Client Portal & Communication
Client portals, secure messaging, and encrypted communication tools to keep clients informed and documents protected.
Client portal is on the Phase 3 roadmap (EPIC-16). Current focus is website + intake.
Get early accessClient Portal Platforms
Give clients a secure place to view case status, share documents, and communicate with your firm.
Tools coming soon. Check back after our database is seeded.
If you use Clio, MyCase, or PracticePanther, enable the built-in portal. For standalone, Copilot is the cleanest option.
Secure & Encrypted Communication
Protect client confidentiality with encrypted email, secure messaging, and proper communication channels.
Tools coming soon. Check back after our database is seeded.
Install Virtru ($5/mo) on Gmail/Outlook for sensitive documents. Use your practice management portal for routine messaging.