Give clients a clear, secure place for the work you choose to share.
Client collaboration remains connected to the matter while internal work stays internal.
The same firm, matter, client, document, permission, and activity context follows the work. Teams spend less time reconciling systems, and administrators keep one accountable record of what happened.
Deliberate client access
Make selected records available to the correct client contact without sharing the whole matter or internal team activity.
Actionable communication
Bring messages, notices, invoice links, signatures, requests, and documents into a client-facing flow tied 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.
A clear path from instruction to accountable completion.
Invite the right person
Connect the client contact to the relevant matter and send a controlled activation or magic-link path.
Share specific work
Publish only the documents, invoices, forms, signatures, messages, or updates intended for that client.
Keep the record together
Capture the client's response and activity back against the originating matter and firm context.
Flexible for lawyers. Governed for the firm.
Access follows the firm and the assigned work. High-impact actions can require review while routine work remains fast.