Release a specific version
Publish a reviewed document release or a packet of retained versions. Later internal edits do not silently change what the recipient was given.
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 publishes selected matter material to external participants. Your team controls the exact document versions, answers and negotiation rounds they receive.
02In detail
Preview the recipient’s view
Check the publication as a counterparty or observer before sharing. External users see published material, with role-specific actions.
Review answers before publication
Questions stay in a matter-scoped conversation. AI-assisted answer drafts pass through internal review before they become visible externally.
Keep negotiation responses on record
Participants respond to published rounds. Responses, Q&A and publication actions have an audit trail; revoked publications stop further portal access.
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
Share a reviewed release, keep the internal working record, and know which version each external conversation refers to.
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.ExploreDraftingStructured editor with inline citations, tracked changes, and citations that survive the export.Explore