Secure Client Portal for Law Firms
- Details
- Written by: Legal Workspace
Legal Workspace includes a secure client portal for UK law firms, so you and your clients can share documents both ways online, for £50 per user.
Email is a poor way to exchange sensitive documents. Attachments get lost, sent to the wrong person or forwarded, and files clients send in often never reach the matter. A client portal gives you and your clients one secure place to share documents in both directions.
With the Legal Workspace client portal, you can share documents with clients and they can upload documents back to you, securely and online, with everything kept on the right matter. It is included at no extra cost and hosted in a UK-based data centre.
Secure Client Portal at a glance
- Sharing: two-way: send documents to clients and receive theirs
- Uploads: clients upload documents securely to their matter
- Security: hosted in a UK data centre, encrypted in transit
- Cost: included at no extra cost for you and your clients
- Price: £50 per user per month, with every feature included
Client Portal Features
Share documents securely in both directions, so clients can send you what you need and receive what you send, without email attachments.
Two-way document sharing
Share documents with clients and receive documents from them in the same secure place, so files move in both directions without relying on email attachments or post.
Clients upload documents securely
Clients can upload ID, evidence, signed forms and other documents straight to their matter, so you are not chasing attachments across inboxes or asking clients to post copies.
Fewer email attachments and lost files
Because documents are exchanged through the portal, they are kept with the matter instead of being scattered across email threads, which cuts down on lost files and follow-up calls.
Hosted securely in the UK
Client portal data is hosted in a UK-based data centre, encrypted in transit with SSL/TLS and backed up daily to a separate location, like the rest of Legal Workspace.
Included in every plan
The client portal is included in onePlan at £50 per user per month, with no extra charge for your clients and no add-on to buy, whatever the size of your firm or caseload.
See every feature in action
Book a free, no-obligation demo and we'll show you how Legal Workspace would handle your firm's matters.
Frequently asked questions
A client portal is a secure online area where a law firm and its clients can exchange documents, instead of relying on email attachments and post.
Yes. Clients can upload documents securely to their matter, and you can share documents with them, so files move in both directions.
Yes. Client portal data is hosted in a UK-based data centre, encrypted in transit and backed up daily to a separate location.
A portal keeps documents with the matter and reduces the risk of sensitive files being sent to the wrong person, forwarded or lost in an inbox.
No. The client portal is included in onePlan at £50 per user per month, with no charge for your clients.
Law Firm Case Management Software Features
Legal Workspace brings every part of running a law firm into one system, from client and matter management to billing, legal accounts and e-signatures. Every feature is included in onePlan for £50 per user per month, with no tiers and no add-ons.
Client & Matter Management
Manage every client and matter in one place, with case fields for 22 practice areas and 380+ matter types, plus your own custom matter types.
Document Management
Store every document against the right matter, build your own templates or use your existing ones, and fill in client details automatically.
Microsoft 365 & Calendar Sync
Edit Word, Excel and PowerPoint files online, and sync key dates to your Outlook calendar with the case reference and reminders already included.
Email Management
Send, save and auto-file emails and attachments to matters through Microsoft 365, so every file stays complete.
Key Dates & Reminders
Set key dates on every matter and send multiple reminders to caseworkers or clients by email or text message, with no extra charge for texts.
Tasks & Workflows
Assign tasks to the right person, track progress and each matter's stage, and keep the whole team working to the same process on every file.
Attendance & Consultation Notes
Record attendance and consultation notes against each matter, and create your own templates to save time.
Time Recording
Record time in 6-minute units with a timer, or directly from emails, calls, attendances, and documents, so you capture every chargeable minute.
Billing & Invoicing
Create draft bills, invoices and credit notes, record disbursements and track WIP and aged debt, so you get paid faster for the work you do.
Legal Accounts
Keep client ledgers and trust accounting alongside each matter, and record cash payments in the receipt book, so client money is always accurate.
Unlimited E-Signatures
Send documents for e-signature as often as you need, at no extra cost, and have every signed PDF automatically filed back to the matter.
Secure Client Portal
Share documents and case updates with clients securely online, cutting down on phone calls and emails while keeping your clients fully informed.
User Roles & Permissions
Control who sees what with permission groups and access levels for each module, and mark sensitive matters private so only the right people see them.
Business & Financial Reports
Run 50+ business and financial reports on matters, fees, WIP, debt and client money, so you always know how your firm and your fee earners perform.
iOS & Android Apps
Use the fast Legal Workspace apps for iPhone and Android to manage your clients and matters on the go, whether you are in court or out of the office.
Secure Cloud Hosting
Work securely from any modern browser on PC or Mac, with your data stored in a UK-based data centre, daily backups and free software updates included.
