Client
Sees only their own matters.
- Pages
- Home, My matters, My documents, Key dates, Invoices, Your legal team
- Can start
- New matter, Upload a document
- Doesn’t see
- Case notes
My matters
Law firm client portal for intake & documents
A law firm client portal is where clients complete intake, follow their matter's status and upload the documents their lawyer asks for, while lawyers keep case notes clients never see.
Pattern: Client hubsDescribe it to Pory
“We're a six-lawyer firm. New clients should fill out an intake form, then see their matter's status and upload documents we request; our case notes must stay lawyer-only.”
Viewing as
In plain English
How Pory sets it up
Pory gives every client and lawyer a sign-in of their own. Each client sees only their own matters. It covers client intake, case status and document requests. Matters, documents, shared files, key dates, invoices, case notes and team live in Pory's own database, so there's no spreadsheet to keep in sync.
What it does
New clients describe their matter before the first consult
Intake meant a receptionist taking notes on the phone, then a lawyer asking the same questions again. In Pory the client describes the matter, picks the practice area, and names the other party and the key date. The other party's name is on the record, so the lawyer can check it against existing clients before the consult.
Forms to submit a recordDone by: Client
Clients see where their matter stands without calling reception
Most calls to reception boiled down to "is there any news on my case?" Each client sees their own matter move from Intake received to Engaged, In progress and Closed. Lawyers update the status once, and the front desk gets its mornings back.
Status tracker for the submitterDone by: Client
Lawyers list the documents they need, and clients upload each one
Chasing pay stubs and contracts took weeks of emails with attachments too big to send. The lawyer adds each document the matter needs, with a date, and the client uploads the file to that row from their own page. Anyone can see which are still marked Requested, well before the day of the hearing.
File uploadsDone by: Lawyer
Case notes stay lawyer-only, linked to the matter the client sees
Privileged notes lived in a Word document on one lawyer's desktop, because the client system couldn't hide them. In Pory case notes sit on their own table that only the lawyer role can open, linked to the matter. Clients see their status and documents; your read on the other side's weak spots stays with you.
Who sees which recordsDone by: Lawyer
Who sees what in a law firm portal
Every person signs in to their own view. This is what each role in the demo gets.
Lawyer
Sees every matter in the portal.
- Pages
- Home, Documents, Case notes, Matters, Key dates, Invoices
- Can start
- Upload document
What’s in the law firm portal template
The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.
Matters
- What it's about (text)
- Practice area (choice: Employment, Family, Property, Wills & estates)
- Client (link)
- Key date (date)
- Other party (text)
- What happened (long text)
- Lawyer (link)
- What happens next (text)
- Status (choice: Intake received, Engaged, In progress, Closed, Declined)
Documents
- Document (text)
- Matter (link)
- Type (choice: Identification, Contract, Correspondence, Financial)
- File (file)
- Client (link)
- Needed by (date)
- Status (choice: Requested, Uploaded, Checked)
Shared files
- Title (text)
- Matter (link)
- Client (link)
- Shared on (date)
- File (file)
- Kind (choice: Letter, Draft for your review, Court papers, Engagement letter)
Key dates
- Event (text)
- Matter (link)
- Client (link)
- Date (date)
- Kind (choice: Hearing, Meeting, Mediation, Deadline)
- Where (text)
Invoices
- Invoice (text)
- Matter (link)
- Client (link)
- What it covers (text)
- Issued (date)
- Due (date)
- Amount ($) (number)
- Status (choice: Issued, Paid, Overdue)
Case notes
- Note (text)
- Matter (link)
- Lawyer (link)
- Written (date)
- Detail (long text)
Team
- Name (text)
- Role (text)
- Practice (choice: Employment, Family, Property, Wills & estates)
- Direct line (text)
The parts behind this portal
Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal
Collect
2 partsForms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
File attachments
Upload and view files on the record they belong to, not in a folder named FINAL v2.
Decide
1 partStatus tracker
“Where's my request?” answered as a progress bar on the submitter's own page.
Control
3 partsWho sees which records
Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.
Passwordless sign-in
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colors, your logo. Members see you.
Frequently asked questions
A client signs in with a link sent to their email and lands on Home. They see Home, My matters, My documents, Key dates, Invoices and Your legal team, and only the matters that are theirs. From there they can use “New matter” and “Upload a document”.
Only lawyers. It's hidden from clients: it doesn't appear on their pages or in the records they open.
You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.
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Build your law firm portal with Pory
Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited clients.