Legal Case Management
Client portal software for law firms
Our law firm client portal software ensures clients remain well informed and maximises fee-earning time. Designed for today’s modern legal practice, it facilitates a paperless/paperlite way of working and delivers real-time, secure, two-way information sharing so that clients can self-serve online 24/7 via a range of tasks.
If your law firm is ready for a more efficient solution that eradicates high volumes of interruptions and delivers secure, instant case updates to clients, our state-of-the-art client portal software could be the solution you need.
Key features of our client portal software
Learn more about the top client portal software features to help your law firm achieve its goals. Our client portal sits within our case management software and practice management software suites.
Real-time progress updates
Remove barriers to efficient communication and the burden of daily admin with real-time progress updates to your cases and matters. Available 24/7 and online for clients and everyone involved in the case.
Sharing and collaboration
Our software is ISO27001 certified for information security, which means solicitors can share important case documents quickly and securely in the client portal and collaborate safely on document content with clients. This includes online form-filling.
Simple e-signature management
Sign and share documents from the case management system in a few clicks - no need for paper copies.
Data and reporting
Law firms may need to see how the portal is being used by clients and third parties. Comprehensive data and business insights (BI) from the portal are available as part of our practice management reporting suite.
Customisable white labelling
The client portal can be branded with your law firm’s logo, colours and fonts.
Fast and secure document authorisation
Maximum control is provided via a document authorisation screen, which allows users with the relevant privileges to control who, what, when and for how long parties can see and access information shared.
Sophisticated integrations for maximum performance
Email and SMS integration
Clients, law firm staff and third parties may need to be alerted on developments on a case at any time. Our client portal is fully integrated with Outlook and SMS and can be configured so that email and text alerts can be triggered at relevant case milestones.
Matter management updates
Cases that are managed within our case management system can be configured to publish case updates to the portal in real time allowing for instant progress updates.
Claims management
Our client portal software can be integrated with our insurance claims system to help improve case handling – thereby reducing the time spent processing each case and increasing the quality of service your clients receive.
Cost drafting
Our fully integrated legal accounting system will streamline your bookkeeping and finance tasks associated with your case and matters. Our cost drafting software assists with bill creation, from layout and calculation to the production of a red line bill.
Bill creation
Make the job easier for your cost's drafter and legal accountants with our versatile solution that assists in the preparation and production of accurate bills. Automatically record time as a case is progressed and create bills based on your client requirements (e.g., hourly or by deadline). Enter the information once and then in one click produce completed court forms.
Efficient workflow integration
At every stage of case progress, your workflow automation can be set to simultaneously publish updates to the portal, removing the manual effort that normally comes with keeping clients informed.
Benefits of using client portals
- Deliver a better client experience and ensure optimum engagement throughout the entire process.
- Reduce the need for clients' to visit the office by up to 15% (based on existing client experience using our legal software)
- Greatly improve collaboration with clients, financial advisers and other third parties – giving them the ability to upload, review and sign documents in your CMS.
- Reduce admin, take less calls and drive down paperwork to increase your firm’s billable hours.
Use our case management calculator to find out how your firm could save 15 hours a month by reducing case file reviews by 10 minutes each.
See how Access can transform efficiency at your law firm
Explore the market-leading Access Legal software solutions
A complete and unrivalled set of legal software solutions for the legal market incorporating case & practice management and legal accounts, alongside HR, learning, compliance and cloud hosting, all integrated through Access Evo.
Speak to our legal specialists to see how Access legal software can benefit your organisation.
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Law firm client portal FAQs
What is client portal software for law firms?
A legal client portal is an online secure storage area that allows fee earners to interact and work with clients. With a client portal, you can easily share documents and files with clients and vice versa. Some providers allow two-way communication and edit documents to maximise case efficiency.
How does a legal client portal work?
A client portal gives fee earners and their collaborators the ability to share documents, invoices and client information in a secure online software system. By using the secure platform, one party can add a message or share a document, and the other party instantaneously receives an email notification.
Once logged into the portal, all parties can review the case progress and sign and share documents in just a matter of a few clicks. The client portal comes with controls on who can access or take actions.
Additionally, a pre-defined or editable workflow would trigger and automate notifications, communications and even the uploading of documents in the client portal. As the case progresses a fully integrated client portal stays up to date with all the relevant document and information allowing for both the fee earner and the client to have a seamless and streamlined experience.
What should a client portal include?
A good law firm client portal should include the two-way functionality for solicitor and client to upload case information securely, share documents, collaborate on documents, complete forms and add updates. All of this should be managed by a document sharing authorisation module giving law firms control over which documents are shared with who, how long info and documents are available, and providing an audit trail.
Law firm client portal software should be fully integrated with your overall case management and workflow software system, so that as cases progress the system and the portal are updated simultaneously. You will need to monitor how and when the portal is being used by your clients so comprehensive portal reporting should also be available, just as it is across all areas of your practice and case management system. Robust security is a must for law firm online client portals. A software partner with the right security credentials, such as ISO27001 is ideal.
