Client Portal

The client portal gives your clients secure, self-service access to their matter information. Clients can view shared documents, track milestones, and communicate with your team — without needing a full Lawzana Flow account.

How It Works#

1. You enable portal access for a matter
2. The client receives a magic link via email — no password or account needed
3. They click the link to access their portal dashboard
4. The portal shows only what you've explicitly shared

Access Levels#

When setting up portal access, choose the appropriate level:

Setting Up Portal Access#

1. Open the matter you want to share
2. Go to the matter settings or portal section
3. Click Enable Portal Access
4. Enter the client's email address
5. Choose an access level (View, Upload, or Full)
6. Optionally set an expiration date for the access link
7. Click Send Invitation

The client receives an email with a secure magic link.

What Clients See#

Documents Tab#

• List of all documents you've shared from the matter
• Download button for each document
• File size and date shared
• Clients cannot see documents you haven't explicitly shared

Timeline Tab (Full access only)#

• Activity stream showing matter progress
• Status changes, key events, and updates
• Who performed each action and when

Milestones Tab (Full access only)#

• Upcoming milestones with due dates
• Overdue milestones highlighted
• Completed milestones for reference
• Priority badges: Low, Medium, High, Critical

Messaging Tab (Full access only)#

• Two-way communication between client and firm
• Timestamps on each message
• Read receipts
• Keeps all client communication in one place

AI Assistant (Full access only)#

• Limited AI chat for asking questions about shared documents
• Has context from the matter's shared documents

Sharing Documents#

To share a specific document with a client:

1. Open the matter and go to the Documents tab
2. Find the document you want to share
3. Toggle Share with Client to on
4. The document immediately appears in the client's portal

To stop sharing:

1. Toggle Share with Client to off
2. The document is removed from the client's view

Client Document Uploads#

Clients with Upload or Full access can upload documents:

• Maximum file size: 10 MB per file
• Supported formats: PDF, DOC, DOCX, TXT, images, Excel
• Documents uploaded by clients are flagged for your review
• You can then share them back, analyze them with AI, or file them in the matter

Multi-Matter Access#

A client can have portal access to multiple matters. Each matter has its own portal view, and the client can switch between them.

Revoking Access#

To revoke a client's portal access:

1. Open the matter
2. Go to portal settings
3. Remove the client's access or let the expiration date pass

Security#

• Portal access uses token-based authentication — no passwords stored
• Each access link is unique and tied to a specific client and matter
• Access links can have expiration dates
• All portal activity is logged for audit purposes
• Documents are served over encrypted connections