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Product / Client Portal

A window, not the file.

Clients sign in to see where their matter stands, in plain English written by the firm. No one on the other side of the matter can get in.

What a client sees

Where the matter stands.

Where it stands
A plain-English update written by the firm.
Hearings
Their hearings.
Checklist
What the firm needs from them.
Messages
A thread to their legal team.
Documents
The ones a staff member has shared.
The client portal on a phone, showing a plain-English update from the firm, a request for the client, and upcoming dates. The client portal on a phone, showing shared documents and a message box to the legal team.
The client portal, as a client sees it.
The firm decides

Nothing is shared until someone shares it.

Staff invite a client from the matter page, and can revoke that access.

Documents
Shared one at a time, by a staff member.
Default
Not shared.
History
What was shared and when, with each document’s title as it was at that moment.
Who can never get in

Only the firm’s own client.

Opposing parties, opposing counsel, guardians ad litem, and children on a matter cannot be issued a portal login.

The portal is a separate system with its own restricted data model, not a filtered view of the staff side. Access is default-deny.

From the client

What a client sends does not land in the file.

A document a client sends is held for review before it reaches the matter file.

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Built for firms that want one system, not seven.

$80per seat, per month

Billed monthly, automatically. Choose your seats at signup and change them whenever the firm does — a new paralegal in March costs you one click, not a phone call. Month to month. Cancel anytime. After canceling, your firm has 90 days to sign in and take a complete export.

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