Client Portal
Share with your clients in a secure space
Share documents and case updates. Each invited person sees only the portal of their client.
Share with clients in a controlled space
Email attachments, links no one controls, versions that get lost. The Bufete AI 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
Client requests in one place
The client requests work from the portal and sees its status, price, and delivery.
- Client requests with their status
- 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 space under the firm’s name
What it does for the relationship
One place
Documents, requests, and messages out of the inbox.
Self-serve
Clients find status without asking you.
Firm name
A space under the firm’s name.
Who it’s for
- Firms that hand work to clients often
- Firms that share documents with many clients
- Firms that share files with clients regularly