What does a client portal include?
Whatever your workflow needs: secure document collection with checklists and automatic missing-document reminders, task and status tracking, client communication, e-signatures where needed, payments, and a dashboard that shows every matter or account at a glance. It is built around how your firm actually works.
Will it replace our practice management software?
No — and that is the point. We build the integration layer AROUND software you already like. If you use a practice management system, accounting tool, or CRM, the portal connects to it instead of replacing it.
How is this different from a generic file-sharing link?
A link is a folder. A portal is a workflow: it knows what has been uploaded, what is still missing, what is waiting on whom, and what is overdue — and it reminds people automatically.
Have you built a portal like this before?
Yes — a branded client delivery portal is in daily production use for a Chicago wedding studio (40–55 GB films, thousands of photos, auto-expiry, reminders). This offer applies that proven core to professional-services workflows.
