Client Portals For Law Firms
Portli Is An All-in-one Legal Portal Offering Secure Client Portals For Law Firms. Streamline Case Management, Communication, & Document Sharing With Ease.
Why Choose Portli?
Grow your business professionally
Centralize Your Communication
Stop juggling multiple apps and email threads. With Portli, you bring all conversations, updates, and notifications under one roof — whether you’re managing clients, employees, vendors, or partners.
Share Documents & External Links
Easily upload important files to your encrypted portal. Share onboarding forms, e-signature links, or any external resources so your contacts have everything they need in one place.
Enhance Security & Compliance
Safeguard sensitive data with enterprise-grade encryption and multi-factor authentication. Portli is designed to meet compliance requirements while keeping your information accessible to only those you trust.
Fully Customizable for Your Brand
From logos and color themes to branded domain URLs, Portli’s white-labeled solution lets you maintain a consistent brand identity.
Key Benefits for Legal Firms
When you sign up for Portli, you’ll get access to two interconnected portals:
Case Document Management
Organize case documents in a secure, cloud-based vault. Enable role-based access to ensure confidentiality.
Document Approvals
Send contracts, agreements, and affidavits to clients and have them directly e-sign contracts using your portal.
Legal Task Automation
Set up automatic reminders for dates, filings, and key deadlines, reducing administrative burdens.
Legal Advisory
Centralize legal discussions, case updates, and notifications & maintain a secure record of all legal interactions.
Frequently asked questions
How does Portli's client portal law firm solution help streamline legal workflows?
Portli centralizescase documents, automates client updates, enables e-signatures, and setsdeadline reminders to ensure smooth and efficient legal case handling.
How do I create an account?
Yes, Portli usesend-to-end encryption, multi-factor authentication, and role-based accesscontrols to protect sensitive legal information.
Can clients sign legal documents electronically using Portli?
Yes, Portli allowslaw firms to send contracts, agreements, and affidavits for instante-signatures, eliminating the need for manual paperwork.
How does Portli’s client portal for law firms improve client communication?
Clients receive real-time case updates, document notifications, and secure messaging options—reducing the need for back-and-forth emails.
Is it challenging to import my existing data to Portli?
Absolutely. Portli supports bulk imports and CRM integrations, with our team ready to assist. Plus, our customer success team is always on standby to assist you every step of the way.
Do my clients see any of your branding in the Client Portal?
Portli is fully white-labeled on select plans. All branding, from logos to domain URLs, can reflect your business identity—ensuring your contacts only see your brand.
What are the benefits of using Portli?
a. Increased Efficiency: Manage all your interactions in one place.
b. Greater Transparency: Track activities, documents, and tasks seamlessly.
c. Improved Security: Protect sensitive data with encryption and MFA.