Clienty
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.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $99 a month | Up 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 month | Up 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 month | Unlimited 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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