ClientRock
ClientRock is a vertical SaaS platform for law firms that consolidates online scheduling, fee agreement e-signature, automated billing, and client portal workflows into one product, leveraging a native LawPay integration as its core differentiator. It serves solo practitioners through mid-sized firms via a self-serve, product-led model.
- Company typePrivate
- Founded2018
- HeadquartersPortsmouth, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What ClientRock does
ClientRock is a cloud-based SaaS platform operated by 5or7 Software, LLC, designed exclusively for law firms. The product consolidates four functions that law firms typically stitch together from multiple vendors — online scheduling, fee agreement generation and e-signature, automated billing and payment collection through LawPay, and a client self-service portal — into a single vertically-specialized platform. Its key technical differentiator is a native, one-click LawPay payment integration that the company describes as the only such implementation among scheduling providers, supporting trust-account compliance and commingling prevention.
The commercial model is product-led and tiered: a free ClientRock Scheduler serves as the acquisition funnel, with conversion into paid monthly subscriptions at $49 (Sign & Pay), $79 (Collaborate), and $149 (Automate) per attorney. Revenue mechanics combine recurring per-attorney fees with usage-based overage charges of $5–$10 per engagement beyond tier limits. Distribution is exclusively self-serve via clientrock.com with no sales-led motion; a sub-brand, FirmFeedback, extends the platform's footprint into NPS surveys for Clio users.
ClientRock is privately held, headquartered in Portsmouth, New Hampshire, with a headcount of 1–10 employees. The company was founded in 2017–2018 and disclosed one institutional capital event in May 2019 (TinySeed batch), but otherwise operates without disclosed venture or private-equity backing, suggesting a bootstrapped capital structure consistent with its small headcount.
ClientRock firmographics
Firmographics- Name
- ClientRock
- Legal name
- 5or7 Software, LLC
- Website
- https://clientrock.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- ClientRock is a vertical SaaS platform for law firms that consolidates online scheduling, fee agreement e-signature, automated billing, and client portal workflows into one product, leveraging a native LawPay integration as its core differentiator. It serves solo practitioners through mid-sized firms via a self-serve, product-led model.
- Ownership category
- akta.pro rank
ClientRock industry classification
Industry- Product category
- Legal Practice Management Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Bill Pay, Invoicing & Payables Platforms (BPAMAFAF)
- akta.pro secondary industry
- Early-Stage / Soft Collections (Pre-Delinquency, Reminders) (BPAAAEAC)
Keywords
Where ClientRock is headquartered
LocationHeadquarters
- HQ city
- Portsmouth
- HQ country
- United States
- HQ region
- North America
Markets served
ClientRock business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Subscription - Per Attorney: Monthly subscription fees charged per attorney for access to platform features. Per-attorney fees are payable monthly in advance.
- Subscription - Per Intake: Per-intake fees billed monthly in arrears for new client engagements beyond the included allocation in each plan tier.
- Scheduler Free Tier: Free scheduling tool offered as a gateway product to attract law firms into the ClientRock ecosystem, with conversion to paid billing portal.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free online booking built for law firms |
| Subscription | Monthly | Fee agreements, e-signatures, and automated billing portal |
| Subscription | Monthly | Client intake forms, secure file sharing, and messaging |
| Subscription | Monthly | Full automation with unlimited workflows and priority support |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
ClientRock product offering
Product offeringCore offering
ClientRock is a cloud-based SaaS platform that automates the client-facing operations of solo and mid-sized law firms. It enables law firms to accept online consultation bookings, automatically generate and e-sign fee agreements, collect payments through native LawPay integration, and provide clients with a branded self-service billing portal. The offering is structured as a freemium tier (free Scheduler) plus three paid subscription tiers (Sign & Pay, Collaborate, Automate) that progressively add billing automation, secure file sharing, messaging, and full workflow automation.
Product overview
ClientRock is a modular platform for law firms structured as four tiered plans. The foundation is ClientRock Scheduler (free), providing online appointment booking with LawPay integration. ClientRock Sign & Pay ($49/mo) adds automated fee agreement generation, e-signature, and a branded billing portal with payment plan management. ClientRock Collaborate ($79/mo) extends functionality with intake forms, secure file sharing, and encrypted messaging. ClientRock Automate ($149/mo) delivers full process automation with unlimited workflows. The company also offers FirmFeedback for NPS surveys targeted at Clio users, and the platform integrates natively with LawPay and major calendar providers.
Differentiator
Problem solved
Functional benefit
Brands
- ClientRock Scheduler: Free online booking solution built for lawyers with LawPay integration.
- Sign & Pay
- Collaborate
- Automate
Products and services
- ClientRock Platform (Sign & Pay, Collaborate, Automate tiers) Subscription SaaS platform for law firms with three paid tiers — Sign & Pay ($49/mo), Collaborate ($79/mo), and Automate ($149/mo). Auto-generates, sends, and e-signs fee agreements; offers a branded mobile-friendly client portal for invoice viewing and payment plan management; collects payments through native LawPay integration with automatic failed-payment recovery; progressively adds intake forms, secure file sharing, encrypted messaging, and full workflow automation.
- ClientRock Scheduler Free online booking solution built specifically for law firms. Enables clients to schedule consultations, pay for them through LawPay (credit card or ACH), and lets attorneys customize availability, set buffers, and connect multiple calendars to avoid double-bookings. Serves as the freemium gateway product into the ClientRock ecosystem.
- FirmFeedback NPS survey solution for law firms, integrated with Clio case management. Allows firms to gather client satisfaction feedback as a related offering within the ClientRock ecosystem.
Quantifiable outcome
- 95%+ reduction in admin time for law firm clients
Companies that use ClientRock
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
ClientRock technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature8 records
ClientRock partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LawPaycoreNative integration with LawPay payment processing. ClientRock is the only scheduling provider with native LawPay support, enabling law firms to charge for consultations using credit cards or ACH directly through their existing LawPay account. This integration is central to ClientRock's value proposition for the legal industry, ensuring proper trust account handling and avoiding commingling of funds.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
ClientRock competitors and assessment
Company assessmentBroad incumbents
- PracticePanther:
- DocuSign: Incumbent e-signature platform that ClientRock's Sign & Pay module directly substitutes for in the legal client onboarding workflow. Comparable on signing functionality; ClientRock differentiates by embedding drafting and legal-vertical UX.
- MyCase: Legal practice management suite competing with Clio and bundling client portal, e-sign, and payments. Represents a comparable threat to ClientRock's all-in-one positioning for solo and small law firms.
- Clio: Leading legal practice management platform used by SMB and mid-market law firms. ClientRock explicitly positions as a client-facing overlay on top of Clio, but Clio's own payments (Clio Payments) and client portal directly compete with ClientRock's billing and portal modules.
Direct peers
- Calendly: Horizontal online scheduling leader and the most direct substitute for ClientRock's Scheduler. ClientRock explicitly positions against Calendly for law firm booking, but without the vertical-specific billing and fee-agreement layers.
- Acuity Scheduling: Squarespace-owned scheduling tool that the MyVirtual.Lawyer testimonial reports ClientRock replacing. Direct overlap on online booking, reminders, paid consultations, and availability sync, with a broader SMB base but no legal-specific integrations.
Others
- LawPay: AffiniPay-owned legal payments processor and ClientRock's most important technology partner. LawPay is not a direct competitor but its embedded payment experiences in Clio and other platforms set the bar for what ClientRock integrates against.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks2 records
Key highlights5 records
Customer concentration
ClientRock social profiles
Digital presenceClientRock financial estimates
Financial estimateRevenue estimate
Valuation estimate
ClientRock leadership team
Management profileNumber of profiles
ClientRock funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ClientRock M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ClientRock
What does ClientRock do?
ClientRock is a cloud-based SaaS platform that automates the client-facing operations of solo and mid-sized law firms. It enables law firms to accept online consultation bookings, automatically generate and e-sign fee agreements, collect payments through native LawPay integration, and provide clients with a branded self-service billing portal. The offering is structured as a freemium tier (free Scheduler) plus three paid subscription tiers (Sign & Pay, Collaborate, Automate) that progressively add billing automation, secure file sharing, messaging, and full workflow automation.
Is ClientRock a public or private company?
ClientRock is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ClientRock founded?
ClientRock was founded in 2018. It employs 1 to 10 people.
Where is ClientRock based?
ClientRock is headquartered in Portsmouth, United States, in the North America region.
How does ClientRock make money?
Three revenue lines are on record. Subscription - Per Attorney is the primary driver. The others are subscription - Per Intake and scheduler Free Tier.
Who are ClientRock's main competitors?
Broad incumbents on record are PracticePanther, DocuSign, MyCase and Clio. Direct peers are Calendly and Acuity Scheduling. LawPay is listed as an others.
Does ClientRock have an API?
No public API is recorded for ClientRock.
What industry is ClientRock in?
ClientRock's product category is Legal Practice Management Software. Its primary akta.pro industry code is BPAMAFAF, Bill Pay, Invoicing & Payables Platforms, with a secondary code of BPAAAEAC, Early-Stage / Soft Collections (Pre-Delinquency, Reminders). Its NAICS code is 5132 and its SIC code is 7372.