labs@atheron:~/industries/legal/apps$ build app --web --mobile

Law firm client portal

Privileged documents and matter status, off email.

Clients now expect to see their matter the way they see a parcel in transit. We build a portal that gives them that, and replaces email attachments for privileged documents, without asking your practitioners and staff to work in another system: it connects to the practice management tools you already use.

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// what matters here

What is different in this industry.

Privilege by design

Documents are encrypted, every view and download is logged, and access is per matter and per person, so the record shows who saw what and when.

No double entry

Matters, contacts, tasks and invoices come from Clio or your practice management system, so staff update one place and the portal follows.

Trust rules respected

Invoice payments go through your processor to the right account. Trust funds are handled the way your law society's rules and your accounting system require.

Your brand, not ours

The portal carries the firm's name and look, and runs in a cloud account you own, in Canada if your clients expect it.

// example projects

Priced examples for this service.

Each one is hypothetical, labelled as such, and priced live from our rate card. Open any of them in the estimator and make it yours.

Example projectWeb app

Secure law firm client portal

Hypothetical. Not a client, not a result.

// The problem

A firm exchanges privileged documents with clients by email attachment, and clients phone to ask where their matter stands and what they owe.

// What we would build

A branded web portal where clients sign in with two-factor authentication, exchange documents on each matter, see status and next steps, sign engagement letters and pay invoices, connected to the firm's practice management system.

// What is in it

Document exchange per matter, encrypted at rest and in transit
Matter status, key dates and tasks for the client
Engagement letters signed in the portal
Invoices paid by card or bank transfer through your processor
Integration with Clio or your practice management system
English and French for clients

// Stack

Next.js
PostgreSQL
Clio or practice management API
Electronic signature API
Microsoft Azure

// estimate

Build: ≈ US$98,700 to US$151,000, delivered within 22 weeksCAD 140,500 to 214,900
Hosting: ≈ US$751 a monthCAD 1,070 a month
Support: ≈ US$2,500 a monthCAD 3,565 a month

Prices in your currency are estimates from today's Bank of Canada rate. All invoicing is in CAD or USD.

Timeline by milestone

Discovery: 2.9 to 3.4 weeks
Design approved: 6.4 to 10.4 weeks
Core features: 2.9 to 4.4 weeks
Full build: 1.9 to 2.9 weeks
Testing and fixes: 0.9 to 1.4 weeks
Launch: 0.9 to 1.4 weeks

Outside our hands, and added to the calendar

API access from your software vendor: 1 to 4 weeks

How it is paid

Deposit 20%: CAD 28,100 to 42,980
Discovery 7.7%: CAD 10,818.50 to 16,547.30
Design approved 7.7%: CAD 10,818.50 to 16,547.30
Core features 23.3%: CAD 32,736.50 to 50,071.70
Full build 15.5%: CAD 21,777.50 to 33,309.50
Testing and fixes 7.7%: CAD 10,818.50 to 16,547.30
Launch 8.1%: CAD 11,380.50 to 17,406.90
Holdback, 30 days after launch (10%): CAD 14,050 to 21,490

Start from this example

// questions

Questions we get about this.

Does the portal replace our practice software?

No. It sits in front of it. Matters, contacts and billing stay in your practice management system; the portal shows clients what they need and sends back what they upload.

Can clients sign retainers and engagement letters?

Yes, through an electronic signature service, with the signed copy filed to the matter automatically.

Where are client documents stored in the portal?

In a cloud account the firm owns, in the region you choose. We set it up and hand you the keys; we do not keep a copy.

Back to the industry: Legal About the service: Web and mobile apps

// next

Not quite your project?

Tell us what you have in mind. We will come back to you with a range and the questions that would narrow it. Or book a call and talk it through.

Start a project Book a call