Law Firm Client Portal Software – Clio for customers is our enhanced customer portal. If you are looking for articles on the previous portal, Clio Connect, access them here. For an article on co-advisory collaboration, click here.
Clio for Clients is Clio’s new client portal feature that allows attorneys to communicate with their clients from the Clio Communications tab and the Communications sub-tab of a matter, to be accessed from their client’s mobile or tablet device (iOS and Android), or from a computer.
Law Firm Client Portal Software
Before your customers have access to Clio for customers, a customer portal must be created for them so that you can send messages and documents. You can create a customer portal either from the main communication tab or from the communication sub-tab of the item.
Enable The Client Portal
When you create a customer portal, you and the customer will be pre-populated as participants, however, you have the option to fully customize who you want to access the customer portal. You can choose to add other users of your account so that they can stay updated on the conversation and other contacts that may be related to it. Please note: Any contact participant will have access to all messages and documents shared through the customer portal.
Once the customer portal is created and participants have been added, you are ready to start sharing messages and documents with your customers. For more information on how to send messages and documents click here.
Once a customer portal is open, it cannot be deleted, however, there are ways to revoke access to individual items or the entire portal. To revoke a customer or contact’s access to the customer portal simply remove them as a participant by hovering over their contact and clicking the X. Once removed, they will no longer have access to shared messages and resources. Alternatively, if you wish to remove an individual item, you can either delete the associated message or stop sharing the resource from the Shared Resources tab in the Customer Portal. The HighQ Client Portal improves your attorney-client relationship by giving clients 24/7 access to information and materials specifically tailored to their issues and needs. Goodbye to phone tags and multiple emails. Now you have a centralized place to keep everything in one place, resulting in faster and easier communication with your customers.
Easily share documents anytime, anywhere to maintain strong communication and attorney-client relationships. From an overview of matters, to billing statements to ongoing conversations, a law firm’s client portal can be it all. Give customers quick access to self-service features such as document drafting, electronic signatures and assignments. Access graphs, charts and trackers right at your fingertips. Instant notifications of customer activity help improve responsiveness, and records of communications and messages ensure you don’t miss details.
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Client portals for law firms are intuitive and easy to adapt for any client. Parties can easily upload and share documents and benefit from real-time tracking and discussion.
Maintain privacy and confidentiality when communicating with customers. A fully encrypted customer portal protects all your customer data.
Give each customer – and user group – their own personalized experience that only displays relevant information. The portal serves as a branded digital lobby – a place where the two of you can meet.
Blog 4 Reasons Why Client Portal Software Is a Good Idea for Law Firms What is a client portal, and why should your firm start using one?
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Blog Client Portals Changing the Way Law Firms Communicate and Collaborate with Clients – Is Your Firm Keeping Up? Discover why more law firms are using client portals and what key features to look for when choosing client portal software.
Infographic 3 requirements for a successful client portal See three important things a law firm client portal should have more than a digital drop box Content Key features of client portals Best practices for using client portals Examples of law firms using client portals
Client portals allow lawyers to securely share information online with their clients. This includes documents, messages, invoices and more.
How does it work? One party posts a message or shares a document through the secure platform, and the other receives an email saying that a secure message is waiting for them. Then, they need to log in to view the document or message.
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At first glance, the process can seem a little overwhelming. However, with the right approach, a client portal can make communication easier for your clients and more efficient for your law firm.
Here’s what you need to know, including key features of customer portals and best practices for implementing them. We have also included several examples of law firms using client portals successfully.
To ensure that client communication begins more smoothly at your law firm with your new client portal, make sure that the client portal you choose has the features listed below:
First and foremost, the customer portal should be secure. The main purpose of a customer portal is to transfer information securely, so all information transferred between you and your customers needs to be encrypted.
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Concerns about client confidentiality have made it more important than ever for lawyers to think twice before sending unsecured emails, as they may find themselves in breach of ethical rules.
Encryption is table stakes when it comes to customer portals. However, it is your responsibility as a lawyer to do your due diligence and some client portals are more secure than others, so double check with any vendor you are considering before signing on the dotted line.
A good customer portal should make it easy to securely share documents with your customers. Ideally, you will be able to share multiple files and folders at once. This is especially useful if you need to send multiple sensitive documents to a client for review or signature.
Getting bills to your customers doesn’t have to be difficult. If you share your bills online, you will issue them more efficiently and you can rest easy knowing that any information about your client’s case contained in the bill will be kept confidential.
Client Portals For Law Firms
Need a client to sign a document, or review an agreement with a specific deadline? With the right customer portal, it should be easy to assign tasks to your customers and keep them on track.
Certain cloud-based practice management systems include an integrated client portal (such as for clients), which is included in the price of your subscription. While other programs such as NetDocuments, Box and Dropbox offer some client portal functionality, such as secure document sharing, using a client portal integrated with your practice management system will ensure that you have all the functionality you need. law firm, and all case information is stored securely in one place.
If you work with contract or outside counsel, implementing a portal can provide additional benefits to your practice: the ability to easily share matter information from your law practice management software with co-counsel, with the ability to stop sharing information after a period of time .
For example, For Co-Counsel allows attorneys to share details of important matters with Co-Counsel, including notes, communications, contact information and more. Attorneys can also set custom rates for billable hours logged by co-counsel.
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As with any new tool, a lack of clarity and instructions on the customer portal can cause frustration for your loyal customers. However, a little education and preparation will make using your customer portal easier:
Your customers aren’t the only ones who will be using your customer portal – your employees, partners and associates are too! Here are some best practices to get everyone up and running:
How can you use a client portal in your law firm? There are many options, but to get you started, check out what some other lawyers are doing:
The Hite Law Group was founded by Nicholas Hite in 2013 with two goals: to provide affordable legal services, and to better serve the legal needs of the LGBTQ community in Louisiana. Using the customer portal has helped Nicholas achieve this goal.
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First, Nicholas customers can check their stuff whenever they like using his customer portal. That means less commuting and customer follow-up for Nicholas, and it’s one reason he can keep his operating costs affordable and help more people.
Beyond that, Nicholas says that for clients dealing with emotionally charged situations, being able to have some degree of control over the information they receive about their case can be very helpful when it comes to healing:
I told them ‘You will receive an email, and it will give you access to everything I have for your files. Everything is fine there, and you can go there whenever you want. You don’t have to wait for me to call you back or wait for me to reply to your email.’ This really makes my clients feel that they can participate and take responsibility in managing their own case. It gives them the power to really take control of the situation, so they can move from being a victim to
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