Your clients, documents and decisions stay with the matter. Everyone works from the same context, with a clear record of what happened and who is responsible next.
Deliberate client access
Make selected records available to the correct client contact without sharing the whole matter or internal team activity.
Actionable communication
Messages, invoices, work reports and shared documents sit in the portal; signature requests and forms go out as secure emailed links. Each ties back to the firm record.
Firm-owned presentation
Eligible firms can use their name, logo, sign-in presentation, subdomain, or configured custom domain across client-facing surfaces.
Invite the right person
Connect the client contact to the relevant matter and send a controlled activation or magic-link path.
Share specific work
Share only the documents, invoices, messages, or updates intended for that client in the portal. Send signature requests and forms by secure emailed link. Clients cannot upload files through the portal or forms yet; the firm arranges how documents are sent.
Keep the record together
Capture the client's response and activity back against the originating matter and firm context.
Access follows the firm and the assigned work. High-impact actions can require review while routine work remains fast.