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Best 6 client portal software for law firms and lawyers

Rochester Oliveira • Update on July 11, 2023 • 12 min read

In the fast-paced world of legal practice, efficiency and security are paramount. Client portals have become indispensable tools, streamlining communication, document sharing, and collaboration between attorneys and their clients. We've curated a list of client portal software options, tailored to meet the diverse needs of law firms -- from solo practitioners to large corporate legal departments.

Whether you're seeking user-friendly interfaces, robust security features, or seamless integration with existing legal software, we've got you covered. Our selection process considers factors like ease of use, data encryption standards, customization options, and client accessibility. With the right client portal software, legal professionals can enhance client satisfaction, improve internal workflows, and uphold the highest standards of confidentiality.

We analyzed 38 client portal software options for law firms and shortlisted the best ones based on a few factors:

Content management: Check how well the software allows you to make content private, including different levels.
Document management: If there are sections for document uploads by admins and clients, and if clients can sign documents online.
Calendar integration: If the client portal integrates with a calendar, showcasing important dates, court schedules and meetings.
Additional features: Any other features relevant for law firm software
Pricing: How much it costs and what is the billing system.

Table of Contents

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Name	Best use case	Price
Softr	Flexible portals, with custom pages and additional features	Free, $49/month, $139/month or $269/month
Clio	Building a simple client portal with client messages	$39/user/month to $129/user/month
Smokeball	Easy to use client portal	$29/user/month to $149/user/month
Casepeer	Personal Injury firms	$89/user/month
Caret	Robust document automation for your client portal	$79/user/month to $139/user/month
Lawmatics	Startups	$199/month to $249/month up to 3 users. Additional users are $49/month or $59/month

Client portal for law firms made easy.

Build your client portal for free with a few clicks.

Get started for free.

Client portal for law firms made easy.

Build your client portal for free with a few clicks.

Get started for free.

Frequently asked questions about Client portals for law firms

What kind of security tools do I need in a client portal software for law firms?

Due to how sensitive information is on these portals, the more security features it provides, the better. A bare minimum is encryption and 2-factor authentication logins. But biometric authentication and secure digital vaults (with yet another level of encryption and different passwords) could be a good security feature.

Do law firms use CRM?

CRMs are a great tool for law firms. Since they collect all your customer data, they allow you to generate client portals for each of your clients, and keep track of your communication, invoices, proposals, documents, and tasks.