Client Portal: You Decide What Your Clients See

What this video is about

This is how the client portal comes to your firm: you enable it only after confirming the data processing agreement, subprocessor list, technical safeguards and AI transparency. After that, clients see only what you explicitly release, such as cases, documents, deadlines and drafts. You request documents as a checklist, and every document access is logged.

All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.