How can we help?
Guides for every part of Clerkly.
Billing
Cases & deadlines
Client portal
Documents & e-signature
Everyday work
Contacts and case parties
One contact book for people and companies, linked to cases as parties.
Email notifications
The emails Clerkly sends and when.
Tasks and assignments
Create, assign and track work across your cases.
The Clerk — AI monitors, proposals and case Q&A
What The Clerk watches, how proposals work, and why it never writes directly.
The Today page
Your daily starting point — deadlines, tasks and Clerk proposals.
Firm administration
Case configuration and custom fields
Tailor case types, fields and firm-wide settings.
Document templates and the approval flow
Build letter templates visually, merge case data, and freeze them by approval.
Migrating data from another system
Self-serve CSV migration with dry-run verification and 14-day rollback.
Team members, roles and permissions
Invite your team, assign roles, and manage seats.
The audit log
An append-only, tamper-evident record of everything that happens in your firm.