ClientFlow keeps client records, matters, invoices, and outstanding balances in one workspace — so you spend time practising law, not chasing spreadsheets.
Features
Use projects as matters or engagements, then link each invoice and payment to the relevant record.
Record retainers and invoices separately, then see which amounts are paid, pending, or overdue.
Minimal data footprint. No third-party ad tracking. Your client list stays yours.
Automatic overdue detection flags late invoices so you can follow up — not chase spreadsheets.
How it works
Create a client profile for each firm or individual. Attach projects per matter or engagement.
Record every invoice as it goes out. Mark payments when they come in. Overdue status updates automatically.
Generate clean, print-ready invoices pre-filled with client, matter, and amount details.
Join solo attorneys and small firms who use ClientFlow to keep their billing organised.