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The client portal is a simplified, read-focused view of the matter. Clients see only what is relevant to them — they do not have access to internal notes, billing records, time entries, or communications between your team members.

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Documents

Clients can view and download documents that have been shared with them through the portal. Uploading a document to a matter does not automatically make it visible to the client — sharing is a deliberate action. Clients can also upload documents through the portal. These uploads appear in the matter’s Documents tab in a Pending Review state. An attorney must review and promote each file before it becomes part of the official matter record.

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Messages

Clients can send and receive messages through the portal. Messages appear in the matter’s Communications tab alongside inbound emails. Your team can reply directly from the Communications tab.

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What clients cannot see

  • Internal matter notes
  • Time entries and billing records
  • Communications between firm staff
  • Documents not explicitly shared with them
  • Other matters, even if they are a contact on multiple matters