Client portal
The status call your clients stop needing to make.
Clients see the progress of their matters, the documents that matter, what they owe, and a secure channel to their team — scoped so they see their matters and nothing else.
Matter timeline
Plain-language milestones, upcoming dates, and what the firm needs from the client next.
Invoices & trust
Current invoices, payment history, and trust balances presented without a finance-team email round trip.
Secure messaging
Threaded, matter-scoped messages that land in the firm's workflow instead of a partner's inbox.
English and Spanish
The portal renders in the client's language, including AI-translated matter summaries pinned to a legal glossary.
Push and email alerts
Clients choose how they hear about filings, approvals, and invoices — web push, email, or SMS.
Hard permission boundaries
Access is enforced at the database row level, not by hiding buttons. A client cannot request another client's data even by crafting the request.
AI-first, partner-accountable
Show a client what they'd see
We can open a sanitized portal against a sample matter during your walkthrough.
- 57 specialist agents
- 3 oversight tiers
- Hash-chained audit trail
- EN / ES parity