonal injury case management integration. Clerx captures injury details, qualifies PI leads, creates cases, and flows data to settlement tracking tools.
• 8am™ LawPaycoreTechnology or IntegrationLegal payment platform integration. Clerx collects retainer payments and consultation fees during intake, with trust account compliance and payment plan setup capabilities.
• MeruscasecoreTechnology or IntegrationCloud-based legal practice management integration with automated matter creation, document automation, calendar/task sync, and client portal setup.
• Assembly NeoscoreTechnology or IntegrationComprehensive legal case management for litigation firms. Clerx creates cases, qualifies leads, provides real-time updates, and triggers workflow/task automation.
• LegalboardscoreTechnology or IntegrationVisual case management with Kanban-style boards. Clerx creates intake cards, provides intake visibility, triggers workflow-driven follow-ups, and reduces manual coordination.
• InstagramcoreTechnology or IntegrationDirect message integration for 24/7 Instagram DM responses. Qualifies prospects with custom screening questions, captures qualified conversations with full contact details.
• Facebook MessengercoreTechnology or IntegrationFacebook Messenger integration for instant message responses. 24/7 coverage, custom screening questions, contact capture, and conversation summaries.
• WhatsAppcoreTechnology or IntegrationWhatsApp messaging integration for instant responses on world's most popular messaging app. 24/7 coverage, custom screening, and intake capture.
• Legal Tech Consultants & AdvisorsstrategicChannel Partner/ Reseller/ DistributorPartnership program for legal tech consultants, practice management experts, marketing agencies serving law firms, and former lawyers/legal professionals. Partners earn up to 30% recurring referral fees on qualifying customers, receive referral tools, onboarding support, co-marketing opportunities, and priority support.
• Practice Management ExpertsstrategicChannel Partner/ Reseller/ DistributorPartners with expertise in practice management who refer law firm clients. Earn recurring referral fees and access to co-marketing opportunities.
• Marketing Agencies Serving Law FirmsstrategicChannel Partner/ Reseller/ DistributorMarketing agencies with law firm clients can refer to Clerx and earn up to 30% recurring referral fees with dedicated partner support.
• Former Lawyers and Legal ProfessionalsstrategicChannel Partner/ Reseller/ DistributorLegal professionals with existing networks of law firm relationships who refer colleagues to Clerx. Partners receive early access to new features.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Smith.ai: Smith.ai provides AI-assisted and human virtual receptionist services heavily focused on law firms and professional services, directly overlapping with Clerx's core call-answering and intake use case.
• Bland AI: Bland AI builds autonomous AI phone agents for enterprise customers with similar voice AI capabilities, latency, and call-handling feature set as Clerx's Donna receptionist.
• Goodcall: Goodcall offers an AI phone answering and intake product targeting SMBs with missed-call economics comparable to law firms, directly competing for the same small-business customer profile.
• Posh AI: Posh builds vertical-specific conversational AI agents (notably for financial institutions), using the same playbook of domain-specialized voice AI that Clerx applies to law firms.
• Ruby Receptionists: Ruby Receptionists provides live virtual receptionist and 24/7 call-answering services for SMBs and professional firms, a category incumbent that Clerx's Donna AI is directly displacing.

Broad incumbents

• Dialpad: Dialpad sells an AI-powered contact center and business communications platform with AI voice, transcription, and summarization capabilities overlapping Clerx's core functionality, but as part of a much broader UCaaS/CCaaS portfolio.
• Clio: Clio is the leading legal practice management platform that Clerx integrates with; Clio's own AI features (Clio Duo, Clio Grow) overlap with Clerx's intake automation and represent both a partner channel and a potential competitive threat.
• Lawmatics: Lawmatics is a leading legal CRM and intake/marketing automation platform; while currently a Clerx integration partner, its own intake features overlap directly with Clerx's lead capture and qualification functionality.
• Filevine: Filevine is a legal case management and business analytics platform with growing AI and intake automation features; it is both a Clerx integration partner and a broader legal SaaS incumbent that may expand into dedicated intake automation.

Emerging players

• Harvey AI: Harvey AI builds domain-specialized AI tools for law firms and legal teams, sharing the same vertical-AI-for-lawyers positioning as Clerx even though the product focus (legal research and drafting) is different.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/ClerxAI
• LinkedInlinkedin.com/company/clerx
• Instagraminstagram.com/clerx.ai

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clerx