1
CREATE
Build the client’s payment plan in minutes. Enter the balance, payment terms, billing frequency, and first payment date.
Stress-Free Payment Plans
Make it easier for clients to hire your firm—without making payment plans harder for your staff.
Give clients the flexibility to pay over time while your firm gets a simple way to create, track, and manage payment plans without adding another administrative burden to your staff.
The Legal Pitch takes that administrative burden off the law firm.
Payment Plans+ Create New Plan
See Every Payment Plan in One PlaceActive Plans • Outstanding Balances • Past-Due Accounts
Active Plans24
Pending Offers6
Past Due2
ClientStatusPayment
Sample Client AActive$575 / month
Sample Client BPending$325 / month
Sample Client CViewed$450 / month
A Better Way to Work
Offer flexibility without adding another job to your staff.
The Legal Pitch provides the technology to create, send and monitor payment plans. Once a plan is activated, ongoing payment servicing is handled through the payment-servicing solution so your team can stay focused on clients and cases.
Managing It Yourself
- Staff manually tracking payment plans
- Following up on missed payments
- Spreadsheets or scattered records
- Staff handling payment questions
- Valuable time spent chasing payments
With The Legal Pitch
- Payment plans organized in one dashboard
- Professional payment servicing and follow-up
- Client balances and plan status in one place
- Payment servicing handled outside the law firm’s staff
- More time focused on clients and cases
Built Around Your Team
Your Staff Wasn’t Hired to Chase Payments.
Your intake team should be helping new clients. Your legal staff should be working cases. And your attorneys shouldn’t be spending valuable time figuring out which clients missed a payment.
The Legal Pitch gives your firm a better way to offer payment flexibility without adding another administrative process for your team.
Simple from the Start
Create. Send. Done.
A clear workflow helps your firm offer payment options without building a new administrative process.
2
SEND
Email or text the plan directly to the client so they can securely review and accept the terms.
3
DONE
Once activated, ongoing payment servicing doesn’t become another job for your staff. Your firm can monitor its payment plans while the servicing solution handles the ongoing payment process.
Built for Law Firms
Everything important, in one clear place.
Staff can create a plan in a few simple steps, send it directly to the client for secure review and acceptance, and monitor plan status from one easy-to-use dashboard.
The interface shown here is a privacy-safe presentation of the current Legal Pitch Create Payment Plan experience—no real client information is displayed.
Balance Owed$5,000.00
Billing CycleMonthly
Payment Amount$575.00
First Payment DateOctober 15
Firm Interest Rate: 5% 🔒
Your Client Will See$575.00 / month
Ready
Ready to Stop Managing Payment Plans Yourself?
Give your clients more ways to say yes—and give your staff one less thing to manage.