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    3. Client Portal
    eFirm

    Client Portal

    Secure access to matters, docs, and invoices. For your clients.

    Start FreeBook a Demo
    Trusted by 17,000+ legal teams
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    Client PortalExample
    Nda Qa Chat Assistant

    Can HAQQ answer this and show its sources?

    Yes, HAQQ answers in plain language and backs every response with the specific law or clause it used, so nothing is a black box.

    Cited: Primary sources
    17,000+ law firms100,000+ people200+ countriesLegal AI ChateFirm

    What's slowing you down

    Clients chase updates

    Constant 'what's the status' emails.

    Documents in email attachments

    Clients lose them. You resend constantly.

    Invoices ignored

    Sent via email. Lost in inbox.

    Security risk

    Sending confidential docs via email = bad.

    Clients want transparency

    Modern clients expect a dashboard.

    How HAQQ solves it

    Client portal per matter

    Secure access to their matters.

    Document vault

    Every doc accessible anytime.

    Invoice and payment

    Clients see and pay invoices directly.

    Secure messaging

    Matter-linked, encrypted, auditable.

    Transparent status

    Matter progress visible to client.

    Every client interaction

    Client Portal

    Give clients secure access to their matters, documents, and invoices. Streamline communication and collect e-signatures effortlessly.

    Integrated Communications

    Updates stay linked to matters so nothing gets lost in inboxes.

    Billing & Accounting

    Create accurate invoices, reduce missed billables, and keep payment status clear.

    Document Management

    Store files where they belong and avoid version chaos.

    How the portal works

    1

    Create matter

    Portal auto-generated.

    2

    Invite client

    Email invitation with secure link.

    3

    Share docs

    Client sees, signs, downloads.

    4

    Send invoices

    Client sees and pays in portal.

    5

    Communicate

    Matter-linked messaging, end-to-end.

    Conditional Workflow Builder

    Not sure which one fits?

    eFirm

    Client Portal

    Secure access to matters, docs, and invoices. For your clients.

    eFirm

    Integrated Communications

    Emails, messages, and calls. All linked to the right matter.

    eFirm

    Billing & Accounting

    Invoices, billables, collections. All in one place, zero missed revenue.

    FAQ

    Is the portal white-labeled?

    Yes. Firm branding supported.

    Two-factor auth

    Yes. Required for client login.

    E-signature

    Not built in today.

    Mobile

    Yes. Clients can access from phone.

    Related solutions

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    See the workflow
    Features
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    Billing & Accounting

    Invoices, billables, collections. All in one place, zero missed revenue.

    See the workflow
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    HAQQ for Solo Practitioners

    Draft, bill, and manage clients without hiring staff. Your AI assistant handles the rest.

    See the workflow

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    © 2026 HAQQ Inc. All rights reserved.Product engineered in-house by HAQQ. Website built with modern web tools.
    /SigningLLucie DedieuxAccept for signatureSuggest changesAcmeSignatory name: Lucie DedieuxSignatory email: lucie@acme.frCertified by Justice
    Legal AssistantVendor.pdfWhat is the term of this NDA?A10:24The term is 3 years from signing,effective 1 Mar 2024, expiring 28 Feb 2027.§2.1Confidentiality, cl. 2.1Does confidentiality survive termination?A10:25Yes, obligations continue for 2 yearsafter expiry, until 28 Feb 2029.§5.4Confidentiality, cl. 5.4Can this agreement be terminated early?
    Summarize Document with ConditionsFile uploadOutputfile_uploadPromptOutputmodel_responseConditionalOutputbranchIf matchElse