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Practice and Firm Management

What Is a Client Portal?

A secure online space where clients can share documents, message their lawyer, see matter status and pay invoices.

Legal Tech GlossaryBy The Circle Desk

Why It Matters

Portals replace insecure email attachments and reduce routine status calls. Adoption depends on how easy they are for clients, so a simple mobile experience matters more than a long feature list.

Intake, Portals & Self-Service Companies

See every Intake, Portals & Self-Service company

Related Terms

Practice management software
The system that runs a law firm day to day: clients and matters, calendar and deadlines, time tracking, billing, trust accounting and a client portal.
Legal intake
How requests reach a legal team, or how new clients reach a firm, ideally through one front door that captures the details and routes the request.

General information, not legal advice. Part of the Legal Tech Glossary, 173 terms in plain English.