Billing and Client Portal for Law Firms
A client portal under your firm's name: document checklists, messages, e-signature and invoices clients can pay from a phone, with payments handled through your firm's own account.
A portal under your firm's name
Clients see what they owe you in one list: documents to provide, messages from your team, signatures and payments due. It runs in the browser on a phone or computer, with nothing to install.
Document checklists
You request documents and the client sees a checklist of what is done and what is their turn. Every upload lands on the matter, and in Google Drive when it is connected.
Invoices clients can pay
Clients see each invoice, the balance and their payment history. Legal invoices are paid through your firm's own LawPay account, and clients enter card or bank details on your firm's LawPay page, not in Intakit.
Billing for the firm
Staff create invoices as drafts, review them, then send. Time tracking and expenses live beside them, and a cash, check, wire or external card payment can be recorded against any invoice, including partial payments.
Does Intakit hold our clients' money or card details?
No. Clients enter card or bank details on your firm's LawPay page, not in Intakit, and the money goes to your firm's account. Intakit keeps the payment record, such as the amount, date and LawPay transaction reference.
Can we use it if clients pay by check or wire?
Yes. Staff can record a cash, check, wire or external card payment against any invoice, including partial payments, and the balance updates. No payment processor is needed for that.
Do clients have to install an app?
No. The portal runs in the browser on a phone or computer. Clients sign in with a password or an emailed link, and can add two-step verification.
Will reminders go out without us knowing?
Payment reminders are on by default. Your firm can change the schedule or switch them off, and each one is listed in your settings.
Does DONNA talk to our clients?
In the portal, DONNA can answer a client's questions about their own matter. Emails DONNA drafts wait for your team's approval.
Can DONNA take a payment?
No. DONNA can prepare an invoice, but a team member with billing permission has to confirm creating or sending it, and DONNA cannot take a payment.
Which plan includes this?
The client portal starts on Starter. Invoice management and time tracking start on Professional. Trust accounting and a custom portal domain are on Enterprise.