Integrate with Stripe to collect online payments. Add a convenience cost to cover fees.
Customize your invoices with your own HTML/CSS.
Send invoices and estimates in multiple currencies.
Set up recurring invoices with custom time intervals.
Your clients can approve estimates or ask for revised estimates with one click. Convert approved estimates into projects which your team can use to track progress and billable hours.
Clientary is built for full legal teams with different team roles. Track time and tasks on projects with deadlines and budgets. Role-based permissions make it easy to limit access to crucial financial information from certain staff roles.
Clientary handles all of your proposals, projects, and invoices in one place so your clients don't have to deal with emails and documents from multiple systems.
Track your expenses against your clients so that you'll never forget to invoice them to pass on the costs. Expenses can be added to invoices in a few clicks.
Clientary allows you to set minimum time increments to confirm to your law firm's policies. Whether you bill in 1/10 hour increments, quarter hour, or something else, we have you covered.
Your team can track time daily, weekly, or monthly. Multiple ways to enter time means you never have to fret catching up, or planning head. Mark hours as billable or unbillable to track productivity.
Whether you're running a creative studio, a professional firm, or a one-person shop, Clientary adapts to how you work.
Clientary handles billable-hour tracking, retainer management, engagement letters with e-signatures, and online invoicing in one platform. It replaces the patchwork of timers, spreadsheets, and invoicing tools many firms run.
Yes. Set up monthly retainers per client, track balance and rollover credit, and give clients visibility through the branded portal.
Yes. One-click timers, per-matter project tracking, and instant conversion of tracked hours into client invoices with line-item breakdowns.
Yes. 14 days, no credit card required.
Clientary is a comprehensive suite of CRM and billing tools for lawyers and law firms. We help law practices handle online invoicing, time tracking, proposals, engagement letters and e-signatures, client portals, retainer management, and project management, all in one platform.
We're a service that saves you time and improves your client / lawyer relationships.