Client Intake & Portal

Deliver Modern, Transparent Client Experiences

Give clients 24/7 access to their matters, secure messaging, document sharing, and e-signatures — all in a branded portal.

Smart Client Intake

Online intake forms that auto-populate into matters. Conflict checking integrated. E-signature for engagement letters. Streamline onboarding from days to minutes.

Secure Client Portal

Clients can view case status, documents, invoices, and messages 24/7. Upload documents securely. Request updates or ask questions anytime.

Secure Messaging

Encrypted messaging between attorneys and clients. All communications logged to the matter timeline. No more scattered emails.

Document Sharing & E-Signature

Share documents securely with clients for review or signature. Track who viewed what and when. E-signature built-in — no third-party tools needed.

Client Payments

Clients can view invoices and pay online directly from the portal. Payment history and receipts always accessible.

Modern Client Experience

Give clients the transparency and convenience they expect. Streamline onboarding from days to minutes with smart intake forms and automated workflows.

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