“Any update on my matter?”
Status calls interrupt fee earners all day, and most end with nothing new to report.
Client portal for law firms
Open matters faster and keep clients informed
Open new matters with online intake, send engagement letters and fee agreements, share documents securely and show clients where their matter stands.
14-day free trial · No credit card · Clients are always free
Clients call to ask where their matter is.Usually because nobody has told them.
Intake in pieces
Other parties’ names, ID copies and background documents trickle in by phone and email before you can clear conflicts.
Confidential documents in inboxes
Drafts, advice and evidence sent as attachments that anyone can forward.
The life of a matter
From first enquiry to final bill
Give each client one secure place for everything on their matter, and give your team one place to see what’s outstanding.
Intake that captures what you need up front
A web form on your site or a portal form collects client details, other parties and a summary of the matter before the first call.
- Public web forms with reCAPTCHA
- Conditional sections for each practice area
- Comment on an answer to ask for more detail
Engagement letters and fee agreements, done online
Send an engagement letter clients approve in their portal, or upload a fee agreement as a PDF for e-signature.
- Fee estimates in a pricing table
- Signing certificate with time stamps and IP addresses
- Identity checks through Stripe Identity
Documents collected against a checklist
List the contracts, correspondence and records you need, and let clients upload them without a login while reminders follow up.
- Upload links that name each file required
- Notifications as each document arrives
- Labels to sort files by type or matter
Matter milestones clients can follow
Show the stages of a matter on a milestone board, with due dates and notes, and notify the client when one moves.
- To do and in progress columns
- Checklists from templates for each matter type
- Comments and attachments on each milestone
Fixed fees and invoices paid by card
Send one-off or recurring invoices through your own Stripe account, and let clients pay from their portal.
- Line items, tax and saved services
- Recurring billing for retainers
- Automatic payment reminders
For legal practices
Built around confidential client work
Secure document exchange
Choose which files each client sees, switch downloads off and let them preview documents in the browser.
New instructions, tracked
Clients raise a new instruction or a question as a service request, which you assign and track to completion.
Corporate clients, many contacts
Add directors, in-house counsel and finance contacts to one client, with a primary contact for notices.
Data rooms for transactions
Run NDA-gated rooms for due diligence and M&A, with user groups, watermarks and an activity feed.
What to expect, explained
Publish guides on your process, costs and timelines so clients have answers before they call.
No passwords to forget
Clients sign in with a one-time code by SMS or email, and your team protects their accounts with two-factor authentication.
Activity
Know when the client has read your advice
The activity feed shows when a client opens, previews or downloads each file, and you can be notified the moment it happens. No more wondering whether the letter of advice was ever read.
- Hide a file from the client until it’s ready
- Switch downloads off for drafts
- Notify the client when you upload something new
Other industries
Portalstack for other professions
FAQ
Questions from law firms
Can Portalstack run our conflict checks?
No. Portalstack collects the information you need for a conflict check, such as other parties’ names, through your intake form. You run the check in your own system and can comment on or approve individual answers in the submission.
Can clients sign a fee agreement electronically?
Yes. Upload the PDF, place signature, name and date fields, and send it. Each signed document comes with an audit certificate listing when it was sent, viewed and signed, with IP addresses. Check any formal signing requirements that apply to your jurisdiction and matter type.
How do we keep confidential documents out of email?
Share them in the client’s folder instead. Clients sign in with a one-time code, files are stored privately on Amazon Web Services and served through short-lived links, and the activity feed records every preview and download.
Can we share documents with the other side in a transaction?
Yes, with a data room on the Premium plan. Visitors accept your NDA before they see anything, user groups control folder access, and you can watermark files and switch downloads off.
Can clients see the progress of their matter?
Yes. Add a milestone board to the client’s portal with the stages of the matter, due dates and notes. The client can be notified when a milestone moves.
Get started
Give your next client a better first week
Set up your intake form and engagement letter, add your firm’s branding and open your first matter in the portal.
Start free trial14-day free trial · No credit card · Clients are always free