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.
Client Experience
Fewer status calls.
Happier clients.
Give clients 24/7 access to case updates, documents, and invoices — so your team spends less time on the phone and more time on the work that matters.
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.