# Secure Client Portal for Law Firms

Connect With Clients through a Seamless Client Portal

Provide your clients with a secure portal to view invoices, make payments, communicate, and access case documents 24/7 from any device.

Our Free Plan is Free Forever | No Credit Card Required | Cancel Anytime
User 1 User 2 User 3 User 4
★★★★☆ 4.5/5
Reviews on Capterra & G2
CaseFox Law Firm Client Portal Software
shield icon

Trusted by 25000+ law firms
across the world

Connor Pitchford, LLC Logo AZ Law Firm Logo Family First Legal Group Logo Wallen Kelley Law Firm Logo Crystal & Giannoni-Crystal, LLC Logo

Legal Client Portal for Secure Communication & Payments

With a safe and trusted client portal designed for privacy, financial transparency, and simple client interaction, CaseFox helps thousands of legal practices communicate, settle bills, and schedule appointments with their clients.

Secure, Personalized Access

Give your clients access to a private, encrypted portal link. Make sure that only the right people can access confidential case information, documents, and discussions.

Financial Transparency & Payments

Provide your clients with a safe portal to access and download their invoices, trust account statements, and payments in real-time—effortless payments (LawPay & PayPal).

Effortless Appointment Requests

Give your clients the convenience of booking appointments through the client portal instead of relying on constant calls and emails, which can be lost.

Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations
Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations

Secure Encryption & Access Controls

Moreover, clients obtain individual encrypted links for accessing the template. Coupled with the enterprise-level security (SSL, ISO) and a role-based access system.

  • Unique Encrypted URLs

    Send your clients a custom, encrypted URL link to their client portals. You can revoke or regenerate access instantly.

  • Role-Based Access

    Control portal access by having the exclusive access link, which you can securely share with the client to grant them entry.

  • Enterprise-Grade Security

    Access and securely store documents on the portal with SSL encryption and ISO certification.

Send a custom and encrypted legal client portal URL
Secure chat or messaging with law firm clients

    Secure Communication & Real-Time Updates

    We make sure your clients stay in the loop without having to rely on email or other less secure ways of communication.

  • Secure Encrypted Messaging

    Clients and attorneys can exchange confidential messages directly within the portal with end-to-end encryption.

  • Case & Task Update Alerts

    Clients receive updates on new tasks, how many cases they are connected to, and any message replies.

  • Message History Downloads

    Let clients download full conversation logs for offline review, archiving, and to refer back to in the future.

    Centralized Document Sharing, Billing & Mobile Access

    Streamline document sharing, invoicing, payments, and billing updates for clients with a collaborative & secure client portal.

  • Secure Document Upload/Download

    Clients can easily upload or download their case files, and they can even do bulk uploads without any hassle.

  • Invoice Viewing & Online Payments

    View and download invoices in PDF or CSV, pay instantly with one-click links via LawPay or PayPal.

  • Mobile Client Portal Access

    You can quickly check your cases, documents, and invoices from any device remotely at any time.

Upload & download case documents securely on the CaseFox legal client portal

Who Can Use CaseFox
Client Portal?

    avatar

    Task reminders & follow-ups
    Integrated appointment scheduling
    Role-based access & permissions
    Exportable message history

    Premium Services for All Users at ‘NO’ Additional Cost

    CaseFox is not just another legal software; it creates an experience for all users with personalized demos, advanced training, seamless data migration, and expert support that is available 24/7.

    Get Started
    File Folder Icon
    1. Data Migration

    Our team seamlessly migrates your data into the system at no additional cost.

    Analytics Icon
    2. Free Onboarding

    Fast-track your legal operations with FREE online onboarding demo sessions.

    Search and Review Icon
    3. Staff Training

    Onboard staff efficiently with our on-demand training session with a dedicated account manager!

    File Settings Icon
    4. 24/7 Support

    We are available for you 24/7 via phone, email, or chat to raise tickets and get immediate answers.

    Do More Than Just Provide a Client Portal

    Explore all the features of CaseFox within one pricing plan and run your law firm smoothly without any unnecessary add-ons.

    reporting and analytics icon
    Legal Case Management Software

    Manage all your cases in one place. Organize files, track progress, and collaborate with your team efficiently.

    Learn More →
    financial reporting icon
    Legal Time and Expense Tracking

    Track billable hours from anywhere, customize rates, and segregate time and expense entries. Log billable hours by simple text with SMS support and more

    Learn More →
    file folder icon
    Legal Document Management

    Securely store, organize, and access all legal documents with smart tagging and AI-powered legal drafting tools.

    Learn More →
    search and review icon
    Conflict Check Software

    Quickly identify potential conflicts of interest across clients, cases, and contacts to stay compliant and avoid legal risks.

    Learn More →
    file settings icon
    Legal Client Portal

    CaseFox offers automatic online payment functionality so that your clients can view and pay invoices online. Clients can view their payment history and the amount due.

    Learn More →
    calculator icon
    Legal Trust Accounting

    Manage multiple trusts and operating accounts conveniently. You can also bulk pay invoices from Trust funds. Integration with QuickBooks and Xero.

    Learn More →
    calendar icon
    Legal Calendaring Software

    From events, tasks, to time entries, manage all of it with a legal rule-based calendar. Manage firm and staff-wise calendars, send emails for upcoming events.

    Learn More →
    ai star icon
    AI Document Generation & Analysis

    Generate legal documents, professional emails, cover letters, contracts, agreements, and more in minutes with AI multilingual support.

    Learn More →
    billing icon
    Automated Billing & Bulk Invoicing

    CaseFox streamlines billing and invoicing by setting recurring billing for cases. And one-click bulk invoicing to generate invoices in seconds.

    Learn More →

    Integrate CaseFox with Tools You Use & Love

    Bring everything together by connecting your calendar, email, Office 365, Google Workspace, accounts, and payments to CaseFox.

    Box icon

    Box

    Code icon

    Code

    Dropbox icon

    Dropbox

    Excel file icon

    Excel file

    Gmail icon

    Gmail

    LawPay logo

    LawPay

    PayPal logo

    PayPal

    Xero logo

    Xero

    Google Calendar icon

    Google Calendar

    Google icon

    Google

    Office 365 icon

    Office 365

    Outlook icon

    Outlook

    QuickBooks icon

    QuickBooks

    Teams icon

    Teams

    Word icon

    Word

    Box icon

    Box

    Code icon

    Code

    Dropbox icon

    Dropbox

    Excel file icon

    Excel file

    Gmail icon

    Gmail

    LawPay logo

    LawPay

    PayPal logo

    PayPal

    Xero logo

    Xero

    Google Calendar icon

    Google Calendar

    Google icon

    Google

    Office 365 icon

    Office 365

    Outlook icon

    Outlook

    QuickBooks icon

    QuickBooks

    Teams icon

    Teams

    Word icon

    Word

    Box icon

    Box

    Code icon

    Code

    Dropbox icon

    Dropbox

    Excel file icon

    Excel file

    Gmail icon

    Gmail

    Google Calendar icon

    Google Calendar

    Google icon

    Google

    Office 365 icon

    Office 365

    Outlook icon

    Outlook

    QuickBooks icon

    QuickBooks

    Teams icon

    Teams

    Word icon

    Word

    Box icon

    Box

    Code icon

    Code

    Dropbox icon

    Dropbox

    Excel file icon

    Excel file

    Gmail icon

    Gmail

    Google Calendar icon

    Google Calendar

    Google icon

    Google

    Office 365 icon

    Office 365

    Outlook icon

    Outlook

    LawPay logo

    LawPay

    PayPal logo

    PayPal

    Xero logo

    Xero

    QuickBooks icon

    QuickBooks

    Teams icon

    Teams

    Word icon

    Word

    Box icon

    Box

    Code icon

    Code

    Dropbox icon

    Dropbox

    Excel file icon

    Excel file

    Gmail icon

    Gmail

    Google Calendar icon

    Google Calendar

    Google icon

    Google

    Office 365 icon

    Office 365

    Outlook icon

    Outlook

    QuickBooks icon

    QuickBooks

    Teams icon

    Teams

    Word icon

    Word

    Trusted by 25000+ Law Firm

    See What Our Clients Are Saying

    Here’s what other legal professionals and law firms are saying about us. Be a part of leading legal tech with CaseFox.

    User 1 User 2 User 3 User 4 User 5
    4.5/5
    Reviews on Capterra & G2

    “The client portal has made it so easy for my clients to access documents and stay updated on their cases. It’s intuitive and saves us a lot of back-and-forth emails.”

    “Navigating the portal is simple, even for clients who aren’t tech-savvy. It’s made onboarding new clients far smoother.”

    “Real-time updates and notifications keep both my team and clients informed. It’s a game-changer for managing multiple cases effectively.”

    CaseFox Legal Blogs

    Client Portal Resources

    Law Firm Partner Salaries

    Law Firm Partner Salaries: How Much Do They Make?

    Explore comprehensive data on law firm partner compensation across different practice areas, firm sizes, and geographic regions to benchmark your earnings potential.

    Read Article
    Business Posts

    Non-Disclosure Agreements Explained: The Ultimate NDA Guide

    Master the intricacies of non-disclosure agreements with our comprehensive guide to drafting, negotiating, and enforcing effective NDAs.

    Learn More
    Non-Disclosure Agreements Guide
    Business Posts

    What is an E-Discovery Lawyer? How to Become One?

    Discover the growing field of e-discovery law, including required skills, career pathways, and earning potential in this technology-focused legal specialty.

    Learn More
    E-Discovery Lawyer Career

    Frequently Asked Questions

    Couldn’t find what you were looking for ?
    Contact us at

    service@casefox.com

    What is a client portal?

    A client portal is a secure, web-based digital platform that is also usually password-protected solely for law firm clients. This portal is a centralized system that allows law firms and their clients to communicate, share documents, manage billing, and track case progress.

    What is a legal portal?

    A legal portal is a web-based online platform that centralizes legal management tasks, services and communication, and unlike a client portal, a legal portal is for the entire firm. Legal portals help share documents and communication securely with an enterprise-level encrypted level of security. Here you can manage cases, documents, contacts, updates and clients.

    What is client portal software for law firms?

    A client portal specifically for law firms is an online platform that is used for communication, collaboration, updates, and payments in a secure way. CaseFox legal client portal provides clients with the digital space to access their case documents and updates, upload any files, request appointments, and stay up to date on their invoices and payments.

    What is the best client portal software for law firms?

    One of the best client portals in today's legal industry would be CaseFox. A few key reasons that CaseFox is a popular platform to use for client portals is because of its robust and updated features, according to the requirements in today's day and age, which are:

    - Secure and Private Access:
    CaseFox takes the security risks very seriously and to prevent any sort of data leak of a firm's clients' data, they use security measures such as providing a client portal access link that is private and only available to the admin. This link does not require any logins for the client's convenience.

    - Case Management:
    Manage all cases from a centralized dashboard with a case summary and directly message or book an appointment with the lawyer appointed to your case.

    - Easy Appointment Scheduling:
    Clients can conveniently schedule appointments with their lawyer in charge through the portal without the hassle of making calls or sending emails. Just fill in a few details, such as date and description, and the firm will get the notification and update you as necessary.

    What are the key features of a client portal software?

    Key features of a client portal software are:

    - Secure encrypted access
    - Document management and sharing
    - Real-time messaging and notifications
    - Billing and online payments
    - Appointment booking and case updates
    - Mobile access and responsiveness
    - Case management integration
    - Payment software integrations
    - Compliance and message history
    - Analytics and reporting

    By combining all these features, CaseFox provides a powerful client portal software that helps law firms keep their communication open with their clients, improving client relationships.

    What are the benefits of law firm client portals?

    A law firm client portal, such as CaseFox, offers a lot of benefits that help take your client experience and make it more efficient. Portals help in creating direct secure communications with a dashboard that centralizes all documents, payments, invoices, and messages. Portals help firms by reducing admin tasks by automating a few tasks, such as payment reminders and processing. They improve collaboration between teams, as well as helping

    How do lawyers communicate with their clients?

    Lawyers communicate with their clients in different ways to make sure there are no misunderstandings in communication. Traditional communications such as emails and phone calls have now been replaced with upgraded digital booking appointment systems and communication direct messaging portals that are also secure and developed for the exact purpose of lawyer and client communications.

    Additionally, for remote appointments, lawyers can also use video conferencing and letters for formal notices.

    How does CaseFox's client portal software make it easy for lawyers to communicate with clients?

    CaseFox client portal software makes it easy for lawyers to communicate with clients by providing a secure and centralized interaction platform. It lets you communicate with your clients with confidential messages, as well as giving the option to send and receive documents, including bulk uploads.

    Lawyers can share case updates, documents, invoices, and payment notifications all through a unique and secure URL that is only accessible to whoever it is shared with.

    Clients can conveniently request appointments by filling in the date and description and requesting an appointment with the attorney in charge of their case.

    How much does client portal software cost?

    The CaseFox client portal is available with paid subscription plans. There is no additional cost to access the client portal. It's best to speak to CaseFox support teams for specific, detailed pricing and available plans.

    Join 25000+ Law Firms' Clients with Secure Online Portals

    No credit Card Required
    Our Free Plan is Free Forever