CLIENT MANAGEMENT

Client Portal

A secure and centralized hub for client communication, document sharing, and case management, designed to enhance transparency and streamline collaboration.

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"LawBolt's Client Portal transforms how attorneys interact with clients. A secure, centralized platform for communication and document sharing keeps clients connected and informed while making case management more efficient."

What's Included

Everything you need to streamline this part of your practice.

Secure Communication

Communicate with clients through encrypted messaging, ensuring confidentiality and data protection.

Document Sharing

Easily share and receive documents with clients in a secure environment, eliminating the need for insecure email attachments.

Case Status Updates

Provide clients with real-time updates on their case progress, reducing the need for constant check-ins.

Self-Service Appointment Booking

Clients book consultations directly through the portal. Set your availability windows, appointment types, and durations — clients pick a slot that works for both of you.

How It Works

Get started in minutes, not hours.

1

Client Onboarding

Invite clients to the portal with a secure link, where they can create an account and access their case information.

2

Information Exchange

Share documents, send messages, and provide case updates through the portal's intuitive interface.

3

Automated Notifications

Clients receive automated notifications for new messages, document uploads, and case milestones.

4

Seamless Collaboration

Collaborate with clients on documents and case matters, all within a single, secure platform.

Ready to Get Started?

Follow these steps to set up and start using this feature.

Invite Your First Client

Send a secure invitation to your client to join the portal and start collaborating.

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