clerqy
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A connected product view

One matter. Every next step in view.

See how Clerqy keeps matter context, deadlines, files, and billing connected so small legal teams can move work forward without rebuilding status across separate tools.

Join the waitlist See the connected workflow

  1. Matter context

    Keep status, ownership, and the next action together.

  2. Dates and follow-through

    Keep hearings, appointments, and deadlines visible.

  3. Documents

    Keep files tied to the matter and the work they support.

  4. Billing

    Keep invoices and payment follow-through in view.

Designed for the pace of Philippine legal work

SOLO PRACTITIONERSSMALL LAW FIRMSPHILIPPINE LEGAL TEAMS

One connected workspace

The work around every matter stays in view.

Clerqy is a shared firm system, not a collection of disconnected tools. These five areas keep case context, deadlines, files, and billing follow-through connected.

01

Cases

Cases sit at the center of the workspace, holding matter details, ownership, activity, and the work around each file.

  • Track matter status, ownership, and next actions from one case record
  • Keep appointments, documents, and billing context tied to the same matter
  • Give the team one current case picture instead of rebuilding status
02

Appointments

Appointments cover hearings, meetings, filings, deadlines, and the calendar work that drives the day.

  • Keep important dates visible with the matter they support
  • Review upcoming work and follow-through in one place
  • Reduce reliance on personal reminders for shared timing
03

Documents

Documents stay inside the firm workflow with organization, previews, uploads, case assignment, and file import where needed.

  • Keep legal files organized around the case they support
  • Follow document movement once drafts and reviews begin
  • Reduce folder sprawl by tying file work to active matters
04

Clients

Client records stay connected to the matters the firm is actively handling instead of living as isolated contacts.

  • Keep client details near the matters they relate to
  • See who a case belongs to and what is active
  • Reduce context loss when several people support the same client work
05

Billing

Billing keeps invoices, payments, and pending financial follow-through close to the matters they support.

  • Track invoice and payment status without losing matter context
  • Keep financial admin visible alongside the work that generated it
  • Reduce separate-tool overhead for routine follow-through

Why Clerqy

Less admin sprawl. More shared visibility.

Clerqy gives small legal teams a clearer operating view for the work that keeps the firm moving, so status does not disappear between a spreadsheet, inbox, and group chat.

Know what needs attention now Keep deadlines and files tied to the matter Give the team one current view
See the rollout approach

Designed for practical rollout

Structure without a heavyweight migration.

Clerqy is shaped around the pace and privacy needs of small firms: start with one high-friction workflow, keep sensitive work controlled, and expand only when the system proves useful.

Start with one workflow that needs less friction

Clerqy is not a big-bang software migration. Early access starts with one operational path that is already causing friction, then expands once it proves useful for the team.

  • Start with one high-friction workflow instead of changing every habit
  • Keep onboarding manageable for solo practitioners and small firms
  • Use early-access feedback to decide what connected workflow comes next

Keep client-sensitive work more controlled

The product direction is to reduce off-channel coordination and keep sensitive legal work inside a structured shared workspace with clearer access boundaries.

  • Clearer boundaries around case, document, and billing follow-through
  • More visible activity than scattered reminders and chat threads
  • Fewer duplicate files and off-channel handoffs

Questions firms ask before joining

A clearer view before early access

These answers cover fit, rollout expectations, sensitive work, and the product direction before your firm joins the first cohort.

Is Clerqy already available to all firms?

Not yet. Clerqy is still in early access. Joining the waitlist gives your firm onboarding updates, fit review, and priority when the first cohort opens.

What kind of practice is the current release best suited for?

The current release is best suited for solo practitioners and small Philippine firms that want a clearer system for active matters, schedules, documents, and billing follow-through.

What does a staged rollout actually mean?

It means starting with one high-friction workflow instead of asking the whole office to move every matter and process at once. Clerqy is meant to prove value in a practical lane first, then expand from there.

How is Clerqy thinking about client-sensitive information?

The product direction is to make sensitive work more structured and easier to supervise than ad hoc coordination across personal trackers, inboxes, and chat. Specific implementation details will continue to evolve with the product.

Is AI the main pitch?

No. AI support is secondary. The main pitch is a connected legal practice management workspace that helps smaller firms keep cases, appointments, files, and billing work organized from one place.

Later roadmap

AI support stays secondary to the core workspace

Future AI support may help with matter retrieval and summaries later, but the current priority is getting the shared workspace and operational flow right first.

Early access

Ready to see if Clerqy fits your practice?

Join the waitlist and tell us where legal operations feel most fragmented today. Clerqy is prioritizing solo practitioners and small firms that want calmer, more connected daily work without a heavyweight rollout.

Join the waitlist