Matter
From Zoho CRMThe stages of the matter and the key dates, from the matter record in Zoho CRM. You choose exactly which fields the client can see.
Keep clients informed about their matter, and keep sensitive files out of email
Clients see where their matter stands, share documents securely and sign what's needed in a portal that shows each client only their own matters.
This is one way a law firm sets up its portal. Every page is a starting point: add, rename or drop pages with the AI page builder.
Anxious clients call, and documents travel by email
Clients want to know what's happening, and the documents involved are often sensitive. A portal gives them updates when they want them and keeps files in one controlled place, with a record of every change.
Today: Clients call to ask what's happening
With a portal: Clients see the stage their matter has reached
Today: Sensitive documents sent as email attachments
With a portal: Documents exchanged in the matter's own WorkDrive folder
Today: Authorisations printed, signed and posted back
With a portal: Clients sign in the portal with Zoho Sign
Today: No clear record of who changed what
With a portal: Every sign-in, upload and change in the audit log
What your clients see
A client's matter in the portal: where it stands, and what the firm needs from them next.
- Follow the stages of their matter and what happens next
- Upload and download documents in their own matter folder
- Sign engagement letters and authorisations in the portal
- See invoices and pay them online
Client portal: what your clients seeClient portalAsk a question
HomeGAG
Estate of M. Green
Probate · your contact is Priya Shah
Where things stand
- Documents collectedDone
- Application filedDone
- Waiting for the courtCurrent stage
- DistributionNext
We need from you
- Signed statement of assetsSign
- Letters from the two banksUpload
The pages in this example
Each page shows information from one of your Zoho apps, filtered to that client.
Documents
From Zoho WorkDriveA folder for each matter. Clients upload what you ask for and download what you share, and only the people on that matter can open it.
To sign
From Zoho SignEngagement letters, authorisations and statements to sign, and everything already signed.
Invoices
From Zoho BooksInvoices and payments for each matter from Zoho Books, paid online from the portal.
How setup works
Our team works through each step with you, and keeps helping afterwards. Included on every plan.
Connect Zoho
Connect Zoho CRM, WorkDrive, Sign and Books, and choose exactly which matter fields clients should see.
Build the pages
Describe a matter page and a documents page to the AI page builder, then preview them as a client.
Invite your clients
Invite clients matter by matter. Each one sees only the matters they're part of.
Questions law firms ask
How secure is it for confidential documents?
Each organisation's data is kept in its own database, every page is filtered to the client's own records before it reaches them, and every sign-in, change and export is written to the audit log. Two-factor sign-in comes with every plan, and SSO is available.
Can we hide internal notes on the matter?
Yes. You choose which fields and sections clients see, down to individual fields.
Can other parties, like co-counsel, have access?
Yes. Create a separate profile with its own pages and permissions, and they see only the matters they're added to.
Who sets it up?
Our team works through setup and onboarding with you, and keeps helping afterwards. It's included on every plan.
Security built in
Bringing your data together only works if it's kept safe, and if each client sees only their own.
How we protect your data- A database of your ownEach customer's data is kept apart, never in a shared table.
- Only their own recordsEach client sees their data, down to the field, and nothing else.
- Two-factor sign-inPortal users and your team can sign in with an authenticator app.
- A full audit logEvery change, sign-in, export and restore is recorded.
See your own portal in a demo
Start a 7-day free trial, no credit card needed, or book a demo and we will build a page on your own data while you watch.
Have a question first? Send us a message