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Client Portal

Your clients ask. AI answers.

Give clients a branded portal where they can view case documents and ask AI questions — with cited answers from their own files. Reduce routine calls and emails by 80%.

Your brand, your subdomainZero AI data retentionTamper-proof audit trailClient notifications via WhatsApp/SMS

The Problem

Clients call with questions your documents already answer.

Associates spend hours on calls that AI could resolve in seconds with a cited page reference.

Routine Questions

"What are the indemnification terms?" "When does the option expire?" Clients ask questions that are answered on page 14 of the agreement.

Email Chaos

Documents shared as email attachments. No version control, no access tracking, no audit trail of what was shared and when.

Client Isolation

Each client must only see their own documents. Generic file sharing tools don't enforce the kind of isolation law firms require.

How It Works

From document upload to client self-service.

Set up a branded client portal in minutes — not weeks.

Step 01

Create a branded portal for each client.

Set up a portal on your firm's subdomain with your logo and colors. Upload case documents and set permissions. Each client is completely isolated — Row-Level Security at the database level.

  • Custom subdomain, logo, and brand colors
  • Per-client document isolation via Row-Level Security
  • Dynamic watermarking on every view and download
portal.smithlaw.com — Acme Corp Matter
Merger Agreement.pdf
Due Diligence Report.xlsx
IP License Agreements.pdf

Step 02

Clients ask AI — get cited answers instantly.

Instead of calling or emailing, clients ask questions about their documents and get instant answers with exact page citations. The AI retrieves only from documents the client is authorized to see.

  • Clickable citations — clients click and jump to the exact section and page
  • Reduces routine client calls by 80%+
  • Zero data retention — stateless AI processing
  • Clients access on mobile — review documents from anywhere
Client AI Q&A
What are the key indemnification terms in the merger agreement?
Indemnification is capped at 15% of aggregate consideration for general representations, with a $2.4M basket. Fundamental representations (title, authority, tax) survive 36 months with no cap.
§4.2 p.23§8.1 p.41
Client sees only their authorized documents — other clients' files are invisible

Step 03

Know what your clients have read.

Stop wondering if your client reviewed the documents. Room Intelligence shows you exactly which pages they read, for how long, and when. Get alerts when critical documents go unread before deadlines. Notify clients via WhatsApp when new documents are uploaded — they tap and they're in.

  • Client engagement tracking per document, per page
  • Automatic alerts for unread critical documents
  • WhatsApp/SMS: "New documents uploaded to your matter portal"
  • Ask AI: "Has the client reviewed the amended closing conditions?"
Room Intelligence — Client Engagement
Has Acme Corp's GC reviewed the revised closing conditions?
Yes. Sarah Chen (GC, Acme Corp) reviewed the Amended Merger Agreement on March 1 at 2:14 PM, spending 18 minutes on pages 38-47 (closing conditions and indemnification). She has not yet viewed the updated Disclosure Schedules uploaded yesterday.
Merger Agreement reviewedDisclosure Schedules pending

Free to start. No per-page fees. Create a branded client portal on your firm's subdomain. Starter plan is free (1 portal, AI included). Teams at $399/mo. No per-page fees, no per-user fees.

Client Portal FAQ

Questions law firms ask about AI-powered client portals.

Clients access a branded portal on your firm's subdomain (e.g., portal.yourfirm.com). They can view case documents and ask AI questions about them. The AI retrieves answers only from documents the client is authorized to see, with exact page citations. This reduces routine calls — clients get instant answers instead of waiting for an associate.
Yes. Every portal runs on a custom subdomain with your firm's logo, colors, and branding. Clients see a professional interface under your domain — no Sifrsys branding visible unless you choose to show it.
The AI processes queries statelessly with zero data retention. No conversations, documents, or query history is stored or used for training. Row-Level Security ensures each client sees only their own documents. The AI cannot access other clients' materials even if they're in the same firm account.
Clients receive a passwordless magic link. One click and they're in — no account creation, no passwords. You control access duration, download permissions, and watermarking. Revoke access at any time.
Any firm sharing documents with clients: corporate law firms (M&A, securities), litigation firms (discovery documents), IP firms (patent portfolios), real estate firms (transaction documents), and family offices. The AI Q&A feature reduces the volume of routine client questions by letting clients self-serve with cited answers.

Get Started

Give clients the answers they need — instantly.

Branded portal, AI Q&A, cited answers, complete audit trail.

Free to start · No credit card required

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