Client Portal
Clients stay informed
Each client gets a private, branded portal for their matter. Updates, reports, files, agreements and invoices are there the moment you release them.
What you get
Why agencies use it
- Fewer 'any update?' calls
- A more professional experience for every client
- Clients pay faster when the invoice is one click away
In detail
How it works
01
Matter overview
Clients see where their case stands and what happens next, in plain language.
02
Updates you choose
Field logs and photos are only shared when you mark them visible to the client.
03
Reports & files
Released reports and documents are ready to download, securely, at any time.
04
Pay online
Clients settle deposits and invoices by card straight from the portal.
05
Messages
Clients message your team about their case instead of chasing you by phone.
06
Your brand
Your agency's name, logo and colours, so the portal feels like part of your firm.
Get started
See it in action
Book a demo and we'll walk you through it with example cases, or register your agency to get started.