CasEngine by CodEngines
Client portal

A portal where clients answer their own questions.

Their cases, their updates, the documents you chose to share, and the paperwork you need back from them — in one place, scoped to them and nothing else.

The problem

Half the email a firm sends is a client asking what is happening, and the other half is asking a client for a document they were already asked for twice.

Both are answerable without a lawyer. Neither gets answered without one, because the only route the client has is to email whoever they last spoke to — and the only route the firm has to chase a passport copy is to email them back.

How it works

What the client sees, and nothing else.

  1. 01

    Their own matters, scoped to them

    Cases and projects the client is party to, in a portal that holds only their work. The boundary is enforced where the data is read, so a client cannot reach another client's matter by any route — not by guessing an identifier, not by any other.

  2. 02

    The updates you have sent them

    Every update the firm has approved and sent, with its attachments, kept where the client can find it again. "Could you resend that email from March" stops being a task for someone at the firm.

  3. 03

    Documents you chose to share

    A document reaches the portal because someone shared it deliberately, not because it happened to sit on a matter the client can open. Shared material is grouped by the case or project it belongs to.

  4. 04

    Paperwork you need back, requested properly

    Ask for a document through the portal and the client uploads it there — several files at once if they have them. The request has a state, so the answer to "have they sent the trade licence yet" is on screen rather than in someone's memory of an email thread.

  5. 05

    Onboarding they complete themselves

    The KYC questionnaire reaches the client through the same portal, in Arabic or English, under your firm's branding — so a client's first experience of the firm's systems is one place rather than four.

See it

The same thing, on screen.

What the client sees: their updates, their documents, their matters — and nothing else.

Outcomes

What changes for the firm.

In detail

Everything included, in one place.

Scoped at the record

What a client can reach is enforced where the data is read rather than by which screens they are shown, so the boundary holds however the request is made.

Document requests with a state

Ask for specific paperwork, let the client upload it directly, and see what is outstanding — instead of reconstructing which of three chasing emails was answered.

Deliberate document sharing

Documents become visible to a client by being shared, so what leaves the firm is a decision rather than a consequence of where a file was filed.

Their update history

The updates the firm has sent, with attachments, retained where the client can retrieve them — which removes most of the reason clients email to ask.

Cases and projects

The matters a client is party to, with the progress the firm has chosen to publish, so a client following their own case does not need a fee earner to narrate it.

KYC through the same door

Onboarding questionnaires reach the client in the portal, in their own language and under the firm's branding, rather than as a separate link from a separate system.

FAQ

Common questions about this feature.

No. Scope is enforced at the point data is read rather than by hiding screens, so a client reaches their own matters and identifiers outside that scope do not resolve for them at all. This is the same mechanism that governs external counsel access, and it has been tested directly rather than assumed.

Related

Works with the rest of the platform.

See it on your own matters

A short walkthrough with our team, using the kind of work your team handles day to day.