The Right Fit for Every Practice
Whether you're just getting started or scaling a growing firm, Clienty has a plan tailored to your needs — from Starter to Pro to Growth.
Solutions for Every Stage
Choose the solution that matches your practice size and goals.
Starter
For solo practitioners & small teams
Streamline your practice with affordable, all-in-one management tools that handle clients, cases, documents, and billing.
Learn MorePro
For growing firms
Scale your firm with collaboration tools, a client portal, and calendar integration that keep your team aligned and clients happy.
Learn MoreGrowth
For established firms
Enterprise-grade features for larger firms that need unlimited capacity and advanced tools to manage complex operations.
Learn MoreStarter
Streamline your practice with affordable, all-in-one management tools that handle clients, cases, documents, and billing.
Pain Points
- Juggling multiple tools for different tasks
- Time lost on administrative overhead
- Difficulty tracking client communications
- Manual billing and payment follow-ups
How Clienty Helps
- All-in-one platform eliminates tool switching
- Automated billing and payment reminders
- Centralized client and case management
- Link Outlook emails to cases — auto-log 5 min per email for hourly billing
Key Features Included
Recommended Plan
StarterKey features included in the Starter plan:
- Up to 5 Users
- 50 Clients / 100 Matters
- 100GB Storage
- 10 Document Templates
- Billing & Invoicing
- Task Management
- Payment Reminders
Pro
Scale your firm with collaboration tools, a client portal, and calendar integration that keep your team aligned and clients happy.
Pain Points
- Difficulty coordinating across team members
- Clients asking for case status updates
- Scattered documents across email and drives
- Losing billable time from untracked emails
How Clienty Helps
- Client portal for self-service case access
- Calendar integration keeps everyone in sync
- Centralized document management with sharing
- Outlook emails linked to cases with automatic time tracking
Key Features Included
Recommended Plan
ProKey features included in the Pro plan:
- Everything in Starter
- Up to 20 Users
- 200 Clients / 500 Matters
- 500GB Storage
- Client Portal
- Calendar Integration
- 100 AI Generations/mo
Growth
Enterprise-grade features for larger firms that need unlimited capacity and advanced tools to manage complex operations.
Pain Points
- Outgrowing current systems and hitting limits
- Manual processes slowing down workflows
- Complex permission needs across departments
- Scaling storage and user capacity
How Clienty Helps
- Unlimited users, clients, and matters
- Advanced AI-powered document generation
- 2TB storage with add-on options
- Granular role-based permissions
- Cloud-based on AWS — scales automatically with your firm
Key Features Included
Recommended Plan
GrowthKey features included in the Growth plan:
- Everything in Pro
- Unlimited Users
- Unlimited Clients & Matters
- 2TB Storage
- Unlimited Templates
- 250 AI Generations/mo