Client Portal
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%.
The Problem
Associates spend hours on calls that AI could resolve in seconds with a cited page reference.
"What are the indemnification terms?" "When does the option expire?" Clients ask questions that are answered on page 14 of the agreement.
Documents shared as email attachments. No version control, no access tracking, no audit trail of what was shared and when.
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
Set up a branded client portal in minutes — not weeks.
Step 01
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.
Step 02
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.
Step 03
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.
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
Get Started
Branded portal, AI Q&A, cited answers, complete audit trail.
Free to start · No credit card required