Client Portal
Share with your clients in a secure space
Share documents and research in a secure space. Clients and co-counsel see only what you decide to share.
Share with clients in a controlled space
Email attachments, links no one controls, versions that get lost. The Bufete portal gives you a secure space to share, with access you control.
Share
Share documents and request what you need
Put documents in front of the client and ask for the files you need back, in one place instead of attachments.
- Share documents and request what you need back
- Clients upload directly into the case
- No forwarding attachments or losing versions
Messages
Keep the conversation in one thread
Hold the exchange with the client in a single thread tied to the case, not scattered across inboxes.
- Client messages in one thread
- Tied to the case the conversation is about
- The full exchange stays on the record
Updates
Post status without the email chain
Post status and next steps so clients can see where things stand without emailing to ask.
- Updates without the email back-and-forth
- Clients see status without asking
- A branded space, not an inbox thread
What it does for the relationship
One place
Documents, requests, and messages out of the inbox.
Self-serve
Clients find status without asking you.
Branded
A space under your firm’s name.
Who it’s for
- Firms that hand work to clients often
- Teams collaborating with outside co-counsel
- Firms that share files with clients regularly