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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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LawNest

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

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