Client portal and law firm management
Your firm and your clients, in one piece.
AdvoAccess connects matters, contacts, documents, messages, appointments and billing with a portal where your clients see what you share: in your look and in their language.
Under construction: access for selected law firms on request first.
Ref. 2026/0001
Example matter
Next deadline
Dec 4, 2026
File statement
At a glance
- Database in Frankfurt
- Frankfurt
- Further service providers are listed transparently.
- Access and sharing per matter
- Per matter
- Clients only see what you share.
- Access log
- Log
- Views and downloads of documents are recorded.
- Bilingual from the start
- DE · EN
- More languages are prepared.
Everyday work
Fewer follow-up questions, more overview.
Many law firms still coordinate clients through mailboxes, drives and phone calls. That can be put in order.
Today
- Documents arrive as email attachments, not assigned to a matter.
- Clients call to learn the status.
- Appointments are agreed in several messages.
- Contacts, deadlines and documents sit in different places.
With AdvoAccess
- Documents and messages belong to the matter and stay there.
- Clients see the shared status themselves.
- Free times are bookable, confirmations go out automatically.
- Contacts, matters and deadlines live in one system.
Every matter in one place, every contact in context.
Create matters with file reference, parties, history and deadlines. Enquiries run through a fixed pipeline as leads and become matters.
- Parties with a role: client, opposing party, third parties
- Access per matter: whole firm or the matter team only
- Deadline and appointment register with lead times
Matters
Clients see the status without calling.
Your clients get their own access with shared matters, documents, appointments and messages. By email they only learn that something new is there, never the content.
- Invitation by email with a time-limited link
- Messages per matter, delivered in real time
- Only shared content is visible
My matters
Messages
Please upload the documents here.
Done, thank you.
Appointments
Let people book instead of negotiating.
Clients and prospects book free times on a page in your firm's look. Double bookings are ruled out, confirmations arrive by email with a calendar file.
- Appointment types with duration, location and lead time
- Availability, vacation, buffers and daily limit
- Booking without an account, management via a personal link
Choose an appointment
Initial consultation, 30 minutes
Times in the law firm's time zone
Documents with sharing, not attachments.
Upload documents per matter, share them selectively with clients and keep track in the access log. Uploads go through a pre-check.
- Sharing per document, not shared by default
- Retrieval through short-lived links after a permission check
- Access log per document
Documents of the matter
Your portal under your name.
Your firm's logo, colors and font, on request under your own address. The chosen colors are checked automatically for legibility.
- Own subdomain or own domain via CNAME
- Logo, colors, font, light and dark
- Automatic contrast check according to WCAG
Appearance
Contrast checked
Own address
portal.your-firm.example
Your law firm
Subscription and invoices without manual work.
Your firm's subscription runs through Stripe. You receive invoices archived unchanged and as e-invoices.
- Checkout and customer portal by Stripe
- Invoices as e-invoices
- Credit note and cancellation instead of later changes
Invoices
Your presence
Trust grows where clients find their way.
A calm, clear area: the portal guides your clients through matter, documents and appointments, under your name.
Symbolic image, generated graphic
Security
Confidentiality as the foundation.
A law firm entrusts us with client data. That is why these rules apply from the start, not later.
Client separation in the database
Every law firm is separated from every other through row-level rules (Row Level Security). The rules are tested against real sessions.
Database in Frankfurt
The AdvoAccess database is located in Frankfurt. We list further service providers transparently.
No default access for the operator
The operator has no default access to matter content. Support access exists only through time-limited approvals by your firm.
Traceable
Access to matters and documents is logged, and your firm can review it.
Process
Three steps to your portal.
Request access
You write to us. We review your request and set up your firm.
Set up your firm
Define logo, colors, appointment types and team.
Invite clients
Clients receive a time-limited invitation link by email.
Pricing
Prices follow with the plan catalog.
We are defining the plans right now. Prices will be shown net. We name terms for selected pilot firms personally.
Prices to follow
Ask for termsQuestions and answers
Frequently asked questions
Want to give your clients better access?
Tell us briefly who you are. We will get back to you personally.
Non-binding and without registration.