Client portal for law firms
Legal Client Portal Software
A legal client portal gives law firms a secure place to collect documents, send messages, assign client tasks, manage e-sign workflows, and reduce scattered communication across email, text, and phone calls.
Quick Summary
Secure client tasks, document requests, and portal-first communication
E-sign workflows for engagement packets and firm documents
Fewer scattered texts, emails, voicemails, and missing attachments
Dashboard visibility for what clients received, completed, or ignored
Real workflow content
How it works in a law firm
Step 1
A client receives a portal task for missing records, photos, insurance information, or immigration documents.
Step 2
The client uploads documents or completes requested information from a mobile-friendly portal.
Step 3
FirmLink logs completion and alerts the team when the next review step is ready.
Step 4
Staff and attorneys use the dashboard to track missing items and avoid manual follow-up drift.
Human-in-the-loop by design
FirmLink is built to move operational work forward without pretending AI is a lawyer. Wynn can gather facts, prepare summaries, recommend actions, and trigger approved workflows, while attorneys and staff keep control over legal judgment and sensitive actions.
Firm users decide which tasks are required and when to follow up.
Document review remains with the firm, not the AI.
Portal activity creates visibility without replacing attorney-client judgment.
Frequently Asked Questions
What can clients do in the FirmLink portal?
Clients can respond to tasks, upload documents, receive messages, complete e-sign workflows, and help the firm keep matter information organized.
Does the portal work on phones?
Yes. The portal is built for mobile-friendly client workflows because many legal clients complete tasks from their phone.
Can the portal reduce staff follow-up?
Yes. Clear tasks, reminders, and document requests reduce repeated manual calls and scattered follow-up.