Client Portal For Law Firms
Simple and secure client portal for law firms.
Share and gather sensitive documents. 🔐 Create engagement letters in minutes. 🗒 Create forms for client intake and onboarding. 👌
No credit card required
Benefits of a modern client portal for your law firm.
Clients pay you to help navigate the intricate legal procedures and requirements associated with their legal cases, not for non-value-added admin work such as chasing documents or trawling through email inboxes to find information.
Win and retain more business
Differentiate your business by delivering your clients an integrated digital experience.
A faster way to collect information
Make collecting data, content, documents and signatures from clients stress-free.
Improve productivity with digital workflows
Replace manual paperwork to free up your time, so you can focus on higher-value client work.
CLIENT COMMUNICATION
Still using email to exchange sensitive legal documents & information?
While email still has utility as a general comms tool, its usefulness for managing client workflows, such as onboarding or collecting client data and documents, has long expired.
Version Control Nightmare
Exchanging multiple versions of documents buried in emails can result in confusion, leading to mistakes and delays.
Massive Time Suck
Trawling through emails results in lost productivity and wasted time trying to locate specific information or attachments.
Lack of Encryption
Emails are not encrypted by default, which means they can be intercepted and read by unauthorized individuals.
Loss of Control
You don’t have control over how it is forwarded, saved, or shared, which can result in unintentional exposure of data.
Attachment Vulnerabilities
Email attachments have the potential to contain harmful malware or viruses that could infect the recipients’ systems.
Risk of Fines & Penalties
With the rise in privacy and data protection fines and legal actions, handling client files and data securely is more important than ever.
Maybe you left BigLaw to start a boutique law firm for a better work-life balance, a non-toxic culture, or other reasons. It was probably the best decision you’ve ever made, but no doubt you miss having an army of back-office support staff.
As a law firm business owner, you need to find ways to free yourself from the constant burden of paperwork. Law school never prepared you on how to be an effective business owner.
Keep client interactions organized in one secure client portal.
Portalstack offers all the tools you need to build meaningful business relationships with your clients – client management just got easier.
ONLINE FORMS
Create digital forms for client intake and onboarding.
Create forms in minutes using our simple yet powerful drag-and-drop form builder. Simplify your forms by using conditional logic to show or hide fields based on responses to previous questions. Easily keep track of your clients’ form progress.
WEB DOCUMENTS
Create, send and track digital proposals & engagement letters.
Block-styled document editor to create web documents. Use rich content such as images and videos to make your documents more engaging. Get notified when your clients view or approve your documents.
SECURE FILE SHARING
Securely exchange sensitive documents.
Avoid the inherent risks of sharing files and attachments via email. Get notified when your clients open, preview, or download a file. Save time by uploading files to a common folder across all clients.
IDENTITY VERIFICATION
Verify the identities of your clients and partners.
Integrated identity verification solution powered by Stripe Identity. As part of your client onboarding process, you can now verify the authenticity of ID documents from more than 120 countries.
CRM INTEGRATION
Sync your CRM contact data.
We’ve integrated with HubSpot and Pipedrive so any new contacts will be pushed to Portalstack, eliminating the need for double data entry.
APP EMBEDS
Embed apps you already use.
In just a few steps, you can embed your favourite apps such as Calendly, Google Sheets, Trello, Miro, and ClickUp.
ESIGNATURE
Get your documents and agreements signed faster.
Simply upload your document, drag and drop your input blocks, assign them to a client, and hit send – it’s that easy. Transactional data, such as the date, time, and IP addresses of all signatories, is recorded. Keep track of documents pending signatures and schedule automated reminders if needed.
MILESTONES
Keep your clients updated on the progress of their cases.
Minimize client follow-ups by sharing and updating the statuses of your key case delivery milestones. Centralize communication with persistent chat messaging. Add tasks to provide your clients with a more detailed work breakdown.
SERVICE REQUESTS
Centralize new client service requests.
Allow your clients to raise and track new service requests. This will make it easier to plan, prioritize, and deliver your services. You can triage and assign new service requests to team members, as required.
KNOWLEDGE HUB
Share valuable legal related content directly with your clients.
Create an online knowledge hub for legal-related resources and guides. These resources can include articles, FAQs, legal glossaries, case studies, etc.
BRANDED CLIENT PORTAL
Your own branded client portal solution in minutes.
Spare the hefty expense (and headache) of a custom client portal build. With Portalstack, you can easily 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.
VIDEO CALLING
Host video calls with a single click using your personalized meeting room URL.
Your own unique, persistent conferencing link. A simple, in-browser video conferencing solution – no downloads, registrations, or headaches. Screen sharing, background blur, and chat are enabled.
AUTO REMINDER
Put reminders on auto pilot.
Stop wasting your time constantly sending reminders when you can automate the process and focus on other tasks. Let Portalstack automate the gentle nudges for you. Say goodbye to the hamster wheel of reminder-sending and hello to efficient, stress-free communication with Portalstack.
DASHBOARD
Know your key business vitals, at a glance.
Get a clear view of your workload with Portalstack’s intuitive dashboard. Keep track of pending client documents and service milestones, all in one place. Stay in control of your workload so you never miss another deadline.
PRACTICE AREAS
Uncomplicated client portal software for busy lawyers.
Here are some practice areas that can benefit from Portalstack.
Intellectual Property
Estate Planning
Startup
Family
Employment
Bankruptcy
Banking & Finance
Environment
Construction
Top 3 reasons why law firms should adopt client portals
The pace of legaltech innovation continues to expand, introducing a myriad of new software offerings for practice, case, and contract management to law firms. The challenge for many law firms then becomes how to prioritize the technology investment budget to maximize the all-important ROI.
A common error among law firms is adopting a “bottoms-up” approach to technology, beginning by addressing internal processes as the starting point. This might seem logical, but the risk is that while building the technology stack, the client experience often becomes an afterthought, or forgotten entirely.
A more effective approach is to view technology enablement from a client-centric perspective. As the starting point, your firm should ask questions like ‘how can technology enhance our clients’ interactions with us?’ or ‘what is the optimal software solution to simplify our clients’ experience?’. Use that as the foundational tech layer, before solving for internal operational efficiency.
Introducing client portals
Establishing client portals is an effective method to enhance client experience and security using technology. Serving as a digital bridge between your firm and clients, these portals provide a secure platform for tasks such as gathering client data, sharing files, signing contracts digitally, and monitoring service requests.
Here are the top 3 reasons why law firms should adopt client portals.
#1 - Your clients have a central place to access important legal documents
Imagine it’s near midnight, and a client is urgently searching their email inbox for the final version of a legal document you drafted for them over a year ago. A client portal solves this issue by providing a central location for documents that are accessible around the clock.
#2 - It’s more secure than email
Email is now the default communication channel for most businesses – it’s simple and reliable. However, is it a trusted delivery tool for industries like legal services that handle a lot of sensitive information?
Consider the journey of a typical email. When you hit the ‘send’ button, the email and its attachments don’t just move from your inbox to the recipient’s. They travel across the internet, unguarded, and through multiple servers before reaching their destination. At each server transition, your email is at the mercy of server administrators who, in theory, could alter or even delete your email content.
We’re not suggesting that you should completely abandon emails. But client portals do offer a more secure way to exchange sensitive client information over the internet.
#3 - Data collection is easier and less prone to error
Using paper or PDF forms for client information collection and maintenance is not only inefficient but also prone to translation errors. Additionally, filling out static forms can be a tedious task. Modern client portals, such as Portalstack, incorporate smart digital forms. These interactive forms can be created dynamically, simplifying your data collection process and making it less tedious for your clients.
The bottom line
Portalstack’s client portal software solution deepens the connection between your clients and your firm by providing a unified, convenient space. This private area ensures both you and your clients feel secure, knowing that sensitive information is less susceptible to malicious interception.
Frequently asked questions
Is Portalstack also a legal case management software?
No. Legal case management software and client portals serve distinct purposes. While case management software is great for managing internal workflows, dedicated client portals like Portalstack serve as secure online platforms to interact with clients and securely exchange information.
Is there a charge for my clients to access?
No. You can add as many contacts as you want. We only charge you for internal users under your subscription.
How will my clients access the portal?
When you sign up to Portalstack, you’ll be assigned a unique login URL. This URL will be used by both your clients & partners, as well as internal users to login. We recommend you create a ‘Portal Login’ button on your website that links to this URL. Otherwise, you can always share this URL.
How secure is the data?
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.
Do I need a PhD in quantum computing to get started?
No. Portalstack is a fully no-code solution – buzzword translation: no prior knowledge of IT is required.