Headnote
The facts below are what the maker publishes about Headnote, checked and dated. Our editors have not written about it yet.
Plans and prices
From Headnote's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| All-inclusive | Priced on request | Unlimited monthly payment volume · AR automation and NPS included · card network fees may apply · Instant eCheck: 1.9%; credit card: 2.9%; transaction fees |
| Custom pricing | Priced on request | For firms with a high volume of payments · Custom discounted pricing may be available based on potential processing volume |
The facts
Each one read from Headnote's own pages, with the date it was checked.
What it does
- AR automation
- The platform provides automated client email reminders, recurring and installment payment plans, and real-time payment and receivables tracking.checked 9 Oct 2026
- Client feedback
- Headnote can automatically survey clients after payment and track Net Promoter Score on a 1–10 scale.checked 9 Oct 2026
- Compatibility
- Headnote says it works with many email, billing, invoicing, and accounting systems through payment links sent with invoices.checked 9 Oct 2026
- Examples
- The FAQ names Clio, Practice Panther, Tabs3, Bill4Time, TimeSolv, QuickBooks, Xero, Gmail, and Outlook as software through which payment links can be sent.checked 9 Oct 2026
- Fees
- There are no setup fees or monthly membership fees, and transaction fees apply when a client pays.checked 9 Oct 2026
- Limits
- Headnote only allows payments to US bank accounts; it supports international major credit cards but does not facilitate transfers from non-US banks.checked 9 Oct 2026
- Payments
- Clients can pay by major credit card, debit card, or instant eCheck from a bank account.checked 9 Oct 2026
- PCI
- The pricing page includes full PCI compliance; the FAQ says its payment-processing partners are PCI compliant.checked 9 Oct 2026
- Product
- Headnote is a payment and accounts receivable automation platform made for attorneys and law firms.checked 9 Oct 2026
- Reporting
- The dashboard provides payment and receivables data at client, matter, or firm-wide level, along with activity tracking and predictive analytics.checked 9 Oct 2026
- Security
- Headnote says it uses AWS, Amazon Cognito, encryption at rest and in transit, and tokenizes payment details with Stripe and Plaid without sending or storing them on its servers.checked 9 Oct 2026
- Support
- The pricing page includes ongoing customer support and training, and the contact page offers live chat.checked 9 Oct 2026
- Trust accounts
- Headnote states that it separates earned and unearned fees and prevents fees from being taken from trust funds during online payment transmission.checked 9 Oct 2026
The company
- Company
- Headnote says it was started in 2014 by attorney Sarah Schaaf and lists its address in North Miami, Florida.checked 9 Oct 2026
- Headquarters
- North Miami, Florida, USAchecked 28 Sep 2026
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