Headnote
Legal payment and client financing platform for law firms
Product Overview
Headnote is a legal payments and accounts receivable (AR) automation platform designed specifically for law firms. It enables firms to accept compliant electronic payments via credit card or eCheck, automates AR tracking and collections, and monitors client satisfaction through Net Promoter Score (NPS) tracking. The platform is fully compliant with ABA, IOLTA, and all 50 state bar association rules, ensuring secure and efficient payment processing tailored for the legal industry.
Features
- Compliant Payments: Accepts credit card and eCheck payments, fully compliant with ABA, IOLTA, and state bar association rules.
- AR Automation: Provides a personalized dashboard with real-time AR activity tracking, automated collection functionalities, and on-demand AR reporting.
- Client Satisfaction Tracking: Automatically surveys clients post-payment to gauge satisfaction using NPS, with instant feedback available on the firm's dashboard.
- Security and Compliance: Ensures full PCI compliance and utilizes industry-standard 256-bit SSL security for data protection.
- Integration and Support: Compatible with various billing, invoicing, and accounting systems, offering ongoing customer support and training.
Funding History
Pre Seed
UndisclosedMay 2016
NFX
Company Details
- Headquarters
- 🇺🇸 Austin, United States
- Founded
- 2016
- Type
- Legal Tech Vendor
- Funding Stage
- Acquired
- Investors
- NFX