Client portal for law firms
A firm’s clients live their case in the anxiety of silence — and every « where do we stand? » call interrupts an associate. The portal shows them the factual state of their matter, as validated by the firm, and lets them deposit documents securely.
In your day-to-day
- 01
Consultation of the matter’s factual progress — steps completed, next known deadline — as the firm chooses to expose it.
- 02
Secure document upload by the client, attached to the matter with an acknowledgement of receipt.
- 03
Consultation of fee notes, payments on account requested and payments made.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Does the client see the whole file?+
No: the firm chooses what is exposed, matter by matter. Internal notes, strategy and exchanges between counsel are never visible — the portal shows factual progress, not the lawyer’s work.
Is a portal compatible with professional secrecy?+
Yes, provided it is designed for it: strict walls per client and per matter, strong authentication, every view logged, hosting chosen with the firm. It is more traceable than exchanging documents by email.
Will my clients actually use it?+
Yes — if the portal answers the question they already ask by email. That is why we start with the one screen that would delete the most emails this month, put it in a few clients’ hands, and only widen on observed usage.
How is this different from giving clients access to my project tool?+
Your internal tool shows everything: internal notes, margins, other clients. The portal exposes a chosen slice, mostly read-only, dressed for someone who is not your employee. It is the difference between opening your office and opening a waiting room.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic