# Headnote Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Headnote Software - reviews, pricing plans, popular comparisons to other Legal Billing products and more.

Source: https://www.capterra.com/p/162068/Headnote

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# 

 Headnote Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 16, 2025

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Headnote

## What is Headnote?

Headnote is an EASY, INTUITIVE PAYMENT SOLUTION FOR LAW FIRMS to ensure trust compliance, automate AR tasks, and collect more revenue. Features include eCheck, credit card, 1 day payment processing, and automated collections with 100% compliance with IOLTA and ABA Rules. No recurring or hidden fees, Headnote's pricing is based only on affordable, transparent transaction fees. Compatible with nearly every type of software or invoicing process. Try it free, no credit card required.

## What is Headnote used for?

[Legal Billing](https://www.capterra.com/legal-billing-software/)

Top alternative

Featured

Overall rating

Based on 7 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$27

Per Month

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Headnote

5.0 (7)

VS.

[4.7 (1,738)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting Price

$27

Per Month

Starting Price

$49

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.9 (7)

Ease Of Use

4.6 (545)

Value For Money

5.0 (7)

Value For Money

4.5 (484)

Customer Service

5.0 (7)

Customer Service

4.7 (529)

## Headnote alternatives

[4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/)

Starting price

$50.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.7 (647)](https://www.capterra.com/p/76729/TimeSolv-Legal-Billing/reviews/)

Starting price

$47.50

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.6 (195)](https://www.capterra.com/p/2589/Tabs3-Billing/reviews/)

Starting price

$89.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.5 (104)](https://www.capterra.com/p/187835/Soluno/reviews/)

Starting price

$99.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/162068/Headnote/alternatives/)

## FAQs about Headnote

Overview

### What company size and specific industries is Headnote built for?

Headnote is designed for small and mid-sized law firms that need affordable ePayments and accounts receivable automation. It is built for legal practices focused on compliance, higher revenue, greater firm efficiency, and lower collection effort.

Features and Usability

### What are the key features of Headnote?

Headnote includes accounting, automatic billing, and billing & invoicing for financial workflow management, plus credit card processing and electronic payments for payment handling. It also offers case management, a client portal, collaboration tools, and alerts/notifications with reminders to support communication and deadline tracking.

Talk to an expert

### More questions?

Ask our experts

Getting Started and Support

### What training and onboarding options does Headnote offer?

Headnote provides in person training, live online sessions, and webinars to help teams get started. In person training supports direct, face-to-face instruction, live online sessions allow guided setup remotely, and webinars offer structured group learning and product information.

Getting Started and Support

### What customer support options does Headnote offer?

Headnote provides Email/Help Desk, 24/7 Live Rep, and Chat support. Customer feedback on support quality is not available, so support experience details such as response speed or helpfulness cannot be confirmed from reviewer input.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Automatic Billing

Setup and send recurring or automated bills

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Case Management

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Collaboration Tools

Provides a channel for team members to share AI models, media files, communicate, and work together

Headnote 9 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Setup and send recurring or automated bills

Create, manage, and send invoices or bills to customers

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share AI models, media files, communicate, and work together

Accept and process credit card transactions

Electronically collect payments for goods or services

Timed notification for any upcoming task, deadline, appointment, or activity

Get Advice

We can help you find the software with the features you need.

Features

5.0 (7)

5.0

Based on 7 reviews

## Pricing

Value for money

5.0 (7)

Free Trial

Free Version

Basic

$27.00

Per Month

Value for money

5.0 (7)

5.0

Based on 7 reviews

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## Support, customer service and training options

Customer Service

5.0 (7)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (7)

5.0

Based on 7 reviews

## User reviews

Overall rating

5.0

Based on 7 reviews

Filter by rating

5(7)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

JC

Julian C.

Managing Attorney

### "What an improvement! Headnote has come a long way and I expect it to keep going strong!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

January 31, 2018

Pros

I really like how this software has evolved. When they first started, they began as a software for collecting invoices. Today, they handle engagement letters, trust accounts, and much much more. I expect them to continue to grow for many years to come and am excited to be using them.

Cons

One thing Headnote could use some improvement on is its mobile compatibility. I would love the opportunity to have an iPhone app where I can add a client, send them an engagement letter, and invoice all in one shot. Running a law firm requires you to work while on the go sometimes and this would be a cool feature.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

February 5, 2018

Thanks for the nice review Julian. We are also pleased with the progress thats been made on the product over the past few months, so it is nice to hear that is has been noticed. Just an FYI, Headnote is web application and does work across all devices, including iPhones. You are able to use all the functionality of website version on your phone today. That said we may look into adding a phone app in the future for great convenience. Thanks again!

Christopher B.

Principal Attorney

Investment Management

### "I have had an excellent experience working with Headnote...My clients love the easy to use platform"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

January 19, 2018

Pros

Streamlined billing process and the new feature of creating agreements/retainers within the platform....Very convenient

Cons

I would like to eventually like to see it evolute into a document repository/one-stop-shop for law firms...Not sure if that is feasible or desirable...

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 22, 2018

Thanks Chris. Nice to hear your clients find it easy to use. And thanks for the positive feedback on the new features! We'll reach out to hear more about the doc feature you're looking for and how that might fit into the platform.

HL

Holly L.

Paralegal

Legal Services

### "Headnote has developed an efficient, user-friendly program to ease the struggle of monthly billing."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 12, 2018

User friendly, struggle free monthly billing.

Pros

Headnote provides outstanding customer service and support' making the client's needs their top priority! They have developed a feature that sends automatic emails to clients after the due date of their bills which has increased revenue significantly.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 22, 2018

Hi Holly, thanks for the thoughtful comments and glad to hear our customer services is top notch. Please continue to let us how we can improve and be the best possible partner to your business!

DE

Daniel E.

attorney

Legal Services

### "I've been with headnote through development of new features. Its been a great help to my business"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 11, 2018

easy billing services

Pros

I like the responsiveness of the team to developing new features and incredible product support. It is well streamlined and easy to use.

Cons

I don't have any Cons. -- it is a developing product that has matured well as the software has expanded.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 22, 2018

Hi Daniel, We're so glad you are enjoying the evolution of the platform. We strive to ensure that you and all of our attorney members are satisfied. We are always here to listen to any feedback that we can incorporate to make your work easier!

MS

MICHAEL S.

Law Office / Sole Practitioner

Law Practice

### "Headnote is a lifesaver! I have practiced law for 30years and have strugged with billing until now."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 2, 2017

Pros

Headnote has allowed me to become so effecient with my billing that I no longer require the services of a bookeeper. The ease of use of this billing software is the key and is the modern solution to tracking down payments without the headache usually associated with the collection process. The feedback from my cleints has been positive, the site is easy to navigate and allows for them to make immediate payments. Headnote provides real time tracking - there is no more wondering if the cleint has received, opened, viewed or paid an invoice. In addition it has the lowest fees in the industry for online payments. I receive quick, often same day payments. It is easy to send and track engagement letters and allows clients to e-sign from any location.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

June 2, 2017

Hi Michael. Thank you so much for your valuable feedback. We really appreciate your response and will work hard to continue to help you run your business effectively.

SM

Susan M.

Attorney/Owner

Law Practice

### "This product fills a real need for solo lawyers and small firms who do not have billing departments"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 17, 2017

Much easier to get payment from clients - has really reduced the time I spend collecting fees. Clients seem to like it too, since most of them are already paying bills online.

Pros

Superb customer assistance to help get me on the system, and much faster payment from clients. Signing up for the service was very easy and there was excellent help to get started. The cost of using the service is an excellent value and the ease of use is excellent too. But fast direct payment is the best! No need to collect or deposit checks - money just goes directly into my bank account.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 17, 2017

Hi Susan, Thank you for your review. We're so glad you are enjoying the system and have had a good customer service experience. We are working hard to make sure our attorneys are happy. Please reach out with any other feedback!

MC

Mary C.

### "Very easy to get up and running"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 28, 2017

I have been using Headnote for a few months and its changed my practice. The ease of sending invoices to all my clients has made this a streamlined process for my business. Could have a few more features but overall exactly what I need right now.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 10, 2017

Thanks Mary! We are working hard on building useful features for our attorneys. Please reach out and let us know what features you're interested in!

[View all Reviews](https://www.capterra.com/p/162068/Headnote/reviews/)

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