Client experience
A portal clients actually use.
Invite clients to a secure portal where they upload documents, read messages, view invoices, sign retainers, and pay online — without a shared inbox.
- Included on Solo plan — not a tiered upsell
- Document upload straight to the matter folder
- Secure messaging with your firm
- Invoice viewing and online payment links
- Retainer signing with full audit trail
- Installable PWA with push notifications coming soon
Open your practice
Your inquiry link could be live tonight.
Start a 14-day trial, copy your public form, and watch your first lead land in the pipeline.