Legalboards is partnering with Clerx to help small and mid-sized law firms bring more structure and clarity to client intake.
This partnership connects two parts of the same workflow that are often disconnected in practice: the first client call and the internal work that follows.
Why This Partnership Exists
Client intake is one of the most operationally fragile moments in a law firm.
Calls arrive at unpredictable times. Information is captured quickly. Then the real work begins: follow-ups, document collection, internal review, and decisions. Without a clear handoff, intake becomes dependent on memory, inboxes, and constant check-ins.
Legalboards and Clerx are partnering to reduce that friction.
About Clerx
Clerx is an AI-powered receptionist and phone intake platform built for small and mid-sized law firms.
Clerx answers inbound calls instantly, captures and qualifies leads, gathers intake details, and ensures calls are handled consistently, including after hours. The focus is not on replacing people, but on making sure every potential client is handled reliably and no opportunity is missed due to timing or availability.
In this partnership, Clerx owns the first interaction.
About Legalboards
Legalboards is a legal operations platform designed to bring visibility and structure to how law firms run their internal workflows.
Using visual, customizable boards, Legalboards helps firms manage intake, tasks, and case-related work in one place. Teams can see ownership, next steps, and status without relying on spreadsheets, emails, or manual follow-ups.
In this partnership, Legalboards owns execution after intake begins.
Integration Intention
The Clerx and Legalboards integration is designed around intake continuity.
When Clerx captures a new lead by phone, that information can flow into Legalboards as a structured intake item. From there, Legalboards workflows guide what happens next.
This means:
- Intake details are not trapped in call notes or inboxes
- Ownership is clear from the start
- Follow-ups and next steps are visible to the whole team
This is a workflow handoff, not a complex technical build. The goal is operational clarity, not feature overload.
What This Means for Law Firms
Firms using Clerx and Legalboards together can expect:
- Fewer manual handoffs between phone intake and internal systems
- Clear visibility into new leads and intake status
- Reduced reliance on memory and individual team members
- More consistent follow-through after the first call
The result is a more reliable intake process that works even when the firm is busy, understaffed, or handling higher volume.
Built for Small and Mid-Sized Firms
This partnership is designed for firms that want structure without enterprise complexity.
Firms that need intake to work when calls come in after hours, when someone is out, or when volume spikes unexpectedly.
Clerx and Legalboards support those realities instead of assuming perfect conditions.
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Explore Clerx:
This partnership reflects how Legalboards approaches integrations: connecting the right tools at the right moments so firms can operate with less friction and more clarity.
