Secure Document Infrastructure for South African Law Firms.
Replace risky email attachments and manual onboarding with an encrypted, POPIA-compliant client portal. Streamline FICA collection, verify identities, and maintain an immutable chain of custody.
I stumbled upon Clerify on LinkedIn and was thoroughly impressed by the concept and the problem it solves. I only made the connection afterwards that it was run by someone I know.
Brilliant. Having spent years in the legal and technology space, I can tell you that the inefficiency in how firms capture client information is a real and largely unsolved problem in this market. Clerify is tackling it in a practical, affordable, and POPIA-compliant way.
Every attachment is an uninsured risk.
Emailing ID copies, bank letters and proof of address creates no defensible chain of custody, and the LPIIF won't cover the breach.
Responsible parties must secure personal information with appropriate technical and organisational measures.
Cross-border transfers to foreign-hosted tools require adequate protection, and most form builders can't show it.
Cybercrime and Business Email Compromise losses are excluded from indemnity cover. Directors carry the risk.
The risks your firm carries
- Data hosted on US or EU servers, in conflict with POPIA data sovereignty
- No auditable chain of custody for submitted documents
- No distinction between natural person and entity FICA
- No biometric identity verification or liveness detection
- Blurry, illegible uploads accepted without validation
- Generic consent language, not POPIA-specific
Built for SA legal compliance
- Encrypted on South African infrastructure, never leaving the country
- Complete timestamped audit trail from submission to delivery
- Dynamic routing between individual and entity FICA
- Integrated biometric ID verification with liveness detection
- Canvas-level validation blocks illegible uploads
- POPIA-specific consent on every form, every time
Two engines. One chain of custody.
Intake Engine
Matter-specific intake that captures everything correctly the first time.
Dynamic routing between natural person and entity FICA: CIPC, trust deeds, resolutions.
SA ID verification, facial biometrics and liveness detection.
Section-specific consent capture and data handling notices on every form.
Secure Exchange
Replace attachments with an encrypted, auditable delivery channel.
End-to-end encryption on South African infrastructure.
Every document gated by email + one-time PIN.
Recipient-specific watermarks deter leaks and forwarding.
Immutable, timestamped log from upload to download.
Three steps. Zero attachments.
Send Link
Your firm sends a secure Clerify link to the client via email or WhatsApp.
Client Verifies
The client completes matter-specific intake, FICA and biometric identity verification.
Secure Delivery
You receive an encrypted, watermarked package with a full chain-of-custody record.
Built for every matter your firm handles.
Every workflow is POPIA-compliant, FICA-ready and customised to your firm before going live.
Predictable fees. Zero surprise bills.
A fixed platform retainer with bundled verification packs. Pass verification costs directly to clients as a standard matter disbursement.
Boutique
- Up to 10 verified matter packs / month (20 individual client checks)
- Additional matters at R35 each
- Clerify Secure Exchange: Encrypted file transfer with two-key PIN access
- Didit 3D biometric liveness & SA ID verification
- Matter-specific POPIA intake workflows
- Automated email document chasers
- Immutable timestamped audit trails
- Standard email support
Growth
- Up to 35 verified matter packs / month (70 individual client checks)
- Additional matters at R30 each
- Full Secure Exchange: Recipient-specific dynamic watermarking & instant link revocation
- Automated document data extraction (agreements, IDs, financial statements)
- Didit 3D biometric liveness & SA ID verification
- Automated SMS & email document chasers
- E-signatures on mandates & Section 35 LPA fee estimates
- Webhook export to GhostPractice, AJS, and LegalSuite
- Priority support & custom workflow setup
Panel & Enterprise
- Up to 100 verified matter packs / month (200 individual client checks)
- Additional matters at R25 each
- Enterprise Secure Exchange: High-volume file vault, bulk transfers & LPIIF cyber-shield
- Advanced data extraction pipelines & batch document processing
- Instant Beneficial Ownership (UBO) collection cascades
- One-click Court & Auditor Compliance Dossier generation
- Multi-branch & multi-department team management
- Dedicated integration manager & custom API syncing
Pioneering legal intake automation in South Africa.
Clerify was founded after observing the same problem across family law practices in Gauteng: talented attorneys and capable admin teams held back by a client intake process that was never properly designed. The result was hours lost every week to chasing, re-entering, and organising information that should have been structured from the start.
With a background in law and a focus on legal workflow automation, Clerify was built to solve this problem specifically for the South African legal market, where POPIA compliance, local matter types, and the realities of small to mid-sized practices all shape how a system needs to work.
Clerify is the first legal intake automation platform built exclusively for South African law firms. We are currently serving firms across Gauteng with expansion across all provinces underway.
Book a demo of the Clerify portal.
A free 20-minute assessment. We'll tell you exactly how we can help, with no obligation whatsoever.
We respond to all enquiries within one business day. For urgent matters, mention it in your message.
Message received.
Thank you, we'll be in touch within one business day.