Client portals expose matter information to the client including status, key dates, documents, budget tracking, and invoices. Access is controlled and typically limited to the client's own matters.
Some carriers require portal access as a panel condition.
Alternative Names:
Client Access Portal, Client Extranet
Why it Matters?
Carrier and corporate clients increasingly expect self-service access to matter status rather than requesting reports, and some make it a panel requirement. The operational implication is that matter data must be current enough to expose, which forces the discipline that internal reporting sometimes does not. Firms that cannot populate a portal reliably are better served improving data capture before deploying one.
Frequently Confused with
Related terms
Frequently asked questions
What do clients expect from a portal?
What does deployment require?
