Client portal · Clients
Clients see progress without calling you. A private link in your firm's colors. No app, no account.
Each client gets a private page showing where the case stands, who their case manager is and what the firm needs from them. They upload documents and answer forms from any phone browser.
Hi Maria
Your case is moving.
Working toward the next step · step 3 of 5
We're preparing your demand to the insurance company. We'll text you as soon as it goes out, and again when they answer.
We need one thing from you
Got your discharge papers, thank you. Your demand goes out this week.
Thank you, that's a relief.
Sent from the case · logged to Alvarez
“They told me what was happening before I had to ask.”
Asked for when her case closed
- Case stage in plain words, updated as the case moves
- Uploads of PDFs, images and Word files, filed to the case
- Question forms you build, answered from the portal
- Your firm's name, colors and wording throughout
Instead of
- phone tag
- a client portal add-on
Case updates, uploads and forms without a login or phone call.
Works with
Weighed against
The work, rule by rule
Client portal: questions firms ask
Where the case stands, in plain words, who their case manager is and what the firm needs from them. The stage updates as the case moves.
PDFs, images and Word files, from any phone browser, filed to the case. The portal doesn't accept TIFF or HEIC files. Agents read searchable PDFs, Word and text files only, so a photo or scan of a page isn't read by the AI.
Yes. Build question forms and clients answer them from the portal, so the details a case manager would otherwise chase by phone come in on their own time.
Yes. It uses your firm's name, colors and wording throughout, and opens from a private link with no app to install and no account to create.
See Client portal with your case types. Thirty minutes, on your own practice.