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SECURE LEGAL CLIENT PORTAL SOFTWARE

Make it easy on your clients 
with secure communications. 

Provide a streamlined way to share documents, handle payments, and reduce administrative tasks, all in one law firm client portal.

Secure Client Portal
CLIENT CONVENIENCE PERSONIFIED

Web-based client portal that
meets their needs – and yours.  

Today’s clients expect easy ways to communicate digitally.
Document Sharing
Messaging Tools
Secure Payment Portal
Document Storage & Automation
Document Storage & Automation icon
Document sharing
made easy.

Clients and you upload and share documents that are automatically stored in the correct matter. Receive alerts when a file is uploaded.

Messaging Tools to 
Improve Communication
exchange
Messaging tools to
improve communication.

Web-based two-way messaging system that automatically logs conversations to your matter record.

Intuitively Analyze Profitability
payments icon
Clients pay fast
with portal option.

Allow your clients to view and pay invoices through their secure portal. Eliminate back and forth over invoice questions.

Document Storage & Automation
Document Storage & Automation icon
Document sharing
made easy.

Clients and you upload and share documents that are automatically stored in the correct matter. Receive alerts when a file is uploaded.

Messaging Tools to 
Improve Communication
exchange
Messaging tools to
improve communication.

Web-based two-way messaging system that automatically logs conversations to your matter record.

Intuitively Analyze Profitability
payments icon
Clients pay fast
with portal option.

Allow your clients to view and pay invoices through their secure portal. Eliminate back and forth over invoice questions.

    Law firms trust CosmoLex’s law firm client portal
    Law firms trust CosmoLex’s law firm client portal.

    Firms love CosmoLex’s portal because it simplifies collaboration without extra fees or complicated setups. The portal is built into the platform, eliminating the need for third-party tools, and ensures data security with industry-standard encryption. With CosmoLex, firms can easily share documents, send invoices, and enhance client relationships while saving time and money.

    Leverage today’s technology
    Leverage today’s technology.

    Your client’s expect fast and easy tools to communicate digitally. We are all accustomed to having discussions via chat and text and expect the same with legal representation.

    Build trust with transparency
    Build trust with transparency. 

    Seeking legal representation is often filled with anxiety and stress.

    Clearing communicating updates, expectations, and answering questions in a fast and easy way with a client portal builds trust with your clients.

    Infinite accessibility
    Infinite accessibility.

    No matter the device or the location, a secure client portal means your clients receive updates and notices no matter the situation.

    The constant back-and-forth with clients is eliminated when they have real-time access to all your message, documents, tasks, and events.

    Experience the ROI of CosmoLex’s law firm client portal
    Experience the ROI of CosmoLex’s law firm client portal.

    CosmoLex’s client portal delivers a significant return on investment by reducing back-and-forth emails by up to 50%, leading to more efficient client interactions. With faster invoice payments and streamlined document sharing, law firms experience improved cash flow and stronger client satisfaction. This solution saves time, cuts administrative costs, and boosts overall productivity.

    Most of my clients really appreciate the customer portal - I expect that as my clients are, as a group, more inclined to use technology to manage their legal affairs, they will be using it more.
    Katrina A.
    Lawyer
    Our clients love the client portal and they can upload documents directly to the client portal instead of having to bring them into our physical office.
    Jennifer K.
    Attorney
    It has been very easy for me to create a matter, do my billing and invoicing, and the client portal is a nice touch that makes my clients believe that our office is sophisticated.
    Olufikemi A.
    Lawyer
    ONE END-TO-END solution

    All the tools your firm needs
    to run your business.

    Built with the needs of modern small and mid-sized law firms in mind, CosmoLex’s legal practice management software increases efficiency and profitability.

    Legal Time & Billing

    Access on the-go time capture and easy legal billing software. 

    Calendaring & Task Management

    Automate workflows and prioritize your tasks. 

    Law Firm Reporting

    View robust analytics for enhanced decision-making. 

    Integrations

    Work with tools you already use like Office 365 and Dropbox. 

    Accounting

    Manage office and trust accounting along with your practice. 

    Invoicing & Online Payments

    Get paid faster with accurate invoicing and convenient payment options.

    Secure Client Portal

    Collaborate with your clients including file sharing and eSignature. 
     

    Document Management

    Centralize and store your correspondence and files in one system. 

    Legal Websites

    Establish your digital footprint for new law firm growth opportunities. 

    Legal Time & Billing

    Access on the-go time capture and easy legal billing software. 

    Calendaring & Task Management

    Automate workflows and prioritize your tasks. 

    Law Firm Reporting

    View robust analytics for enhanced decision-making. 

    Integrations

    Work with tools you already use like Office 365 and Dropbox. 

    Accounting

    Manage office and trust accounting along with your practice. 

    Invoicing & Online Payments

    Get paid faster with accurate invoicing and convenient payment options.

    Secure Client Portal

    Collaborate with your clients including file sharing and eSignature. 
     

    Document Management

    Centralize and store your correspondence and files in one system. 

    Legal Websites

    Establish your digital footprint for new law firm growth opportunities. 

    Frequently asked questions.
    What is client portal software for law firms?

    Client portal software for law firms is an online tool that helps attorneys and their clients communicate and manage case information efficiently. See how CosmoLex’s client portal in action

    What are the most important features of law firm client portals?

    The most important features for law firm client portals include: 

    1. Secure Messaging: Lawyers and clients can exchange messages and documents safely, ensuring privacy. 
    1. Document Sharing: Clients can upload and access important files, while lawyers can share case documents, bills, and other materials. 
    1. Case Tracking: Clients receive real-time updates on their case progress, upcoming meetings, and court dates. 
    1. Online Billing: Clients can view bills and make payments online, making the billing process easier. 
    1. Mobile Access: Many client portals can be accessed via mobile devices, allowing clients to stay connected on the go. 

    See all CosmoLex client portal features in action

    How should a law firm select a client portal?

    Selecting the right client portal for a law firm involves several important considerations. Here are some steps to help guide the decision-making process: 

    1. Identify Needs: Determine the specific needs of your firm and clients. Consider features like secure messaging, document sharing, case tracking, online billing, and mobile access. 
    1. Evaluate Security: Ensure the portal offers robust security measures to protect sensitive client information. Look for features like encryption, two-factor authentication, and compliance with legal standards. 
    1. User-Friendliness: Choose a portal that is easy to use for both attorneys and clients. A user-friendly interface can improve adoption and satisfaction. 
    1. Customization: Look for a portal that allows customization to fit your firm’s branding and specific workflows. 
    1. Support and Training: Consider the level of customer support and training provided. Good support can help with smooth implementation and ongoing use. 

    By carefully considering these factors, a law firm can select a client portal that enhances communication, improves efficiency, and provides a better experience for clients. 

    How much does law firm client portal software cost?

    With CosmoLex our client portal is included at all tiers as we believe this is a fundamentally important feature of law firm practice management. 

    See how CosmoLex’s client portal can help your firm.

    Why is client communication so important for law firms?

    Effective client communication through the use of a client portal is crucial for law firms for several reasons: 

    1. Building Trust: Clear and consistent communication helps build trust between lawyers and clients. When clients feel informed and understood, they are more likely to trust their legal representatives. 
    1. Client Satisfaction: Keeping clients updated on their matter progress and promptly addressing their questions and concerns leads to higher client satisfaction. Satisfied clients are more likely to return for future legal needs and refer others to the firm. 
    1. Transparency: Open communication ensures transparency in the legal process. Clients appreciate knowing what to expect, the potential outcomes, and any associated costs. 
    1. Efficiency: Effective communication can streamline case management. By keeping clients informed and involved, lawyers can avoid misunderstandings and reduce the need for repeated explanations or corrections. 
    1. Compliance: Proper communication helps ensure that clients understand their legal obligations and deadlines, reducing the risk of missed deadlines or non-compliance with legal requirements. 
    1. Reputation: A law firm known for excellent client communication can enhance its reputation. Positive word-of-mouth and online reviews can attract new clients and strengthen the firm’s market position. 
    1. Conflict Resolution: Clear communication can help prevent and resolve conflicts. When clients feel heard and understood, they are less likely to become frustrated or dissatisfied. 

    Overall, effective client communication is a cornerstone of successful legal practice, fostering trust, satisfaction, and efficiency. 

    Simplify your practice with one tool.

    Book a demo.

    Book your personalized demo with a CosmoLex specialist.

    Try for free.

    No wait. No credit card. Just click to try CosmoLex for 10 days.

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    CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.
    +1 866-878-6798
    1100 Cornwall Road, Suite 215, Monmouth Junction, NJ 08852

    CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

    © 2025 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates. All product names and trademarks are the property of their respective owners.

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