01
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.
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.
02
Counterparty + observer roles
Controlled access for the people outside the firm.
03
Moderated Q&A
AI drafts a response, your team approves, then it publishes — never unmoderated.
04
Negotiation hand-off + audit
Hand negotiation to the portal; every action is logged.
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
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, sources, roles, policy, audit, usage and API — per firm.ExploreConnectors & EcosystemiManage, NetDocuments, CourtListener, Microsoft 365, DocuSign, Ironclad, Box and Google Drive.Explore