Keep clients informed without a single call.
Every client gets a private portal for their own matter. They follow progress in plain language and upload what you request, without email attachments.
For practices that want clients informed without interrupting the office.
Clients see where they stand
Progress in plain language, and a short list of what is still needed.
Uploads that go straight to the file
Documents arrive fingerprinted and logged in the matter, not in an inbox.
From invitation to a finished request
- 1
Invite
A client receives a private link by email for their own matter.
- 2
Request
You ask for specific documents. They see exactly what is outstanding.
- 3
Upload
They add files securely. Reminders go out for you.
- 4
Accept
You review each upload and accept or send it back.
Fewer calls, faster files
Accurate progress
Clients see the real status.
- Plain-language stages
- Lodged is never shown as registered
- Only their own matter
Document requests
Ask once, chase never.
- Named requests with due dates
- Automatic reminders, up to three
- A task when a client goes quiet
Secure by design
Clients cannot see other clients.
- Private links tied to the matter
- Approved or self-uploaded documents only
- Every upload logged
Signing and sharing
Everything in one place.
- Sign from the same link
- Share links with expiry
- Invoices sent to the same client
Works with
Send a document for signature and receive a signed copy with a full certificate of completion.
ExploreTake the instruction once. THEMIS opens the matter, the checklist and the client ledger around it.
ExploreA secure home for every document, with search, sharing and proof that nothing has changed.
ExploreQuestions
Do clients need to create an account?+
They use a private link for their matter. Signing links need no account.
What can a client see?+
Their own matter's progress, their requests, and documents approved for them or uploaded by them.
Can I see if they opened it?+
Requests, uploads and signing events are recorded on the matter.
Is it free for clients?+
Clients, signers and anyone using a share link do not take a paid seat.
A lawyer decides every outcome.
The software proposes and prepares. Professionals review, edit and approve.
See Client portal on your own matters.
We will walk you through it with a real transfer, start to finish.