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Client Portal

Create your own web portal experience

Build your own branded web portals for clients and customers to access custom libraries of legal apps.

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Tailor to clients

Customize the legal apps each client has access to.

Offer subscriptions

Charge monthly or flat fees to your clients.

Re-use data

Gather data once and re-use across all apps for an individual user.

Display records

Coming soon — Let clients store, view, and edit their data and documents.

Client Experience

Simple and powerful

Sign up

Start by inviting your users to create an account in your web portal. The portal's domain and logo are branded to you.

Pay (optional)

Before your users can access the portal, you can require that they pay a one-time fee or sign up for a recurring subscription. Users can update their payment details at any time directly through the portal.

Run apps

Once logged in, your users have access to the list of apps that you've curated for them — ensuring each of your users has an experience tailored to their needs.


Explore a Client Portal

Demo a Client Portal from the perspective of a small business. Describe your company, hire employees, and request document review from your lawyer.

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Client portals are great for:

Small business toolkit

Empower your SMB clients with a toolkit for automatically generating common contracts like noncompetes and sale-purchase agreements.

IP document review

Let corporate clients submit their patents and other IP paperwork and instantly populate the documents for your legal team's review.

DIY divorce product

Launch your own do-it-yourself legal product that helps members of the public draft divorce pleadings and support documents.

How do you want to get started?

Build your own law firm automations

The best way to start is by following a tutorial for the type of automation you want to build. Remember, you can test every part of the for free, so go ahread and build a prototype and share it with others to get buy-in.

Discover pre-made automations and templates

The marketplace includes automations made by other legal professionals that are free or for sale.


The fastest way to add automations to your firm

Hire us to transform your documents into automation-ready templates so that you can save time, reduce error, and create new revenue streams.

Hire us