We've provided example engagement letters, fee proposals, invoices, and estimates for attorneys and small firms that bill hourly, flat fee, or on retainer. They're a great place to start and ready to send. You can edit any of these online and see how it looks to your client.
Use it when a business without in-house counsel asks how your firm would handle its day-to-day legal work, and what it would cost.
Use it for a well-defined matter you handle for a set fee, such as forming a company, once your conflict check is complete.
Use it when a client hires your firm for a matter billed by the hour, once your conflict check is complete.
Use it when a client wants help with one part of a matter, such as reviewing a contract before signing, and will handle the rest themselves.
Use it each month for an hourly matter, or adapt it for a flat fee or limited scope engagement.
Use it when a client asks what a transaction or matter is likely to cost before they engage you.
Branded invoice designs you can customize down to the HTML and CSS.
Estimate designs that match your invoices.
The designs that give every proposal and contract its look.
Five reminder emails to copy, from friendly to final.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
Rated excellent: See why users rave about us
Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
Robin H.
Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
Chris M.
Digital Marketer / Founder
When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
Brian N.
Consultant / Executive Coach
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