Clients
Secure client portal
The portal is the next phase of this build. It is intentionally not a mock login screen — a fake portal would be worse than none.
What the portal will include
- Account creation and login with multi-factor authentication for staff and administrators
- Case status and stage tracking, visible only to the assigned client
- Secure document upload and download with private storage and file validation
- Questionnaires, outstanding tasks, and staff messages
- Appointments, invoices, and card payments through a payment provider
- Role-based access for administrators, attorneys, paralegals, and clients, with audit logging