Secure updates and documents
Client portal
Clients see progress without calling the partner
“Where are we with my case?” answered at 10pm.
Clients call and email for updates, and documents go back and forth over personal email and WhatsApp, which is neither secure nor recorded.
- Matter status and next dates for each client.
- Secure document exchange with access logs.
- Fee notes and statements.
- Messages kept on the matter file.
Is it secure?
Encrypted, with two-step login and access logs.
Do clients need training?
No. It works like online banking.
| Next date | Mention · 12 Nov |
| Documents | 3 new |
| Balance | KES 0 |
Sample data.