Real-time matter visibility
Clients can log in and see the current status of their matter — what stage it is at, what has been completed, and what is coming next — without needing to call or email for an update.
Available · Client Portal
Give clients secure access totheir own matter updates
The CoreCounsel Client Portal lets your firm offer clients a branded, secure, on-demand view of their matters, shared documents, invoices, trust balances, and messages.
Live portal shell
The portal supports matter views, secure messages, invoices, trust balances, and firm-shared documents. Client document upload is not enabled yet.
What the Client Portal includes
Secure, scoped client access — designed for legal matter workflows, not generic file sharing.
Secure shared documents
Clients can view documents your team explicitly shares to their matter. Client-side uploads are not enabled yet, so firms stay in control of what appears in the portal.
Controlled access
You decide what each client can see and do within their portal. Matter information is scoped to the client's own files — nothing from other matters is ever accessible.
Matter update notifications
Clients receive notifications when their matter progresses, when a document requires action, or when your team leaves a message — reducing inbound enquiry volume for your staff.
Structured client messaging
Communicate with clients through the portal rather than email. Messages are automatically linked to the matter record, keeping your file complete and communication traceable.
Multi-party matter access
Grant access to multiple contacts on a single matter — useful for matters involving multiple family members, business partners, or authorised representatives.
Offer your clients a secure portal
Register your firm to start using the client portal once your tenant is configured.