Client Portals · Law Firms

Client Portal for Law Firms

A custom client portal designed specifically for how law firms run their business — your workflow, your branding, your integrations.

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Most law firms end up duct-taping together a CRM, a scheduling tool, a spreadsheet, and a folder of PDFs to run their business. A generic client portal doesn't fit the way law firms actually quote, schedule, deliver, and bill — so the team keeps falling back on email and texts. Deagyst builds a client portal from scratch around your specific process so the software finally matches the job.

A custom client portal for law firms means every screen, field, and automation reflects how your business already operates. No paying per-seat for features you don't use, no awkward workarounds, no exporting CSVs to bridge two tools. You own the code, the data, and the roadmap — and we wire it directly into the tools your law firms business already runs on.

What law firms struggle with today

Intake split across web forms, calls, and walk-ins
Matter management built around generic templates
Document generation in Word with manual find-replace
Client portals from generic SaaS that don't feel like your firm
Billing and trust accounting tedious and error-prone

Key Features and Capabilities for Law Firms

Secure client login

Email + password, magic links, or SSO. Multi-factor authentication and role-based access built in.

Branded experience

Your logo, colors, typography, and domain — clients never feel like they're using a third-party tool.

Project & status dashboard

Each client sees the real-time state of their projects, milestones, and next steps.

Document & file sharing

Upload, version, and organize deliverables with granular permissions and audit logs.

Invoices & payments

Stripe integration for one-click invoice payment, recurring billing, or deposits.

Messaging & notifications

In-portal threads and email/SMS notifications so nothing slips through the cracks.

Example screens & modules for law firms

Intake & Lead Engine

Branded intake with conflict check, qualification, and instant scheduling.

Matter Management App

Per-practice-area pipelines with tasks, deadlines, and document hubs.

Document Automation

Generate retainers, demand letters, and pleadings from matter data.

Client Portal

Secure portal for documents, messages, billing, and case status.

How a client portal fits into a law firm workflow

New client onboarding

1Sales closes deal in CRM
2Portal auto-creates account + welcome email
3law firm signs intake forms and agreement inside portal
4Project workspace provisioned with kickoff checklist

Deliverable approval

1law firms team uploads deliverable to project
2law firm receives notification
3law firm reviews + comments or approves in-portal
4Approved version locks and moves to 'Final' folder

Invoice → payment

1Invoice generated from project milestone
2law firm notified by email and in-portal
3law firm pays via Stripe
4Receipt issued + accounting system updated

AI opportunities for law firms

AI intake assistant via chat
AI document drafter from matter data and templates
AI deposition and discovery summarizer
AI client communicator for case updates

Build the client portal law firms actually want.

Tell us how your law firms business runs today and we'll scope a custom client portal around it.

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Frequently asked questions

Why build a custom client portal instead of using an off-the-shelf one?

Generic client portals are built for the average customer of every industry. Law Firms have specific workflows — intake split across web forms, calls, and walk-ins — that no SaaS handles cleanly. A custom build solves the actual problem instead of forcing you to bend your process around someone else's product.

How long does it take to build a client portal for a law firm business?

A focused MVP usually ships in 4–6 weeks. More involved builds with integrations into your accounting, scheduling, or field tools land in 6–10 weeks. We scope the first usable version aggressively so you can put it in front of clients fast.

Can it integrate with the tools we already use?

Yes. Common integrations for law firms include QuickBooks, Stripe, Google Workspace, DocuSign, Twilio, and any industry-specific tool with an API. If a tool you depend on doesn't have one, we can usually still automate it.

Do we own the code and data?

Yes. You own the codebase, the database, and the customer relationship. You're never locked into Deagyst — we'll hand off the project anytime.

What does a custom client portal cost?

Most law firms-focused builds land between $8k and $40k depending on scope and integrations. We scope and quote per project — no per-seat SaaS fees, no surprise upgrades.