FeaturedGetting Started
A first look at the Clerify dashboard — where to find your cases, how navigation is organized, and what to set up before your first intake.
Guides
Short video walkthroughs for getting the most out of Clerify: intake, AI review, case packaging, and integrations.
Getting Started
Walk through building an intake flow for a new case type, from choosing the right form to sending the client their first task.
AI & Automation
See how Leximing reviews a case file, what it flags, and how to resolve or dismiss a suggestion before filing.
Product Tour
Learn how to tailor cover letters, exhibit order, and index pages so every case package matches your firm's format.
Integrations
Step through linking a supported e-filing system to Clerify so completed case packages can move straight to submission.