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Legal Technology

Secure Document SharingCase TrackingClient Portals

Law Firm Client Portal Development

Secure Document Sharing and Case Tracking Built Right

AES-256

Encryption Standard

At rest & in transit

99.9%

Uptime SLA

Enterprise-grade hosting

< 1s

Document Load Time

Optimized delivery

Data Breaches

Zero-trust architecture

What Is a Law Firm Client Portal?

A law firm client portal is a secure, authenticated web application where attorneys and clients exchange documents, track case progress, communicate through encrypted channels, and manage billing — all from one dashboard. Generic file-sharing tools don't work here. Legal portals enforce privilege protections, audit trails, and role-based access controls that state bar ethical obligations and data protection regulations actually require.

Onde os projetos falham

Clients email sensitive documents over unencrypted channels The result: ethical violations, potential malpractice liability, and compromised attorney-client privilege.

Case status updates require manual phone calls or emails That means client dissatisfaction, higher support overhead, and missed deadlines.

Off-the-shelf portals force your firm to adapt to their workflows Low adoption rates, wasted licensing fees, and frustrated staff follow.

No audit trail for document access or communications You can't prove chain of custody or demonstrate compliance when disputes arise.

Multiple disconnected systems for billing, docs, and messaging Data silos, duplicate entry errors, and billable time lost to administrative work.

Generic SaaS platforms store your data on shared infrastructure Co-mingled client data, unclear data residency, and regulatory exposure.

Conformidade

End-to-End Encryption

All documents and messages are encrypted with AES-256 at rest and TLS 1.3 in transit. Encryption keys are managed per client, so each client's data stays completely isolated from everyone else's.

Role-Based Access Control

Granular permissions for attorneys, paralegals, clients, and co-counsel. Row-Level Security in Supabase ensures users only see data they're authorized to access — nothing more.

Complete Audit Trails

Every document view, download, upload, and message gets logged with timestamps and IP addresses. You can export audit reports for compliance reviews and discovery requests whenever you need them.

Real-Time Case Dashboard

Clients see case milestones, upcoming deadlines, and status changes without calling your office. Attorneys control exactly what's visible at each stage.

Secure Messaging

Encrypted in-portal messaging replaces email for privileged communications. Thread-level permissions ensure conversations stay between authorized parties only.

Document Search & Organization

Full-text search across uploaded documents with smart tagging by case, matter type, and date. Clients find what they need without filing support tickets.

O que construímos

Encrypted Document Vault

Upload, organize, and share files with per-document access controls, version history, and automatic virus scanning.

Case Timeline Tracker

A visual timeline shows case milestones, filed documents, court dates, and next steps — updated in real time by your team.

Client Self-Service Dashboard

Clients log in to check case status, download documents, submit intake forms, and pay invoices. No phone calls required.

Automated Notifications

Email and SMS alerts fire when documents are shared, deadlines approach, or case status changes — configurable per client and matter.

E-Signature Integration

Collect signed retainer agreements, authorizations, and settlement documents directly inside the portal using DocuSign or native signatures.

Billing & Payment Portal

Clients view invoices, pay by credit card or ACH, and download receipts — all synced with your practice management software.

Nosso processo

Discovery & Security Audit

We map your firm's workflows, document types, user roles, and compliance requirements. We also identify integration points with your existing practice management and billing tools.

Week 1-2

Architecture & Database Design

We design the data model with Supabase Row-Level Security policies, encryption schemas, and authentication flows. You review wireframes and approve the security architecture before we write a line of code.

Week 3-4

Portal Build & Integration

We build the client-facing portal and admin dashboard in Next.js, then wire up document storage, case tracking, messaging, and any third-party tools like Clio or MyCase.

Week 5-8

Security Testing & Compliance Review

Penetration testing, access control validation, and encryption verification. We document everything for your firm's compliance records and any bar association inquiries.

Week 9-10

Launch & Training

We deploy to production, train your staff and pilot clients, and stick around for 30 days post-launch. Your team gets full documentation and admin controls.

Week 11-12

Next.jsSupabaseVercelRow-Level SecurityAES-256 EncryptionPostgreSQLTailwind CSSNextAuth.js

Perguntas frequentes

Quanto tempo leva para construir um portal de cliente customizado para escritório de advocacia?

A maioria dos portais é lançada em 10–12 semanas. Um portal básico com compartilhamento de documentos e rastreamento de casos pode ser entregue em cerca de 8 semanas. Projetos que incluem integrações com gerenciamento de casos, assinatura eletrônica e funcionalidades de faturamento geralmente levam as 12 semanas completas. Escopo tudo antecipadamente — sem surpresas.

O portal pode se integrar com Clio, MyCase ou outro software de gerenciamento de casos?

Sim. Construímos integrações de API com Clio, MyCase, PracticePanther e a maioria das ferramentas modernas de gerenciamento de casos. Dados de casos, contatos, documentos e faturamento sincronizam automaticamente entre sistemas. Se seu software de PM tem uma API, podemos conectá-lo. Se não tem, construímos fluxos de importação/exportação.

Como você garante que o sigilo profissional entre advogado e cliente seja protegido no portal?

Usamos criptografia AES-256 em repouso, TLS 1.3 em trânsito, e Row-Level Security do Supabase para isolar os dados de cada cliente no nível do banco de dados. Controles de acesso baseados em papéis garantem que apenas usuários autorizados vejam documentos e comunicações específicos. Cada evento de acesso é registrado para documentação de conformidade.

Um portal customizado é mais seguro que usar email ou Dropbox para compartilhar documentos?

Significativamente. Email não é criptografado por padrão, e ferramentas de compartilhamento de arquivos para consumidores não foram construídas para conformidade legal. Um portal customizado criptografa tudo, restringe acesso por papel, registra toda interação, e oferece controle total sobre residência de dados. Diversos tribunais de estado emitiram pareceres de ética recomendando especificamente contra ferramentas de consumo para documentos privilegiados.

O que acontece se precisarmos de alterações após o lançamento do portal?

Cada projeto inclui 30 dias de suporte pós-lançamento para correções de bugs e ajustes menores. Após isso, oferecemos acordos de retainer contínuo cobrindo adições de funcionalidades, atualizações de segurança e escalabilidade. Você é dono do código — se quiser trazer desenvolvimento para casa ou trocar de fornecedor no futuro, nada impede.

Quanto custa um portal de cliente para escritório de advocacia?

Portais customizados começam em $14.000 para funcionalidades essenciais: compartilhamento de documentos, rastreamento de casos e autenticação de cliente. Portais com integrações de gerenciamento de casos, assinatura eletrônica, faturamento e relatórios avançados geralmente custam $18.000–$25.000+. Oferecemos preços fixos — sem surpresas de faturamento por hora.

Law Firm Client Portals from $14,000

Fixed-fee. 30-day post-launch support included.

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