Client portal and sharing
Clients who know where things stand.
Attorneys choose what the client sees. Clients open a private link on their phone, with no password to remember.
Start here
Progress and updates
Clients see the stages, updates marked "Client can see" and the documents you share.
Who uses it
- Clients
- Attorneys
- Counsel
Each person sees this part only if their seat's role allows it. Directors decide who may view, change and assign.
Everything in client portal and sharing
Documents still needed
Clients upload what's missing, and the checklist ticks itself.
Questions and consultations
Clients answer intake questions and ask for a consultation in your free slots.
Forms and signatures
Forms to fill in and documents to sign wait in the same place.
Share with counsel
Send chosen documents to counsel or anyone else with a private link that expires, with weekly follow-ups.
Ready-made messages
The portal link, consultation, documents-needed and to-sign messages, ready to send or copy.
See your own kind of matter in SOOT.
Book a demo with Lea, or start a free week with your own team. Times are South African time.