A client experience that closes loops
Secure links or the client app for approvals, signatures, and messages—no passwords required. Everything is saved to the matter automatically.
Client Portal Experience
See how clients interact with the portal—approving time, signing documents, and messaging
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How to Share with Clients
Share information, get approvals, and collect signatures—all without passwords or account creation.
Send Secure Link
From your matter, click "Share with Client" and choose what to share—time entries, documents, or messages. Generate a secure, time-limited link.
Share with Client Dialog
Screenshot showing how to generate and send secure client links
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Client Receives Email
Client gets an email with a secure link. No password required—just click and access. Links expire after 7 days for security.
Client Reviews & Approves
Client sees only what you've shared. They can approve time entries, add comments, sign documents, or send messages—all from one place.
Client Portal Interface
Video showing what clients see when they access the portal
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You Get Notified
Get instant notifications when clients approve entries, sign documents, or send messages. Everything is saved to the matter automatically.
Common Use Cases
Use the client portal for approvals, signatures, and communication.
Time Entry Approval
Send clients a link to review and approve time entries before you bill. They can add comments or request changes.
Document Signing
Share documents for signature. Clients sign directly in the portal—no printing, scanning, or emailing back.
Status Updates
Share matter updates, deadlines, and important information. Clients stay informed without constant emails.
Client Portal Features
Everything clients need, without the complexity of account management.
No Account Required
Clients access everything via secure links. No passwords, no account creation, no friction.
Time Entry Approval
Clients can review time entries, add comments, and approve or request changes before billing.
Document Signing
Sign documents directly from the portal. Works on any device—phone, tablet, or computer.
Secure Messaging
Message threads with attachments, all saved to the matter. No more email chains to track.
Mobile-Friendly
Optimized for mobile devices. Clients can approve and sign from anywhere, anytime.
Read-Only Visibility
Control exactly what clients see. Share only what's relevant without oversharing sensitive information.
Mobile Client Portal
Screenshot showing how the portal looks and works on mobile devices
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Improve your client experience
Reduce email back-and-forth and give clients a better way to interact with your practice.