A change or issue on existing work
Matter Task
A deadline moved, a document to amend, a question on a live matter.
Klientele runs the matter and the money in one place — so every matter task follows your process, hours reach the statement of account, and overdue accounts chase themselves. Configured for legal practice the day you sign up.
Published findings, not vendor claims. Each figure names its source.
Of worked rates actually collected. The gap isn't clients refusing — it's firms writing time down before the invoice is even sent.
Georgetown Law Center on Ethics & the Legal Profession + Thomson Reuters Institute · 2024 Report on the State of the US Legal Market
Sitting in filed delayed-payment claims from small enterprises in India — across 1,11,964 cases.
Ministry of MSME, Government of India · MSME Samadhaan portal · accessed July 2026
The statutory payment window in India. Past it, your client owes interest — if anyone is tracking the date.
MSMED Act 2006, sections 15–16
Every matter task follows the stages your practice already uses, in your words. A step cannot be skipped, a stage cannot be entered with its details missing, and each role does only its own part.
An email to a partner. A message to an associate. A call the paralegal took a note about. Three matters, three inboxes, one of them forgotten — and no record of when the clock actually started.
Your practice gets its own intake address — a client emails it and a numbered matter task exists, matched to the client by their email domain and acknowledged with a reference number. Or they raise it from your portal. Or from a form on your site. Same queue, same clock, nothing lost.
Each new matter task is assigned as it arrives: by the rules you set, to the person who looks after that client, or in turn around the team. Anything no rule matches waits in the queue, and intake is told.
A deadline moved, a document to amend, a question on a live matter.
A new line of argument or approach that needs scoping before anyone starts on it.
Both sit in one numbered queue. Your clients raise matter tasks from the portal; your team raises both from anywhere. Email intake and the API are on Team and Agency. Open matter tasks and strategy memos come across from a spreadsheet, up to 100 rows per import, on Team and Agency.
Needs before entering: Client, Matter, Assignee
Needs before entering: Resolution notes, Final Bill Sent
Intake → Filing
“A matter must clear conflict check and become active before filing.”
The words your team sees when they try it.
Runs the firm. Full access, including roles, billing and compliance.
Fee-earning lawyer. Runs matters and the work inside them; does not bill. Confidentiality wall: sees only the clients they are assigned to.
Support staff. Prepares and records matter work; cannot reshape a matter or bill. Confidentiality wall: sees only the clients they are assigned to.
Owns invoicing, payments and rates. No matter work; cannot void credit or approve. Firm-wide: sees every client.
Read-only access for audit and conflict review. Firm-wide: sees every client.
Switch on slicing for a role and its members see only the offices, clients or matters you assign them, enforced on the server, not hidden by a filter.
New workspaces put the Associate and Paralegal roles behind a wall: they see only the clients they are assigned to. You can also keep a named person away from any client.
Every role is a set of permissions you can edit under Team → Roles, and Klientele will not let a change lock the last person who manages roles out of the workspace.
A daily check tells the lead on a matter when its budget is running out, its end date is close, or a filing or billing milestone comes due. Each warning is sent once per crossing, not every morning.
Half the interruptions in a working week are clients asking where things stand. Give each Client their own login, and let the portal answer.
They raise a matter task on their own matter, attach documents, and see which stage it has reached.
Filings waiting on them: they accept, or request changes with a note and files. Every round stays on the record.
Where you bill in stages, let them approve each milestone in the portal: approving it drafts that milestone’s statement of account (Team and Agency).
The shared conversation on each matter task, their statements of account, and a monthly recap of the work done. When they reply to one of your emails, the reply lands on the same matter task.
Practices rarely lose fees on the work. They lose them afterwards — in time never logged, write-downs before the statement of account is sent, and accounts nobody chased.
Retainers start on Team. Every plan covers the queue, deliverables, time tracking and invoicing.
You won't migrate to a 'real' system later. The one you start on is the one that scales.
Every matter task numbered in one queue, a request button on your website, deliverables, a full export of your data and statements of account, without an office manager. One seat, 10 clients. Retainers that count their own hours, the intake email address, weekly capacity plans and custom fields start on Team.
Solo · ₹3,999/moFive seats and 50 clients. Retainers that count their own hours, the intake email address, weekly capacity plans and custom fields, in one place instead of one person’s memory.
Team · ₹11,999/moUp to 20 seats and unlimited clients, plus a tamper-evident audit log kept for seven years: the record your profession expects.
Agency · ₹29,999/moFive seats: Associate, Paralegal and Billing Clerk each take one, as does anyone else on staff who signs in; client logins don’t. 50 clients, plus retainers that count their own hours, the intake email address, weekly capacity plans and custom fields. 14 days with everything unlocked: decide after you have run a real matter task through it. Prices include GST.
Bring your open matter tasks and strategy memos across by spreadsheet import (Team and Agency, up to 100 rows at a time). Because the vocabulary and workflow are already right, your team is not learning a new mental model — and the trial unlocks everything, so you prove it before you commit.
Each firm’s data is fully isolated, and every matter keeps its own history of who changed what. On Agency, a tamper-evident audit log is kept for seven years. A Client sees only their own matters and statements of account, never another client’s.
Good — Klientele conforms to it. Rename stages, reorder them and edit roles in the workflow editor and under Team → Roles. It starts with a sensible default for your trade and gets out of your way.
Start smaller and grow into the rest without ever changing systems. The trial has everything on, so you can feel the ceiling before you pay for it.
Request to statement of account, end to end, in an afternoon. Fourteen days, everything unlocked, no card.