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Clienty

Place
#94 of 140
Score
6.6
Clienty's website

The facts below are what the maker publishes about Clienty, checked and dated. Our editors have not written about it yet.

Plans and prices

From Clienty's own pricing page, checked 8 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Starter$99 a monthUp to 5 users · 50 clients · 100 matters · 100 GB storage · 10 document templates · no AI generations · SMS unavailable · Monthly; annual billing saves 17%.
Pro$129 a monthUp to 20 users · 200 clients · 500 matters · 500 GB storage · 50 document templates · 100 AI generations/month · optional SMS add-on · Monthly; annual billing saves 17%.
Growth$169 a monthUnlimited users, clients, and matters · 2000 GB storage · unlimited document templates · 250 AI generations/month · optional SMS add-on · Monthly; annual billing saves 17%.

The facts

Each one read from Clienty's own pages, with the date it was checked.

What it does

AI
Its AI assistant answers questions using matter context, searches case law, generates documents and summaries, and analyzes criminal case scoresheets.checked 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.checked 8 Oct 2026
Availability
The security page lists a 99.9% uptime SLA, AWS multi-region redundancy, and automated daily backups.checked 8 Oct 2026
Client and matter management
The platform tracks client contacts and communication history, case details, custom fields, assignments, and matter status.checked 8 Oct 2026
Client intake
Yeschecked 22 Sep 2026
Client portal
Yeschecked 22 Sep 2026
Document automation
Yeschecked 22 Sep 2026
Documents
Features include cloud document storage, client sharing, templates, automated field population, version control, and organization by matter.checked 8 Oct 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.checked 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.checked 8 Oct 2026
Paid from
99checked 22 Sep 2026
Product
Clienty is an AI-powered law practice management platform for managing clients, cases, documents, billing, and related workflows.checked 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.checked 8 Oct 2026
Support
All plans include email support and onboarding assistance; Pro and Growth include priority support with faster response times.checked 8 Oct 2026
Time tracking
Yeschecked 22 Sep 2026

Money

Billing
Clienty supports branded invoice generation, payment processing and tracking, automated payment reminders, financial reports, and billing reconciliation.checked 8 Oct 2026
Billing and payments
Yeschecked 22 Sep 2026
Free plan
Nochecked 22 Sep 2026
Trial and cancellation
All plans include a 14-day free trial, and the pricing page says payment occurs after the trial period.checked 8 Oct 2026

The company

Company
Clienty says it is built and maintained by PortTech, a software engineering studio.checked 8 Oct 2026

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