Build forms that adapt as they're filled, collect the signature and the fee, and turn a response into an open matter in one click.
Turn every inquiry into a client-ready case
Capture the right information
Build custom intake forms for different practice areas and collect the details your team needs from the start.
Keep every lead moving
Track prospective clients and automate follow-ups, agreements, and e-signatures so no opportunity slips through the cracks.
Start cases without starting over
Convert an intake response into a case with one click. Every client detail carries over automatically—no duplicate data entry.
Onboard clients 4x faster with online intake questionnaires.
Pre-Built Onboarding Templates.
Quickly capture client and case details, customizable for your practice.
Custom Questions.
Tailor intake by case type
Dynamic Client Intake Forms.
Forms that change reactively as a client fills them out.
Custom Branding.
Match your firm brand across mobile and desktop.
Clients get access to a modern, state-of-the-art client portal experience.
Client Workspace.
Clients follow their own case, upload documents, message your team, and pay their bill — without another email thread or attachment.
Case-Linked Messaging.
Every matter gets its own internal channel, so the paralegal, the associate, and the lead attorney are working from the same history.
Text and Email Clients.
Reach clients where they actually respond, with reminders that go out automatically for appointments, signatures, and requests.
Track, nurture, and close leads using a native, built-in CRM.
Lead Management.
Track leads and conversion by practice area and marketing channel.
Dynamic Online Lead Forms. Gather lead information through custom forms that change questions based on responses.
Follow Up.
Send follow-ups automatically with pre-built templates, or create your own.
Consultations.
Book consultations with qualified leads in a single click and send reminders.
Make it easy for clients to sign documents electronically.
Sign From Any Device.
Add signature, date, and initial fields to agreements and forms. Clients sign on a phone in a couple of minutes.
Signature Templates.
Build your engagement letter and fee agreement once, then send them for every new matter.
Automatic Reminders.
Email and text follow-ups until it's signed, so nobody on your team has to chase it.
Signed Documents File Themselves.
Executed agreements land on the case, not in someone's downloads folder.
Collect consultation and retainer fees faster.
Online Payments
Add payment links to your website, or generate invoices for new clients and send via text or email.
Dynamic Online Lead Forms. Gather lead information through custom forms that change questions based on responses.
Follow Up.
Send follow-ups automatically with pre-built templates, or create your own.
Consultations.
Book consultations with qualified leads in a single click and send reminders.
Why firms love us
What makes Clasp different
Clasp is the only practice management system built in the last decade. Here's what that actually gets you.
The only practice management system partnered with Microsoft 365.
Open and edit Word docs right inside Clasp. No downloading, re-uploading, or untangling version history.
Time entries that write themselves.
When work is scattered across six tools, billable hours vanish. Clasp's AI drafts your entries as you work. You just approve.
The only practice management system with automated Evergreen Trust Accounts.
Set a minimum trust balance. When a client's balance drops below it, Clasp charges the card on file.
Compliant with the most rigorous security and safety standards.
SOC 2 Type II. ISO 27001. GDPR. Zero AI training on your data.
Built for the confidentiality demands of the world’s leading legal teams.
SOC 2 Type II
We meet SOC 2 requirements to keep client data secure and compliant across all our systems.
SOC 2
ISO 27001
Certified against the internationally recognized standard for information security management.
ISO 27001
ISO 42001
Our AI governance framework gives clients confidence in how we build and run AI.
ISO 42001
GDPR
We operate under GDPR — the world’s strictest standard for data privacy.
GDPR