Solutions
Built around how your firm actually works.
Tell us who you are and we'll show you the parts you'll use most.
Be the whole firm without the whole staff.
Intake, billing, documents and a client portal in one tool, with Lexi doing the admin work you used to do after hours.
- 01
Lexi as your assistant
Drafts, reminders and a briefing every morning, all checked by you first.
- 02
Get paid faster
Clients pay invoices with Apple Pay or a card, no login needed. Reminders go out automatically.
- 03
Templates that fill in
Import your Word documents once and generate them from any matter.
- 04
Intake by text
Send intake forms by text and see when they come back.
Grow without things slipping through the cracks.
Pipelines for each practice area, automations that follow up on their own, and reports that show where your leads and hours go.
- 01
Pipelines + automations
Leads route to the right pipeline. Workflows text, assign tasks and send documents.
- 02
Website lead capture
Embed a form or connect your existing one. Track which lead sources turn into clients.
- 03
Reports
Financial, intake, time and team performance, all exportable.
- 04
Team chat + permissions
Talk next to the work. Control what each role can see.
One platform for every practice group.
Unlimited users, clients and matters. Separate pipelines, matter types and permission templates for each group, all on one bill.
- 01
No limits
Unlimited users, clients and matters, plus 2 TB of storage.
- 02
Permission templates
Set up roles once and reuse them for every practice group.
- 03
Restricted workspaces
Give staff access only to the modules and practice groups they work in.
- 04
Audit logs + Lexi controls
See who did what, and manage AI access by person.
By role
Everyone gets their own front door.
Attorneys
Matters, deadlines and documents at a glance. Ask Lexi instead of digging through folders.
Lexi: “Summarize the Reyes file before my 2pm”Paralegals
Task boards, templates, document requests and War Room prep schedules.
Lexi: “Create the discovery tasks for Diaz”Intake team
A journey board, quick lead entry, intake forms by text and consult booking.
Lexi: “Which leads haven't been contacted today?”Office & billing
Billing hub, trust ledger, payment plans and automatic reminders.
Lexi: “Send reminders to everyone 30+ days late”Lexi is on every plan and asks before she saves anything. See what Lexi can do →
By practice area
Six practices, six sets of tools.
Criminal Defense
Florida sentencing scoresheets, speedy trial clocks and War Room prep.CRM for Criminal DefensePersonal Injury
AI case evaluation, contingency billing and portal-signed settlement statements.CRM for Personal InjuryFamily Law
Child support estimates, document requests and a calm client portal.CRM for Family LawImmigration
Immigration deadline calculations and intake forms by text.CRM for ImmigrationEstate Planning
Word templates with placeholders that generate whole document sets.CRM for Estate PlanningReal Estate
Trust ledger, document templates and task boards for every closing.CRM for Real Estate
Questions
Frequently asked questions
Is Clienty good for solo attorneys?
Yes. Starter is built for solos and small practices, with up to 5 users, Lexi, the client portal and Outlook calendar sync included. Starter is $99, Pro is $129 and Growth is $169 per user per month.
Which practice areas does Clienty support?
Clienty is used for criminal defense, personal injury, family law, immigration, estate planning and real estate. Firms set up separate pipelines, matter types and intake forms for each practice area.
How hard is it to switch from another legal software?
Not hard. Data migration from your old system is free, and our team handles it for you. Every plan starts with a 14-day free trial, so you can try Clienty before you commit.
Can large or multi-practice firms use Clienty?
Yes. Growth has unlimited users, clients and matters with 2 TB of storage, plus permission templates and restricted workspaces so each group sees only what it needs.
Switching from an older system
Leave the old way behind.
- Before: A separate login for the client portalWith Clienty: One platform, with the portal built in
- Before: Slow, dated screensWith Clienty: A fast, modern interface that updates in real time
- Before: Pricing full of hidden add-onsWith Clienty: Per-seat pricing you can calculate yourself
- Before: Integrations that break after updatesWith Clienty: Built-in Outlook, Stripe and Twilio
- Before: Feature requests that go nowhereWith Clienty: Frequent releases shaped by our users
- Before: Paying staff to do repetitive adminWith Clienty: Lexi drafts and follows up, and you approve
Our team moves your data from your old system for free. Ask about migration → Or browse every feature.