Lawyers & Consultants

Client Portal & CRM

Manage clients and matters in one place, and give each client a secure login for updates and documents.

Discuss on WhatsApp

Free consultation
Tailored to your practice
Support after launch

At a glance

What you get

Client CRM
Secure document upload
Matter updates

Built for

Lawyers & Consultants

Pricing

Custom quote

Why it matters

From problem to solution

The challenge

What's holding you back

Clients call repeatedly for updates and send sensitive documents over email or WhatsApp. This takes up your time and makes it harder to keep files organized and protected.

Our solution

Client Portal & CRM

Manage clients and matters in one place, and give each client a secure login for updates and documents.

See what's included

Deliverables

What's included

Everything below is part of Client Portal & CRM. We tailor the details to your practice.

Ask about these features

01Client and matter management (CRM)
02Secure client login with password protection
03Document upload and sharing area
04Matter updates and upcoming dates for clients
05Access restricted so each client only sees their own files
06Staff accounts with role-based permissions

Process

How it works

A simple, transparent process from first conversation to launch.

1
Understand your workflow
We learn how you handle things today and where time and information get lost.
2
Plan and configure
We design the system around your process and set it up with your data.
3
Test with your team
Your team tries it with real examples and we refine the details.
4
Launch and support
We go live, train your staff, and stay available for help.

Optional add-ons

Extend it with Essential Features

Not included by default — add any of these if your project needs them.

FAQ

Questions, answered

Common questions about Client Portal & CRM.

Still have questions?

Message us and we'll get back to you quickly.

Chat on WhatsApp

How are client documents protected?

Documents are stored behind secure logins with encrypted connections, and each client can only access their own files.

Can my staff use the portal too?

Yes. Staff accounts can be created with permissions that match their role.

Is the portal branded for my firm?

Yes. It uses your firm's name, logo, and colors.

How much does this cost?

Every project is different, so we provide a custom quote after understanding your requirements. Message us on WhatsApp or book a free consultation to get one.