Solutions Family Law
The family law CRM that keeps sensitive cases organized.
Handle sensitive family law matters with a secure, organized platform. From divorce proceedings to custody arrangements, manage every detail of your cases while keeping clients informed and documents organized.
Sound familiar?
What slows family law firms down, and what we fixed.
- 01Managing emotionally sensitive client communications across channels
- 02Organizing volumes of financial disclosures and court filings
- 03Coordinating with opposing counsel, mediators, and courts
- 04Tracking multiple deadlines across divorce, custody, and support cases
- 05Maintaining strict confidentiality and data security requirements
Built for family law, plus everything else a firm needs.
Secure Document Management
Store and organize financial disclosures, parenting plans, and court filings with enterprise-grade encryption.
Client Portal
Give clients secure access to case updates and documents — reducing emotional phone calls and emails.
SMS & Email Communication
Send appointment reminders and case updates directly to clients via SMS or email.
Task Management
Track deadlines for hearings, mediations, filing deadlines, and follow-ups across all your cases.
Automated Billing
Generate retainer-based invoices, track payments, and automate reminders for outstanding balances.
AI Document Generation
Generate parenting plans, settlement proposals, and motion templates with AI assistance.
Lexi, on every plan
Ask Lexi to draft, summarize or find anything in the case file. She asks before saving a thing.
Free data migration
Our team moves your clients, matters and documents over from your current system at no cost.
Step by step
How a family law matter runs in Clienty.
01Intake and conflict checks
Family matters often start with a stressful call. Send an intake form by text, book the consult on your Outlook calendar, and let an automation create a conflict-check task when a lead moves to “Consult booked”. The opposing party and their counsel go in as contacts, so conflicts are easy to spot later.
02Retainers and payment plans
Collect the retainer up front and set up payment plans with automatic installments. The billing hub flags low retainers, so you can ask for a replenishment before the work outruns the money in trust.
03Financial disclosure, collected in one place
Request pay stubs, tax returns and bank statements through the client portal instead of chasing email attachments. Files land in the matter's folders, and Lexi can summarize long documents so you find what matters faster.
04Hearings, mediation and deadlines
Hearings, mediation dates and filing deadlines sit on the same calendar as your tasks, synced with Outlook. Deadline reminders and assigned tasks keep attorneys and paralegals working from the same list.
05Communication that stays on the record
Two-way texts and emails are filed to the matter, so there's a full history if questions come up about what was said and when. Clients check case status and pay invoices in the portal instead of calling for updates.
Keep exploring
Family Law FAQ
How does Clienty protect sensitive family law documents?
Financial disclosures, parenting plans and court filings are stored with enterprise-grade encryption, and you share documents with clients through a secure client portal.
Can I send clients reminders by text?
Yes. Send appointment reminders and case updates by SMS or email. Every plan includes 250–1,000 text messages a month, and firms that need more can add extra messages from $20 a month.
Does Clienty handle retainer billing?
Yes. Generate retainer-based invoices, track payments and automate reminders for outstanding balances.
“Finally, a CRM that is easy to understand and has all of the features I need as a legal assistant.”