Client Portal and Secure Messaging
Matter status, document sharing, invoice review, and encrypted attorney-client communication in a portal your clients access by name rather than a third-party tool.
Matter status, document sharing, invoice review, and encrypted attorney-client communication in a portal your clients access by name rather than a third-party tool.
Connecting your app to Clio, MyCase, Filevine, PracticePanther, or your existing practice management system so matter data, time entries, and billing stay current without double entry.
Template-driven document generation, version control, e-signature workflows, and audit trails that reduce drafting time without reducing thoroughness.
We map your practice areas, your matter workflow, your existing practice management system, and your confidentiality obligations before any design decisions are made.
We prototype the client portal and attorney-facing experience and test it with real legal professionals before any development budget is committed.
We build in sprints with regular check-ins so your attorneys and administrators can review real matter workflows rather than waiting on a final delivery.
Every build goes through security and access control testing before release so privilege boundaries and data isolation are validated before any client data is stored.
We handle app store submission and stay on for practice management system updates, bar rule changes, and new practice area or office additions after launch.