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Client portal

Fewer “any update?” calls. Happier clients.

Clients log in to check their case, pay their balance, upload what you asked for and sign settlement statements. It's built into Clienty, so you don't manage a second system.

  • Card
  • ACH bank transfer
  • Apple Pay
  • Google Pay
  • Partial payments
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Your law firm

Hi, Maria

Custody matterStage 3 of 5 · Mediation
Shared with youParenting plan draft.pdfView →
Your attorney requested3 recent pay stubs

What clients can do in the portal

01

Check case status

Clients see where their matter stands and the documents you've shared, any time of day.

02

Pay online

Card, ACH, Apple Pay or Google Pay. The payment is recorded on the matter automatically.

03

Upload requested files

Ask for specific documents and get notified when they arrive.

04

Sign settlement statements

Contingency clients review and sign their settlement statement in the portal.

Secure file sharing

Stop emailing privileged attachments.

Share files with opposing counsel, experts or adjusters through a link that expires. The recipient enters a one-time code sent to their email, and every share stays on the matter.

  • Links that expire on the date you choose
  • One-time email code before anything opens
  • A “Shared with me” portal for recipients
  • Every share stays on the matter's record
How secure file sharing works
Discovery batch 2.zipEXPIRES NOV 1

Enter the 6-digit code we emailed to j.smith@example.com

Verified · 14 files ready to download

Questions

Frequently asked questions

What is a law firm client portal?

A client portal is a secure website where clients check their case status, pay invoices and share documents with their attorney, without calling or emailing the office. Clienty's portal is built into the CRM, so updates appear as your team works.

Is the client portal included on every plan?

Yes. The Clienty client portal is included on Starter, Pro and Growth, and clients log in for free. They don't count as users.

Can clients pay through the portal?

Yes. Clients pay invoices in the portal by card, ACH, Apple Pay or Google Pay through Stripe, and the payment is recorded on the matter automatically.

How are documents shared securely?

Files are shared through secure links protected by a one-time code, with view limits, revocable access and an access log, and files clients send come back into the matter.

Give clients a portal they'll actually use.

Included on every plan. See pricing or read about how we protect client data. New to portals? Read our law firm client portal guide.

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