Client portal

A place of the client's own, holding only what the firm shares

The client's people sign in with their own password and a code, and see a document, a date or a bill only when someone at the firm chose to share it.

Who uses it

What each person does with it

Associate: Shares the documents, dates and bills the client should see, publishes updates in words for the client, and answers messages filed on the matter.
Partner: Gives the client's people access, each with what they may do: everything, finance only, or the legal side without the bills.
Secretary: Confirms the meetings clients ask for against the lawyer's open diary, and accepts the files they send once they are scanned.
Client: Reads the matter's updates, downloads and acknowledges documents, answers questionnaires, signs, pays bills and sees the money held for them.

What it does

Marked as in the product today or still being built.

Access by person and by part
In the product
Owner, director, finance, legal or chosen part by part, for one matter or every matter of the client; invited by email, or by mobile number for someone without email.
Shared on purpose, never by default
In the product
A document, a diary entry or a bill reaches the portal only when shared; the firm sees what the client opened, downloaded or acknowledged, and can stop sharing at once.
Updates, messages and meetings
In the product
Case updates in the client's words with the internal stage never shown, messages filed on the matter, files scanned before they join it, and meetings asked for against the diary.
Money in the client's view
In the product
Bills, what is left to pay, payments, credit notes, payment plans, the statement of account, the client money held for them and the firm's requests for funds.
Signing and questionnaires
In the product
Documents to sign and questionnaires to answer wait in the portal, each opening after a fresh emailed code.
Read it as the client does
In the product
The matter exactly as one of the client's people sees it, with nothing marked read, and a record of what they did as proof when a client says something never reached them.