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AI Features · 05

Status, next steps and documents - visible to the client, scoped to the matter.

Client updates disappear into inbox threads that nobody can find later. A per-matter portal keeps the status, upcoming milestones and shared documents in one place - visible to the client, controlled by the firm.

Client view
Kapoor & Sons vs. Hillview Estates
A scoped, read-only view of the matter's timeline and shared documents - never a login to the firm's internal system.

Per-matter, not per-client

A single client with three matters sees three portals - not one blended thread where updates cross wires.

Documents scoped to the case

Files shared through the portal belong to the matter they came from. Nothing leaks into an unrelated file.

Updates that survive audit

Every status update, notice and document exchange is stored with the matter - retrievable months later without a search-in-email.

Illustrative client view
This is what the client sees.

A scoped status card - milestones met, next date on the calendar, documents pending signature. No internal notes, no billable ledger, no data from other matters.

Status
Awaiting written statement from respondent
Plaint filed · 12 Feb 2026
Summons issued · 22 Feb 2026
Next hearing · 02 Aug 2026