Practice Management

Clerx AI

Updated 2026-03-19
aiintakevirtual-receptionist
○ Unverified by r/legaltech members — this page is based on publicly available information, not hands-on testing or practitioner feedback. Verify your experience with Clerx AI

AI-powered virtual receptionist and phone intake platform built for small and mid-sized law firms. Answers inbound calls 24/7, qualifies leads, schedules consultations, and captures intake data. Founded by Michael Brunman (Harvard Business School, McKinsey, big law background). Bootstrapped, $440K ARR with 4-person team (per Latka — self-reported). Extensive integration ecosystem: Clio, MyCase, Smokeball, Lawmatics, Legalboards, LawPay. 3 pricing plans, zero setup costs. Sub-$2/call per Reddit practitioner mention (r/Lawyertalk). 497 LinkedIn followers. Partnership announcements as recent as March 2026 (Smokeball). Podcast appearance discussing AI-powered intake. Active social media presence. No independent reviews on G2/Capterra. One organic Reddit mention from a practitioner discussing answering services — the most authentic user signal found.

Company Info

  • Founder: Michael Brunman (Harvard Business School, McKinsey, big law background)
  • Team size: ~4 employees
  • Bootstrapped

What We Haven’t Verified

This page was assembled from publicly available information. No independent user reviews found on G2 or Capterra. One organic Reddit mention (r/Lawyertalk) discussing pricing. AI receptionist accuracy and lead qualification rates not independently verified.

Workflows

Based on practitioner evidence, Clerx AI is used in these workflows:

Client & Matter Lifecycle Communication & Collaboration

What practitioners struggle with

Real frustrations from legal professionals — the problems Clerx AI addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.

New client calls the office, receptionist takes notes on paper, conflict check takes 48 hours — by then the prospect hired the first attorney who picked up the phone

Client & Matter Lifecycle 45 vendors affected Solo practitioner · Small firm (2–10) · Mid-size firm (11–50) · Large firm (51–200)

Potential client fills out the website contact form at 10pm — nobody responds until 9am, and by then they've already called three other firms and hired the one that picked up. No automated instant reply, no drip sequence, no follow-up reminders

Communication & Collaboration 36 vendors affected Solo practitioner · Small firm (2–10)

PI intake calls come in at 50-200 per week but 60-80% aren't viable cases — the firm wastes hours screening callers before a single billable minute, and good leads go cold waiting for callback

Client & Matter Lifecycle 36 vendors affected Solo practitioner · Small firm (2–10) · Mid-size firm (11–50)

Where it fits in your workflow

Integrations & hand-offs

Clio — direct integration for contact and matter creationMyCase — intake details, call notes, booking data syncedSmokeball — casework begins after intakeLawmatics — appointments appear in CRM calendarLegalboards — intake converted to visual workflowLawPay — consultation fees and retainers collected

Community Data

Loading practitioner-sourced data…