Client Portal for Lawyers

Get a safe and convenient working environment for interaction of the staff of Law firms or legal departments and contractors, clients, etc. Implement your Law portal on the Microsoft SharePoint Online platform that also allows spread out Intranet for internal users.

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We have built Client Portal for the companies which regularly interact with customers and partners, it is a safer and more convenient solution for files and documents sharing instead of sending e-mails or sharing files via public "drives". It is powered by Microsoft SharePoint Online which enables you to increase your ROI on your Microsoft 365 (ex-Office365) investment while meeting your company's IT standards and policies.

Разработка мобильных приложений
A SECURE CLIENT PORTAL WITH ALL FEATURES YOU ARE LOOKING FOR
Sub-folder level in SharePoint
Be confident that users have the right access to the right content at the sub-folder level
safety of Clients and Contractors corporate data in SharePoint
Save current Clients and Contractors data in a comfortable and modern space
updates and workflow in SharePoint
Confidently send client updates and workflow processes
SharePoint assign
Assign due dates to colleagues
SharePoint vital steps
Avoid inappropriate and chaotic approval process when some vital steps are missing
assigned tasks in SharePoint
Monitor assigned tasks in connection with contracts
SharePoint update a contract, or simply copy the document
Re-assign the endorser, update a contract, or simply copy the document and change whatever is relevant
SharePoint storage of all documents and files
Centralized storage of all documents and files you need for work
SharePoint regular search and retrieve
Search and retrieve your contracts by applying filters and saving most frequent searches
SharePoint regular synchronization
Get access to the required versions of the documents
SharePoint docflow
Track the document changes
SharePoint the status track
Track the status of the contract by defining the level of details in the report
WHY USING CLIENT PORTAL IS SECURE?
Sharing "sensitive" information via e-mails, you run the risk to make a mistake and send it to the wrong recipients.
You grant access only to those employees who need it, as well as access to counterparty representatives.
You can set different access rights, for example, "read-only" option.
The service is protected by the strictest security standards https://www.microsoft.com/en-us/security/business/. In addition, you can use multi-factor authentication.
WHY IS CLIENT PORTAL SO CONVENIENT?
All documents and files to work together with counterparties are stored in one space. No need to search any information in e-mails.
You always know who and when transferred files to the counterparty, or vice versa, when your counterparty shares the files with you.
The documents versioning enables you to track changes and return to a previous version if necessary. Duplicates of documents are not created; you don't have to figure out which version is the latest because it is always stored on the Client Portal.
Sharing large files is no longer a problem.
BENEFITS OF CLIENT PORTAL
You can set your business processes preferences regarding the employees and counterparty's representatives, for example, to coordinate the documents.
Tasks can be automatically assigned to the employees according to the key date calendar and SLA.
Timestamp of file sharing appears on the Client Portal.
Our company works according to the principle of individual approach to every client. This method allows us to achieve success in problems of all levels.
You can chat with your counterpart on a Client Portal or in Microsoft Teams, and save correspondence history with the counterpart, including documents and files.
Co-authoring and co-working with Microsoft 365 (ex-Office 365) documents and files save a lot of time.
HOW DOES IT WORK FOR EVERYONE?
It is a template, each individual case is dealt in accordance with the tasks
CONSULTING & LAW SERVICE
• Can fulfill the terms of the contracts efficiently and on time

• Delineate information and access rights to documents and legal data

• Follow up on the legal process/procedure

• Timely respond questions and complaints, increase loyalty

• Receive requests and complains

• Set up a business process, collect documents for an agreement, and create tasks within the company to deal with the client's issues

• Have the structured information – primary documentation, certificates, accounting documents etc.
HEAD
• Find information, files and learn status fast and easily to get the job done

• Be able to reply to any question to make the client fully informed

• Be able to ask co-workers and client a question upon request

• Get reminders to transfer data to a lawyer on time
EMPLOYEE
CLIENT
• Control the results of work according to procedure

• Find out legal news in the professional field

• Be sure that employees receive timely replies from consulting experts.

• Have a clear understanding why the company pays for consulting

• Have instant access to all documents added to the procedure
HEAD
• Find information and files fast and easily

• Requests about the issues forwarded directly to the right consulting and legal department

• Create a new request

• Check one's own requests and status
EMPLOYEE
• Trade secret data protection

• Commercial secrets data protection

• Corporate information data protection
IT ON BOTH SIDES