Client Portal & Intake

Deliver a premium client experience. Automate intake forms, share case updates, and collaborate securely in a dedicated portal.

Send custom digital forms to prospective clients. Intake data flows directly into your case management system, eliminating manual data entry.

Provide clients with a branded portal where they can securely view their case status, upcoming court dates, and outstanding invoices.

Message clients directly through the portal. Keep conversations centralized and attached to the matter rather than lost in crowded inboxes.

Request files or share drafts securely. Clients can upload evidence or sign documents directly within their personalized portal environment.

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