Client Portals for Law practices
Optimize case discovery, secure document pipelines, and automate billing collection timelines.
Attorneys' Administrative Friction: Discovery bottlenecks, billing chase, and manual intake
Attorneys and paralegals waste hours gathering discovery materials, chasing unsigned retainer agreements, and explaining billing statements. Sensitive client information (driver's licenses, deeds, tax IDs) sent over standard email raises regulatory compliance flags. Without a dedicated client portal, law firms spend more time on admin work than practicing law.
Our Solution Blueprint: Compliance-first case spaces and billing
We build custom client spaces branded to your firm. Clients can log in to view case milestones, upload evidence files, and pay monthly bills or retainers via credit card or ACH transfer. The platform is built with AES-256 storage encryption and isolated tenant databases to ensure strict confidentiality.
Connected Modules for Law Practices:
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Secure Discovery Vaults
Clients drag-and-drop evidence files directly into categorized directories with strict access log tracking.
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UETA-Compliant Retainer E-Signing
Send fee agreements directly to clients for mobile signature execution, saving them in local database ledgers.
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Retainer & Trust Billing
Integrated Stripe gateway allowing easy ACH payment checkouts for flat-fee services or monthly trust funds.