Client Portal
A secure online portal for clients to access case info, share documents, view invoices, and communicate with their legal team.
Executive Summary
The Client Portal by PracticePanther is a secure online platform designed to enhance communication and transparency between legal professionals and their clients. It provides clients with a centralized hub to access critical case information, including status updates, shared documents, and billing details. This self-service capability reduces the need for constant phone calls and emails, streamlining client interactions. The portal facilitates secure two-way messaging, allowing clients to communicate directly with their legal team in a confidential environment. It also supports document sharing, enabling clients to upload necessary files and review documents provided by their attorneys. Furthermore, clients can view and manage invoices, and in conjunction with PantherPayments, can make payments directly through the portal, ensuring a clear financial overview of their legal services.
Use Cases
- Securely share case documents with clients.
- Allow clients to view their case progress and status updates.
- Enable clients to view and pay invoices online.
- Facilitate secure two-way communication between clients and legal teams.
- Streamline client intake by allowing e-signatures on documents.
Features
Visibility
- Case Progress Tracking: Clients can view the real-time status and progress of their legal cases.
- Document Access & Sharing: Clients can securely access documents shared by their legal team and upload their own files.
- Invoice & Payment History: Clients can view all past and current invoices and payment records.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
Integrations
- Dropbox
- OneDrive
- Google Drive
- Box.com
- Google Calendar
- Outlook Calendar
- PantherPayments
Security & Compliance
Certifications: Approved by 70+ Bar Associations
Encryption: 256-bit military grade encryption
Pricing
- Model
- Subscription (per user, per month)
- Starting Price
- Starting from $49/month (billed annually)
- Target Customer
- SMB,Mid-Market,Enterprise
- Contract Type
- Monthly,Annual
- Free Trial
- Yes, 7 days (credit card required)
About PracticePanther LLC
PracticePanther is a cloud-based legal practice management software designed for law firms of all sizes. It streamlines operations by automating tasks such as client intake, case management, time tracking, billing, and payments. The platform aims to boost productivity, enhance client satisfaction, and help firms grow.
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