Client Portal
Self-service matter status, automated proactive updates, and the post-matter retention engine driving reviews and referrals.
Client Portal Preview
Same matter, two views. What the client sees vs. what the firm sees.
Jennifer Walsh · Family Law Matter #3892
Attorney Chen will contact you by Aug 2 with settlement options.
Post-Matter Retention Sequences
Satisfaction survey → Google review ask → 90-day check-in → referral ask. Fully automated.
Review & Referral Dashboard
"The firm kept me updated every step of the way. Felt like they actually cared."
— R. Nguyen, Real Estate
"Easiest legal experience I've had. Signed everything online in minutes."
— J. Walsh, Family Law
"Got a text update every time something happened. No more calling to ask."
— M. Santos, PI
9 new matters traced to post-matter sequences this quarter. Est. value: $67,500
Proactive Status Update Log
n8n monitors matter milestones → auto-sends SMS/email. Clients stop calling to ask "what's happening?"
| Client | Matter | Message Sent | Channel | Milestone |
|---|---|---|---|---|
| Jennifer Walsh | Family Law | "Your attorney has reviewed the financial disclosure. Next: Settlement proposal by Aug 2." | SMS | Document reviewed |
| David Kim | Estate Planning | "Your trust documents are ready for signing. Schedule here: [link]" | Docs complete | |
| Maria Santos | PI | "Your demand letter was sent today. Response expected by Sep 2." | SMS + Email | Letter sent |
| Marcus Lee | Criminal Defense | "Your arraignment is in 2 days — Jul 27 at 9am, Room 4B." | SMS | Deadline alert |