Legal Case Management

Client portal software for UK law firms

Our law firm client portal makes it easy for your clients to stay updated and connected. It’s built for modern UK law firms that want to provide an exceptional client service while saving valuable time for fee earners.

With secure, two-way communication and 24/7 access, your clients can check progress, sign documents, and share information whenever it suits them.

If your firm is looking to cut down on interruptions and give clients instant updates in a secure, professional way, our client portal software is a simple, powerful solution that helps you work smarter and focus on what matters most.

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Partnering with 3,500+ UK law firms

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 branded portal

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

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Client portal software integrations

Say goodbye to clunky legal tech stacks. Our legal client portal has built-in integrations across our software suite — giving your firm a unified platform and your clients a smoother experience.

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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.

What are the benefits of using client portals?

Deliver a better client experience with 24/7 access and real-time updates
Reduce office visits by up to 15%, based on real 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
Cut admin and calls, reducing paperwork to increase your firm’s billable hours

See how your firm could save 15 hours a month by reducing case file reviews by 10 minutes each, using our case management calculator.

Calculate your ROI

“Legal services provision is constantly changing – clients and customers are demanding more information, at a quicker rate – and we required a mobile application that puts clients at the centre of our service, but with the flexibility to suit the ever-changing conveyancing sector. After a lot of market research, we discovered the Access Legal Client Portal was a better option for our firm and our clients.

“Essentially, it allows our clients to follow their case 24/7 – the live data means our clients can view up-to-the-minute case progress and the freedom to visit their case out of hours. It also enables us to securely display case information on our website for our clients, and we are in control of how much information is accessible – whether it is full case histories or simple key milestones.”

Angelo Piccirillo - Partner and Co-founder AVRillo Solicitors

See how Access can transform client experience at your law firm

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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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Legal Case Management Integrations

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Blog Spotlight: Case Management

Read our latest blogs on all things case and matter management covering key industry questions and trends.

See all Access Legal news

Posted 07 August 2025

Legal Compliance Update

Posted 24 June 2025

Choosing AI case management software? Here’s how Access Legal Case Management Evo delivers from day one

Posted 04 June 2025

Best legal case management software for lawyers in the UK in 2025

Posted 09 April 2025

Why now is the perfect time to prepare for another SDLT deadline with conveyancing technology

Posted 18 February 2025

How law firm apps can improve your client’s experience and boost firm productivity

Posted 28 January 2025

What are the 5 biggest challenges facing the legal profession in 2025?

Posted 15 November 2024

5 reasons you should absolutely NOT choose our case management solutions

Posted 18 September 2024

The State of the UK Conveyancing Market 2024

Posted 29 July 2024

How to choose the right case management system for your law firm?

Posted 29 May 2024

What Lies Ahead for SME Law Firms?

What is client portal software for law firms?

A legal client portal is a secure online space where law firms and clients can share documents, track case progress, and communicate efficiently. It helps law firms deliver better service by reducing admin and improving transparency.

How does a legal client portal work?

The portal allows solicitors and clients to securely exchange messages, documents, and updates. Notifications are triggered automatically, and users can log in anytime to check progress, sign forms, or upload files. Integrated workflows keep everything up to date in real time.

What features should a law firm client portal include?

A good client portal should offer:

Secure two-way communication
Document sharing and e-signatures
Case progress tracking
Custom branding (your firm’s logo and colours)
Access controls and audit trails
Integration with your case and practice management systems
ISO27001-certified security

How do I switch to a new legal client portal?

Switching to a new client portal is easier than you might think. At Access Legal, we support UK law firms through a smooth, three-step process:

Step 1: Discovery and customisation
We’ll get to know your firm’s needs and tailor your demo and proposal to ensure a seamless transition.
Step 2: Setup and training
Our data migration team will securely transfer your data, validate it before go-live, and equip your team with the training and tools to get started confidently.
Step 3: Go live and ongoing support
Our customer success and support teams are on hand to ensure a smooth launch and help you maximise ROI from your new portal.

Is the client portal secure enough for legal work?

Yes. Our portal is ISO27001-certified and includes access controls, encryption, and audit trails to meet the strict security standards required by UK law firms.

Can clients sign documents in the portal?

Absolutely. Clients can securely sign and share documents online, reducing the need for paper and speeding up case progress.

Does the portal work with other Access Legal software?

Yes. The client portal integrates seamlessly with our case management, practice management, and cost drafting tools - giving your firm a unified platform.

Download the Access Legal brochure

Discover legal case management without limits and why we are trusted by over 3,800 firms to unlock unrivaled efficiency gains. Bring your legal case management up to spec and join the growing list of legal firms switching to working without limits. Take on any task, any time, any place with the full weight of your practice thanks to one seamless, secure, cloud-based platform.

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Get a personalised demo of the Access Legal suite

During your complimentary full system overview we will answer any questions you might have and show you how your legal teams can use case and practice management for opening and managing cases and matters quickly. We'll also show you how reporting within Access Legal for Access Evo can drive true business intelligence insights on any element of your data including streamlining accounting and finance tasks with our fully integrated legal accounting system.

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Speak to one of our experts

Over 3,800 legal organisations trust Access to create great client outcomes, enhance their productivity and ensure continuity of their business. Book a call with one of our legal specialists to discuss your needs or any questions or queries about any of our Legal product solutions.