Client portal
Branded client portal
Logo, theme, subdomain, and welcome messaging for a firm-branded client experience.
What it is
A white-label client portal on your subdomain with your logo, theme colors, and welcome message.
Client capabilities
Clients can complete intake in the portal. When Estate Link Payments is enabled, clients can view and pay invoices there as well.
Evaluation tip
Ask to see portal branding options early. It is one of the clearest signals that the product is built for client-facing estate work, not only internal case tracking.