Clients chase updates
Constant 'what's the status' emails.
Secure access to matters, docs, and invoices — for your clients.
Constant 'what's the status' emails.
Clients lose them. You resend constantly.
Sent via email. Lost in inbox.
Sending confidential docs via email = bad.
Modern clients expect a dashboard.
Secure access to their matters.
Every doc accessible anytime.
Clients see and pay invoices directly.
Matter-linked, encrypted, auditable.
Matter progress visible to client.
Oferiți clienților acces securizat la dosarele, documentele și facturile lor. Simplificați comunicarea și colectați e-semnături fără efort.
Actualizările rămân legate de subiecte, astfel încât nimic să nu se piardă în căsuțele de e-mail.
Creați facturi precise, reduceți plățile omise și mențineți un status clar al plăților.
Stocați fișierele unde le este locul și evitați haosul versiunilor.
Portal auto-generated.
Email invitation with secure link.
Client sees, signs, downloads.
Client sees and pays in portal.
Matter-linked messaging, end-to-end.
Yes — firm branding supported.
Yes — required for client login.
Yes — built-in e-signature.
Yes — clients can access from phone.
Emails, messages, and calls — all linked to the right matter.
See the workflowInvoices, billables, collections — all in one place, zero missed revenue.
See the workflowDraft, bill, and manage clients without hiring staff. Your AI assistant handles the rest.
See the workflow