Clerical provides AI‑powered automation for law‑firm administrative work, letting attorneys draft emails, cover letters, exhibits and other documents, extract data from PDFs, and file attachments to the correct matter in cloud storage. The platform integrates with common tools such as Outlook, OneDrive, SharePoint, Clio and Docketwise, and can update case notes, calendars and billing spreadsheets, reducing manual admin time.
Funding
Funding not disclosed
Founders
Product
Problem
Law firms spend significant time on repetitive administrative tasks such as drafting client emails, preparing cover letters, extracting key data from PDFs, and manually filing documents, which reduces billable work and increases the risk of errors.
Solution
Clerical offers an AI‑driven platform that automates core legal office workflows. The system generates and edits documents using firm‑specific templates, drafts multilingual email replies directly in Outlook, and extracts structured data (e.g., receipt numbers, passport dates) from uploaded PDFs. It also renames and stores client attachments in the correct OneDrive or SharePoint matter folders and updates case‑management systems like Clio and Docketwise with notes, deadlines, and billing information. By connecting to existing tools, Clerical reduces manual effort, improves data consistency, and frees attorneys to focus on substantive legal work.
Target Audience
Clerical is designed for small to mid‑size law firms and legal departments that use case‑management software and cloud storage and seek to streamline routine administrative processes.
Features
- AI‑generated draft emails and replies in Outlook, supporting English, Spanish, and other languages
- Document creation and editing from firm templates, preserving formatting for cover letters, affidavits, and exhibits
- PDF parsing and data extraction with automatic summarization and cross‑document consistency checks
- Automated naming and filing of client attachments into designated matter subfolders on OneDrive or SharePoint
- Seamless updates to case‑management platforms (Clio, Docketwise) and synchronization with Excel trackers
- Invoice generation and fee calculation with integration into existing billing spreadsheets
- Multilingual translation engine and access to multiple large language models (Sonnet, Gemini, Opus, GPT‑5.5)