Your senior staff shouldn't be the status update team.
Document-heavy firms lose hours every week to client status emails and document chasing. We build white-labeled portals where clients upload, track progress, and get answers, while AI summarizes every document and suggests the next step for your team.
The operational cost of answering “where are we at?”
Clients need updates. Senior staff writing each one by hand is the expensive part.
Endless status emails
"Did you receive my documents?" "What's the timeline?" The same questions, from every client, every week.
Documents everywhere
Email attachments, shared drives, WeTransfer links. Nobody has one place to find a client's files.
Billable hours lost
Senior staff spending time on admin instead of client work. Every status reply is time you can't bill.
Client frustration
Clients don't know where things stand. Slow replies wear down trust and push them toward firms that answer faster.
The average lawyer bills 3.0 hours of an eight-hour day, according to Clio's 2025 Legal Trends benchmarks.
A portal your clients will use instead of email.
Branded as your firm. Clients upload documents, check progress, and ask questions in one place. Your team gets a summary of each document and a suggested next step.
The AI runs in the background. Nobody on your team has to write prompts.
Four steps from upload to update.
Scroll through each step to see what your client and your team see.
Clients upload straight to the portal.
Your client logs in to a portal with your branding and uploads documents there, instead of emailing attachments or sharing drive links.
Each document is read, classified, and filed.
When a document arrives, AI reads it, identifies the type, pulls out the key fields, and files it in the right folder. Anything it isn't sure about goes to your team.
Your team starts from a summary.
AI writes a summary, flags missing items, and suggests the next action. Your team reviews and decides instead of reading and sorting every file.
Clients can see where things stand.
Clients see progress, recent activity, and what's needed from them next, so they don't have to email to ask.
What's included.
Each portal is built for your firm. These are the pieces most firms start with.
Document Upload
Drag & drop, any file type. Mobile-friendly.
AI Summaries
A short summary of each document for your team.
Auto-Categorization
AI sorts and files documents into the right folders.
Status Tracking
Progress bars and activity timelines.
Notifications
Clients and team notified when things change.
White-Labeled
Your logo, colors, and domain.
Suggested Actions
AI recommends next steps based on document content.
Secure Access
Role-based permissions. Clients only see their own data.
Client Messaging
Clients ask questions inside the portal instead of over email.
Professional services firms that run on documents.
Law Firms
Case file uploads, matter status tracking, secure client communication.
Accounting Firms
Tax doc collection, filing progress, automated document classification.
Consulting Agencies
Deliverable tracking, project updates, stakeholder visibility.
Get your senior staff back to billable work.
Book a 30-minute call. We'll map your current intake and comms workflow and tell you what a custom portal would change. If we're a fit, a written proposal goes out within a week.