Now recruiting founding firms in CA, NV, UT & AZ
Get every case to demand faster.
Clerkly is practice management built for personal injury firms. Its AI agent, the Clerk, does the operational work of moving a case forward. Your team reviews and approves every step.
For PI firms with 1–25 attorneys. Product launch planned for February 1, 2027.
Today's queue
Ramirez v. Coastal Freight
- Approve & sendRecords· Case manager
Second follow-up drafted
Valley Orthopedics · records request sent 14 days ago
- ReviewChronology· Attorney
Medical chronology ready for review
212 pages · 41 entries, each cited to a source page
- ConfirmDeadline· Attorney
Statute of limitations proposed
Calculated from date of incident · needs attorney confirmation
- Open draftDemand· Attorney
Demand letter draft prepared
Built from approved chronology and specials
How the Clerk works
The software does the work. Your team approves it.
Most legal software is a place to store work. Clerkly is built around an agent that does it — then hands it to your team for judgment.
- 01
The Clerk proposes
It drafts the records request, the follow-up, the chronology, the demand. It flags deadlines and conflicts. Every fact it uses links back to the source page.
- 02
The right person reviews
Work lands in a daily queue for whoever owns it — case manager, intake lead, or attorney. Edit it, approve it, or send it back.
- 03
Nothing moves without approval
Letters, demands, and client updates don’t leave the firm until a person signs off. Deadlines aren’t live until an attorney confirms them.
What the Clerk never does
- Give legal advice
- Value a case or predict an outcome
- Send anything without human approval
- Train on your firm’s or clients’ data
Built for personal injury
From first call to demand, around the PI case lifecycle.
Not a generalist tool with AI bolted on. Not a point solution you still have to stitch together. One system for how PI firms actually work.
- Intake
Sign good cases faster
AI intake chat in English and Spanish, a conflict check on every new matter, and e-signature for retainers.
- Records
Records requests that follow up on their own
The Clerk drafts each request and schedules follow-ups, so your case managers stop chasing providers by hand.
- Chronology
Medical chronologies with page citations
Treatment timelines built from the records you receive. Every entry links to the page it came from.
- Demand
Demand drafts in minutes
A first draft assembled from the approved chronology and case facts — ready for attorney edits, not a blank page.
- Deadlines
Deadlines confirmed by attorneys
Proposed dates require attorney confirmation. Alerts escalate as they approach. Ethical walls keep matters separated.
- Client portal
Clients who stay informed
A secure, bilingual portal with plain-language status updates — fewer “any news on my case?” calls.
- Migration
Switch without the pain
In-app migration from Clio and spreadsheet exports, with a deadline review before anything goes live.
Filevine and CASEpeer importers coming in 2027
Coming in 2027
Toward getting every client paid faster
On our roadmap, shaped with our founding firms:
- Trust accounting
- Settlement disbursement
- SMS updates
Secure by design
Built for software that touches client files, medical records, and deadlines.
You're trusting us with your clients. We take that seriously from the first line of code, not after the first incident.
Medical records handled to HIPAA standards
Client medical information is treated as protected health information from intake onward.
Encrypted data
Case files and records are encrypted in transit and at rest.
Full audit trails
Every proposal, edit, and approval is logged — who did what, and when.
No training on your data
Your firm’s and your clients’ information is never used to train AI models.
Ethical walls & conflict checks
Conflict checks on every case and walls that restrict access to screened matters.
SOC 2 as a target
We are building toward SOC 2 and will share our progress openly with our founding firms.
A note from the founder
Personal injury work is about people who've been hurt. Yet much of a PI team's day goes to chasing records, re-keying dates, and answering the same status question again.
I've spent my career building payments technology and regulated software, where accuracy and audit trails aren't optional. Clerkly applies that discipline to PI: let software do the operational work, and keep lawyers firmly in charge of every decision.
Founding Firm Program
Help shape Clerkly as one of ten founding firms.
Joining costs nothing. Founding firms get 12 months of Clerkly free, then a discounted founding rate. They help steer what we build and work directly with our executive team ahead of our February 1, 2027 launch. Applications close December 30, 2026.
- Practice
- Personal injury
- Firm size
- 1–25 attorneys
- States
- CA, NV, UT, AZ
- Founding firms
- 10
What founding firms get
- $0 to join
- 12 months of Clerkly free, then a discounted founding rate
- Keep the founding rate for as long as you stay on our advisory board
- Help make the product better and steer future development
- A direct line of communication with our executive team
What we ask in return
- Use Clerkly on real workflows as features become available
- Serve on our founding firm advisory board
- Candid feedback, especially when something isn’t right
- Sign a simple NDA covering our proprietary IP
Apply
Become a founding firm.
Tell us a little about your firm. We read every application and will follow up personally to schedule a conversation.
Please don't include client or case details. This form collects firm and contact information only.
Questions
Straight answers.
Does the Clerk give legal advice or value cases?
No. The Clerk drafts and proposes operational work — requests, chronologies, demand drafts, deadline suggestions. Attorneys review and approve. It does not give legal advice, value cases, or predict outcomes.
Can the Clerk send anything on its own?
No. Letters, demands, and client updates require approval from the right person on your team before they leave the firm. Proposed deadlines aren’t active until an attorney confirms them.
Is our data used to train AI models?
No. Your firm’s and your clients’ data is never used to train AI models.
We use Clio today. How hard is it to switch?
Clerkly includes in-app migration from Clio and from spreadsheet exports, with a deadline review step before anything goes live. Filevine and CASEpeer importers are coming in 2027.
What does the Founding Firm Program cost?
Nothing to join. Founding firms get 12 months of Clerkly free, then a discounted founding rate they keep for as long as they stay on our advisory board.