LawNest
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Legal CRM + practice management for firms of 1–10
4.8 / 5(127 reviews)1

From website inquiry to open matter— in one place.

LawNest is the matter-first workspace solo lawyers and small firms use to capture leads, drag them through a visual pipeline, run intake, track deadlines, bill time with live timers, collect payments, and send retainers — without Clio's complexity or surprise per-seat bills.

Start your 14-day trialSee the inquiry flow
  • Drag-and-drop pipeline
  • Live matter timer
  • E-sign retainers
  • Workflow automation
  • Client portal
Inquiry link
Share on web, Google & email
14 days
Free trial, no card required
From $69
Per firm — not per lawyer
Smith Divorce · FM-2026-00124OpenNew lead from public inquiry · Engagement intake pendingTODAY09:30Court appearance11:00Review disclosure14:00Client update call!New potential clientSarah J. · Immigration · Public inquiryUNBILLED TIME4.6 hrs$1,380 ready to invoiceStart timerCreate invoice

Fixed firm pricing

One monthly rate for your whole team — no per-lawyer surprise invoices.

Intake that fits how you work

Public inquiry creates a lead. Engagement intake by email opens the file.

Bill with confidence

Live timers on matters, branded invoices, trust-to-invoice, and online payment links.

Client-ready from day one

Portal, e-sign retainers, workflow builder, CSV import, and REST API hooks included.

Why firms switch

Everything a small firm needs. Nothing you will never configure.

LawNest replaces the patchwork of intake forms, spreadsheets, calendar reminders, and billing tools — with one matter-first system your whole team can use on day one.

Public inquiry link

A branded short form on your website. Submissions land in your lead pipeline — not a messy inbox.

Drag-and-drop pipeline

Move leads between stages on a kanban board or change status from the card — Qualified to Retained in one motion.

Matter workspace

Tasks, calendar, documents, checklists, live time timer, team assignment, and billing on one file.

Retainers & e-sign

Engagement letters with signature fields and a secure client signing link — settlement letters and authorizations coming next.

Firm plan

Reports that matter

WIP, AR aging, lead conversion, attorney utilization, and matter profitability — so you know which files and lawyers drive the firm.

Intake that wins clients

Capture inquiries. Open files. Nothing falls through.

Put lawnest.ca/intake/your-firm on your website, Google Business, Instagram bio, or email signature. When someone submits, LawNest creates a lead in your pipeline — no client file yet. After they retain you, email the full engagement intake form to build the file.

  • Short public inquiry form — no client account required
  • Drag-and-drop kanban: New → Consultation → Qualified → Retained
  • Change lead status from the card or convert to client + matter
  • Send engagement intake by email when you are ready to open the file
Get your inquiry link

lawnest.ca/intake/decode-law

Lead inquiry

Decode Law LLP

Sarah Johnson
Immigration · Toronto
Work permit renewal — employer changed…
Submit inquiry

Your dashboard

New pipeline lead

Sarah Johnson

Immigration · Public inquiry

LeadCreated
StageNew
Next stepSchedule consult

Convert to client · Send retainer · Email engagement intake when retained

  1. 1

    Inquiry link

    Share on web, Google, social

  2. 2

    New lead

    Notification to your team

  3. 3

    Consultation

    Qualify & send retainer

  4. 4

    Engagement intake

    Full form by email

Legal CRM pipeline

From first click to closed file.

Track every potential client in a visual kanban pipeline. Drag cards between stages, change status from the card, send retainers, and convert to client + matter when they retain — with auto-convert on Qualified and Retained coming soon.

Lead

Inquiry captured

Consultation

Call booked

Qualified

Good fit confirmed

Retained

Agreement signed

Matter

Active legal work

Completed

File closed

Built for small law

Not enterprise legal software wearing a startup hoodie.

LawNest is legal CRM plus practice management — matter-first, intake-forward, and priced for firms that bill their own clients, not per-seat enterprise contracts.

ImmigrationFamily lawReal estateCriminal defenceWills & estatesEmploymentPersonal injuryCivil litigation

Solo practitioners

2 users, full practice stack

Boutique firms

2–5 lawyers, shared pipeline

Growing teams

Up to 10 users, matter access controls

Built for practitioners

Designed with how lawyers actually work.

4.8 / 5(127 reviews)1
“We replaced three tools with LawNest. Intake hits the pipeline, retainers go out the same day, and I finally see unbilled time before month-end.

Sarah Chen

Solo immigration lawyer · Toronto

“My paralegal runs the pipeline while I am in court. Matter templates mean every new file starts with the right checklist and deadlines.

Marcus Reid

Managing partner · 4-lawyer family firm

“Clients pay invoices online and upload documents to the portal. Our admin time dropped noticeably in the first month.

Elena Vasquez

Owner · boutique litigation practice

Representative examples — typical outcomes for solo and small-firm workflows.

Full feature set

Every tool your practice runs on.

Intake and CRM up front. Calendar, documents, time, invoicing, portal, and firm operations on the matter — where they belong.

Intake & CRM

Turn website inquiries into retained clients.

LawNest puts intake and CRM at the front of your practice — not in a separate add-on. Share a public link, qualify leads on a kanban board, and convert to client + matter when they retain.

Learn more →

Matters & documents

Every case in one workspace — not scattered tabs.

Matters are the center of LawNest. Tasks, deadlines, documents, time, invoices, and team access live on the file where they belong.

Learn more →

Time & billing

Time that becomes a bill — without spreadsheet gymnastics.

Track hours on the matter, pull unbilled work into invoices, send professional PDFs with your letterhead, and collect payments online.

Learn more →

Client experience

A portal clients actually use.

Invite clients to a secure portal where they upload documents, read messages, view invoices, sign retainers, and pay online — without a shared inbox.

Learn more →

Retainers & e-sign

Retainers out the same day — with proof they signed.

Stop printing, scanning, and chasing signatures. LawNest generates retainer PDFs from your templates, lets you place fields on the document, and sends a secure link clients sign from any device.

Learn more →

Workflow automation

Stop re-entering the same follow-ups every file.

Build stage-based rules once — LawNest runs them when something happens in your firm. New consultation booked? Create tasks and send a confirmation. Invoice overdue? Notify billing.

Learn more →

Trust & accounts

Trust balances you can explain — and apply to invoices.

LawNest Firm plan includes operating and trust accounts with client-level balances, ledger statements, and the ability to apply trust directly to outstanding invoices.

Learn more →

Calendar & deadlines

Deadlines on the calendar — not sticky notes.

Every matter deadline lives on the firm calendar and dashboard. Sync with Google or Outlook so court dates and filing reminders follow you outside LawNest.

Learn more →
See all features

Why LawNest

Clio power without the weight. Panther simplicity without the bill.

LawNest is practice management for small firms — without enterprise dashboards you will never finish configuring. See all comparisons

Built for solo & small firms (1–10)

LawNest
Yes
Clio
Scales up
PracticePanther
Scales up

Starting price

LawNest
$69/mo or $690/yr
Clio
~$49+/user
PracticePanther
~$49+/user

Live in minutes, not weeks

LawNest
Yes
Clio
No
PracticePanther
Days

Matter-first workspace

LawNest
Yes
Clio
Dashboard-heavy
PracticePanther
Yes

Public lead inquiry link

LawNest
Yes
Clio
Clio Grow add-on
PracticePanther
Limited

Engagement intake by email

LawNest
Yes
Clio
Add-ons
PracticePanther
Limited

Drag-and-drop lead pipeline

LawNest
Yes
Clio
Clio Grow add-on
PracticePanther
Limited

Lead → client pipeline

LawNest
Yes
Clio
Add-ons
PracticePanther
Yes

Matter templates & checklists

LawNest
Yes
Clio
Templates add-on
PracticePanther
Limited

Workflow automation builder

LawNest
Yes
Clio
Add-on
PracticePanther
No

REST API / Zapier hooks

LawNest
Yes
Clio
Add-on
PracticePanther
No

CSV client import

LawNest
Yes
Clio
Add-on
PracticePanther
Limited

Live timer on matters

LawNest
Yes
Clio
Yes
PracticePanther
Yes

Time tracking → invoice in one flow

LawNest
Yes
Clio
Yes
PracticePanther
Yes

Client portal

LawNest
Yes
Clio
Tiered plans
PracticePanther
Yes

E-sign retainers

LawNest
Small Firm+
Clio
Add-on
PracticePanther
Limited

Online invoice payments

LawNest
Yes
Clio
Yes
PracticePanther
Yes

Calendar & deadline sync

LawNest
Yes
Clio
Yes
PracticePanther
Yes

Global search (⌘K)

LawNest
Yes
Clio
Yes
PracticePanther
Yes

Document management

LawNest
Yes
Clio
Yes
PracticePanther
Yes

Tasks & deadlines

LawNest
Yes
Clio
Yes
PracticePanther
Yes

Matter expenses

LawNest
Yes
Clio
Yes
PracticePanther
Yes

Team collaboration

LawNest
Yes
Clio
Tiered plans
PracticePanther
Yes

Advanced reporting & profitability

LawNest
Firm plan
Clio
Tiered plans
PracticePanther
Add-on

Bank & trust accounts

LawNest
Firm plan
Clio
Add-on
PracticePanther
Limited

Legal letter generation

LawNest
Firm plan
Clio
Templates add-on
PracticePanther
No

Conflict check

LawNest
Yes
Clio
Add-on
PracticePanther
Limited

Cost at 5 lawyers

LawNest
$149/mo or $1,490/yr (5 users)
Clio
$245+/mo
PracticePanther
$245+/mo

Cost at 10 lawyers

LawNest
$249/mo or $2,490/yr (10 users)
Clio
$490+/mo
PracticePanther
$490+/mo
FeatureLawNestYou are hereClioPracticePanther
Built for solo & small firms (1–10)YesScales upScales up
Starting price$69/mo or $690/yr~$49+/user~$49+/user
Live in minutes, not weeksYesNoDays
Matter-first workspaceYesDashboard-heavyYes
Public lead inquiry linkYesClio Grow add-onLimited
Engagement intake by emailYesAdd-onsLimited
Drag-and-drop lead pipelineYesClio Grow add-onLimited
Lead → client pipelineYesAdd-onsYes
Matter templates & checklistsYesTemplates add-onLimited
Workflow automation builderYesAdd-onNo
REST API / Zapier hooksYesAdd-onNo
CSV client importYesAdd-onLimited
Live timer on mattersYesYesYes
Time tracking → invoice in one flowYesYesYes
Client portalYesTiered plansYes
E-sign retainersSmall Firm+Add-onLimited
Online invoice paymentsYesYesYes
Calendar & deadline syncYesYesYes
Global search (⌘K)YesYesYes
Document managementYesYesYes
Tasks & deadlinesYesYesYes
Matter expensesYesYesYes
Team collaborationYesTiered plansYes
Advanced reporting & profitabilityFirm planTiered plansAdd-on
Bank & trust accountsFirm planAdd-onLimited
Legal letter generationFirm planTemplates add-onNo
Conflict checkYesAdd-onLimited
Cost at 5 lawyers$149/mo or $1,490/yr (5 users)$245+/mo$245+/mo
Cost at 10 lawyers$249/mo or $2,490/yr (10 users)$490+/mo$490+/mo

Competitor pricing and features are approximate public list prices for general comparison.

Simple pricing

Pricing a small firm can actually keep.

Every plan includes a 14-day free trial. Pay monthly or save two months with annual billing — no per-user surprise bills. Full pricing details

Solo

Two people. Full practice stack.

$69/mo

Or $690/yr — pay 10 months, get 2 free

  • 2 users
  • Unlimited clients & matters
  • Public inquiry link & lead pipeline
  • Client portal & online payments
  • Time tracking & invoicing
  • Calendar & tasks
Get started
Most chosen

Small Firm

The working firm, up to five.

$149/mo

Or $1490/yr — pay 10 months, get 2 free

  • Up to 5 users
  • Retainers & e-signature
  • Engagement intake by email
  • Everything in Solo
  • Matter templates & team collaboration
Get started

Firm

Room to grow to ten.

$249/mo

Or $2490/yr — pay 10 months, get 2 free

  • Up to 10 users
  • Advanced & profitability reporting
  • Workflow automation
  • Bank accounts
  • Legal letter generation
  • Everything in Small Firm
Get started

Compare all features

Users

Solo
2
Small Firm
Up to 5
Firm
Up to 10

Clients & matters

Solo
Unlimited
Small Firm
Unlimited
Firm
Unlimited

Public inquiry link

Solo
Included
Small Firm
Included
Firm
Included

Engagement intake by email

Solo
Included
Small Firm
Included
Firm
Included

Matter templates & checklists

Solo
Included
Small Firm
Included
Firm
Included

Workflow automation

Solo
Included
Small Firm
Included
Firm
Included

Calendar & tasks

Solo
Included
Small Firm
Included
Firm
Included

Documents

Solo
Included
Small Firm
Included
Firm
Included

Time & invoicing

Solo
Included
Small Firm
Included
Firm
Included

Matter expenses

Solo
Included
Small Firm
Included
Firm
Included

Retainers & e-signature

Solo
—
Small Firm
Included
Firm
Included

Payments ledger

Solo
Included
Small Firm
Included
Firm
Included

Client portal

Solo
Included
Small Firm
Included
Firm
Included

Online payments ready

Solo
Included
Small Firm
Included
Firm
Included

Team collaboration

Solo
Included
Small Firm
Included
Firm
Included

Profitability analytics

Solo
—
Small Firm
—
Firm
Included

Advanced reporting

Solo
—
Small Firm
—
Firm
Included

Bank accounts

Solo
—
Small Firm
—
Firm
Included

Legal letter generation

Solo
—
Small Firm
—
Firm
Included

Conflict check

Solo
Included
Small Firm
Included
Firm
Included

Global search

Solo
Included
Small Firm
Included
Firm
Included
FeatureSoloSmall FirmFirm
Users2Up to 5Up to 10
Clients & mattersUnlimitedUnlimitedUnlimited
Public inquiry linkIncludedIncludedIncluded
Engagement intake by emailIncludedIncludedIncluded
Matter templates & checklistsIncludedIncludedIncluded
Workflow automationIncludedIncludedIncluded
Calendar & tasksIncludedIncludedIncluded
DocumentsIncludedIncludedIncluded
Time & invoicingIncludedIncludedIncluded
Matter expensesIncludedIncludedIncluded
Retainers & e-signature—IncludedIncluded
Payments ledgerIncludedIncludedIncluded
Client portalIncludedIncludedIncluded
Online payments readyIncludedIncludedIncluded
Team collaborationIncludedIncludedIncluded
Profitability analytics——Included
Advanced reporting——Included
Bank accounts——Included
Legal letter generation——Included
Conflict checkIncludedIncludedIncluded
Global searchIncludedIncludedIncluded

Open your practice

Your inquiry link could be live tonight.

Start a 14-day trial, copy your public form, and watch your first lead land in the pipeline — with drag-and-drop CRM, live timers, billing, portal, retainers, and workflow automation ready when you need them.

Create your firmTalk to us
LawNest

Practice management for solo lawyers and small firms — intake, matters, billing, and client portal in one matter-first workspace.

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