PORTAL

ClientPortal

A law firm that clients can reach from a phone

A client-side portal for law firm clients: secure messaging, document review, e-sign, and invoice payment — designed for a phone, respectful of privilege and jurisdiction.

  • Mobile -first, by default
  • Privilege -aware surfaces
  • 0 Privileged data stored locally

ClientPortal replaces the "can you email me that document?" loop. Clients sign in with strong auth, see their matters and documents, sign what needs signing, and pay invoices — all on the phone.

Every action respects privilege and jurisdictional rules baked into the platform. The portal never surfaces a document a client is not entitled to see, and never asks them to consent to something the ledger does not record.

Capabilities

Everything ClientPortal handles for you

  • Privilege-aware

    Only surfaces documents and threads the client is entitled to see.

  • Mobile-first

    Designed for a phone — large tap targets, minimal reading on a small screen.

  • E-sign inline

    Signatures collected inside the portal via SignatureGate — no detours.

  • Invoice payment

    Invoices paid directly in the portal via Billing with an audit trail.

Integrations

How ClientPortal plugs into the legal stack

ClientPortal is a surface on top of matters, signatures, and billing. It holds no privileged data of its own.

  • MatterLedger supplies the matters and documents the portal renders.
  • eSignTray renders e-sign flows the client completes inside the portal.
  • Billing handles invoice payment flows with audit trails.
  • AuthGate enforces strong authentication on every session.

Wire ClientPortal into your product today

Book a consultation with our founders and we'll walk you through the whole microservice stack — not just this one — live on your domain.