Missed calls lose deals.
A founder shopping for a bookkeeper or CPA will try a few firms the same afternoon. Whoever answers with real help and connects them to a person first usually wins.
Get every lead
onto a call.
Clerkly introduces itself as your firm’s automated assistant, then connects callers with someone at your firm — informed, and before they call the next one.
Jordan · Automated assistantOn call
00:48
Connected · Thu 10:30Call with Alex (sales)
Answers every inboundExplains your services in detailConnects callers to your teamBriefs the salesperson firstConfirms by textSends remindersCovers after hoursKeeps partners billable
The sales motion
Prospects call three firms.
They stay with the first one that actually helps.
Missed calls become missed clients. A thin “discovery” callback isn’t enough — callers want useful answers now, then a person who already knows their situation. Clerkly closes that gap.
Admin isn’t billable.
Partners and seniors repeating the same service FAQ is expensive phone time. Clerkly handles the rich intake so they join a call already briefed.
Tax season never sleeps.
After-hours and weekend inquiries pile up when capacity is already maxed. Clerkly catches them, answers what it can, and schedules a call with your salesperson or owner — already briefed.
Your sales line, covered
Every inbound reaches
a person who is ready.
Clerkly is the automated sales and marketing assistant for your firm. It introduces itself as your firm’s automated assistant. Your people get a briefed conversation — not a cold discovery.
S
Scout Live
Speed to connect
Turns an inbound into a scheduled call with your salesperson — or the owner or CPA if you don’t have one — already briefed on what the caller needs. Confirms and reminds so they show.
AnswerGather contextConnectConfirmRemind
Interested → Informed → ConnectedSample
- Call0:00Inbound answered
- Help0:40Services & fit
- Connect2:10Call with your salesperson
- RemindDay-ofThey show prepared
Lead to a briefed conversation in minutes Illustrative flow
Callbacks use plan minutes. Confirmation and reminder texts are free.
A
Live
Avery
Service detail & pricing
Richer than a basic intake: who you serve, how engagements work, what to prepare, and the packages or starting rates you approve. No invented quotes.
ServicesFitPricingPrep
R
Live
Remy
Reminders
Confirmations and day-before / day-of reminders so callers show for their call with your salesperson or partner.
ConfirmRemindReschedule note
H
Live
Haven
After-hours catcher
Takes evening and weekend inquiries during tax season, schedules the next open call with your team, and hands them the context.
OverflowNightsWeekends
Callers know it’s automated
Clerkly introduces itself as your firm’s automated assistant. Firm-side, you see every call, brief, and booked conversation. Scripts and rates stay yours.
How it works
Call → help → connect → remind.
Live in a few steps. Keep your number. No new phone system.
1
Forward your line.
Point busy, unanswered, or after-hours calls to Clerkly. Your clients keep dialing the same number.
Your firm lineClerkly
2
Your automated assistant takes the call.
Clerkly introduces itself as your firm’s automated assistant. Callers get clear answers on services and pricing you approve, then a calendar time with your salesperson or owner — who gets the brief beforehand.
GreetService detailContextConnectText
3
Your team walks in briefed.
Open the dashboard for call logs, what the caller needs, and today’s connected conversations. Your salesperson joins ready — not cold.
BriefSummaryCalendarAlert
The dashboard
Today’s connected calls,
at a glance.
See what was answered, who is on the calendar with your team, and which conversations need a partner.
Calls answered41this week · sample
Connected to team12this week · sample
After-hours leads7this week · sample
Minutes used168 / 400
Today’s connected callsSample data
9:00 AMMaya Chen → Alex (sales)Confirmed
10:30 AMSam Ortiz → Alex (sales)Connected
1:00 PMNova Labs → Priya (partner)Confirmed
3:30 PMOpen slot · AlexAvailable
4:15 PMPriya Shah → Alex (sales)Reminded
Latest callConnected
Brief for Alex
12-person SaaS; wants monthly books + sales-tax filing. Growth package discussed. Prefers Thursday mornings. Call Thu 10:30.
Jordan “Thanks for calling Ridge & Co. — this is Jordan on the front desk. How can I help?”
Caller “Do you do monthly books for startups, and what’s the starting rate?”
Jordan “Yes — for teams your size, Growth Bookkeeping covers monthly close and sales tax. I can get you on with Alex, who handles new clients, this week.”
Dashboard shown with sample data for a fictional firm, Ridge & Co. Bookkeeping.
Fits your firm
Works with what
you already have.
Your existing number
No new phone system. Forward overflow and after-hours. Clients keep the number they already save.
Day oneYour calendar
Clerkly reads real availability and schedules calls with your salesperson or partner — with SMS confirmation and reminders.
Day oneYour service playbook
Services, fit criteria, packages, and starting rates you approve. Richer answers than a thin intake — never invented quotes.
Day onePricing
Start with a pilot.
See the connected calls.
Month to month after. Usage shows in the dashboard, with an alert before you approach your minutes.
Founding-firm pilot
Claim a pilot spot
$99 for your first 30 days.
Up to 200 minutes on overflow and after-hours, credited toward your first paid month. Onboarding waived for the first 10 pilot firms.
Starter
For firms missing a few dozen inbound calls a month.
$149/mo
150 minutes · about 50 calls
Start with a pilot- Overflow & after-hours coverage
- Scout, Avery, Remy, Haven
- Calendar booking + SMS
- Call log & transcripts
- 1 location · email support
- Callbacks use minutes; texts free
Growth
Daytime coverage and live transfer to a partner.
$249/mo
400 minutes · about 130 calls
Start with a pilot- Overflow, after-hours & daytime
- Everything in Starter
- Live transfer to your team
- Weekly connected-calls report
- 1 location · email & chat
- Callbacks use minutes; texts free
Pro
Busy multi-partner practices.
$449/mo
700 minutes · about 230 calls
Start with a pilot- All coverage modes
- Everything in Growth
- Custom pricing scripts
- Monthly report + review call
- Up to 3 locations · priority support
- Callbacks use minutes; texts free
$199 one-time onboarding covers call-forwarding setup, calendar connection, and script tuning. Extra locations $149/mo. Overage $0.40 / $0.35 / $0.30 per minute on Starter / Growth / Pro. Launch pricing may change during the pilot. Callback calls count toward included minutes; confirmation and reminder texts are free on every plan.
Questions
Good questions
from careful firms.
Is this just another discovery-call bot?
No. A typical discovery call already exists — and callers bounce when that’s all they get. Clerkly answers real service questions, gathers context, and connects the caller with your salesperson (or owner/CPA) who walks in briefed. More useful than “someone will call you back.”
Will this replace our admin or receptionist?
No. It covers the sales line when your team can’t — overflow, lunch, and after hours — and hands them a clean brief. People stay on billable work and the conversations that need a person.
Will callers know they’re talking to software?
Yes. Clerkly introduces itself as your firm’s automated assistant. They still get real answers and a time with the right person. Firm-side, every transcript, brief, and calendar hold is in your dashboard.
Can it quote our prices?
Only the packages and starting rates you configure. It never invents a custom quote. Anything nuanced gets scheduled with your salesperson or partner, with the context already captured.
Who does the caller get connected with?
Whoever you set as the sales owner — a salesperson, or the owner/CPA if you don’t have one. Clerkly checks real calendar availability before it confirms a time, then reminds both sides.
What about tax advice or client data?
Clerkly does not give tax, legal, or accounting advice. It won’t discuss existing client accounts or pull confidential data on a sales call. Those requests become a message for your team.
Do we need a new phone number?
No. Keep your number and forward busy, unanswered, or after-hours calls. Clerkly uses your calendar to schedule the conversation with the right person.
Are texts free?
Yes. Confirmation and reminder texts are included free. Callback calls count toward your plan’s included minutes.
Can we stop anytime?
Yes. Plans are month to month. The founding-firm pilot is 30 days, and its $99 is credited toward your first paid month if you continue.
Be the firm that’s
easiest to reach.
We’re opening a handful of founding-firm spots. Tell us about your practice and we’ll set up a 30-day pilot for $99.
No contract. Month to month after the pilot.