The client portal
What the client sees, what they can do, and how to configure the portal for your practice.
The client portal is where your clients experience your practice. It replaces most of the email traffic between the client and your team, and gives the client structured, self-serve access to their own file.
What clients see
The current stage of their case, what your team is currently working on, what the client owes back to your team, any messages, any signable documents, and their invoice history. The client never sees internal notes, draft submissions, or case discussions.
What clients can do
Upload documents (dropped directly into the case), respond to requests, sign forms electronically, send secure messages to the team, pay invoices, and download copies of submitted materials.
Branding
The portal carries your firm's branding — logo, colours, and firm name. Clients experience it as your product, not a third-party tool.
Multilingual
The portal is available in English, French, Simplified Chinese, Spanish, Hindi, Arabic, and Farsi. Each client selects their preferred language, and all system messages, labels, and templates render in that language.