A client experience designed for today.
Clients can check their bank balance, track a package, and file their taxes from their phone. The portal is designed to meet that bar with real-time case updates, secure messaging, online payments, and document sharing, all under your brand.
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A modern experience for every client
Your brand, your portal
Custom logo, colors, and domain. Clients are designed to see your firm's brand, not ours. Set up in minutes without developer involvement.
Secure document sharing
Share documents with clients through an encrypted portal instead of email attachments. Clients can upload signed documents directly, designed to remove print-scan-fax loops.
Online payments
Clients pay invoices by credit card or ACH directly from the portal, with trust-compliant processing designed to route retainer deposits to the correct account.
Appointment scheduling
Clients book consultations against real-time attorney availability. Automated confirmations, reminders, and calendar sync are designed to remove email back-and-forth.
How the portal is designed to work
Live product screenshots will be added once the portal surface area is ready to share publicly.
Real-time case updates designed to reduce status calls
A meaningful slice of every firm's week is spent answering 'what is the status of my case?' calls. LegalEdge Client Portal is designed to give clients a live dashboard showing case milestones, upcoming dates, recent filings, and next steps, updated from the firm's case management workflow.
- Clients see case status, next steps, and recent activity in real time
- Automatic notifications when milestones are reached or documents are filed
- Designed to reduce inbound status inquiry calls
Secure messaging in place of unencrypted email
Client emails with sensitive case information sit in unencrypted inboxes. The portal message center is designed to provide encrypted communication that is automatically filed to the correct matter.
- Encrypted messaging between client and attorney
- Every message automatically linked to the correct matter
- File attachments scanned for malware before delivery
Faster collections through online invoicing
Clients who can pay online tend to pay faster. LegalEdge is designed to let clients view invoices, payment history, and trust account balances, then pay by credit card, debit card, or ACH transfer.
- Clients pay outstanding invoices directly from the portal
- Automatic payment receipts and trust account ledger updates
- Credit card, debit card, and ACH with trust-compliant processing
Document collection without the chase
Stop sending follow-up emails asking clients for documents. Create a checklist of required documents, and clients upload them directly. Notifications fire when each item arrives, and files are designed to attach to the matter automatically.
- Custom document request checklists per matter type
- Clients upload directly, with auto-attachment to the matter
- Progress tracking shows which documents are still outstanding
Self-service appointment scheduling
Clients can book meetings against real-time attorney availability instead of trading emails. They pick a slot, receive a confirmation, and get a reminder before the appointment.
- Real-time availability synced from attorney calendars
- Automated confirmation emails and SMS reminders
- In-person, phone, and video conference appointments supported
Connected to the rest of LegalEdge
The client portal is designed to pull data from case management, billing, documents, and calendar modules. Update a case and the client is designed to see it. Receive a payment and the books update without a separate step.
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