Freedom251 › Legal Practice Management Software
Clienty
What Clienty is
Clienty is a web-based AI law practice management platform for organizing clients, matters, documents, billing, and related workflows. Records can include contact details, communication history, case information, custom fields, assignments, and matter status. Document tools provide cloud storage, matter-based organization, client sharing, templates, automatic field population, and version control. Billing covers branded invoices, payment processing and tracking, reminders, financial reports, and reconciliation. An AI assistant answers questions with matter context, searches case law, generates documents and summaries, and analyzes criminal case scoresheets. Clienty also includes client intake, a client portal, time tracking, and billing and payments. Listed integrations include Outlook, Stripe, Twilio, AWS, OpenAI, CourtListener, and Google Calendar. Security features include encrypted transit and storage, role-based controls, multifactor authentication, AWS SOC 2-certified infrastructure, daily backups, and a stated 99.9% uptime SLA. Plans start at $99 a month, with a 14-day trial and no free plan.
Who it suits
Clienty suits law practices that want client, matter, document, billing, and intake workflows in one web service. Its plans cover small teams through organizations needing unlimited users, clients, and matters.
What it does well
- Client portal and intake tools included
- AI handles matter questions and document generation
- Billing includes reminders and reconciliation
- Role-based controls and multifactor authentication
- 14-day free trial on all plans
What to know first
- No free plan
- Starter caps users, clients, and matters
- AI generations are limited by plan
- SMS is unavailable on Starter
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | Monthly; annual billing saves 17%. · Up to 5 users · 50 clients · 100 matters · 100 GB storage · 10 document templates · no AI generations · SMS unavailable | $99 a month |
| Pro | Monthly; annual billing saves 17%. · Up to 20 users · 200 clients · 500 matters · 500 GB storage · 50 document templates · 100 AI generations/month · optional SMS add-on | $129 a month |
| Growth | Monthly; annual billing saves 17%. · Unlimited users, clients, and matters · 2000 GB storage · unlimited document templates · 250 AI generations/month · optional SMS add-on | $169 a month |
As clienty.io lists them, read 8 Oct 2026. The maker's own page has the final word.
Verdict
Clienty combines legal matter management with documents, billing, portals, and AI assistance. Plan limits and monthly pricing make tier selection important for teams with growing users, clients, or matters.
Facts from Clienty's own pages
- AI
- Its AI assistant answers questions using matter context, searches case law, generates documents and summaries, and analyzes criminal case scoresheets. · clienty.io, 8 Oct 2026
- AI data handling
- Clienty says Anthropic powers conversational and generative AI, OpenAI receives summary text only for its Listen feature, and case-law queries go to CourtListener without client or matter identifiers. · clienty.io, 8 Oct 2026
- Availability
- The security page lists a 99.9% uptime SLA, AWS multi-region redundancy, and automated daily backups. · clienty.io, 8 Oct 2026
- Billing
- Clienty supports branded invoice generation, payment processing and tracking, automated payment reminders, financial reports, and billing reconciliation. · clienty.io, 8 Oct 2026
- Billing and payments
- Yes · clienty.io, 22 Sept 2026
- Client and matter management
- The platform tracks client contacts and communication history, case details, custom fields, assignments, and matter status. · clienty.io, 8 Oct 2026
- Client intake
- Yes · clienty.io, 22 Sept 2026
- Client portal
- Yes · clienty.io, 22 Sept 2026
- Company
- Clienty says it is built and maintained by PortTech, a software engineering studio. · clienty.io, 8 Oct 2026
- Document automation
- Yes · clienty.io, 22 Sept 2026
- Documents
- Features include cloud document storage, client sharing, templates, automated field population, version control, and organization by matter. · clienty.io, 8 Oct 2026
- Free plan
- No · clienty.io, 22 Sept 2026
- Integrations
- Listed live integrations include Outlook, Stripe, Twilio, AWS, OpenAI, CourtListener, and Google Calendar; Outlook and Google Calendar are listed for Pro and Growth, while Stripe is available on all plans. · clienty.io, 8 Oct 2026
- Limits
- The pricing page lists plan caps of 5 users, 50 clients, and 100 matters for Starter; 20 users, 200 clients, and 500 matters for Pro; and unlimited users, clients, and matters for Growth. · clienty.io, 8 Oct 2026
- Product
- Clienty is an AI-powered law practice management platform for managing clients, cases, documents, billing, and related workflows. · clienty.io, 8 Oct 2026
- Security
- Clienty states that it uses 256-bit SSL/TLS in transit, AES-256 at rest, role-based access controls, and multi-factor authentication, and hosts on AWS SOC 2-certified infrastructure. · clienty.io, 8 Oct 2026
- Paid from
- 99 · clienty.io, 22 Sept 2026
- Support
- All plans include email support and onboarding assistance; Pro and Growth include priority support with faster response times. · clienty.io, 8 Oct 2026
- Time tracking
- Yes · clienty.io, 22 Sept 2026
- Trial and cancellation
- All plans include a 14-day free trial, and the pricing page says payment occurs after the trial period. · clienty.io, 8 Oct 2026
Where Clienty stands on Freedom251
- Legal Practice Management Software#91 of 140