Client onboarding, document collection and client management in one unified client portal made for tech-forward law firms.
No credit card required
Clients pay you for your expertise, business advice and legal services, not for non-value-added admin work such as chasing documents or trawling through email inboxes to find information.
Any of this strikes a chord?
I recently left BigLaw to start my virtual law firm so I can spend more time with the little ones. I’ve absolutely no regrets about my decision but must admit I do miss having the army of back-office support staff!
As a law firm business owner now, I need to think about ways to free myself from the constant burden of paperwork, i.e. I need to systemize my client work processes such as client onboarding and document collection.
Law school never prepared me on how to become an effective business owner. I need to work smarter, not longer! Otherwise, I’ve just cornered myself into another highly stressful job.
Portalstack’s secure client portal solution allows your clients to stay connected to your law firm.
Differentiate your business by delivering your clients an integrated digital experience.
Make collecting data, content, documents and signatures from clients stress-free.
Centralize client communication and minimize the endless email threads.
Replace manual paperwork to free up your time, so you can focus on higher-value client work.
Say goodbye to the endless stream of email threads and attachments. Get organized by bringing it all together into one client portal solution for busy law firms with a digital-first approach.
Get off the hamster wheel of constantly sending reminders. Let Portalstack automate the gentle nudges for you.
It might start with an innocent link to a Dropbox folder, then it’s another link for e-signing, and another for online forms…soon enough, your clients are on the receiving end of a messy experience. Prevent the chaos by giving your clients a unified client portal experience.
Multiple access points = clumsy client experience
Multiple subscriptions = overpaying for software
Tangled hot mess when they don’t play well together
Single access point = convenience
Single software subscription = cost saving
Customize the look and feel to align with your brand assets. Simply upload your logo and background images, select your color theme and secure your custom URL.
Stay in control of your workload and never miss another deadline.
No sign up required. One persistent link. Secure two-factor authentication.
Add your clients
Add your client details in your Admin Panel, including email and mobile number.
Share your custom Login link.
We recommend adding your custom URL as a ‘Client Login’ link on your website.
Clients sign in
Your clients simply enter their email, mobile number and 6 digit passcode (sent via SMS).
The pace of legaltech innovation is ever-expanding – front-office, back-office, case management to contract management, there is no shortage of new software offerings being introduced to law firms. The challenge for law firms then becomes how to prioritize their technology investment budget in order to maximize the all-important ROI. Here are 3 reasons why modern law firms are adopting client portal solutions like Portalstack.
Imagine it’s close to midnight and one of your clients is trawling through their email inboxes urgently searching for that executed version of that legal document you drafted for them over 12 months ago. Having a client portal solves this problem as documents are centrally organized.
Let’s be honest, email has been the best productivity tool since facsimile, which conveniently replaced pigeons back in the day. It’s the default communications channel for most businesses today – it’s easy and predictable. But is it a trusted delivery tool for industries such as legal services that carry a lot of sensitive information?
Let’s consider the journey of a standard email. Every time you click the ‘send’ button, that email (and its attachments) doesn’t simply move from your inbox to the recipient. It traverses the internet completely open and across multiple servers before it reaches its destination. At each hop between servers, it is at the mercy of server admin gals and guys, who in theory may alter or even delete your email content.
To be clear, we’re not suggesting you should abandon emails altogether! But a client portal does provide a more secure method to exchange client sensitive information over the internet.
Collecting and maintaining client information using paper or PDF forms is not only inefficient, it’s also prone to translation errors. But the bottom line is: no one enjoys filling out boring static forms. Modern client portals have smart digital form builders built-in, so you can dynamically create interactive forms to streamline information collection – and make life less tedious for your clients.
No. You can add as many clients as you want. We only charge you for advisers (your internal users) under your subscription.
When you sign up to Portalstack, you’ll be assigned a unique login URL. This URL will be used by both your clients and internal users to login. We recommend you create a ‘Client Login’ button on your website that links to this URL. Otherwise, you can share this URL with your team and clients.
We take data security seriously. Our platform is hosted on Amazon Web Services sitting behind their bank-grade infrastructure with 256-bit encryption. We’ve designed Portalstack with a security first architecture. You can find out more by reading our Security Policy.
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