Client Management
Legal
CLERK — Client Intake
Digital intake with automatic conflict screening.
£199.00/mo
Login to Install
The Problem
Paper-heavy onboarding, manual conflict checks, days to open a matter
Workflow
Trigger
Client submits intake form
Action
AI structures client data
Action
Cross-reference all matters
Condition
Conflict found?
Output
Matter opened or flagged for review
Setup Time
15 minutes
Input
Web form + voice note
Output
Opened matter + conflict report
About this plugin
New clients fill in a web form and optionally leave a voice note. CLERK structures the data, runs a conflict check against all existing matters, and opens the matter if clear. Hours of admin done in minutes.