Solution example · Legal practice · Finland

One secure place for each client's documents and deadlines

Kallio Law Office. Client documents spread across email and WhatsApp; deadlines missed.

The problem

“Clients send documents by email, WhatsApp and photos of paper. I search three places before a hearing, and twice a deadline has been noted only in my head.”

The solution

A folder per matter in a secure document space, shared with each client through their own login. Documents arrive in the matter's folder instead of an inbox, and hearing dates and filing deadlines live in one calendar that reminds the lawyer and, where useful, the client. Clients upload through the portal, not by email.

A client portal folder for one legal matter listing documents with who added them, the date and a status such as Signed or Needs review.

Tools and AI used

Microsoft 365 provides the secure folders, sign-in and calendar; Power Automate sends the reminders and files incoming documents into the right matter. Claude helps us suggest folder names and write reminder wording while we build. Client documents are not sent to it.

Microsoft 365
Power Automate
Claude

What now works

Each matter's documents are in one folder, with access only for the people on it. Deadlines sit on a calendar that reminds, instead of resting on one person's memory, and clients know where to send things.

Timeline, package and price

A portal like this is tied to the practice's own Microsoft 365 setup, so it is quoted after a discovery call and comes with a maintenance plan. It starts with the Get Organised package for the matter records and reminders. About five weeks. Privacy obligations in Finland and the EU are confirmed before we begin.

About 5 weeks · starts with

Get Organised

$1,750 one-time

Indicative, set for your region. See the package.

Then

Stay Running

$105 a month

Indicative, set for your region. See the package.

Need something like this?

Handle client documents or deadlines by email? Tell us how a matter is organised today.

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This is a solution example. The business and the people in it are made up.