A Professional Client Portal for Your Practice
Give clients secure access to their matters, documents, and invoices. Streamline communication and collect e-signatures effortlessly.
And we're doubling that number every 3 months.
Client portal capabilities
01
Branded portal with your firm's identity
02
Secure document sharing and collaboration
03
E-signature collection in workflow
04
Invoice viewing and online payments
05
Matter status and deadline visibility
Why a client portal matters
01
Elevate client experience and perception
02
Reduce email back-and-forth
03
Speed up signature collection
04
Get paid faster with online invoicing
05
Differentiate from competitors
A look at the product
How clients use the portal
- 1
Log in with secure credentials
- 2
View matter status and updates
- 3
Access and upload documents securely
- 4
Sign documents electronically
- 5
Pay invoices and view billing history
Portal use cases
01
Share and collect case documents
02
Obtain engagement letter signatures
03
Keep clients informed on matter progress
04
Streamline client intake and onboarding
05
Simplify invoice delivery and payment
Related Features
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Pull out key terms, dates, parties, and obligations from any document. Data extraction at scale.
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Generate first drafts in minutes. AI that understands your templates, style, and preferred positions.
Contract Review
Review contracts in minutes, not hours. AI that spots issues, flags risks, and suggests improvements.
Step-by-step setup for this feature is in the documentation.
Frequently Asked Questions
Can we customize the portal branding?
Yes, the portal displays your firm's logo, colors, and can be accessed at your own subdomain.
How secure is the document sharing?
Documents are encrypted in transit and at rest. Access is controlled per matter with full audit logging.
Are the e-signatures legally binding?
Yes, HAQQ e-signatures comply with ESIGN, UETA, and major international e-signature regulations.
Can clients pay invoices through the portal?
Yes, clients can view invoices and pay online via credit card or ACH, with payments syncing to your accounting.