Clerkly Assistant setup
Before we build yours

Tell us how your firm actually takes on clients.

Five minutes of detail here is what turns Clerkly from a generic chatbot into an assistant that sounds like your firm — answering the questions your clients really ask, in the order your team already asks them. Fill in what you can; anything you skip, we'll follow up on.

01

Which package are you interested in?

This tells us what to build first — you can change tier later.

02

Your firm

So we know who we're building for, and where to send the finished assistant.

03

What the assistant should cover

Tick every case type it should be able to discuss.

04

Taking the inquiry

What should the assistant collect before it books a callback?

05

Look & feel

A few small touches that make it feel like your firm's assistant, not ours.

✓ Copied — paste it into an email to contact@getclerkly.io

"Send to Clerkly" opens an email to contact@getclerkly.io with everything above filled in — just hit send from your own inbox. If nothing opens, use "Copy details instead" and paste it into an email yourself.