01 / Intake
Intake
Matters arrive via email-to-ticket, the embedded form on your firm site, or manual entry by reception. Auto-tagged with jurisdiction, urgency, conflict-check status.
Matters in one inbox. Retainers reconciled monthly. Court-aware deadlines. Audit trails good for a partner — and good for a regulator.
Legal practice management software was designed for transactional billing, not for how a modern firm actually operates. Matters live in one system, time in another, retainers in a spreadsheet, client comms in email. Klientele puts the whole practice on one operating layer — without making your team learn anything that doesn't feel like law.
Tools the average mid-sized practice runs in parallel
Per attorney per week lost to non-billable coordination
Of billable hours that quietly slip through unrecorded
Every Klientele workspace ships with this template pre-applied. Override anything; every layer is editable from day one.
Terminology overrides apply across the entire workspace — inbox, sprint board, invoice headers, audit log entries, and email notifications.
7-year audit log retention by default. Integrity-hashed chain prevents tampering. Role-based access from partner to paralegal.
Every Klientele platform pillar adapts to your industry. Here's how each plays in legal practices.
Matters arrive via email-to-ticket, the embedded form on your firm site, or manual entry by reception. Auto-tagged with jurisdiction, urgency, conflict-check status.
Filing windows replace sprints. Counsel allocation respects court schedules and partner-of-record. Dependencies surface so you don't miss a discovery deadline because a junior was on leave.
Retainers reconciled monthly. Hourly billing exported to Tally or invoiced directly. PDF invoices carry your letterhead. Disbursements tracked separately from fees.
Partner dashboards show matter load and WIP. CFO sees realisation rate and aged WIP. Paralegals see only their queue. No data leakage across teams.
Pre-configured for India advocacy and corporate practice; switch to US or UK template if you operate cross-border. Bar council fields, statutory holidays, jurisdiction lists baked in.
Four specific scenarios pulled from how legal practices actually use Klientele day-to-day.
Open the partner dashboard. See matter load by counsel, WIP by client, realisation against last month. Identify the two matters slipping their next-step deadlines. Reassign one, escalate the other. Total time: 7 minutes.
Client emails a new commercial dispute. Klientele auto-creates a matter, runs the conflict check, tags it urgent, and notifies the partner-of-record. Counsel sees the file pre-loaded with templates and the firm's precedent library.
Twenty matters in discovery. Klientele shows the queue ordered by deadline, with the next required step on each. Paralegal works through the list, marks documents filed, attaches the receipt. Counsel is auto-notified.
Open the retainer view. Pull last quarter's hours per client against retainer caps. Identify three clients in rollover, two over-cap. Generate invoices for the over-cap hours; auto-renew the others. Send invoices via email with one click.
“The intake form alone changed our practice. New matters come in pre-tagged with jurisdiction, severity, and SLA. Our paralegals stopped triaging email and started practising law.”
Most legal practices start on Team (₹11,999/mo). Up to 5 attorneys + paralegals, 50 clients, retainers + invoicing + custom fields. Move to Agency at 6+ seats or when audit log integrity-chain becomes a regulatory requirement.
For most modern firms, yes — matter intake, time, retainers, invoicing, dashboards, document attachments. For firms with specialised needs like trust accounting or court-filing integrations, Klientele runs alongside specialised tools via the API.
Yes. CSV bulk import for clients and matters with column mapping. We have helped firms migrate from PCLaw, Mycase, Practice Panther, and a long tail of spreadsheets.
A custom field per matter, configurable as required-before-intake. Combined with client tagging, every new matter is flagged for a conflict check before counsel is assigned. The audit log records every check.
Custom date fields on matters with deadline-aware SLAs. The system pushes reminders 7, 3, and 1 day before any "Hearing date" field. Bar association holiday lists can be uploaded to keep auto-reminders quiet on non-working days.
Role-based access, encryption at rest and transit, 7-year audit retention with integrity-hashed chain, IP-scoped session controls. Hosting in India is the default; bespoke contracts can do regional residency.
Pick the Legal template at signup. Be operating in 15 minutes. Free for 14 days. No credit card.