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.
No credit card required · Cancel anytime · Free migration help
4.8/5★★★★★rating on G2By Sharifur Rahman, Founder of Taskip · Last updated October 19, 2026
What Law Firms Actually Need From a Client Portal
Taskip, secure client portal software, 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 1,850+ 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
Feature lists look alike, so test each portal against a client who is nervous about sending an ID and a signed retainer. 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
A client who needs one retainer signed will not build an account for it. The portal should open from a single emailed link, with the firm's name on the page.
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
Ask whether the portal sits at an address under your firm's name, so the link a client is told to trust is not on a vendor's domain. Clients noticing another company name on "your" portal undercuts the trust you are asking for.
Pricing that does not punish growth
Per-seat pricing grows with every attorney, associate and paralegal you add. 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
If a paralegal retypes matter status into the portal after each call, it will show last month's case by the time the client logs in. 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. Most project tools include guest or viewer seats, or add them cheaply, so a small firm shares matter updates without a new subscription.
- Tradeoff
- A client on a ClickUp or Monday guest seat lands in your task board with no firm branding, and there is no retainer to sign or invoice to pay there. A misconfigured permission can also show one matter to the wrong client.
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 assemble it yourself, with paid templates on offer if you would rather not start from scratch.
- Tradeoff
- A Notion case hub gives the client a page to read, not a login, a signed retainer or an invoice, and every matter update is typed in by hand by someone who is also billing hours.
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, with the range driven mostly by whether the tool 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
- A custom build means building encrypted document exchange, matter tracking, client login and billing yourself, then keeping it secure. Expect a long wait before a client can upload a first ID document through it, and a bill well beyond a monthly plan.
- Tradeoff
- The firm becomes the software vendor, and every security patch and permission change competes with billable matters. The build is rarely what hurts. The second year of upkeep is.
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 | 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 $50/user/mo billed annually ($60 monthly) | Limited | Yes | Yes, this is its core |
| SuiteDash | Extensive white-label and automation, with a steeper setup than most small firms want | Flat tiers, from $19/mo | Yes, extensive | Yes | No |
| Assembly (formerly Copilot) | Small professional firms wanting a refined client-facing portal | From $29/mo billed annually, with tiers based on contacts and internal users | Yes | Yes | No |
| A shared Drive folder | One or two clients, comfortable tracking matters by hand | Free | No | No | No |
Prices checked October 2026 on each vendor's pricing page. Tiers change, so confirm 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. Law-firm portals tend to fail in four ways, including clients who will not upload documents to a link they do not recognise.
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 looks like an unknown link, so clients will not upload their documents
FixPut the firm's name, logo and domain on the page the client lands on, so the link is recognisable before they upload an ID or a contract. Then answer three questions there: what stage is my matter at, what do you need from me, and what am I being asked to sign. Internal case notes stay on your side.
The matter status is stale, so clients ring the office instead
FixKeep matter status in the portal itself. A summary someone retypes after each hearing or call will fall behind, and clients will go back to phoning the front desk.
After the retainer is signed, nothing brings the client back
FixGive it a repeating action: an invoice to pay, a document to sign, a deadline to review. A portal that only stores signed retainers gets opened once, while open document requests and unpaid invoices give the client a reason to return.
How Taskip Protects Client Data
Legal matters involve privileged, often highly sensitive information, so security is not optional. Below are the controls Taskip supports today. No certification beyond that is implied.
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, and EU data hosting is available for firms whose clients need case documents kept 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
- Attorneys can discuss a matter internally without any of it showing on the client's thread
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
- Retainer and matter invoices can be paid by card or PayPal from inside the portal
How Client Sign-Off Works in Taskip
Most disputes with a legal client are about what was agreed, not what was delivered. If a fee is disputed, Taskip shows the signed retainer, the matter thread and the invoice raised.
- 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.
The scope of the tool: Taskip keeps the retainer, matter thread, documents and linked invoice together. 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
- Taskip branding removed from every page a client sees during a matter (included on Growing Agency and Agency Pro, a paid add-on on Freelancer and Startup Team)
- A client who signs a retainer and later pays an invoice is always on your firm's own domain
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
- Hours logged per client, so hourly matters and retainer drawdown sit on one record
Law Firms Love Taskip
“Taskip offers great features at a low cost, streamlining workflows, boosting team collaboration, and ensuring smooth client communication.”
Kurban Ali
Founder, NexaBD
“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
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?
Not quite. Software like Clio or MyCase goes deep on legal practice, while a generalist portal stays shallower there and covers more kinds of work. 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 clients open the portal on our firm's own domain instead of a vendor link?
Yes. A custom domain, your logo and your colors come with any paid plan, and full white label is included on Growing Agency ($59/month) and Agency Pro, with a paid add-on on Freelancer and Startup Team. For a client deciding whether to upload an ID or a signed retainer, a recognisable firm address on the page matters more than any feature on this list.
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?
Taskip starts at $12/mo flat, with no extra charge for each client or matter you open. 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. Intake forms, retainers, matter threads, document exchange, e-signatures and invoices sit in one Taskip workspace, which replaces the 8+ tools a small firm would otherwise juggle.
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 law-firm clients actually log in, or keep emailing?
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.