A client portal gives fee earners and their collaborators the ability to share documents, invoices and client information in a secure online software system. By using the secure platform, one party can add a message or share a document, and the other party instantaneously receives an email notification.
Once logged into the portal, all parties can review the case progress and sign and share documents in just a matter of a few clicks. The client portal comes with controls on who can access or take actions.
Additionally, a pre-defined or editable workflow would trigger and automate notifications, communications and even the uploading of documents in the client portal. As the case progresses a fully integrated client portal stays up to date with all the relevant document and information allowing for both the fee earner and the client to have a seamless and streamlined experience.