Deliver a secure digital experience for your clients. Invited clients access selected documents, upcoming appointments, and invoices through a dedicated external portal.
Frequently asked questions about client experience & collaboration, operational workflows, and security.
01Can clients see internal firm notes or draft pleadings?
No. Clients only access a separate Client Portal and can only view documents, appointments, and invoices that your firm has explicitly designated as client-visible.
02How do clients log in to the portal?
Clients authenticate using secure one-time passcodes (OTP) and magic links sent to their verified email address, eliminating password friction.
03Can clients upload documents through the portal?
Yes. Clients can submit onboarding questionnaires, FICA documents, and requested evidence files directly into their secure portal.
04Can firm administrators revoke client access?
Yes. Portal access can be updated, suspended, or revoked with a single click at any time.
05Can clients review invoices and track consultation appointments?
Yes. Invited clients can view issued invoices, make booking requests based on practitioner availability, and follow shared matter milestones in real time.
Ready to provide your clients with a modern portal?
Transform client communication with Lexuno's secure Client Portal.