Software for law firms
Client portal for law firms
Law firms know this one well: intake questions are asked again on every consultation call. The client portal handles it for you, between billable hours, intake calls and filings. A private portal where your clients see their documents, status and messages.
Why law firms ask for this
- Intake questions are asked again on every consultation call.
- Engagement letters and fee agreements wait days for a signature.
- Unbilled time and overdue invoices pile up at month end.
What it looks like in practice
Picture a small immigration practice with one paralegal. A client logs in to see where things stand, downloads the latest document and uploads the one you asked for. They don't need to email you, and you're notified of the upload.
How it works for law firms
Once the client portal is running for a small immigration practice with one paralegal, this is the sequence.
- We decide what clients should see and do.
- I build a login with status, documents and messages.
- It connects to Clio.
- Notifications go out when something changes.
- You get it deployed and own the code.
Tools it connects to
It plugs into the tools law firms already use, such as Clio, MyCase, Outlook and SharePoint, and runs on Next.js, Supabase and n8n.
Questions from law firms
Does the client portal work with Clio?
Often, yes. Before building the client portal I check your Clio account and plan, because some features depend on API access. If there's a gap for your law setup, you'll know before you pay anything.
How is client data handled?
For the client portal, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
How long does it take to set up for law firms?
Plan on 3 to 5 weeks from the day I get access to your accounts. Most of that is testing with your real consultations and messages, so nothing goes live until it behaves the way you want.
Want this for your law business?
Tell me how your law business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built