Client Portal

Not a portal.The matter itself.

Send one email and your client lands in the matter you work in.No app, no account, no setup.

Peterson v Oakwood·Clarke & Partners

Rachel Henderson joined the Space · Step 2 of 6

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Today

Rachel Henderson joined this Space

SC
Sarah ChenLawyer10:14 AM

Rachel, settlement is at $485,000. The agreement is in Documents whenever you have ten minutes.

RH
Rachel HendersonClient11:45 AM

Got it, will read it tonight. Quick one — does the deposit come back to me on settlement day?

One invite

Type their email.They're in.

Your client clicks the email and lands in the matter. No app, no account, no setup.

People in this Space

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JR
James ReedAdmin
SM
Sarah MitchellEditor
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Same workspace

Your internal workstays internal.

Mark anything private. Your client sees only what you've shared. Same matter, two views.

Peterson v Oakwood·Documents

SMMK
Your view

Client Welcome Pack

2 files

Vendor Documents

3 files

Internal Legal File

4 files

Requisitions Draft

1 file

Client's view

Client Welcome Pack

2 files

Vendor Documents

3 files

Add your first client in 30 seconds.

No app for them. Nothing for you to set up.