Keep every client, engagement letter, invoice, document and deadline in one branded place, built for solo and small law firms. Get the full platform for $20 per user, with a 7-day free trial and no card to begin.
Every client in one place Engagement letters and e-signature Invoicing and payments Branded portal and vault
Everything a small law firm needs to run its clients, on one branded platform, $20 per user
Every client in one placeTheir contacts, letters, documents, invoices and deadlines, together.
Everything includedClients, e-sign, invoicing, deadlines, KYC and AML, one price.
Branded as your firmYour logo and colours on the portal, documents and emails.
One flat price$20 per user each month. Free for 7 days, cancel anytime.
Everything on one platform
Run your law firm, client by client.
Keep every client in one place, get letters signed, invoice and get paid, and stay on top of every deadline. Scroll to see how it fits together.
01 · Every client in one place
One organised place for every client.
Open a client and see everything about them: their contacts, engagement letters, invoices, documents and deadlines. No more scattered files and inboxes.
A searchable roster of every client
Contacts and their roles on each account
Every document, letter and invoice in one view
Unlimited clients, companies and contacts
Meridian Holdings
Open work2
Contacts4
Documents14
Everything about a client, in one view.
02 · Get it signed
Send engagement letters to sign.
Build an engagement letter from a reusable template or upload a PDF, send it for signature, and file the signed copy against the client. Each signature is verified and carries an audit trail and a certificate.
Build an engagement letter or upload a PDF
Send it for e-signature, more than one signer
Verified signing with an audit trail
The signed copy filed on the client
Engagement letter
Signed by the client
Signed and filed
03 · Bill the client
Invoice clients and get paid.
Send professional invoices and quotations with your logo, and let clients pay online through your own payment gateway. Set your own tax rates for your country, and keep real books if you want them.
Invoices and quotations with your logo
Clients pay online
Paid through your own payment gateway
Real double-entry books, if you want them
Sent to Meridian Holdings
Invoice, sent
Payment, received
Filed to the client
Money is paid straight to your own gateway.
04 · Track the work
Track your work, task by task.
Give every job its tasks on a board, assign them to your team, and set a due date. See what is in progress and what is waiting on the client, and log your time as you go.
A task board for every client
Assign work, set priorities and due dates
See what is waiting on the client
Log time by team member and by client
Client work
Contract review, Meridian HoldingsIn progress
Document prep, Delta VenturesDue today
Client papers, R. WhitmanWaiting
Every task sits under the client it belongs to.
05 · Never miss a date
Reminders and deadline tracking, built in.
Set the deadlines and renewals for each client, and get reminded before they fall due. Your document vault also counts down any document you give an expiry date.
Set deadlines and renewals per client
Reminders before a date falls due
One view of what is coming up
Documents with expiry dates counted down
Coming up
Filing deadline, Delta Ventures6 days
Contract renewal, Meridian Holdings3 weeks
Review, R. WhitmanSoon
You set the dates, and are reminded before each one.
06 · New clients
Onboard and screen new clients.
Collect what you need to take on a new client with your own KYC form, and screen them against sanctions, PEP and adverse-media lists before you act. The result is filed as a clean onboarding record.
Build a KYC form and collect documents
Screen against sanctions and PEP lists
Adverse-media checks
A clean onboarding record on file
New client checks
KYC form, submitted
Sanctions and PEP, clear
Adverse media, reviewed
A clean onboarding record, filed on the client.
How it works
Run your firm on one platform in three steps.
Start free
Begin a 7-day free trial with no card, and add your firm name, logo and colours.
Add your clients
Bring in your clients and their contacts. There is no limit on how many.
Run the work
Send letters to sign, invoice and get paid, and keep every document and deadline in one place.
See it in action
Watch a law firm run on izzytap.
A short walk through managing clients, getting letters signed, billing and deadlines in one place.
Everything izzytap does for law firms
Software for law firms, all in one.
A client hub, engagement letters and e-signature, invoicing, deadline reminders, work tracking, KYC, AML screening and a branded client portal, on one platform.
A hub for every client
A searchable roster of clients and contacts, with a full view of each one.
Engagement letters and e-sign
Build or upload letters and send them to sign, with an audit trail.
Invoices and quotations
Send invoices with your logo, and get paid through your own gateway.
Work and task tracking
A board for every client, with assignees, due dates and a time log.
Reminders and deadlines
Set the deadlines you need to hit, and get reminded before they are due.
KYC and AML screening
Onboard clients with KYC forms and sanctions, PEP and adverse-media checks.
A branded client portal
Every client signs in to a portal on your brand, included free.
A document vault
20 GB per user, with folders you can share or keep internal.
Honest about scope
What izzytap is, and what it is not.
izzytap is the everyday client, billing and document side of your firm, branded as yours. It gives a solo or small law firm one place to run its clients, letters, invoices, documents and deadlines. It is general firm software a law firm can use, not a legal practice management system, so here is the honest line.
Not trust or IOLTA accountingizzytap keeps ordinary business books and invoicing. It does not run client trust or IOLTA accounts.
Not matter or court managementThere are no matter numbers, docketing or court-rule deadlines. You set the deadlines and reminders yourself.
Not billable-hour billingYou invoice for your work. Time is logged in minutes for your own records, not billed by the hour.
Included free
Your clients get a portal on your brand.
Every client signs in to a portal with your logo, colours and name, to see their documents and invoices and to work with you. There is no izzytap login for them, and no app to install.
Your logo, colours and name on every screen
Clients see their documents, invoices and requests
A secure document vault, 20 GB per user
Included free on every plan
Simple pricing
Start free, then $20 per user for everything.
Try the whole platform free for 7 days, then keep every module for twenty dollars per user each month. Four modules already cost $20 on their own, so the full bundle adds the other two at no extra cost.
Prices in USD, per active team member. The $20 plan includes all six modules; the two base packages, the client portal and the document vault, are always free. E-signature and AML screening include a monthly allowance per user. Pay for a year and get two months free.
Answers
Law firm software, answered.
The questions firms ask us before they start.
Is izzytap built for law firms?
izzytap gives a solo or small law firm one place to keep its clients, send engagement letters for signature, invoice and get paid, store documents and stay on top of deadlines, all branded as your firm. It is general firm software a law firm can use, not a legal practice management system.
Can I manage all my clients in one place?
Yes. Keep a searchable roster of every client and contact, and open any client to see their letters, documents, invoices and deadlines together, so nothing lives in scattered files and inboxes.
Does izzytap do trust or IOLTA accounting?
No. izzytap keeps ordinary business books and invoicing, and it does not run client trust or IOLTA accounts, matter management, or court-rule deadlines. It is the everyday client, billing and document side of your firm.
Can I send engagement letters for signature?
Yes. Build an engagement letter from a reusable template or upload a PDF, send it for e-signature to one or more signers, and file the signed copy on the client with an audit trail and a signature certificate.
Do my clients get their own portal?
Yes. Every client signs in to a portal on your brand, with your logo and colours, to see their documents, invoices and requests. izzytap runs quietly in the background.
Is it really free to start?
Yes. You get the full platform free for 7 days with no card. After that it is $20 per user each month for everything, and you can cancel anytime.
Run your law firm on one platform.
Free for 7 days, then $20 per user for everything. No card to start.
