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.
A typical scenario
A family- and property-law firm serves private clients who live their case in anxiety — and call every week to be reassured.
- 01
A client checks her case in the evening: last step completed, next known deadline — tomorrow’s call loses its reason to exist.
- 02
Requested documents get uploaded to the portal, with a time-stamped acknowledgement — no more wrong attachment sent to the wrong recipient.
- 03
Fee notes and requested payments on account sit next to the case progress, defusing the surprise effect — and the disputes that come with it.
What changes
Anxious clients find their answer at any hour, and associates get their focus back — with the firm choosing, matter by matter, what the portal shows.
Order of magnitude
Working assumptions
- →around twenty “where do we stand?” calls a week
- →6 minutes per call, between message-taking and callback
About 2 secretariat hours a week absorbed by the portal (20 × 6 min) — and associates interrupted half as often, which no figure captures but every first month confirms.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
Fee reminders and requests for payment on account come after the casework — and the firm’s cash flow pays for it every quarter.
- →
Procedural-deadline tracking rests on diaries kept by hand — and one missed deadline engages the firm’s liability.
- →
The firm’s inbox mixes court notifications, opposing counsel’s submissions, client documents and prospect enquiries — everything arrives at the same level.
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.
Is this the problem eating your team’s time?
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