Features
Everything that connects your firm with clients.
Six areas, one access point. The description follows the plan for the pilot phase; features that come later are not advertised here.
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
- Contacts separate from portal access, leads with proof of consent
- Matter history with status changes, documents and messages
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
- Several firms: one client, separate accesses
- Account with language, sessions and their own access log
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
- Reminders 24 hours and 1 hour before
- The firm's calendar view by month and week
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
- Folder structure per matter, storage quota per plan
- Upload by clients, inbox for review by the firm
Note: the first release has no virus scanner. The pre-check covers file type and size; your firm reviews incoming files itself.
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
- Selectable layout variants
- Embeddable appointment and enquiry widgets for your website
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
- Cancellation at period end, read-only access afterwards
- Accounting export of invoices
Invoices
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.