The perfect client portal for your law firm
Give clients an easy way to access key information and legal documents from your WordPress website.
yourfirm.com/portal/matter-name
Scroll to see the full portal.
What’s in a law firm portal
Most matters need the same kinds of shared materials. Here’s a structure that keeps clients from losing important documents.
Engagement
- Retainer / engagement letter
- Welcome note
- Key contacts
Intake
- Questionnaires
- ID documents
- Upload checklist
Matter materials
- Contracts
- Filings
- Shared drafts
Dates
- Google Calendar
- Key deadlines
- Hearing dates
Ongoing
- Status updates
- Forms
- Secure file exchange
Clients keep losing documents — and it’s driving you crazy
As a law firm, you deal with a multitude of files, documents, forms and paperwork daily, usually over increasingly bloated email threads.
Most clients aren’t organised with digital paperwork. They leave everything in their inbox, look for it later, give up, then email you urgently for a contract you already sent.
Client Portal gives clients a dashboard they can log into any time to find everything you’ve sent them. Your team can get back to the important work.
One place for each matter, on your firm’s site
Client Portal is a WordPress plugin. Clients see your domain and branding.
Embed calendars for key dates. Keep contracts, documents and forms together. Create multiple portals for different matters.
Embed intake and feedback forms with the plugins you already use.
How it works
Create a portal per matter (or per client).Keep things separated when you need to.
Add documents, calendars and forms.Point to what you already use.
Invite the client.One link instead of a trail of attachments.
Update as the matter moves.Clients always know where the latest file is.
“Thank you very much for this nice plugin, I have searched for a long time to find something like this.”
Features law firms use most
Calendars for key dates
Share timelines in a format clients already understand.
Documents in one place
End the “could you resend that contract?” emails.
Multiple portals
Separate portals for different cases or projects.
Embedded forms
Embed the intake and feedback forms you already use.
Private files
Portal files stay out of the WordPress media library.
Firm branding
Match your law firm’s website.
What people say about Client Portal
This is great. It is exactly what I need. Our projects have quite a few steps and they last a long time. Clients ask the same questions, over and over again. It's going to allow us to answer client questions, without having to spend so much time doing it.
–Kreig D. Mitchell, Attorney
Thank you very much for this nice plugin, I have searched for a long time to find something like this.
–Gabriel Wolf
I finally feel like a proper agency now I have Client Portal. It’s something I’ve always wanted but I’ve never been able to find anything close to it.
–Anthony Wallace
Templates you can use today
Import a gallery template, add your matter structure, and invite the client.
Client Onboarding
Use Client Portal to onboard every new client the same way
Is Client Portal right for your firm?
It’s a good fit if:
- Your site runs on WordPress
- You want clients to find matter documents without email tennis
- You need a simple client-facing layer, not a full practice management system
It’s probably not the right fit if:
- You need practice management with billing, trust accounting and e-signatures in one product. Keep those tools; Client Portal is the client-facing home for files and updates.
- You’re not on WordPress.
$199 a year · 30-day money-back guarantee
“I finally feel like a proper agency now I have Client Portal. It’s something I’ve always wanted but I’ve never been able to find anything close to it.”
Frequently asked questions
“Is this a document management system?”
It’s a client-facing portal for sharing and collecting documents on your WordPress site. Keep your internal DMS; give clients a simpler door.
“Can clients upload files?”
Yes. Clients can upload to their portal, and you get a notification.
“How much does it cost?”
$199 a year for one site, with a 30-day money-back guarantee. There’s no higher tier.
Give every client one place for their matter
Client Portal is $199 a year for one site, with unlimited portals and clients. There’s no higher tier. 30-day money-back guarantee.
Get Client Portal