The clerk work,
handled before
you ask.

automates your firm's operations to reduce overhead, improve customer experience, and strengthen your bottom line.

Professional using CoClerk™ at her desk

Operations that keep moving, even when your team is focused elsewhere.

SOC 2
PHIPA
PIPEDA
A faster, stronger firm

Tell us your
main bottleneck.

Share the one thing slowing your firm down most. We'll show you exactly how can remove it.

Tell us a bit more

No spam. Just a clearer, faster path forward.

Built for modern firms

Your
workflows,
quietly
handled.

CoClerk™ helps teams manage operational work across law, digital banking and payment, and the full IME lifecycle — so you can focus on what matters most.

See how it works

Everything your team needs

Law

  • Personal injury
  • LTD
  • Medical malpractice
  • Immigration
  • Employment
  • Workplace investigation
  • Tax

Digital
Banking &
Payment

Operational workflows
for regulated financial
teams.

IME &
Assessment

  • Referral intake and file setup
  • Records and examiner coordination
  • Assessment and report progression
  • QA, delivery, billing and closure
SOC 2Type II
PHIPACompliant
PIPEDACompliant
The difference

Why firms choose CoClerk™.

Built for professional workflows, not generic prompting.

Generic AI tools
CoClerk™
Data Privacy
May depend on the platform and settings.
Built for sensitive workflows.
Document Review
Outputs may vary and need manual review.
Structured review for greater confidence.
Workflow Integration
Often requires manual steps.
Fits into your workflow.
Ongoing Work
User-initiated each time.
Workflow-driven and repeatable.
Trusted by professionals
Built for real-world work
A clearer path to better outcomes

A better way to keep
work moving.

Clear controls, dependable review, and less manual work for your team.

Data Privacy & Privilege
Generic AI · High risk
Data can leak or be used to train public AI models.
· Ironclad
Isolated pipelines with zero-data retention.
Document Accuracy
Generic AI · Unpredictable
Prone to hallucinations and fake case citations.
· Guaranteed
Strict guardrails ensure 100% accurate forms.
Firm Integration
Generic AI · Manual
Staff must constantly copy-paste data back and forth.
· Connects directly
Native integrations. No copy-paste. No manual work.
Workflow Action
Generic AI · Passive
Requires a human to sit down and prompt it every time.
· Autonomous
Runs 24/7 in the background on automatic triggers.

Built to run your firm, not just assist it.

Secure · Accurate · Integrated · Autonomous

Enterprise-grade security

Your data stays private, protected, and under your control.

Reliable, accurate outputs

Built-in checks and validation at every step.

Seamless integrations

Connects with the tools and workflows your firm already uses.

Always-on automation

Keeps work moving, even when your team is offline.

Your firm.
Your workflows.
Powered by CoClerk™.

See CoClerk™ in action with a personalized walkthrough built around the way your firm actually works.

Real workflow
examples
Live product
demo
Q&A tailored
to your firm

No slides. Just CoClerk™ in action.

Documents
Matters
Workflows

Book a personalized demo

Yashar Daf, CEO of CoClerk™

30 min
Web conferencing details provided
upon confirmation.
Select a Day
September 2026
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