Client Workspace

Client
Workspace

A dedicated space where clients can view updates, share documents, and stay informed. Without emailing your team.

Client Timeline

See everything happening in your case

No more “any updates?” emails

Clients can check progress, documents, and activity on their own—without reaching out.

Real-time case activity

Every update, upload, and milestone appears in a live feed.

Always know what’s happening

No confusion, no gaps—just a clear view of your case from start to finish.

Always accessible

Clients can access their workspace anytime, from any device.

Client Billing

See exactly where your money is going

No more billing surprises

Track spend in real time with a clear breakdown of fees.

Live trust balance

Always know how much is available and how it’s being used.

Built-in spend calculator

Instantly see total spend across your case—no manual math.

Clear, client-ready breakdowns

Understand every charge without needing to ask your attorney.

Client Messaging

Message your legal team, without the chaos

No more email chains

All communication lives in one organized, secure thread.

Connected to your case

Every message is tied to your matter—nothing gets lost or disconnected.

Fast, direct communication

Send and receive updates without delays or back-and-forth.

Private and secure

Your conversations stay protected and confidential.

FAQs

FAQs about client workspace systems for law firms

Explore more features

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.