Your Clients Deserve a Better Experience
Give your clients secure, self-service access to their cases, documents, invoices, and messages -- 24 hours a day, 7 days a week. Reduce phone calls, build trust, and deliver a modern client experience.
Available on Pro & Growth plans
What Your Clients Can Do
A branded, secure portal that keeps your clients informed and engaged.
Case Viewing
Clients can view their case status, updates, and details in real-time.
- Real-time case status updates
- View case timeline and milestones
- Access case notes and summaries
Document Access
Securely share and access case documents with clients.
- View and download shared documents
- Organized by case for easy navigation
- Secure, encrypted file storage
Invoice & Payments
Clients can view and pay invoices directly through the portal.
- View outstanding and paid invoices
- Pay online via Stripe integration
- Automatic payment confirmation
Secure Messaging
Communicate with clients through encrypted messaging.
- End-to-end encrypted messages
- Threaded conversations by case
- File attachments in messages
How It Works
Get your client portal up and running in three simple steps.
Invite Your Client
Send a secure invitation email directly from Clienty. Your client receives a personalized link to set up their portal account.
Client Creates Account
Simple registration with email verification and multi-factor authentication for added security. No complicated setup required.
Self-Service Access
Clients can immediately view their cases, access shared documents, view and pay invoices, and send secure messages.
Benefits for Everyone
The client portal saves time for your firm and provides a better experience for your clients.
Benefits for Your Firm
- Reduce time spent on status update calls
- Fewer email back-and-forth exchanges
- Professional, modern client experience
- Automated invoice payments via Stripe
Benefits for Your Clients
- 24/7 access to case information
- Easy, organized document access
- Convenient online invoice payments
- Transparent case progress tracking
Available on Pro & Growth Plans
The client portal is included with our Pro plan ($129/mo) and Growth plan ($169/mo). Upgrade anytime to give your clients the access they deserve.
Give Your Clients a Modern Experience
Start your free trial and see how the client portal can transform your practice.