Solution: Client portal
Small law firms
Client documents are spread across email and WhatsApp, and deadlines live in your head.
Is this also your problem?
“Clients send documents by email, WhatsApp and photos of paper. I search three places before a hearing. Twice, a deadline was only in my head.”
How it works
- Each matter gets its own folder in a secure space.
- Each client signs in to see their folder, and uploads there.
- New documents are filed into the right matter for you.
- Hearing dates and deadlines go on one calendar. It reminds you, and the client when useful.
What changes
- Every document for a matter is in one place.
- Only the people on a matter can see it.
- Deadlines remind you. Nothing rests on memory.
What it runs on
Microsoft 365 gives the secure folders, sign-in and calendar. Power Automate files documents and sends reminders. We use Claude to suggest folder names and write reminder wording while we build. Client documents are never sent to it.
- Microsoft 365
- Power Automate
- Claude
Time and price
About five weeks. It is built on your own Microsoft 365, so we quote it after a first call, and it comes with a maintenance plan. Before we start, we confirm the privacy rules your practice must follow.
Get Organised
$1,750£1,450€1,450AED 4,100A$1,750C$2,050₹29,000 one-time
Set for your region. What the package covers.
Want this?
Handle client documents or deadlines by email? Tell us how you organise a matter today.
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