Client Portal
Fewer phone calls, better-informed clients
Your clients want answers without waiting for a callback. The Client Portal gives them secure, 24/7 access to their case status, invoices, payment history, and documents — and a one-click way to pay.
The Same System, Client-Side
The portal shows clients the very same records you work in
24/7 access to case status and activity
Clients check their case status, recent activity, and a lifetime financial summary anytime — so they stay informed without calling your office for every update.
Invoices and payment history at their fingertips
Clients view current and past invoices with detailed line items, plus their full payment and transaction history — no more emailing PDFs or fielding “what was that charge for?” calls.
Pay invoices and top up trust online
Clients pay invoices and replenish their trust balance right in the portal by credit card, debit card, or eCheck — one click from the invoice, with no third-party account to create.
Secure document sharing, not email attachments
Share documents through the portal instead of unsecured email. Clients download what they need, and every access is logged in the audit trail.
Security your clients can trust
Encrypted connections, hashed passwords, and PCI-DSS-compliant payment processing keep client information and money protected — with your firm in full control of who has access.
Switching is the hard part.We bring your data over, and we never lock it in.
One platform for your entire practice
Cases, billing, trust accounting, marketing, intake, payments, and reporting — all included, built exclusively for firms of 1–10 attorneys who run the whole business, not just the cases.
Free to start. No credit card required.