Client Portal
Clio Connect alternative — included with every plan
Active Portal Users
186
Messages This Month
1,247
Portal Payments
$284K
Active
Secure Messaging
End-to-end encrypted client-attorney communication
Active
E-Signature
Built-in signing — no DocuSign subscription needed
Active
Online Payments
Credit, debit, ACH, payment plans, and trust deposits
Active
Document Upload
Clients upload records, complete intake forms, add notes
Active
Case Status
Real-time matter updates powered by AI summaries
Portal Preview
Harris & Associates
Client Portal
Outstanding Invoice
$4,850 due Jul 15