Client Portal for Law Firms
Best for solo attorneys and small firms that want a secure, flat-fee client portal, from $12/mo with no per-attorney cost: case intake, secure document sharing, e-signed retainers, and invoicing, all under your own domain.
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4.8/5★★★★★rating on G2By Sharifur Rahman, Founder of Taskip · Last updated September 27, 2026
What Law Firms Actually Need From a Client Portal
Taskip is best for solo attorneys and small firms that want a secure, flat-fee client portal, from $12/mo with no per-attorney cost, the same setup 1,600+ agencies and firms in 40+ countries run on, seeing 30% more efficient workflows and 40% faster client onboarding. Matters stall for reasons that have nothing to do with the legal work itself: a retainer sitting unsigned, a deadline nobody flagged, or an invoice sent weeks after a matter closed. Taskip keeps a secure record of every document, every invoice, and every matter in one place your client can actually log into, with a single magic link and no password to create or remember.
What is a client portal for law firms?
A client portal for law firms is a branded, secure workspace where each client follows their matter from intake to resolution. They see case status, review and sign documents, communicate with counsel, and pay invoices, all behind role-based access built to keep one client's matter separate from another's. Taskip runs the relationship, the record, and the billing in one workspace, built for firms that want a lean generalist rather than a costly per-user legal practice-management suite.
Built Around How Client Matters Actually Run
Five stages, one workspace, and a client who can see exactly where their matter stands without a status-update call.
- 01
Inquiry
A prospective client submits an intake form with case details, logged before the first consultation.
- 02
Retainer
Scope, fees, and terms go out as a signable retainer agreement from the same workspace the client will use throughout.
- 03
Onboarding
Intake forms and document requests collect what the matter needs before work starts.
- 04
Active Matter
The client sees real case progress and can access documents without a status-update call.
- 05
Resolution
The matter closes, and the final invoice goes out referencing exactly what was completed.
What to Look For in a Client Portal for Law Firms
Most portal tools look identical on a feature list. These are the eight things that actually decide whether it survives contact with a real client matter, whichever tool you end up choosing.
It keeps matters genuinely separate, not just hidden behind a login
Client data has to be genuinely restricted, not just tucked behind a login screen. Role-based permissions have to guarantee one client can never see another client's matter. That is a technical control, not a substitute for how your firm actually handles privileged communications.
Access without another password
Every extra login step costs you adoption. Look for magic-link or single-click access rather than forcing clients to create and remember an account.
Source: Baymard Institute, password requirements researchRetainer agreements and signatures before work starts
Firms live or die on how fast a signed retainer turns into a start date. A portal that cannot send a document for signature just adds a second tool to the process.
Invoicing tied to the matter it belongs to
If billing lives in a separate tool from the case record, disputes over what was delivered turn into disputes over what was paid for.
A CRM view across every client relationship
You need to see which clients have matters up for renewal, which need follow-up, and what every open retainer promised, not just the status of the case in front of you.
Real white-label, not a logo slot
Check whether you get a custom domain, not just a logo upload. Clients noticing another company name on "your" portal undercuts the trust you are asking for.
Pricing that does not punish growth
Per-seat pricing scales with your team. For a firm running partners, associates, and paralegals through the same tool, a flat rate is usually cheaper by the third or fourth hire.
It stays current without manual updating
A portal you have to remember to update becomes a portal showing three-week-old status. It has to be where the matter actually lives, not a mirror of it.
Should You Use a Generalist Portal or Legal-Specific Practice Management Software?
For a law firm the real choice is not build versus buy, it is whether your firm needs the deep legal-specific features that come with per-user practice-management pricing. Here is the real range of options.
A shared Drive or Dropbox folder
- Best for
- One or two clients, and you are comfortable tracking matters in a spreadsheet or by memory.
- Cost
- Free.
- Tradeoff
- No audit trail tied to who saw what, no client login beyond a shared link, and no record of which retainer was actually signed.
A guest seat in your project tool
- Best for
- You already pay for ClickUp, Monday, or Airtable and just want the client to see matter status.
- Cost
- Often free. Guest or viewer seats are usually included or a low-cost add-on to a plan you already have.
- Tradeoff
- The client sees your internal tool, not your brand, and there is no invoicing, retainers, or e-signature built in. One wrong permission turns a guest into someone who can edit your board.
A Notion case hub
- Best for
- A handful of clients, and you are comfortable updating a shared page by hand as the matter progresses.
- Cost
- Free if you build it yourself, or $19 to $49 for a one-time template.
- Tradeoff
- There is no real client login, no built-in invoicing or e-signature, and every status update is one you type in by hand, which drifts stale the same way a spreadsheet does.
Legal-specific practice-management software alone
- Best for
- You want trust accounting, conflict checking, and court-rule deadline calculations built natively for the legal profession.
- Cost
- Roughly $39 to $170 a month per user.
- Tradeoff
- It only fits legal work. If your firm also runs consulting or advisory engagements outside litigation, you are back to a second tool for everything else, and the per-user cost multiplies fast with associates and paralegals.
An off-the-shelf generalist portal
- Best for
- Firms wanting a secure client portal without per-user legal-software pricing, or firms spanning more than litigation.
- Cost
- Roughly $12 to $200 a month depending on the tool and whether it charges per seat.
- Tradeoff
- You give up native trust accounting and court-rule calendaring in exchange for one flat-fee system that covers case intake, documents, and billing.
A custom-built portal
- Best for
- Larger firms with in-house developers and requirements no off-the-shelf tool covers.
- Cost
- Commonly quoted around $20,000 and up, with two to four months before first use.
- Tradeoff
- You now maintain an internal product forever, and every hour spent on it is an hour not billed to a client. Firms routinely underestimate the second year, not the build.
The short answer
Rough rule: if your firm needs trust accounting and conflict checking built natively for litigation, legal-specific software usually wins. Once you want a secure, flat-fee client portal without per-user pricing, or your firm spans more than one kind of engagement, a generalist portal is the better trade.
How the Main Options Compare
Taskip is not legal-specific practice-management software, and pretending otherwise wastes your time. Firms running Taskip report 30% more efficient workflows and 40% faster client onboarding, here is where each option genuinely fits.
| Option | Best for | Pricing model | White-label | Invoicing built in | Built for legal practice |
|---|---|---|---|---|---|
| Taskip | Solo attorneys and small firms wanting a secure, flat-fee client portal, from $12/mo with no per-attorney cost | Flat, from $12/mo | Yes, custom domain | Yes | No trust accounting or conflict checks, pair with Clio or MyCase if you need them and use Taskip as the client-facing portal and billing layer |
| Clio | Firms wanting trust accounting and conflict checking built for legal practice | Per user, from $49/mo | Limited | Yes | Yes, this is its core |
| MyCase | Firms wanting legal-specific case management at a lower per-user cost than Clio | Per user, from $39/mo | Limited | Yes | Yes, this is its core |
| SuiteDash | Deep white-label and automation, at the cost of a steeper setup | Flat tiers, from $19/mo | Yes, extensive | Yes | No |
| Assembly (formerly Copilot) | Small professional firms wanting a refined client-facing portal | Per user, per month | Yes | Yes | No |
| A shared Drive folder | One or two clients, comfortable tracking matters by hand | Free | No | No | No |
Pricing models reflect what each vendor listed publicly at the time of writing, and tiers change, so check current pricing before deciding. Legal-specific tools are quoted per user, which multiplies fast for a growing team of associates and paralegals.
Why Client Portals Fail at Law Firms
The common objection is "my clients just want a phone call," and it is usually half right. Four reasons portals actually fail here, and what fixes each.
It cannot prove who saw what, and when
FixLegal disputes hinge on the record. Keep a timestamped log of every document shared and every message sent, not just a shared folder with no audit trail.
It was designed for the team, not the client
FixThe client view should answer three questions: what stage is my matter at, what do you need from me, and what am I being asked to sign. Keep internal case notes on your side of the wall.
The status is stale, so nobody trusts it
FixThe portal has to be where the matter actually lives. If it is a mirror you update manually, it will drift within two weeks and clients will go back to calling.
There is no recurring reason to come back
FixGive it a repeating action: an invoice to pay, a document to sign, a deadline to review. Portals that are only file storage get opened once and abandoned.
How Taskip Protects Client Data
Legal matters involve privileged, often highly sensitive information, so security is not optional. Here is what Taskip actually supports, nothing aspirational.
Encryption in transit and at rest
Client data is encrypted end-to-end, so a document sitting in the portal is protected the same way it would be in transit.
Role-based permission controls
Granular permissions decide exactly what each client and team member can see, so one client can never see another client's matter.
GDPR compliance with EU data hosting
Taskip is GDPR compliant, with EU data hosting available for firms that need client data to stay in the EU.
A signed audit trail on every document
E-signatures carry a timestamped record of who signed what and when, the record that holds up when a retainer or engagement gets disputed.
How Taskip Works for Law Firms
Turn Inquiries Into Signed Retainers
Control your entire intake process from first inquiry to signed retainer.
- Custom pipeline stages from inquiry to signed retainer
- Drag-and-drop case management with value tracking
- Retainer agreements sent from the same workspace
- Automated follow-up tasks and reminders
Client Communication in One Thread
Every conversation about a matter lives on one thread, not scattered across email and phone calls.
- One thread per client matter, not per channel
- Documents and approvals timestamped and tied to the matter
- Internal team discussion stays separate from client-facing threads
Matters Your Client Can Actually See
Client-visible progress in a fully white-labeled portal, without exposing internal case notes.
- Status view per client, built for their eyes, not your team's
- Inquiry, onboarding, active, and resolution stages the client can follow
- Documents, filings, and deliverables filed against the right matter
Invoicing Tied to the Matter
The part of a firm that compounds: billing that runs on its own.
- Invoices tied to the matter and the milestone that triggered them
- Automated reminders so payments never sit unanswered
- Clients pay by card or PayPal without leaving the portal
How Client Sign-Off Works in Taskip
Most disputes with a legal client are about what was agreed, not what was delivered. Taskip keeps the record of what was proposed, what was signed, and what it cost.
- Step 1
Propose
Scope and fees go out as a signable retainer agreement from the portal the client will use for the whole matter.
- Step 2
Onboard
Intake forms collect the information and documents the matter needs before work starts.
- Step 3
Deliver
Case updates and documents land on one client thread, timestamped, with your replies in the same place.
- Step 4
Sign Off
Deliverables and matter resolution are marked approved, with a signed record.
- Step 5
Invoice
The invoice goes out referencing the matter or milestone it was triggered by.
To be clear about what this is: Taskip holds the retainer, the thread, the documents, and the invoice tied to them. It does not replace legal-specific practice-management software built for trust accounting or conflict checking. Firms that need that pair a legal-specific tool with Taskip, or use Taskip alone once they span more than litigation.
30%
more efficient workflows
40%
faster client onboarding
25%
reduction in missed deadlines
$12/mo
flat starting price, not billed per client
Everything Law Firms Need in One Platform
White-Label the Whole Experience
- Your logo, your colors, your custom domain
- No Taskip branding anywhere the client can see
- Clients log into your firm, not into someone else's software
Client Intake Without the Back and Forth
- Forms for case details and required documentation
- Collect everything before representation begins, not mid-matter
- Everything filed against the right client automatically
Retainer Agreements Before Kickoff
- Send a retainer agreement, convert it to an invoice when accepted
- E-signature agreements and deposit invoices in one step
- Scope changes mid-matter become a new quote with its own paper trail
One Workspace for the Whole Team
- Role-based permissions for partners, associates, and paralegals
- Internal discussion separate from client-facing threads
- Time tracking per client when you bill hourly or against a retainer
Law Firms Love Taskip
“The team is very personable and genuinely want you to have the best experience with the system. I look forward to streamlining all my client data, contracts, invoicing and reminders for business.”
Ramie C.
Owner, Kinetic Timing
“This serves as an all-in-one agency management solution for me. I enjoy communicating with clients and team members directly within this app.”
Bulbul Ahmed
Founder, BinaryFusion
“Taskip offers great features at a low cost, streamlining workflows, boosting team collaboration, and ensuring smooth client communication.”
Kurban Ali
Founder, NexaBD
Taskip Features for Law Firms
FAQs: Taskip for Law Firms
What is a client portal for a law firm?
A client portal for law firms is a branded, secure workspace where each client follows their matter from intake to resolution. They see case status, review and sign documents, communicate with counsel, and pay invoices, all behind role-based access. For the firm, it replaces the mix of email, spreadsheets, phone calls, and a separate invoicing tool most matters get managed with.
Is a generalist portal the same as legal practice-management software?
No, and a tool that claims to be both is usually thin on one of them. Legal software like Clio or MyCase builds deep, profession-specific workflows including trust accounting and conflict checking. A generalist portal covers case intake, documents, and invoicing across any profession, but without those native legal-specific integrations. Firms purely doing litigation often prefer the legal-specific tool; firms spanning more than one kind of engagement prefer the generalist.
What should a law firm client portal include?
Six things, at minimum: a retainer agreement and signature flow before work starts, intake forms for case details and required documents, client-visible matter status, a record of approved deliverables, invoicing tied to the matter, and secure document storage. Taskip covers all six across any profession.
Can I white-label the portal with my own domain?
Yes. The client portal runs on your custom domain with your logo and colors, and no Taskip branding is visible to clients. From your client's point of view they are logging into your firm.
Is my client data secure, and does it support attorney-client confidentiality?
Client data is protected with encryption, secure client portals, and role-based permission controls, so one client can never see another client's matter. Those are technical confidentiality controls, not a legal opinion, whether privilege is protected in a given matter still depends on your firm's own conduct and jurisdiction's rules, not on any software. Support requests come in as support tickets rather than a separate email thread outside that access control.
How much does a client portal for law firms cost?
From $12/mo, flat, not priced per client. A client portal for law firms generally runs from around $12 to $200 a month for a generalist tool, or considerably more per user for legal-specific software like Clio or MyCase. The bigger variable is the pricing model: flat-rate tools charge the same whether you have three clients or thirty, while per-seat legal tools multiply as your team of associates and paralegals grows. Taskip covers the portal, matters, CRM, documents, invoicing, forms, e-signatures, and support tickets, which is work that otherwise needs 8+ tools.
Should I use legal-specific software instead of a generalist portal?
If your firm needs trust accounting and conflict checking built natively for litigation, yes, legal-specific software usually wins. Once you want a secure, flat-fee client portal without per-user pricing, or your firm spans more than one kind of engagement, a generalist portal is the better trade.
Can I use Taskip alongside Clio or MyCase?
Yes. Firms that already run Clio or MyCase for trust accounting and conflict checking often keep it and use Taskip as the client-facing portal and billing layer on top, since neither Clio nor MyCase's client portal is their strongest piece. You are not choosing one system for everything, you are pairing the practice-management tool with a portal your clients actually want to log into.
Will my clients actually log in and use it?
Only if you remove the friction. Portals fail for four predictable reasons: they cannot prove who saw what and when, they expose internal case notes instead of client decisions, the status goes stale because someone has to update it by hand, and there is no recurring reason to return. Fix those and adoption follows.
Does this work for litigation, transactional, and advisory matters in the same portal?
Yes, because the portal tracks the matter and the record, not the practice area. A litigation matter, a transactional deal, and an advisory retainer all move through the same inquiry, onboarding, active, and resolution stages, with documents, signatures, and invoicing attached to each.
Is there a free client portal for law firms?
There are free tiers and free document-sharing tools for one or two clients, and they can be enough at that scale. The usual limits are no white-labeling, no invoicing, caps on clients, and no signed audit trail, which is the piece that matters most when a matter gets disputed. If you are running several concurrent matters, the cost of a paid portal is typically less than one unbilled hour a month spent chasing signatures and payments.