In today’s world, client portals enable law firms to share information, documents, and events with their clients and are much more secure than before.
Different cloud-based practice management systems have different executions of secure client portals. Some have a few steps to activate the portal and some have a huge. A good user interface is what users look for in a client portal. MatterSuite client portal provides a separate user id and password creation process to each client individually so that they can access it securely and seamlessly whenever needed.
The law firm’s client portal’s main purpose is to provide clients a secure platform to access, send and receive all details regarding their matters with just a click without incurring much trouble.
Using this blog, we will introduce you to the top-notch services that a client portal offers to law firms, and we will show you how to set up your secure client portal with no extra effort.
Why should you have a client portal for your law firm?
- Secure Communications
Communication involves various privacy elements which need proper supervision and monitoring on a day-to-day basis. With the fast-moving technology, law firms could achieve a high-tech solution to run their internal and external communication hassle-free. The client portal supports the feature of secure messaging, which enables lawyers and clients to pass on information securely with a single click.
Using the secure communication feature, security is always assured, since it can always be accessed by only the specific client and the particular lawyer assigned to that client. No outside lawyers can access the communication and hence it makes it fully secure between lawyers and the client.
- Hassle-free Tasks Sharing
Regardless of the complexity of the case or how straightforward it is, every case involves multiple tasks that must be completed in order to win the case. A lawyer’s schedule has many tasks, but ensuring your client what tasks you are working on is crucial for a smooth client relationship.
With the help of the client, the portal adds assignees to particular tasks, and your client knows what all tasks are there and what areas the assigned lawyer is working on. With the accessibility to view tasks, clients become more aware of their case status and also it helps them to pay accordingly with no questions or confusion.
- Anytime Matter Update
Lawyers work on different matters associated with different clients. The entire process of the matter until its trial is quite long and involves many tasks, events, documents, and information to be processed and completed. But how can a client know about the work status of the lawyer?
The secure client portal software not only helps you in accessing tasks but also gives you complete access to the matter module, which allows the clients to see and know about how far their matter has come, and what all work is being performed by the lawyer. It gives clients access to calendars, tasks, documents, matter lists, and many more on a single screen with no trouble accessing information from different sources.
- Calendar Reminders
Are you able to communicate with your client about events through a single medium? Having a platform to send client events updates is really eye-catching and valuable for any law firm. Today lawyers deal with thousands of clients with different practice area cases, and managing all the cases is tough when clients demand time to time updates on their cases.
It’s high time for lawyers to shift toward easy-to-use client portals and execute smooth workflow inside the organization. Creating events and inviting attendees can enable the attended or the client to view the event once the client login to the portal. This will not only keep the client aware bout ew events but also will let the client know about all the events which have happened in the overall journey of the matter.
- Simple Document Sharing
Individually sharing documents is tedious when you have a lot of clients to be managed and a lot many cases to be completed. Emails are one medium to attach and send original documents, but it is not a workable option when documents need to be accessed with ease.
Having good client portal software can enable your law firm to step ahead and keep a grip on document management hassle-free from a click by assigning documents to the respective contact and then letting the client’s view the same from their portal. Clients can view all the documents related to their case, which are assigned and can clear all their queries from the same portal itself.
How to activate the client portal?
Creating a client portal successfully has some steps to be followed before the final activation of the client portal begins.
1. Start by setting up a new contact to start the activation process.
2. Use client secure messaging to send a message to your contact.
3. A link will be sent to the client to access the client portal.
4. The client must then create a password for the portal.
5. Using the credentials, the client can now log in directly to the client portal through the same software.
Frequently Asked Questions
Conclusion
Having a law firm that has a smooth flow of communication is really a good point to be analyzed. A good client portal can create an exceptional impact on our business by improving the overall efficiency of the firm. Securing all the client information is one of the topmost elements to be added to every law firm. MatterSuite client portal not only supports secure messaging, but also provides all the essential features under it. With the increasing digitalization, more law firms are shifting towards smart solutions to streamline their workflow seamlessly. The client portal software has many benefits which enable your firm to achieve its highest growth by attracting many customers through this helpful feature.
