
BENEFITS OF CLIENT PORTAL SOFTWARE FOR LAW FIRMS
EFFICIENT COLLABORATION
FAST AND EASY COMMUNICATION
ROBUST SECURITY
CONVENIENT ACCESS TO INFORMATION
HOW TO IMPLEMENT A CLIENT PORTAL
CHOOSE A PLATFORM
- Define which features and capabilities are most important to your firm
- Take advantage of any free demos or software trials
- Test the portal’s communication features to ensure it’ll be intuitive for your clients
- Ask the provider about the platform’s security features
- Make sure the portal allows you to send invoices and receive payments
ONBOARD STAFF
ONBOARD CLIENTS
WRAPPING UP

Gibson Toombs
Gibson Toombs
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