Client Management

Easily keep track of client details and offer a personal touch
in all of your interactions to maximize client satisfaction.

It’s all about relationships and the details matter.

The most successful attorneys understand the power of their personal relationships and the devil’s in the details. Keep notes on every client to easily remember personal details and preferences so you make the best possible impression with every interaction.

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Send personalized notes, reminders and thank yous.

Every interaction with your client should be professional and memorable. Re-send invoices with a personalized note or thank the client for another opportunity to work together. It’s these kinds of special touches that allow solo and small firm attorneys to stand out from their large firm counterparts, and Headnote helps you do so easily and often.

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Take the pain out of getting paid and automate your collection process.

Stop spending non-billable time on awkward follow up calls to clients to pay your overdue bills. Headnote politely automates the follow up process to get you paid quickly so you can spend more time helping clients and less time chasing down past due payments.

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Keep track of client trust funds and balances.

Maintain a record for each client of trust funds deposited (whether through Headnote or any other source) then update it as funds are applied against an earned fee balance.

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When you're ready to get paid in hours instead of months, you're ready for Headnote.

Headnote is an excellent, easy-to-use billing tool - it
gives my firm an intuitive, streamlined process that
clients love.

Law Offices of Christopher Glenn Beckom

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