Law firms handle privileged communications and sensitive documents daily. Provide clients a secure portal to share documents, track matter progress, and review invoices.
Sound familiar?
If any of these hit close to home, you’re not alone.
Contracts, court filings, and confidential case documents go back and forth over regular email — a security liability.
Clients call the office asking for copies of agreements they've already signed. Your staff spends time retrieving files.
Clients want regular updates but calling every week is expensive for both sides. There's no self-service status check.
Clients question invoices because they don't see a clear connection between the work performed and the amounts billed.
The solution
A dedicated portal that fits the way you already work.
Share contracts, filings, and case documents through the portal. No email attachments — files are stored securely and accessed only by the client.
Clients see the current status of their matter — research, drafting, filed, awaiting hearing. Fewer status calls to your office.
Keep case-related discussions in structured task comments. Everything is documented and easy to reference later.
Send invoices through the portal with line items connected to work performed. Clients see what they're paying for.
In practice
Upload a contract draft or court filing to the client's portal. They receive an email notification that new documents are available.
The client logs in, downloads the document, and leaves feedback as a comment. You discuss edits directly on the task.
When the matter wraps up, send the final invoice through the portal. The client has a clear record of everything.
Key features
The features that matter most, described in your language.
Share privileged documents through a secure portal instead of email. Files are stored outside public web directories.
Clients see their case status at a glance — no need to call your office for routine updates.
Organized, timestamped conversations on each matter. Better than scattered emails for record-keeping.
Send detailed invoices with itemized services. Clients review billing history directly in their portal.
Passwordless login via email code. No shared credentials, no password reset calls to your front desk.
Present a professional portal with your firm's logo and identity. Reinforces trust and credibility.
More use cases
Set up takes less than five minutes. Try it risk-free with a 14-day money-back guarantee.
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