The challenge
Clients rarely call because something has gone wrong. They call because they cannot see anything. Between hearings and drafts there is a silence that only a phone call fills, and filling it is unbilled work for whoever picks up.
The firm already knows the answer. It is on the file. The cost is entirely in moving it from the file to the client, one call at a time.
The system
- 01
One matter record behind the view
Status, dates, documents and notes live on the matter, so the client's view is a filter on the truth rather than a copy of it.
Case Management → - 02
A link, not a login
The client opens their own matter in any browser on their phone. Nothing to install, no password to reset before they can read a date.
Client Case Portal → - 03
You choose what is shared
Internal notes, drafts and strategy stay inside the firm. Only what you share reaches the portal, document by document.
Document Vault → - 04
The fee note arrives with its context
Invoices are raised against the client with line items and tax, in the currency the engagement is governed by, and the client pays from the link. Invoicing against an individual matter is on the roadmap.
Billing & Tasks →
What changes
- The client's first move is the link, not the phone
- One thread per matter instead of four across two apps
- Nothing internal leaks into the client's view by accident
- Partners spend their attention on advice, not on status
