Headnote Pricing, Features, Reviews & Comparison of Alternatives

Headnote

Law billing platform for solo attorneys & small legal firms

5.0/5 (7 reviews)

Headnote overview

Headnote is an online legal billing platform that has been designed specifically to streamline attorney workflow around core case tasks. Built to target those solo and smaller law practices where time is at a premium, the cloud-based solution crucially shifts the invoicing and payment process online. Teams can generate and send branded invoices plus electronic retainer requests with trusted compliance, while conveniently accepting due payments via ACH or credit card. Automated follow-ups then gently chase contacts where necessary, augmented by additional real time chat capabilities for reaching clients and other legal service providers more directly. Headnote's collaboration tools go on to cover case referral, document sharing and more between colleagues to support strategic operations.

Headnote also promises to aid client closure with one-click engagement letter generation. Content can be uploaded to the platform and wholly customized to carry branding and letterheads before being sent over to a client, who then can authorize the document via electronic signature. All these features and more are centrally accessible through a customizable web dashboard promising intuitive operation for staff at every level, plus summary overviews of current invoice, payment, letter and task status.
www.headnote.com

Pricing

Starting from
$27/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Headnote screenshot: Invite parties to join a wider network, leveraging Headnote's collaboration tools to share contacts, documents and communications among case colleaguesHeadnote screenshot: Featured within a custom online dashboard, users can quickly check the status of outstanding invoices, payments and engagement letters etcHeadnote screenshot: Create professional engagement letters and retainer requests in a matter of clicks, featuring e-signature authorization capabilitiesHeadnote screenshot: Online invoicing and electronic payment acceptance speeds the process of service renumeration, with automatic follow up reminders issued where necessary

Headnote reviews

Excellent
7

Very good
0
Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  5.0
  4.9
  5.0
Julian Cordero

What an improvement! Headnote has come a long way and I expect it to keep going strong!

Used daily for 6-12 months
Reviewed 2018-01-31
Review Source: Capterra

I really like how this software has evolved. When they first started, they began as a software for collecting invoices. Today, they handle engagement letters, trust accounts, and much much more. I expect them to continue to grow for many years to come and am excited to be using them.

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Holly Loftis

Headnote has developed an efficient, user-friendly program to ease the struggle of monthly billing.

Used daily for 1-2 years
Reviewed 2018-01-12
Review Source: Capterra

User friendly, struggle free monthly billing. Headnote provides outstanding customer service and support' making the client's needs their top priority! They have developed a feature that sends automatic emails to clients after the due date of their bills which has increased revenue significantly.

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MICHAEL SCHAAF

Headnote is a lifesaver! I have practiced law for 30years and have strugged with billing until now.

Used daily for less than 6 months
Reviewed 2017-06-02
Review Source: Capterra

Headnote has allowed me to become so effecient with my billing that I no longer require the services of a bookeeper. The ease of use of this billing software is the key and is the modern solution to tracking down payments without the headache usually associated with the collection process. The feedback from my cleints has been positive, the site is easy to navigate and allows for them to make immediate payments. Headnote provides real time tracking - there is no more wondering if the cleint has received, opened, viewed or paid an invoice. In addition it has the lowest fees in the industry for online payments. I receive quick, often same day payments. It is easy to send and track engagement letters and allows clients to e-sign from any location.

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Susan Mann

This product fills a real need for solo lawyers and small firms who do not have billing departments

Used daily for less than 6 months
Reviewed 2017-05-17
Review Source: Capterra

Much easier to get payment from clients - has really reduced the time I spend collecting fees. Clients seem to like it too, since most of them are already paying bills online.Superb customer assistance to help get me on the system, and much faster payment from clients. Signing up for the service was very easy and there was excellent help to get started. The cost of using the service is an excellent value and the ease of use is excellent too. But fast direct payment is the best! No need to collect or deposit checks - money just goes directly into my bank account.

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Daniel Ehrlich

I've been with headnote through development of new features. Its been a great help to my business

Used weekly for 6-12 months
Reviewed 2018-01-11
Review Source: Capterra

easy billing servicesI like the responsiveness of the team to developing new features and incredible product support. It is well streamlined and easy to use.

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Headnote pricing

Starting from
$27/month
Pricing options
Free trial
Subscription
View Pricing Plans

MONTHLY – $24.99 per month, per attorney
ANNUALLY – $264.99 per year, per attorney

Headnote features

Automatic Reminders
Billing & Invoicing
Case Management

API (26 other apps)
Activity Dashboard (37 other apps)
Automatic Notifications (22 other apps)
Calendar Management (27 other apps)
Custom Fields (21 other apps)
Document Management (23 other apps)
Document Storage (33 other apps)
Document Templates (22 other apps)
Invoice Management (23 other apps)
Reporting & Statistics (21 other apps)
SSL Security (23 other apps)
Search Functionality (30 other apps)
Task Tracking (21 other apps)
Third Party Integration (21 other apps)
Time & Expense Tracking (21 other apps)
Time Tracking by Client (21 other apps)
Workflow Management (21 other apps)

Additional information for Headnote

Key features of Headnote

  • Client statements
  • Invoicing
  • Custom dashboard
  • Electronic signature
  • Letter generation
  • Billing & invoicing
  • Electronic payments
  • Collaboration tools
  • Easy onboarding
  • Automated email follow ups
  • Account tracking
  • Retainer billing
  • ACH payment processing
  • Credit card processing
  • Chat functionality
  • Case management
  • Customizable branding
  • Retainer requests
  • Automatic payment reminders
View All Features

Benefits

Headnote's billing platform was made to support those attorneys and smaller law firms that wish to modernize their legal workflows in a way that speeds payment while encouraging closer client engagement.

One-click client engagement letter creation allows content to be uploaded to Headnote, customized to reflect each case, headed by own firm branding and then sent with e-signature capabilities.

Online invoicing and payment features enable retainer requests to be sent electronically along with branded invoices that can be paid quickly online via ACH or credit card.

Send automated payment reminders for outstanding invoices or engagement letters needing counter-signing, while communicating with clients and legal service providers via real time chat facilities.

Headnote is accessible through a customer dashboard that can be customized to act as a personalized assistant, providing at-a-glance status updates on administrative activities.