Everything You Need to Run Your Practice
From client intake to billing, document management to AI-powered automation -- Clienty provides a comprehensive suite of tools designed exclusively for legal professionals.
Client Management
Track client information, contacts, and communication history in one centralized location.
Client Information & Contacts
Comprehensive client database with contact information, communication history, and client profiles.
Client Journey Mapping
Track the complete client journey from initial contact through case resolution.
Lead Management
Manage and convert leads into clients with streamlined intake processes.
Client Portal Access
Provide clients with secure portal access to their cases, documents, and billing information.
Communication History
Complete record of all client communications, meetings, and interactions.
Matter Management
Organize and track all your cases and matters with comprehensive management tools.
Case/Matter Tracking
Track all cases and matters with detailed information and status updates.
Matter Details and Custom Fields
Customize matter information with custom fields tailored to your practice area.
Matter Documents and Files
Organize all case-related documents and files by matter for easy access.
Team Assignments
Assign team members to matters and track responsibilities.
Status Tracking
Monitor matter status with customizable status workflows.
Document Management
Secure, cloud-based document storage and management with advanced features.
Secure Cloud File Storage
Enterprise-grade secure cloud storage for all your legal documents.
Document Sharing with Clients
Securely share documents with clients through the client portal or direct links.
Template Library
Access and manage a library of document templates for your practice.
Document Generation
Generate documents from templates with automated field population.
Version Control
Track document versions and manage file history.
Organization by Matter
Organize documents by matter for easy access and management.
Billing & Invoicing
Professional invoicing and payment processing with comprehensive financial management.
Professional Invoice Generation
Create professional, branded invoices for your clients.
Client Invoicing System
Send invoices directly to clients through the platform or email.
Payment Processing and Tracking
Integrated payment processing with real-time payment tracking.
Payment Reminders and Automation
Automated payment reminders and follow-up communications.
Financial Reporting and Analytics
Comprehensive financial reports and analytics for your practice.
Billing History and Reconciliation
Complete billing history with reconciliation tools.
Communication
Integrated communication tools to stay connected with clients and team members.
Outlook Email & Calendar
Sync your calendar and link emails directly to cases. Every linked email auto-logs a 5-minute time entry for hourly matters -- so no billable work slips through the cracks.
Google Calendar Integration
Real-time two-way sync with Google Calendar. View, create, and edit events directly in Clienty. Link events to matters and clients, and add Google Meet conferences with one click.
SMS Messaging
Send SMS messages to clients for important updates and reminders.
Appointment Reminders
Automated appointment reminders via SMS and email.
Internal Team Chat
Secure internal messaging for team communication.
Client Communication Tracking
Track all client communications in one place.
AI Capabilities
A context-aware AI assistant that knows your cases, searches real case law, and generates documents -- plus intelligent automation across your practice.
AI Chat Assistant
Ask questions about your matters, clients, or leads and get instant, context-aware answers. The AI automatically knows your case details, notes, documents, and deadlines.
Real Case Law Search
Search actual court opinions and legal precedents powered by CourtListener. Get proper citations, relevant excerpts, and direct links to full opinions -- not hallucinations.
AI Document Generation
Generate professional document templates and legal documents using AI with context from your practice area and case details.
AI Document Summaries
Upload documents and get instant AI-generated summaries. The assistant can reference these summaries when answering questions about your cases.
AI Scoresheet Assistant
Specialized AI mode for criminal defense -- analyzes charges, sentencing factors, and helps calculate guideline points with full matter context.
Context-Aware Conversations
Start conversations about specific matters, clients, or leads. The AI loads all relevant notes, documents, and case data automatically.
Role-Based Access Control
Granular permission system with role-based access management and team controls.
Granular Permission System
Fine-grained permissions for controlling access to features and data.
Role-Based Access Management
Assign roles to team members with predefined permission sets.
Team Member Permissions
Customize permissions for individual team members.
Client Access Controls
Control what clients can access through the client portal.
Organization Settings
Configure organization-wide settings, branding, and default preferences.
Workflow & Productivity
Tools and features to streamline workflows and boost productivity.
Task Management
Create, assign, and track tasks across your practice.
Time Tracking
Track time manually or let Clienty auto-log it — linked Outlook emails automatically add 5-minute entries for hourly matters.
Form Builder
Create custom forms and intake forms for your practice.
Client Intake Forms
Streamlined client intake forms with automated workflows.
Custom Templates
Create and manage custom templates for documents and workflows.
Automated Payment Reminders
Schedule and send automated payment reminders to clients for outstanding invoices.
Criminal Defense Intelligence
Purpose-built tools for criminal defense attorneys — sentencing analysis, statute lookup, and case strategy no other legal CRM offers.
Sentencing Scoresheet Calculator
Build Florida Criminal Punishment Code scoresheets with real-time point calculation, automatic sentencing exposure, and lowest permissible sentence computation.
Statute Auto-Lookup
Type a statute number or offense description and instantly get the severity level, felony degree, and charge details from the official Offense Severity Ranking Chart.
Prior Scoresheet Import
Upload a prior scoresheet PDF, enter the baseline points, and add new charges on top. See exactly how new charges affect total sentencing exposure.
Scenario Snapshots
Save and compare different scoring scenarios — before and after dropping a charge, reducing a degree, or removing an enhancement.
Built-In Scoring Guide
Interactive reference showing point thresholds, non-prison eligibility (0-44 pts), state prison ranges, and life felony triggers — all updated in real time.
Multi-State Support
Starting with Florida, with architecture built for expansion to any state's sentencing guidelines. Request your state and we'll add it.
Security & Compliance
Enterprise-grade security and compliance features for protecting sensitive legal data.
Enterprise-Grade Security
Industry-leading security measures to protect your sensitive legal data.
Data Encryption
End-to-end encryption for data in transit and at rest.
Access Controls
Multi-layer access controls and authentication mechanisms.
Data Isolation
Complete data isolation between organizations for multi-tenant security.
Multi-Factor Authentication
Additional security layer with multi-factor authentication support.
Why Legal Professionals Choose Clienty
A platform built from the ground up for the unique needs of legal practices.
Purpose-Built for Legal
Every feature is designed specifically for legal professionals, not adapted from generic business tools.
All-in-One Platform
Stop switching between multiple tools. Manage clients, cases, documents, billing, and communications in one place.
AI Legal Assistant
Chat with an AI that knows your cases, search real case law with citations, generate documents, and get context-aware legal guidance.
Enterprise-Grade Security
Protect sensitive client data with 256-bit encryption, AWS-hosted infrastructure, and role-based access controls.
Seamless Integrations
Connect with Outlook, Google Calendar, Stripe, and Twilio for a unified workflow.
Scales With Your Firm
From solo practitioners to growing firms, Clienty adapts to your needs with flexible plans and features.