Client portal

A better experience for your clients.
Less admin for your team.

Clients track progress, upload documents, pay invoices and message your team — all from a branded portal. Fewer phone calls. Fewer “just checking in” emails. More time for real work.

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Matter visibility

Clients see progress — without calling you

A branded, mobile-friendly portal shows clients their matter status, upcoming dates and completed milestones. Configurable per matter type — share as much or as little as you choose.

  • Real-time matter status and milestone tracking
  • Key date visibility with calendar integration
  • Configurable visibility per matter type and workflow stage
  • Mobile-responsive design — works on any device

Capability 1 of 4

Progress visible without a phone call.

Document sharing

Upload, download and sign — all in one place

Clients upload documents directly to their matter folder. Share completed documents for download. Request signatures. No more email attachments lost in threads.

  • Client document upload with automatic matter filing
  • Secure document sharing with download tracking
  • Document request checklists for client completion
  • Folder-level permissions and retention policies

Capability 2 of 4

Documents in the matter, not lost in email.

Billing & payments

View invoices. Pay online. Instantly.

Clients view their invoice history, outstanding balances and payment receipts in the portal. Integrated payment collection via Stripe means they can pay with one click.

  • Invoice history with line-item detail
  • Online payment via Stripe (credit card, direct debit)
  • Automatic receipt generation and email confirmation
  • Trust account balance visibility (configurable)

Capability 3 of 4

One click from invoice to payment.

Communication

Secure messaging — inside the matter

Portal messages are threaded to the matter, visible to the assigned team, and stored in the audit log. No more hunting through personal inboxes for client replies.

  • Matter-threaded messaging with notification alerts
  • File attachments on messages
  • Team visibility — any assigned member can respond
  • Full message history in matter timeline and audit log

Capability 4 of 4

Every message threaded to the matter.

Ready to give clients their own portal?

Book a demo and we'll show you the client portal experience — from their perspective and yours.

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