Fewer “any update?” calls.
A client who can see progress does not need to ask about it. The portal answers the routine questions so that your fee-earners spend their time on the questions that actually need a lawyer.
The client’s side of the file
Progress they can see
Status and completed steps for their matter — the reassurance that normally costs the firm two phone calls a week.
Documents in one place
Documents you deliberately share appear for download; documents you request come back into the file.
Messages and bills, without email archaeology
Two-way messages on the matter, plus invoices, receipts and payment history.
What it means for the practice
- Fewer status calls — the answer is already on their screen, at 9pm if they want it.
- Faster document turnaround, because a request is a task for the client rather than a favour.
- A visible difference from firms that communicate by email, which matters when a client is choosing between two quotes.
- A record of what the client was told, and when — useful the day a matter gets difficult.
Clients only ever see their own matters, their own documents and their own invoices. That is not a setting; it is how the portal is built.
What the client experiences
From the first sign-in to the closing letter.
They sign in
A separate client sign-in — not a staff account with the wrong permissions.
They see their matter
Progress, shared documents, and the messages between you.
They act when asked
Sign, upload, approve or pay — from the same place they read the update.
They stop calling for the routine
And your team spends its time on the matters that need a lawyer.
Questions before you switch it on
No. Each client sees only their own matters, documents and invoices.
Yes — document by document, matter by matter. Sharing is a deliberate act, and the record of it stays on the file.
Yes, against a specific request, straight into the matter.
Sign in as a client in the demo
We will give you the client login so you can see the portal the way your clients would — including what they cannot see.