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Backed by Y Combinator

Free AI Legal intake solution for  Keap.

Integrating Legal Clerk, an AI-powered legal answering service, with Keap, a powerful CRM and marketing automation platform, enables your law firm to capture leads, manage client relationships, and automate appointment scheduling with ease. This integration ensures a smooth flow of information and enhances the efficiency of client intake and sales processes.

Key Features of Integrating Legal Clerk with Keap

  • 24/7 Client Intake & Lead Capture
    Legal Clerk collects client details and captures leads, which are automatically added to Keap’s CRM for follow-up and efficient lead management.
  • Automated Follow-Ups & Scheduling
    Legal Clerk schedules appointments and sends follow-up messages, ensuring client engagement and seamless tracking within Keap.
  • Seamless Data Synchronization
    Client information is synced between Legal Clerk and Keap, ensuring accurate and up-to-date data for your CRM without manual entry.
  • Smart Lead Scoring & Prioritization
    Legal Clerk qualifies leads, and Keap automatically scores and prioritizes them, helping your team focus on high-value clients.
  • Automated Email Campaigns & Client Communication
    Client intake data triggers personalized email campaigns, improving marketing efforts and keeping clients engaged with timely communication.
  • Integrated Payment Processing & Invoicing
    Legal Clerk integrates with Keap to automate payment processing, invoicing, and collection, streamlining financial management.
  • Increased Efficiency with Automated Workflows
    Automating intake, lead management, and follow-ups reduces administrative work, allowing your team to focus on legal tasks and improve productivity.

See the Integration in Action:

Discover how integrating Legal Clerk with Keap can enhance your client intake, streamline lead management, and automate workflows. Book A Demo Now and experience how this integration can help transform your law firm’s operations!

Keap

Legal Practice Management Software

Transform Your Client Intake and Sales Process! See how integrating Legal Clerk with Keap can automate your client intake, simplify lead management, and streamline your law firm’s overall workflow.

Try For Free

Trusted by top-tier law firms to automate client intake and streamline case management workflows.

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FAQs: Everything You’re Wondering About Your AI Receptionist

Can I use LegalClerk only after hours or on weekends?

Absolutely. Whether you need a full-time law firm answering service or just support during off-hours, LegalClerk adjusts to your needs. You control when the AI receptionist picks up.

Is LegalClerk trained in legal intake and terminology?

Yes. LegalClerk is built specifically for law firms. It knows how to handle legal intake questions, understands terminology by practice area, and never misses a required field or form detail.

Will LegalClerk sound like a real person?

Yes. Our AI legal receptionist uses advanced natural language processing and human-like voice tech to deliver a warm, responsive client experience. Most callers can’t tell it is AI — and that’s by design.

Can LegalClerk integrate with my CRM or calendar?

Yes. LegalClerk connects with tools like Clio, Lawmatics, Google Calendar, Calendly, and more. New leads, appointments, and intake summaries are automatically synced.

Do you support multilingual client intake?

Yes. LegalClerk offers multilingual legal receptionist support, allowing you to serve a broader range of clients with accurate, translated intake flows.

Is my client data secure?

Completely. LegalClerk uses HIPAA-grade encryption, secure storage, and detailed access logging. Every call and submission is protected and fully auditable.