Client portal software for lawyers and their clients
Give clients a private, secure place to work with your firm, on any device.
Who We Serve
Software for sole practitioners, Large Law and in-house teams, across every area of law.
Give clients a private, secure place to work with your firm, on any device.
Clients message their lawyer or others at the firm, with conversations saved to the matter.
Send files to clients, and let them upload from their camera roll or apps like Mail and Dropbox.
Post status updates, next steps, appointments, and court dates for clients to check anytime.
Let clients pay their bills online by card.
The one thing I love most about the Client Portal is the security feature. In the family law world and supporting clients going through a divorce, security is crucial. Oftentimes, married couples know each other’s passwords or even have open access to their spouse’s communications. With the Client Portal we can bring peace of mind to our clients knowing communications are secure!
Paralegal, Koenig | Dunne
Getting started takes just a sign-up link, with no setup required.
Access the portal on mobile using facial or fingerprint recognition.
Scan documents with automatic cropping and clarity adjustments.
Message and check updates on any device, in English or Spanish.
Clients see messages, documents, and invoices whenever they need them.
Portal messages and shared files are stored on the right record.
Keep client conversations in the portal instead of personal inboxes.
Protect client information and keep confidential communications secure.
Messages and shared documents are encrypted.
Access is limited to the information intended for each client.
Your firm manages portal invitations through sign-up links.
It gives clients a secure place to message their firm, share documents, check case status, and pay bills. Clio’s portal, Clio for Clients, saves that activity to the matter. Get a demo.
It replaces scattered emails and calls with one secure channel. Clients can check status, upload what you’ve asked for, and pay without calling the office. Get a demo.
Look for encrypted messaging and file sharing, mobile access, online payments, and a live link to your case records. Nothing is copied over by hand. Get a demo.
Clients find answers without calling, documents and messages land on the correct matter, and bills get paid online. Start a free trial.
Your firm sends a sign-up link by email. On mobile, clients can then sign in with Face ID, Touch ID, or fingerprint. Get a demo.
Yes. Clients pay bills online by card. Explore online payments.
Messaging and document sharing are encrypted, and clients see only what your firm shares. Explore Clio’s security.
Yes. Messages and case status are available in English or Spanish. Get a demo.
Clio for Clients is the app your clients use to work with your firm. Your lawyers and staff use Clio’s separate mobile app to work on matters on the go. See the mobile app.