Give Clients the Experience They Expect.
Your clients can check their bank balance, track a package, and file their taxes from their phone. They expect the same from their law firm. LegalEdge Client Portal delivers 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 see your firm's brand — not ours. Set up in under 10 minutes with zero developer involvement.
Secure Document Sharing
Share documents with clients through an encrypted portal instead of email attachments. Clients upload signed documents directly — no printing, scanning, or faxing.
Online Payments
Clients pay invoices with credit card or ACH directly from the portal. Trust-compliant processing ensures retainer deposits go to the right account every time.
Appointment Scheduling
Clients book consultations based on real-time attorney availability. Automatic confirmations, reminders, and calendar sync eliminate back-and-forth emails.
How It Works
Real-Time Case Updates That Reduce Phone Calls by 70%
The average law firm spends 6.5 hours per week answering 'what is the status of my case?' calls. LegalEdge Client Portal gives clients a live dashboard showing case milestones, upcoming dates, recent filings, and next steps — updated automatically from your 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
- Firms report a 70% reduction in inbound status inquiry calls
Secure Messaging That Replaces Unsecured Email
Client emails containing sensitive case information sit in unencrypted inboxes, creating security risks and compliance headaches. The portal message center provides end-to-end encrypted communication that is automatically filed to the correct matter.
- End-to-end encrypted messaging between client and attorney
- Every message automatically linked to the correct matter
- File attachments scanned for malware before delivery
Get Paid Faster with Online Invoicing
Clients who can pay online pay 11 days faster on average. LegalEdge lets clients view invoices, payment history, and trust account balances — then pay with one click via credit card, debit card, or ACH transfer.
- Clients pay outstanding invoices directly from the portal
- Automatic payment receipts and trust account ledger updates
- Supports 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 to the portal. You receive a notification when each item is submitted, and files are automatically attached to the matter.
- Custom document request checklists per matter type
- Clients upload directly — files auto-attach to the correct matter
- Progress tracking shows which documents are still outstanding
Self-Service Appointment Scheduling
Let clients book meetings based on real-time attorney availability. No more three-email chains to find a time that works. Clients pick a slot, receive an automatic confirmation, and get a reminder 24 hours before the appointment.
- Real-time availability synced from attorney calendars
- Automatic confirmation emails and SMS reminders
- Supports in-person, phone, and video conference appointments
Connected to Everything in LegalEdge
The Client Portal is not a standalone product. It pulls data directly from your case management, billing, documents, and calendar modules. When you update a case, the client sees it instantly. When a client pays an invoice, your books update automatically. Zero double-entry, zero sync delays.
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