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.
Give clients secure access to their matters, documents, and invoices. Streamline communication and collect e-signatures effortlessly.
Updates stay linked to matters so nothing gets lost in inboxes.
Create accurate invoices, reduce missed billables, and keep payment status clear.
Store files where they belong and avoid version chaos.
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.
View solutionInvoices, billables, collections — all in one place, zero missed revenue.
View solutionDraft, bill, and manage clients without hiring staff. Your AI assistant handles the rest.
View solutionPrivate, cited legal AI across chat, mobile, and eFirm.