Secure client portal
Give clients a secure, branded place to follow their matter, upload documents and message their case officer — while internal notes, supervisor comments and risk assessments stay firmly inside the firm.
Strictly scoped access
Clients only ever see their own matter — never another client, never internal notes.
Invite & verify
Secure invite links, password setup, terms acceptance and optional two-factor.
Document checklist
Clients see exactly what is needed and upload it directly against the case.
Updates & messages
Case-linked messaging and status updates, with notifications kept free of sensitive detail.
Built for how firms actually work.
- ✓ Per-client dashboard: status, next step, case officer, documents, invoices, appointments
- ✓ Hard separation between client-visible and internal content
- ✓ Expiring, access-checked links for every document
- ✓ Account lockout on repeated failed logins
Why it matters
Clients see only their own case, messages, documents and invoices — internal notes never leak.
Every action here is permission-controlled and captured in the append-only audit log — so the firm is protected and the client is reassured.
Explore more of the platform
See Fitzentic run your firm.
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