NEWLexi, your AI agent, now in every Clienty workspace
The law firm CRM that does the work with you.
Leads, matters, billing, documents and a client portal in one place. Plus Lexi, an AI agent who drafts, chases invoices and builds your automations. She never saves anything without your approval.
- 14-day free trial
- Cancel anytime
- Free data migration
Example of Lexi at work: you ask her to draft a retainer agreement, chase overdue invoices, build a workflow or brief you on your day. She prepares the result and waits for your approval before saving.
Used every day at Bigney Law Firm and Diederich Law Firm, P.A.
Integrates with Microsoft Outlook, Stripe, Twilio SMS, Answering Legal, CourtListener, Anthropic Claude, AWS.
§ 01 —The platform
Every part of your practice, in one file.
No separate portal logins and no tools that don't talk to each other. Open a tab and see that part of the firm.
Turn more callers into clients.
Every lead lands on a journey board, from your website form, Answering Legal calls or a quick “new lead” entry. Intake forms go out by text or email, and the consult gets booked in the same window.
- Journey board with time-in-stage alerts
- Separate pipelines for each practice area
- Website form and lead-source tracking
- Close as lost with a reason and a recontact date
Every case, every deadline, in one view.
Matter types decide which fields, deadlines and tabs a case gets. Notes, documents, time, trust, email and signatures all live on the matter.
- Custom matter types and jurisdiction fields
- War Room: prep templates that schedule backward from court dates
- Speedy trial and deadline reminders
- AI summaries of documents, audio and video
Get paid without chasing.
Hourly, flat fee or contingency. Invoices go out through Stripe, reminders run every day, and clients pay with a card, ACH, Apple Pay or Google Pay. No login needed.
- Built-in timer and invoicing from time entries
- Retainers, payment plans and automatic installments
- Trust ledger and contingency settlement statements
- Billing hub with A/R aging and low-retainer alerts
Templates that fill themselves.
Import your own Word files and keep their formatting. Placeholders fill from the matter, and files are shared through expiring, code-protected links.
- Word .docx import with a firm-wide placeholder library
- AI template and form builder
- Expiring share links protected by a one-time code
Clients get answers without calling you.
Clients log in to see case status, pay balances, upload the files you asked for and sign settlement statements, all with your firm's name on it.
- Case status and shared documents
- Pay invoices online
- Upload the documents you requested
- Sign settlement statements
Set it once. It runs forever.
A visual workflow builder: when a lead changes stage, a form is submitted or a document gets signed, Clienty texts, emails, assigns tasks or generates documents. You can ask Lexi to build one for you.
- Triggers: stages, forms, appointments, signatures
- Steps: SMS, email, tasks, documents, waits, branches
- Test runs and run history with retry
- Starter recipes, including review requests
Meet your new workflow ally
Meet Lexi.
An AI agent who knows your matters, clients and calendar. Ask her in plain English. She does the legwork, then waits for your yes.
Drafts documents
Engagement letters, motions and demand letters, drafted from the matter and saved as DOCX.
“Draft a demand letter for Diaz”Chases invoices
Finds unbilled time, drafts invoices and sends reminders after you approve them.
“Invoice my unbilled time”Researches case law
Searches CourtListener with a citation check. Statutes of limitations, circuits and deadlines.
“SOL for slip-and-fall in FL?”Builds automations
Describe a workflow in a sentence. Lexi builds it, test-runs it and asks before publishing.
“Text new leads within 5 minutes”Sets up pipelines
Plans stages, required fields and time-in-stage rules for each practice area.
“Set up a PI intake pipeline”Briefs you every morning
Routines run on a schedule or on events. Hearings, deadlines and overdue tasks before your coffee.
“Brief me at 7:30 every weekday”Lexi proposes. You approve.
Every new task, invoice or workflow shows up as an approval card. Nothing saves until you say so.
Talk to Lexi
Talk to Lexi between hearings. Dictate a note, ask about a matter, or approve a draft out loud.
Press Command K on any page
Press ⌘K anywhere and Lexi already knows which matter you're on. Ask “show me how” and she walks you through it.
§ 02 —How a matter moves
From the first call to the final invoice.
Lead captured
Website form, Answering Legal call or quick entry.
Intake sent
Forms by text or email, tracked live.
Consult booked
Synced to Outlook, with reminders.
Client & matter
One-click convert. Matter type sets the deadlines.
Docs & sharing
Templates fill in from the matter. Share files with a one-time code.
Time & invoices
Timer to invoice, with automatic reminders.
Paid in portal
Card, ACH, Apple Pay or Google Pay.
§ 03 —Your practice area
Tools built for your kind of law.
Florida scoresheet, built in
Build sentencing scoresheets from scratch or a prior PDF, run what-ifs with Lexi, and track speedy-trial windows by state.Explore criminal defense CRM PERSONAL INJURYScreen cases in minutes
AI case evaluation, contingency billing, case expenses and settlement statements your clients sign in the portal.Explore personal injury CRM FAMILY LAWLess paperwork, calmer clients
Child support estimates, parenting plan templates and a portal where clients upload what you ask for.Explore family law CRM IMMIGRATIONNever miss a filing window
Immigration deadline calculations, document requests and intake forms sent by text.Explore immigration CRM ESTATE PLANNINGTemplates that fill themselves
Import your Word documents, map placeholders once, and generate whole document packages per client.Explore estate planning CRM REAL ESTATETrust money, accounted for
Trust ledger deposits and disbursements, plus task boards and document templates on every matter.Explore real estate CRM§ 04 —From the firms
What law firms say about Clienty
“Clienty has been a great addition to our firm's case management system. Its user-friendly design allows us to easily track progress by all attorneys in every case.”
§ 05 —Pricing
Per seat, with no hidden add-ons.
Move the slider to your headcount and see your exact monthly cost, AI credits included.
Build your fee schedule- Starter $99
- Pro $129
- Growth $169
Client confidentiality, by default.
- AES-256 encryption
- 2FA required for staff
- Passkey sign-in
- Audit logs
- Multi-AZ AWS hosting
§ 06 —Questions
Frequently asked questions.
Is there a free trial?
Yes! All plans include a 14-day free trial with full access to all features.
Is Lexi, the AI agent, included on every plan?
Yes. Lexi is included on Starter, Pro and Growth. She runs on Anthropic's Claude, uses your plan's monthly AI credits, and asks for your approval before saving anything. Help questions and "Show me" tours are free.
Can I change plans later?
Absolutely. You can upgrade or downgrade your plan at any time. Changes are prorated and reflected in your next billing cycle.
Is my data secure?
Yes. We use 256-bit SSL encryption, AES-256 encryption at rest, and multi-factor authentication. Your data is hosted on AWS with redundant backups and enterprise-grade security.
Can I import my existing data?
Yes, and data migration is free on every plan. Our team can help you import clients, matters, and documents from your existing systems.
What kind of support do you offer?
All plans include email support and onboarding assistance. Pro and Growth plans include priority support with faster response times.
Can I cancel anytime?
Yes, you can cancel your subscription at any time with no cancellation fees. Your data will be available for export for 30 days after cancellation.
Your trial starts today. Lexi's ready when you are.
14 days free, every feature unlocked. We'll even move your data over for free.