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Client Onboarding & Legal Intake Platform · South Africa

Smarter client intake automation for South African law firms.

Replace paper forms, repetitive emails and incomplete client information with a customised digital intake system built specifically for your practice.

Schedule a Consultation See Our Platform
Serving firms nationally

No More Chasing

Clients submit complete, structured information before their first appointment.

Faster Intake

Significantly reduce back-and-forth before a consultation with structured digital forms.

POPIA Compliant

Every system is built with data protection compliance from day one.

FICA-Ready Onboarding

Collect ID documents, proof of address and compliance records during onboarding.

Trusted by firms across South Africa
Family Law Debt Collection Labour Law Commercial Law Conveyancing
What People Are Saying
"

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.

Judge, Gauteng
South African Judiciary
"
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.
Siyabonga Madyibi
Executive Director — Corporate, External & Legal Affairs, Microsoft
Platform Capabilities

Everything your firm needs to
onboard clients properly.

Clerify combines legal intake, FICA compliance and identity verification into a single onboarding experience — built specifically for South African law firms.

POPIA-Compliant Digital Intake

Secure onboarding processes designed specifically for South African legal practices. Every form includes consent capture, data handling notices and encryption.

FICA Compliance Workflows

Collect identity documents, proof of address and supporting compliance records during onboarding. Streamline FICA requirements before the first consultation.

Identity Verification

Verify client identities during onboarding through integrated identity verification technology. Includes SA ID verification, facial biometrics and liveness detection.

Camera & Mobile Document Capture

Clients can photograph and upload identity documents directly from their mobile devices without leaving the onboarding process. No app required.

Smart Conditional Logic

Clients only see questions relevant to their matter type. Intelligent branching ensures a streamlined experience with no unnecessary steps.

Matter-Specific Workflows

Every intake process is customised to the firm's areas of practice. Labour, family, debt collection, commercial, conveyancing and more.

Onboarding Workflows

Built for the matters your firm handles every day.

Clerify offers intelligent onboarding workflows across multiple practice areas. Every workflow is POPIA-compliant, FICA-ready, and built for South African law.

01
Divorce
02
Maintenance
03
Custody & Parenting Plan
04
Domestic Violence
05
Antenuptial Contract
06
Guardianship
07
Adoption
08
Cohabitation Agreement
09
Spousal Maintenance
10
Child Abduction
11
Change of Name
12
Deceased Estate
13
Surrogacy
14
Variation of Divorce Order
15
Forfeiture of Benefits
01
Letter of Demand
02
Summons
03
Default Judgment
04
Warrant of Execution
05
Garnishee / EAO
06
Credit Agreement Dispute
07
Debt Review & Administration
01
Unfair Dismissal
02
Constructive Dismissal
03
Unfair Labour Practice
04
Retrenchment / Severance
05
CCMA Referral Assistance
06
Employment Contract Dispute
07
Discrimination / Harassment
08
Wage & Benefit Dispute
Labour Law forms are currently in active deployment. Contact Clerify to enquire about access for your firm.
01
Property Purchase
02
Property Sale
03
Bond Registration
04
Transfer of Ownership
05
Sectional Title
06
Cancellation of Bond

Commercial Law Forms

These workflows are currently in development and will be available soon.

01 Business Contract Dispute 02 Shareholder Agreement 03 Company Formation 04 Commercial Lease Dispute 05 Director Dispute 06 Business Sale / Purchase

Contact Clerify to discuss early access for your firm.

Criminal Law Forms

These workflows are currently in development and will be available soon.

01 Bail Application 02 Criminal Defence Instructions 03 Fraud & Corruption Matter 04 Domestic Violence (Criminal) 05 Traffic Offence

Contact Clerify to discuss early access for your firm.

Each workflow includes conditional logic, POPIA-compliant consent capture, FICA compliance steps, document upload capability, and automatic submission to your firm's inbox. Workflows are customised to your firm's branding and matter types before going live.
The Onboarding Journey

From first contact to complete intake package.

A streamlined five-step process that delivers organised, verified client information to your firm before the first consultation.

01

Send Link

Firm sends the Clerify onboarding link to the client via email or WhatsApp.

02

Complete Intake

Client completes a guided, matter-specific questionnaire with smart conditional logic.

03

Identity & FICA

Client completes identity verification and FICA compliance requirements during onboarding.

04

Upload Documents

Client uploads supporting documents and records directly from their device.

05

Attorney Receives

Attorney receives a complete intake package: intake data, FICA records, identity verification results, and uploaded documents.

Anga, Founder of Clerify

Anga

Founder, Clerify

About the Founder

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.

Legal Intake Automation POPIA Compliance Family Law Debt Collection South African Law
Why Clerify

Built for South African
law firms specifically.

Not a generic software tool. Not a freelancer who disappears after setup. A dedicated partner who understands your environment.

We understand that law firms are conservative environments where trust matters above everything else. Our approach is to work with your existing processes and your existing staff — not to disrupt them. We move at your pace, explain everything clearly, and make sure your admin team is comfortable before we consider anything done.

POPIA Compliance

Your clients' data is protected.

We operate as a compliant data operator under POPIA. Every engagement includes a formal Data Processing Agreement. Client data is stored on encrypted platforms, access is restricted, and we have a documented breach notification process in place. We will answer any compliance questions before you sign anything.

If your managing partner or compliance officer wants to review our data handling practices before proceeding, we welcome that conversation. Transparency is not optional in our business.

Built for SA Law Firms

We understand South African legal practice, POPIA, and the specific needs of local firms.

Data Security First

Client data is handled on encrypted platforms with restricted access and documented processes.

Month-to-Month Only

No long-term contracts. No lock-in. Cancel with one month's notice if we are not delivering value.

Admin Staff Involved

We include your admin staff from day one. Their input shapes how the system is built.

Clear Service Agreement

Plain-language service agreement from the start. No legal jargon, no surprises.

Legal Sector Focus

We serve law firms only. That focus means we genuinely understand your workflows and pressures.

Common Questions

What firms usually ask us.

Straightforward answers before you commit to anything.

Do clients need to download anything?

No. Clients receive a link — by email or WhatsApp — and complete the form in their browser on any device. No app, no account, no friction.

How long does setup take?

Most firms are live within 3 to 5 business days of the initial consultation. Larger or more complex setups may take up to two weeks.

What happens to the client's data once submitted?

Submitted information goes directly to your firm's designated inbox and is stored in a structured format your team can use immediately. We operate as a data operator under POPIA and handle data accordingly.

Can we customise the forms for our specific matter types?

Yes — customisation is the entire point. Every system is built around your firm's specific matter types and the exact information your attorneys need before a first consultation.

What if we want to add a new matter type later?

That's what the monthly retainer covers. One new matter type per quarter is included, with additional types quoted separately at a reasonable rate.

Do you work with firms outside Gauteng?

Yes. Clerify currently serves firms across Gauteng and is actively expanding to Cape Town, Durban, and nationally. The system works for any South African law firm regardless of location.

Transparent Pricing

Simple fees. No surprises.

One setup. One monthly retainer. Everything your firm needs — priced by firm size.

Once-off setup fee R5,000 – R10,000 Covers full form build, testing & onboarding. Fee depends on tier.
Tier 1

Solo & Small

R5,000once-off
R1,500/month
  • Up to 10 matter type intake forms
  • Full custom form build & testing
  • POPIA consent on every form
  • Online client completion before consult
  • Email support
  • Minor form updates included
  • Onboarding & training included
Get Started
Most Popular
Tier 2

Mid-Size Firm

R7,000once-off
R2,000/month
  • Up to 15 matter type intake forms
  • Full custom form build & testing
  • POPIA consent on every form
  • Online client completion before consult
  • Priority support
  • 7 form updates per month
  • Onboarding & training included
Get Started
Tier 3

Larger Firm

R10,000once-off
R2,500/month
  • All matter types covered
  • Custom forms on request
  • POPIA consent on every form
  • Online client completion before consult
  • Dedicated support
  • 10 form updates per month
  • Onboarding & training included
Get Started

Not sure which tier suits your firm?

Free 20-minute assessment — we will recommend the right fit, no obligation.
Book a Free Assessment
Get in Touch

Ready to simplify your intake process?

Book a free 20-minute assessment. We will tell you exactly how we can help — with no obligation whatsoever.

Location

Johannesburg, South Africa
Serving firms nationally

Response time: We respond to all enquiries within one business day. For urgent matters, mention it in your message.