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Client Experience & Collaboration

Client Portal Software for Modern Law Firms

Deliver a secure digital experience for your clients. Invited clients access selected documents, upcoming appointments, and invoices through a dedicated external portal.

Dedicated External Portal Secure OTP & Magic Links Selective Document Sharing Digital Intake Questionnaires
Client Experience

Collaborate with clients without exposing internal workspaces.

Provide your clients with modern, transparent digital access while keeping your firm's internal legal drafts and notes completely private.

Dedicated External Client Portal

Provide invited clients with a separate, branded portal interface that maintains a strict boundary from your internal workspace.

  • External portal boundary isolating internal firm notes and drafts
  • Branded client experience reflecting your firm's identity
  • Responsive mobile-friendly interface for clients on any device
  • Single-click access revocation by firm administrators

Secure OTP & Magic-Link Authentication

Frictionless, secure client sign-in via time-limited email magic links and one-time passcodes without password management headaches.

  • One-time password (OTP) verification for secure sign-in
  • Time-limited magic links sent directly to verified client email
  • No passwords for clients to forget or compromise
  • Session security with automatic timeout safeguards

Selective Document Sharing & Access Tracking

Publish specific final pleadings, contracts, and court orders with recorded client access and download timestamps.

  • Explicit client publication toggle on individual matter documents
  • Recorded audit timestamps on client view and download events
  • Secure PDF preview and download permissions
  • Instant unpublishing of documents whenever needed

Digital Client Intake & FICA Questionnaires

Streamline new client onboarding with digital questionnaires, KYC identity document collection, and automated matter intake.

  • Digital onboarding forms tailored to your practice areas
  • Secure client upload for FICA identity documents and proof of residence
  • Direct ingestion of client-submitted data into matter records
  • Review and approval workflow before formal client engagement

Integrated Consultation Booking

Allow clients to view practitioner availability and book consultations directly through the portal without phone tag.

  • Real-time practitioner availability coordination
  • Automated calendar booking confirmation and email notices
  • Conflict-free consultation scheduling
  • Preparation notes and instructions sent to client upon booking

Transparent Invoice & Statement Visibility

Provide clients with immediate access to issued tax invoices, payment receipts, and balance statements.

  • Secure viewing and PDF download of issued tax invoices
  • Real-time statement of account and balance tracking
  • Payment receipt confirmation records
  • Elimination of repetitive invoice request emails
Client Portal Journey

From initial invitation to ongoing matter collaboration.

Deliver a seamless, modern digital interaction for your legal clients.

01

Client Invitation

Invite prospective or existing clients via email with secure magic links.

02

Digital Onboarding

Client completes intake questionnaires and uploads requested FICA documents.

03

Matter Collaboration

Client tracks matter progress, reviews shared documents, and views upcoming hearings.

04

Billing Transparency

Client views issued invoices and payment receipts in one secure dashboard.

Boundary Architecture

Strict separation between firm workspaces and client views.

Discover how Lexuno ensures client convenience without compromising internal privilege.

Isolated Portal Domain

Clients access a distinct portal experience with no visibility into internal tools.

Explicit Publication

Documents, tasks, and events only appear if explicitly marked client-visible.

Audited Client Access

Every login, document view, and download produces a recorded audit event.

Revocation Control

Portal access can be instantly revoked or reassigned at the matter or client level.

Connected Workspace

Explore related practice solutions.

Lexuno connects every part of your practice so information moves naturally without duplicate data entry.

Client Experience & Collaboration FAQ

Frequently Asked Questions

Frequently asked questions about client experience & collaboration, operational workflows, and security.

Can 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.

How 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.

Can clients upload documents through the portal?

Yes. Clients can submit onboarding questionnaires, FICA documents, and requested evidence files directly into their secure portal.

Can firm administrators revoke client access?

Yes. Portal access can be updated, suspended, or revoked with a single click at any time.

Can 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.