The platform · 18 modules, one login
From the first phone call to the final trust disbursement. Search below to check whether Clienty does what you need. It probably does.
An agent who reads your firm's data and gets work done. She drafts, bills, researches and builds automations, and asks before saving anything.
Meet LexiA home screen you arrange yourself. Add, resize and recolor widgets, then save layouts per person.
Every lead on one journey board, from a website form, an Answering Legal call or a 10-second quick entry.
A full profile for every client and every person involved in their case, including opposing counsel, witnesses and experts.
Matter types decide the fields, deadlines and tabs each case gets. Everything about the case lives in one place.
Import your Word files without losing formatting, map placeholders once, and generate DOCX or PDF from any matter.
Share files with outside parties without email attachments. Soon you can connect your own DocuSign account for e-signatures.
Secure file sharingBoard, list and calendar views, with deadlines, payment dates and events all on the same calendar.
Hourly, flat fee or contingency billing, with invoices through Stripe and reminders that go out every day.
A timer in the top bar on every page. Time entries turn into invoice lines in a click.
Trust money handled properly, plus everything a contingency practice needs at settlement.
Two-way texting and email filed straight to the matter, so there's a full communication history on every case.
Internal messaging that stays next to the work instead of in another app.
A visual workflow builder for everything you'd rather never do by hand again.
A portal where clients check their case, pay, upload and sign. They stop calling to ask “any update?”.
Client portalSee the whole firm at a glance, plus AI Insights alerts that don't use any credits.
Reports are on Pro and GrowthControl exactly who sees what, and keep a record of who did what.
Security detailsMake Clienty look the way you like, and get help without leaving the app.
Spotlight · Automations
WHEN
Lead moves to “Consult booked”
TEXT
Confirmation + office address
WAIT
Until 1 day before
TASK
Run conflict check → Intake
Or type “text new leads within five minutes” into Lexi and she builds it for you. Every workflow gets a test run and a run history with retry.
Spotlight · War Room
War Room prep templates and speedy trial rules come set up for criminal defense. See how Clienty fits personal injury, family law, immigration, estate planning and real estate practices, or browse solutions by firm size.
Questions
Clienty is legal practice management software and a law firm CRM. It covers intake, leads, matters, tasks and calendar, documents and templates, billing and payments, a client portal and reports in one login, plus Lexi, an AI agent who does the busywork and asks before she saves anything.
Yes. Every plan includes Lexi, Clienty's AI agent, and a monthly pool of AI credits. Lexi can draft documents, create tasks and notes, research case law, build workflows and prepare invoices, always with your approval before anything is saved or sent.
Yes. Clienty has a built-in Florida Criminal Punishment Code scoresheet. Build one from scratch or from a prior scoresheet PDF, compare what-if scenarios and export to PDF, and ask Lexi questions about it.
Yes. Clients pay through Stripe by card, ACH, Apple Pay or Google Pay, and each payment is recorded on the matter automatically. Clienty also supports payment plans, partial payments and automatic reminders.
Reports and analytics are included on Pro and Growth. Every other core module, including Lexi, the client portal and calendar sync, is on every plan.
14 days free, every module unlocked, and Lexi on every plan. Compare plans.