Live
Microsoft Outlook
Two-way calendar sync, send email from a matter, and import contacts.
Calendar & emailIntegrations
Works with the tools you already use.
Calendar, email, payments, texting and call answering are built in. No Zapier chains to maintain.
Compare what each plan includes on the pricing page, or meet Lexi, the AI agent that runs on Anthropic's Claude.
All integrations
- Live
Stripe
Invoices, card, ACH, Apple Pay and Google Pay, refunds and dispute evidence.
Payments - Live
Twilio SMS
Two-way texting, templates, appointment reminders and opt-out handling. Monthly texts included on every plan.
Communication - Coming soon
DocuSign
Connect your firm's own DocuSign account, send for signature from any matter and get signed copies filed back automatically. Included on every plan.
Documents - Live
Answering Legal
Calls answered by Answering Legal show up as new leads in Clienty.
Lead sources - Live
Website forms
Embed Clienty's form or connect your existing one with lead source keys.
Lead sources - Live
CourtListener
Case law search for Lexi, with citation checks.
AI & research - Live
Anthropic Claude
The model behind Lexi and the AI assistant.
AI & research - Live
OpenAI
Transcription with speaker labels, plus Lexi's voice mode.
AI & research - Live
Amazon Web Services
Multi-AZ hosting, encrypted storage, sign-in and OCR for scanned documents.
Infrastructure
Questions
Frequently asked questions
What does Clienty integrate with?
Clienty integrates with Microsoft Outlook (calendar and email), Stripe (card, ACH, Apple Pay and Google Pay), Twilio SMS, Answering Legal, CourtListener for case law, and Anthropic Claude, the model behind Lexi. Website forms connect with lead source keys.
Does Clienty integrate with DocuSign?
DocuSign is coming soon. Each firm will connect its own DocuSign account to send documents for signature from any matter, with signed copies filed back automatically. It will be included on every plan, not sold as an add-on.
Does Clienty sync with Outlook?
Yes. Clienty syncs your Microsoft Outlook calendar both ways, lets you send email from a matter, and can import Outlook contacts. Calendar sync is included on every plan.
Can after-hours calls become leads automatically?
Yes. With Answering Legal, calls answered by their live receptionists arrive in Clienty as new leads, including after hours and on weekends.
Need something that isn't listed?
Connect any website form with lead source keys, or tell us what you use and we'll let you know what's possible. See every module on the features page.