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Client portals organize communication and documents around a client or matter. Shared cloud folders are simpler for file storage, but often need extra steps to manage access and keep work organized.
The right client portal depends on whether your firm needs secure document sharing alone or a portal connected to billing, matters, and case updates. Compare five options and the questions to ask before choosing.
Dropbox can share files with clients, while a client portal connects document sharing to a law firm’s matters and workflows. The right choice depends on how your firm manages access, communication, and follow-up.
A law firm website you own, practice management and AI intake: $0 setup, $49 a month, no contract.
