A client portal for law firms.
Half of client anxiety is not knowing what is happening. A portal that shows case status and next steps turns update calls into logins.
The "any update on my case?" call
Clients do not call because they are difficult. They call because silence is frightening when something important is at stake. Each call interrupts billable work, and the answer is usually one sentence a portal could have shown.
What your firm portal would include
- Case status in plain English with the next step always visible
- Secure document exchange with confirmations, not email attachments
- Messages that stay attached to the matter record
- Invoices and trust balances where clients expect them
- Intake and e-signature flows for new engagements
Confidentiality as a design rule
Everything runs encrypted in accounts the firm owns, with client access scoped to their own matter and nothing else. I walk your managing partner through exactly where every document lives before launch.
I can build this for your business.
Tell me how your team works today. You get a clear scope and price before any work starts, and you own everything I build.
Does it integrate with Clio or MyCase?
Clio has a solid API and integration usually works well: matters and documents sync so the portal reflects reality without double entry. Other platforms vary, and I confirm your exact path on the first call.
What does it cost?
It depends on what the portal connects to. You get a clear scope and price before any work starts, a working first version usually takes days, and the firm owns the code and every account.
Keep reading
- Custom software for law firms Firms bill hours, then spend unbillable ones on intake, status calls, and email. I build systems that give those hours back.
- Client portal development Half your inbox is clients asking things a login could answer. Status, documents, invoices, next steps: one portal, zero "just checking in" emails.
- Workflow automation for law firms Unbillable admin eats firm margin quietly: intake, chasing signatures, assembling the same documents. Software should be doing most of it.
- Client portal for accounting firms Tax season is a document-collection problem wearing a deadline. A portal that chases files politely and relentlessly changes the season.
- See the work Client systems, agency work and my own products, named for what they do.