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LawNestRoadmap
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On the roadmap

What we're building next.

LawNest ships fast. These features are in active development — informed by how small firms actually work, not enterprise wish lists.

In progress

Auto-convert on Qualified & Retained

When a lead is qualified or retained, automatically create the client and matter, copy intake data, and optionally send a retainer — no manual convert step.

In progress

Write-offs & invoice discounts

Partial time write-offs with reasons on entries, plus invoice-level discount amounts and audit-friendly reason codes.

Planned

Portal push notifications

Install the client portal as a PWA and get push alerts when staff send a message or a new invoice is ready to pay.

Planned

E-sign beyond retainers

Send settlement offers, authorizations, and engagement letters for signature using the same field placement and audit trail as retainers.

Planned

Per-firm beta features

Toggle AI assist, API access, scheduled backups, and other beta capabilities per firm — without a platform-wide rollout.

Planned

Firm usage analytics

Admin dashboard for adoption: daily active users, matters opened, invoices sent, portal engagement, and API usage across firms.

Want something prioritized?

Tell us what your firm needs most. Roadmap priorities come from real firm feedback — not a feature bingo card.

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Shipped features are live today.

Lead pipeline, matter workspace, billing, portal, retainers, and workflow automation are ready on every plan.

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

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