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.
On the roadmap
LawNest ships fast. These features are in active development — informed by how small firms actually work, not enterprise wish lists.
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.
Partial time write-offs with reasons on entries, plus invoice-level discount amounts and audit-friendly reason codes.
Install the client portal as a PWA and get push alerts when staff send a message or a new invoice is ready to pay.
Send settlement offers, authorizations, and engagement letters for signature using the same field placement and audit trail as retainers.
Toggle AI assist, API access, scheduled backups, and other beta capabilities per firm — without a platform-wide rollout.
Admin dashboard for adoption: daily active users, matters opened, invoices sent, portal engagement, and API usage across firms.
Tell us what your firm needs most. Roadmap priorities come from real firm feedback — not a feature bingo card.
Share feedbackOpen your practice
Lead pipeline, matter workspace, billing, portal, retainers, and workflow automation are ready on every plan.