FirmOps · Intake & portal
Client portal
Law firm client portal that finishes the handoff
A law firm client portal (or legal client portal) is where onboarding should live: forms, uploads, e-sign, and payment status visible to staff — not three vendor links that drop the client halfway.
What the portal is for
Clients complete intake without creating yet another account maze. Staff see what is signed, paid, missing, or stalled. The firm brain can read that status without retyping.
- Firm-branded client experience
- Document requests and uploads in one place
- Status that syncs toward case opening
- Mobile-friendly sessions for after-hours leads
Portal plus intake automation
The portal is a spoke under law firm intake automation. Capture and qualify still matter; the portal is where the signed packet becomes an opened matter without phone tag.
Part of FirmOps Intake & portal
This is the third FirmOps pillar alongside FirmBrain and Marketing. One operator deploys the portal, wires webhooks, and keeps templates current when fee rules change.
See it on a 15-minute live demo
Bring one bottleneck. We will map where the firm brain, marketing, or intake layer fits — and what stays human.
Book a 15-minute live demo