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. Clients notice: in a 2025 Integris survey of 750 legal clients, 66% strongly preferred firms that use current technology, and 29% had already been delayed by a firm’s outdated systems.
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
Share documents through the portal instead of unsecured email. Clients want this: in the 2025 Integris survey, 69% rated a secure document portal instead of email as extremely or very important. Clients download what they need, and every access is logged in the audit trail.
Security your clients can trust
Encrypted connections, passwords we never store in readable form, and PCI DSS compliant payment processing, with card details going straight to the processor and never to our servers, keep client information and money protected, with your firm in full control of who has access. It is worth telling clients: in the 2025 Integris survey, 37% said they would pay a premium for a firm that emphasizes cybersecurity, and 36% expect their firm to keep them informed about its security practices.
Switching is the hard part.We bring your data over, and it stays yours to take with you.
One platform for your entire practice
Cases, billing, trust accounting, marketing, intake, payments, and reporting, plus secure hosting for your firm’s email and website: all under one roof, built exclusively for firms of 1–10 attorneys. No major practice management vendor hosts your email and website too.
Free to start. No credit card required.