Legal Intake Automation Β· South Africa

Smarter client intake for South African law firms.

We build structured digital intake systems that eliminate incomplete client information, reduce admin time, and let your staff focus on what matters.

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No More Chasing

Clients submit complete, structured information before their first appointment.

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Faster Intake

Reduce back-and-forth before a consultation by up to 80%.

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POPIA Compliant

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

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Staff First

We support your admin team β€” we do not replace them.

The Problem We Solve

Your admin staff should not be
data collectors.

Most law firms lose hours every week chasing clients for missing documents and incomplete information. We fix that at the source.

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Clients Arrive Prepared

Structured intake forms guide clients through exactly what information you need β€” before they ever set foot in your office. No surprises, no delays, no missing documents.

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Information Ready to Use

Client data arrives organised and formatted. No more deciphering handwritten notes or piecing together information from separate emails. Clean from the start.

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Your Admin Staff, Empowered

We work alongside your existing team. The system handles repetitive data gathering so your admin staff can focus on client relationships and higher-value tasks.

The Process

Simple to start. Built to last.

We do not drop a system on your firm and disappear. We build, refine, and maintain it as your needs evolve.

01

Consult

A free 20-minute assessment of your current intake process. We map your matter types and identify exactly what information you need from clients upfront.

02

Build

We build your custom intake system with conditional logic, POPIA consent notices, and direct integration into a clean data structure your staff can use immediately.

03

Maintain

Your firm evolves. New matter types, new staff, changing processes β€” we stay on retainer to adjust and improve the system so it always works as you need.

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 β€” reducing confusion and ensuring you always get the right information.

  • Custom form with conditional logic
  • Up to 6 matter types configured
  • POPIA consent notice built in
  • Automatic data organisation
  • Custom client confirmation email
  • Staff handover and training session
  • Two rounds of revisions included
  • Document auto-population (upper tier)
Recurring

Monthly Maintenance

~R2,000 / month

Month-to-month Β· 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 β€” without you having to think about it.

  • Up to 2 form adjustments per month
  • 1 new matter type per quarter
  • Email support β€” 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

Document Automation

Automatically populate your standard letters, briefs, or agreements from client intake data. Quoted separately based on document count and complexity.

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 β€” 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.

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Built for SA Law Firms

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

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No Overseas Data Storage

All client data stays in South Africa. No third-party overseas platforms handling sensitive information.

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Month-to-Month Only

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

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Admin Staff Involved

We include your admin staff from day one. They use the system daily β€” their input shapes how it is built.

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Clear Service Agreement

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

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Legal Sector Focus

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

Transparent Pricing

Simple fees. No surprises.

No hidden costs, no lock-in contracts, no vague quotes. Here is exactly what you can expect to pay.

Once-Off Setup Fee
R4,000 – R10,000
Depending on complexity
  • Custom intake form with conditional logic
  • Up to 6 matter types built and configured
  • POPIA-compliant consent notice included
  • Automatic data organisation setup
  • Staff handover and training session
  • Two rounds of revisions post-delivery
  • Document auto-population available (upper tier)
Price is determined by:Number of matter types, complexity of conditional logic, whether document auto-population is required, and the level of staff training needed.
Monthly Retainer
~R2,000
Per month Β· Cancel anytime
  • Up to 2 form adjustments per month
  • 1 new matter type added per quarter
  • Email support β€” 48-hour response
  • Annual POPIA compliance review
  • Integration monitoring and fixes
  • Priority access for urgent changes
Not included in retainer:Full system rebuilds, document automation add-ons, new staff training, or work exceeding 2 hours in any single month. These are quoted separately with no obligation.

Every firm is different. Let us talk before you commit.

Free 20-minute assessment β€” accurate quote with no obligation and no sales pressure.
Get an Accurate Quote
Get in Touch

Ready to simplify your intake process?

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

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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.