Clerx

Clerx is the AI intake platform for law firms. It answers the firm's phone calls and its website, SMS and social chats, runs the intake, qualifies the caller and books the consultation. This connector gives Claude read-only access to what Clerx handled for your firm, so you can ask about it in plain language instead of searching the dashboard.

WHAT YOU CAN ASK

• "Who called yesterday and what did they want?"
• "Which chats created a lead last week?"
• "What messages were left for Sarah?"
• "Read me the transcript of this morning's intake call"

TOOLS Six read-only tools:

• List calls
• Get call - summary and transcript
• List messages left for staff
• List appointments booked through Clerx
• List chats
• Get chat - transcript and what came of it

ACCESS AND PRIVACY

• Every user signs in with their own Clerx account and sees only their own

firm's data.

• The connector is strictly read-only: it cannot create, change or delete

anything in Clerx.

• It returns no links into Clerx's infrastructure and no recording files.
• Times are shown in your firm's time zone.

REQUIREMENTS An active Clerx subscription, with the connector enabled for your firm.