Documentation

Clerify covers the case types immigration firms handle most — family-based, employment-based, humanitarian, and naturalization filings — with intake, forms, and packaging tailored to each.

Yes. Our onboarding team helps import existing client records, case files, and documents so your firm can start on Clerify without re-entering historical data.

Every new firm gets a guided onboarding session covering intake setup, form customization, and Leximig, plus ongoing access to live support as your team ramps up.

Data is encrypted in transit and at rest. Access is role-based, so only authorized team members within your firm can view or edit case details.

Firm admins control access at the role level — attorneys, paralegals, and support staff only see the cases and fields relevant to their work.

Every change to a case — document uploads, form edits, status updates — is logged with a timestamp and the user who made it, so firms can reconstruct a full case history.

Leximig scans uploaded forms and documents for missing fields, inconsistent data across a case, and common filing mistakes — flagging issues before a case is submitted.

Yes. Leximig surfaces flags and suggestions for a human to act on — it never edits or submits a filing on its own, and every flag can be dismissed or corrected by your team.

No. Leximig identifies discrepancies and missing information — it does not provide legal advice or make eligibility determinations. Those decisions stay with your attorneys.

Clerify supports direct e-filing integrations for supported form types, so a completed case package can move to submission without a separate export step.

Yes. Every case package can be exported as a complete, correctly ordered PDF for firms that file manually or need to share a package outside Clerify.

We support common cloud storage and calendar integrations, with more case management integrations added based on firm demand — reach out and we'll confirm compatibility.

Every plan includes email support, with priority live support available on higher tiers. See the Pricing page for what's included at each level.

Yes. You can upgrade, downgrade, or adjust seats at any time from your account settings — changes are prorated for the current billing period.