Product / Client Portal
Clients see where their case stands.
A client signs in to a short update from the firm, their hearings, what they need to do, the documents the firm has shared, and a thread to their legal team. Nothing else.
Where things stand
We filed your response with the court last week. The judge will hear argument on it next month. There is nothing you need to do before then.
Posted by Dana Whitfield · March 12
Your hearings
What you need to do
Shared with you
Access
Granted by the firm, one case at a time.
Nothing happens automatically. A portal exists because a staff member created it, for one person, on one matter.
01
Invited
A staff member invites the client from the Client Portal panel on the case page.
02
Confirmed
The client receives an email and chooses their own password.
03
Scoped
Access covers a single case and a single person. It does not extend to other matters.
04
Revoked
Revoking takes effect immediately. Closing a case revokes every portal on it.
Only the firm's own client on a matter can be given a portal. Opposing parties, opposing counsel, guardians ad litem, and children on a case cannot be issued one.
What a client sees
Where things stand
A short update written by the firm in plain English, not docket shorthand. Past updates remain as a dated history. Drafts stay private until staff publish them.
Their hearings
Date, time, location, and what the hearing is for.
What they need to do
A checklist set by the firm. Clients tick items off as they finish them, and staff see what was completed and when.
Documents the firm has shared
Each document is shared individually, by a staff member. A document marked confidential cannot be shared.
Messages to their legal team
One thread. There is no recipient to choose and no address book to browse. Messages reach the firm and only the firm.
Their legal team
Their attorney and paralegal, with contact details.
Two views of the same matter
Client-visible
- Published case updates
- Their own hearings
- Their checklist
- Documents shared one by one
- One thread to the legal team
Never visible
- The firm's contacts, internal notes, and task list
- Correspondence with the court, opposing counsel, or any agency
- Other parties on the case
- Billing rates and time entries
- Anything the firm has not explicitly shared
Files a client sends
What a client sends does not land in the file.
A document from a client arrives in a review queue on the case page. Nothing a client sends reaches the case file until a staff member puts it there.
A record of what was shared
Every case keeps a log of what was shared, who viewed it, and when.
On the case page
The Client Portal panel sits at the bottom of each case page, collapsed by default, with a badge when a client is waiting on a reply.
