Project-scoped + branded
External collaboration scoped to a matter, under your brand.
Client Portal
Bring the counterparty in — on your terms.
Branded, matter-scoped collaboration with moderated Q&A, published resources, and a full portal audit trail.
01What it is
The Client Portal brings the people outside the firm into the matter — on your terms. Branded, project-scoped collaboration, moderated Q&A, and a full audit trail.
02In detail
Counterparty + observer roles
Controlled access for the people outside the firm — and one person can act for different clients across different firms' portals without their sessions ever touching.
Moderated Q&A
AI drafts a response from that matter's documents only, your team approves, then it publishes — never unmoderated.
Negotiation hand-off + audit
Hand negotiation to the portal; every action is logged, and revoking a publication stops access immediately.
03In practice
Provenance
Published answers carry their source.
The published answer states the deposit is refundable within 14 days1 of termination, per the agreement.
On termination the Deposit shall be returned to the Tenant within fourteen (14) days, less any deductions.
Agreement — clause 9.2 · approved for portal
04Why it matters
How it fits the matter
It extends the firm's control past its own walls — collaboration without losing the audit trail.
Works with
NegotiatorClause-by-clause, multi-round negotiation with playbooks, counter-proposals and client-portal collaboration.ExploreAdmin & GovernanceModels, policy, ethical walls, budgets, audit and usage — per firm.ExploreConnectors & EcosystemiManage, Microsoft 365, Box, Google Drive, DocuSign, CourtListener and more.Explore