Client Portal Access
Improving Client Service with Client Portal Access Technology
Client Portal Access Technology within our practice management software program opens up another layer of collaboration with clients. This feature gives Clients real-time access to select client matter information through a secure online portal.
Firm Members may grant selected Clients access to the Portal—to shared Files, and to shared Documents, Events, and Notes on those Files.
Clients may then log in from their browser whenever they like and view that shared information. They can even upload new Documents and new Notes. Those new items will become immediately available to Firm Members with access to the File.
Data is transmitted securely via the cloud, between the firm‘s Server and the Client’s browser—it is not stored in the cloud or on the computer where their browser is running. These transmissions utilize bank-grade 256-bit encryption. If a Client chooses to view a document, it is downloaded to their browser’s temporary downloads folder to be opened in its native application (e.g. Word). Documents are encrypted during transmission.
Client Portal access Empowers the Client
Instant – 24/7 access. Client Portal Access expands the client’s access to information. These portals also offer flexibility and convenience by providing 24/7 instant access to case-related information, making it easy for clients to find answers quickly to many of their most common questions. Clients no longer have to call the office to request a copy of a document in their file and instead can access the entire file at their convenience.
Secure sharing. Using online portals we can securely share calendars, documents and billing information with clients based on permissions that we grant. Our clients can then simply log on and view all recent activity to which we have given them access — including new court dates, recently uploaded documents and invoices. In many cases, clients can also upload or download documents and even comment on documents or calendar events.
Our Client Portal uses the Microsoft Azure cloud platform. For more security information, see Azure Trust Center