Client Portal

Not a portal.The matter itself.

One invitation brings your client into the same matter your team works in.

CDHW
All Files
RefreshNewUpload
NameDate ModifiedSizeKindVisibility
Contract of sale.docx
Yesterday142 KBDocumentEveryone
Vendor disclosure statement.pdf
2 days ago1.2 MBPDF documentEveryone
Settlement figures.xlsx
Today24 KBSpreadsheetClient
Signed documents
TodayFolderEveryone
Building inspection report.pdf
3 days ago880 KBPDF documentClient
Special conditions.docx
Today38 KBDocumentFirm only
Internal file notes.txt
Yesterday4 KBPlain textFirm only
Cooling-off notice.docx
4 days ago18 KBDocumentEveryone

One invite

Type their email.They're in.

They open the invitation and see everything you have shared with them, in one place.

People in this Space

People
Pending
Activity
Firm
CD
Claire DonnellyAdmin
NB
Nadia BrooksEditor
Add person…

Conversation

Every conversationstays with the matter.

Messages, questions and decisions remain in context, so no one has to search through email threads to understand what was agreed.

See how conversations work

Same workspace

Your internal workstays internal.

Mark anything private. Your client sees only what you choose to share. Same matter, two views.

8/16 Selwick Street, Bondi

Documents
CDHW
Your view

Client welcome pack

2 files

Vendor disclosure

3 files

Internal legal file

4 files

Requisitions draft

1 file

Client's view

Client welcome pack

2 files

Vendor disclosure

3 files

Add your first client in 30 seconds.

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