As an attorney, your clients trust you to handle their legal matters with the utmost care and attention to detail. However, managing multiple cases and clients can be a daunting task, especially when it comes to sharing important documents and information. That’s where a client portal comes in.
A client portal is a secure, online platform that allows attorneys and clients to easily share documents, communicate, and manage their legal matters. This platform can streamline the legal process and provide numerous benefits for both attorneys and clients.
One of the biggest benefits of a client portal is the ability to share and access documents securely. Attorneys can upload important documents, such as contracts and legal briefs, for their clients to review and sign. Clients can then easily access these documents from anywhere, without the need for in-person meetings or the worry of lost or misplaced documents.
In addition, a client portal allows for easy and efficient communication between attorneys and clients. Clients can quickly and easily send messages to their attorney, and vice versa, without the need for phone calls or emails. This can help to keep the legal process moving smoothly, and ensure that both parties are always on the same page.
Another benefit of a client portal is the ability to track the progress of a case. Attorneys can easily update their clients on the status of their case, and clients can view this information in real-time. This can help to reduce stress and uncertainty for clients, and ensure that they are always informed about the latest developments in their case.
Overall, a client portal can greatly improve the efficiency and effectiveness of an attorney’s practice. It allows for secure document sharing and communication, and can help to keep clients informed and involved in their legal matters. As such, implementing a client portal can be a valuable investment for any attorney looking to streamline their practice and provide their clients with the best possible service.
If each client needs access or updates to documents or a set of documents, you can control that visibility to make sure that they are viewing the correct content. You can create custom dashboards to update the progress of their matter, display a timeline of the events/notes, embed PDFs, link PDFs, or whatever content you need to relay.
Use the built-in and encrypted messaging functionality to send and acquire messages to your clients in a way they may be tracked, happens directly inside the portal, and doesn’t suffer from the lack of confidence and unreliability of electronic mail. Moreover, through the usage of the messaging characteristic, you make certain that there is accountability in that no messages are lost, and you could make sure that the recipient has seen the messages you have sent.
If you need to request documents from a client, you can use the powerful File Request feature, which allows you to initiate the request, designate which folder the requested files will be uploaded into, and sends you notifications every time the client fulfills one of your File Requests.
When your clients log in, you can show them a custom Dashboard that will reflect their name, personal information, and any court cases or legal matters that they have underway with your law firm. You can make available the necessary details about these matters. If there are any additional data collection forms or PDFs that need to be associated, you can easily share those with the client from right inside the portal.
When you ask your clients to create an account and login to a software platform that is obviously not YOU, you then introduce an element of mistrust and apprehension. SuiteDash give you the ability to completely “White Label” brand the environment (from the login page, to the email notifications, to the logged-in environment) in a way that the client will never know or even think about the source of the software. All they will know when they are using your White Label Branded Client Portal is how impressed they are with how professional you look, and how secure they feel when they login to your portal.
Create your White Label Branded Client Portal, and give your clients a seamless experience that compliments your branding. Using our intuitive logo, color & custom menu options to design a layout that matches your organization’s professional identity.
We even provide an automated tool that will allow you to map your own domain name to your Portal so that even the SuiteDash URL will be replaced with yours. Notice in this example that even the Title tag and the Favicon have been customized, and this is easily done using the SuiteDash interface. See an EXAMPLE HERE. This level of White Label Customization is unparalleled in the software world, and gives your Client’s a truly authentic and secure experience as they interact with your brand.
Creating branded emails has never been easier. Quickly add your company’s logo, change the layout to your colors and even add your social media profiles. You can continue the branding throughout the layout and design of the email notifications with the subject line, body text, and footer along with being able to change your ‘From’ name and ‘From’ email to better fit your company.