My matters
Law firm portal
A law firm client portal is where clients complete intake, follow their matter's status and upload the documents their lawyer asks for, while lawyers keep case notes clients never see.
Pattern: Client hubsDescribe it to Pory
“We're a six-lawyer firm. New clients should fill in an intake form, then see their matter's status and upload documents we request; our case notes must stay lawyer-only.”
Viewing as
In plain English
What is a law firm portal?
A law firm client portal is where clients complete intake, follow their matter's status and upload the documents their lawyer asks for, while lawyers keep case notes clients never see. It follows the Client hubs pattern: one shared space per client: deliverables, documents, milestones. Pory generates it from a plain-English description, with a login for each role (client and lawyer) that shows only what that role should see, and flat pricing with unlimited clients.
What it does
New clients describe their matter before the first consult
Intake meant a receptionist taking notes on the phone, then a lawyer asking the same questions again. In Pory the client describes the matter, picks the practice area, and names the other party and the key date. You can run a conflict check before anyone books a meeting.
Forms to submit a recordDone by: Client
Clients see where their matter stands without calling reception
Most calls to reception boiled down to "is there any news on my case?" Each client sees their own matter move from Intake received to Engaged, In progress and Closed. Lawyers update the status once, and the front desk gets its mornings back.
Status tracker for the submitterDone by: Client
Lawyers list the documents they need, and clients upload each one
Chasing payslips and contracts took weeks of emails with attachments too big to send. The lawyer adds each document the matter needs, with a date, and the client uploads the file to that row from their own page. Anyone can see which are still marked Requested, well before the day of the hearing.
File uploadsDone by: Lawyer
Case notes stay lawyer-only, linked to the matter the client sees
Privileged notes lived in a Word document on one lawyer's desktop, because the client system couldn't hide them. In Pory case notes sit on their own table that only the lawyer role can open, linked to the matter. Clients see their status and documents; your read on the other side's weak spots stays with you.
Who sees which recordsDone by: Lawyer
The parts every portal is built from
Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.
Collect
Forms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
Public pages
An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.
Self sign-up
People create their own account and land in the role you chose for them.
File attachments
Upload and view files on the record they belong to — not in a folder named FINAL v2.
Decide
Approve / reject with a reason
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
Status tracker
“Where's my request?” answered as a progress bar on the submitter's own page.
Board by status
Cards in columns. Drag a record to move it along.
Checklists
Task lists ticked off per record, in its detail view, with progress — onboarding runs, inspections, opening duties.
Assign to a person
Name who a record is for and it lands on their list, and nobody else's.
Notes & scores
A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.
Reminders by date
Renewals, expiries and overdue work, in an in-app inbox and by email.
Share
Tables
Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.
People directory
Portraits, names, and roles from a table, shown only to the roles allowed to see them.
Calendar
Records on a month or week view, by date.
Gallery & image grid
Records as cards or photos.
Detail view with related items
Open a unit, a pet or a listing to see its details and everything tied to it — requests, visits, offers. Share it by link; edit, change the status or add a related item from there.
Notices & info pages
Check-in details, benefits, updates — a page for a role to read.
Counts, totals & averages
Live figures over the records a viewer is allowed to see.
Control
Who sees which records
Each person sees their own records, the ones assigned to them, their team's or the ones they manage. Fields can be hidden per role. Generated from your description, not set up field by field.
No-Password Doors
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colours, your logo. Members see you.
Frequently asked questions
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Your law firm portal, live today.
Describe it in a sentence and send the invite. Unlimited clients, flat price.