Legal

Client Portal Software for Law Firms

Manage legal clients efficiently with secure case document sharing, precise billable hour tracking, and retainer management. Maintain compliance and streamline legal workflows.

From Case Intake to Retainer Billing — Compliant

Stop losing billable hours to manual tracking and billing. AgencyPro automates precise hour tracking, retainer management, and secure document sharing so you can focus on practicing law.

Case Document Sharing & Organization

Securely share case documents, pleadings, contracts, and evidence with clients. Organize documents by case, matter type, and date for easy access.

Precise Billable Hour Tracking

Track billable hours down to the minute for legal work. Categorize time by case, matter type, and activity - critical for accurate legal billing.

Retainer Management & Drawdown

Set up client retainers and automatically track drawdowns against billable hours. Monitor retainer balances and bill for replenishments.

Matter-Based Organization

Organize all work, documents, and communication by legal matter. Clients can access case information, documents, and billing for each matter separately.

Secure Client Communications

Maintain attorney-client privilege with secure, encrypted communication channels. All case discussions and document exchanges are protected and compliant.

Activity-Based Billing

Track time by activity type - research, drafting, court appearances, client meetings. Set different rates for different activities and bill accurately.

Streamline Your Law Firm Workflow

Discover how automated billable hour tracking, retainer management, and secure case document sharing help law firms maintain compliance and improve profitability.

1

Case Intake & Retainer Setup

Set up new legal matters with client information, establish retainer agreements, and organize case documents in secure portals

2

Track Billable Hours Precisely

Automatically track billable hours by case, matter type, and activity throughout the legal engagement. Capture every billable minute.

3

Share Case Documents Securely

Deliver case documents, pleadings, and updates through secure client portals. Maintain attorney-client privilege and compliance

4

Bill Retainers & Track Drawdowns

Automatically invoice against retainers, track drawdowns, and bill for replenishments when retainers are depleted

Law Firms Capturing 45% More Billable Hours

Progressive law firms are automating retainer billing, improving billing accuracy, and reducing admin overhead by tracking every billable minute with precision.

Track Billable Hours by Activity Type

Separate time spent on research, drafting, court appearances, client meetings, and document review. Bill accurately for different types of legal work.

Automate Retainer Drawdown Tracking

Automatically track retainer drawdowns against billable hours. Monitor retainer balances and bill for replenishments seamlessly.

Organize Case Documents by Matter

Maintain organized document libraries by case and matter type. Clients can access all case documents in one secure location.

Maintain Attorney-Client Privilege

Secure, encrypted communication channels ensure all case discussions and document exchanges maintain attorney-client privilege and compliance.

Reduce Billing Disputes

Detailed time tracking with activity descriptions helps clients understand exactly what work was performed and why it was billable.

Improve Matter Profitability Analysis

Historical time tracking data helps understand which types of legal matters are most profitable and price accordingly.

45%

More billable hours captured

2.5x

Faster retainer billing

97%

Billing accuracy rate

Frequently Asked Questions

Get answers to common questions about our platform.

Tired of Manual Billable Hour Tracking and Retainer Management?

Join law firms automating precise hour tracking, streamlining secure document sharing, and recovering hours previously lost to admin work.