Home Our Forms Services Why Us Pricing Contact Us
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 in Gauteng · Western Cape · KwaZulu-Natal

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.

Serving firms across South Africa
Family Law Labour Law Debt Collection Commercial Law Conveyancing Criminal Law Litigation
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 and 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.

Bank-Grade Security and Chain of Custody

Replaces insecure email attachments with a single end-to-end encrypted intake link. Sensitive client data is routed directly to your firm with a complete, auditable chain of custody.

Smart Conditional Logic and Canvas Validation

Clients only see questions relevant to their matter type. Browser-side canvas validation analyzes uploads in real time and blocks blurry, dark or cropped documents before submission.

Dynamic Entity vs. Natural Person FICA Matrix

Intelligent routing between individual FICA (ID, tax number, proof of address) and complex entity FICA (CIPC registration, trust deeds, resolutions, letters of authority).

Uninsured Liability Warning

The LPIIF does not cover cyber breach losses from email intake.

Most South African law firms are unknowingly operating with a critical gap in their professional indemnity cover. The Legal Practitioners Indemnity Insurance Fund (LPIIF) explicitly excludes losses arising from cybercrime and Business Email Compromise (BEC). If your firm collects FICA documents, bank details and ID copies over standard email, directors carry 100% personal liability in the event of a breach.

LPIIF Explicitly Excludes Cyber Losses

Business Email Compromise and cybercrime losses are not covered under standard LPIIF indemnity cover. Directors who approve email-based intake processes accept personal financial liability for any resulting client data breach.

Email is Not a Secure Chain of Custody

Sending ID copies, proof of residence and bank confirmation letters via standard email creates no auditable chain of custody. If documents are intercepted or tampered with in transit, your firm has no defensible evidence of secure handling.

Clerify Eliminates the Exposure

Every Clerify intake submission is encrypted end-to-end, with a complete timestamped audit trail from submission to delivery. Your firm receives a POPIA-compliant, FICA-ready package with full chain of custody documentation.

POPIA Enforcement is Escalating

The Information Regulator has signalled a shift toward proactive compliance monitoring. Firms that cannot demonstrate documented, structured data handling processes during a POPIA audit face material regulatory and reputational risk.

Why Not Generic Form Builders

Typeform, Google Forms and Fillout create POPIA liability.
Clerify was built to eliminate it.

International form builders are designed for marketing and HR workflows, not South African legal compliance. Using them to collect FICA documents and identity data exposes your firm to serious regulatory risk.

Generic Form Builders (Typeform / Google Forms / Fillout)

The risks your firm carries

  • Data hosted on US or EU servers, in direct conflict with POPIA data sovereignty requirements
  • No SA-specific FICA compliance logic or document validation
  • No distinction between natural person and entity FICA requirements
  • No biometric identity verification or liveness detection
  • No auditable chain of custody for submitted documents
  • No Data Processing Agreement aligned to POPIA obligations
  • Blurry and illegible document uploads accepted without validation
  • Generic consent language, not POPIA-specific
Clerify

Built for South African legal compliance

  • Data processed and encrypted on South African infrastructure, never leaving the country
  • Full FICA compliance logic built in, matter type by matter type
  • Dynamic routing between individual and entity FICA requirements
  • Integrated biometric identity verification with liveness detection
  • Complete timestamped audit trail from submission to delivery
  • Formal Data Processing Agreement included with every engagement
  • Canvas-level document validation blocks illegible uploads before submission
  • POPIA-specific consent language on every form, every time
Onboarding Workflows

Built for every matter type your firm handles.

Clerify delivers intelligent onboarding workflows across all major 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
01
Property Purchase
02
Property Sale
03
Bond Registration
04
Transfer of Ownership
05
Sectional Title
06
Cancellation of Bond
07
Deceased Estate Transfer
08
Entity FICA (Company / Trust)
01
Business Contract Dispute
02
Shareholder Agreement
03
Company Formation
04
Commercial Lease Dispute
05
Director Dispute
06
Business Sale / Purchase
07
M&A Due Diligence
08
Partnership Agreement
01
Bail Application
02
Criminal Defence Instructions
03
Fraud & Corruption Matter
04
Domestic Violence (Criminal)
05
Traffic Offence
06
Police Representation
Each workflow includes conditional logic, POPIA-compliant consent capture, FICA compliance steps, document upload capability, canvas-level document validation and automatic submission to your firm's inbox. Every workflow is 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 and FICA

Client completes identity verification and FICA compliance requirements during onboarding.

04

Upload Documents

Client uploads supporting documents. Canvas validation blocks any blurry or illegible files automatically.

05

Attorney Receives

Attorney receives a complete, encrypted 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 Labour Law Commercial Law South African Law
What We Offer

Services built for how
law firms actually work.

No unnecessary complexity. No tools your staff will not use. Just clean, practical systems that solve the problem.

Core Service

Intake System Setup

R4,000 - R10,000

Once-off setup fee

A fully custom digital intake system tailored to your firm's specific matter types. Built with conditional logic so clients only see questions relevant to their matter, reducing confusion and ensuring you always get the right information.

  • Custom forms with conditional logic
  • All matter types configured
  • POPIA consent notice built in
  • Automatic data organisation
  • Canvas document validation included
  • Staff handover and training session
  • Two rounds of revisions included
  • Document upload capability
Recurring

Monthly Maintenance

~R2,000 / month

Month-to-month · No lock-in

Your firm changes. Staff leave, new matter types arise, processes evolve. The monthly retainer keeps your intake system current and aligned with how you work, without you having to think about it.

  • Up to 2 form adjustments per month
  • 1 new matter type per quarter
  • Email support, 48hr response
  • Annual POPIA compliance review
  • Integration monitoring and fixes
  • Priority access for urgent changes

Not included: Full rebuilds, document automation not in original setup, new staff training, or work exceeding 2 hours in a single month. These are quoted separately.

Add-On Service

Professional Law Firm Website

No website yet? We build clean, professional law firm websites that reflect the quality of your practice, with your intake forms integrated from day one.

Ask Us About This

Not sure which option suits your firm?

We will assess your current process in a free 20-minute call and give you a straight answer. Book a Free Assessment
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 South African infrastructure 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 is encrypted and delivered directly to your firm's designated inbox in a structured format your team can use immediately. We operate as a data operator under POPIA and handle all 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.

Is Clerify compliant with POPIA?

Yes. POPIA compliance is built into every form, including specific consent language, data handling notices, and a formal Data Processing Agreement with every engagement. We also include an annual POPIA compliance review in our monthly retainer.

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 and 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 and testing
  • POPIA consent on every form
  • Canvas document validation included
  • Email support
  • Minor form updates included
  • Onboarding and 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 and testing
  • POPIA consent on every form
  • Canvas document validation included
  • Priority support
  • 7 form updates per month
  • Onboarding and 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
  • Canvas document validation included
  • Dedicated support
  • 10 form updates per month
  • Onboarding and training included
Get Started

Not sure which tier suits your firm?

Free 20-minute assessment, we will recommend the right fit with 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.