Keep clients connected, every step of the way
One secure place to collaborate with clients. Get the information you need, while keeping your clients informed and confident their matter is being handled.
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Keep clients informed
Deliver quick matter updates or requests in one place, so your team fields fewer status calls.
Collaborate
securely
Messages, files, and invoices stay together in a secure portal built for legal work.
Easy to access
The client portal opens in any browser on any device, so clients can always access it, and your team hears back faster.
One place for every conversation
Keep every message, text, and document connected to the matter, so nothing gets lost.
We also include videos that explain the concept, go deeper on the subject, or maybe might spark some new ideas for the resources that you're using.
These are the foundations you’ll rely on for every award-worthy project. Master the basics, and the flashy stuff will actually have something solid to stand on.
Give clients the answers they need
Clients check key matter details themselves - fewer calls and emails for you, and they always know where things stand.
We also include videos that explain the concept, go deeper on the subject, or maybe might spark some new ideas for the resources that you're using.
These are the foundations you’ll rely on for every award-worthy project. Master the basics, and the flashy stuff will actually have something solid to stand on.
Safer than email. By design
Email is where confidential files get intercepted, forwarded, or lost. The client portal is built for confidential work: every message and file is encrypted in transit and at rest, so it stays between you and your client.
With multi-factor authentication, continuous monitoring for suspicious sign-ins, and conversations only your firm can start, you can be confident every matter stays private.
Explore related features
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Intelligent activity tracking that powers billing and insights - see exactly where your time goes and bill what you’ve earned, effortlessly.
Email management
Keep every client email and its attachments in the right matter for a complete, reliable record.
Precedent library
Automate your forms and documents with thousands of templates that fill straight from the matter. Spend more time on clients, less on paperwork.
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