Client Portal Software
That Keeps Clients Informed
Give clients secure access to case status, messages, shared documents, and appointment requests through a centralized portal built for plaintiff law firms.
Reduce routine status inquiries while keeping clients connected throughout the life of their case.
Welcome back, Maria
Rodriguez v. Sunrise Market · Case #4821
Case status
Active — Investigation
SOL deadline
Jan 3, 2028
Attorney
David R.
Last update
2 hours ago
Recent messages
We received your medical records from Miami General. We're reviewing them now and will update you shortly.
Thank you! Do I need to do anything else right now?
Nothing from you right now. We'll reach out when we need the MRI records.
Client collaboration
Give Clients the Information They Need—Without the Phone Calls
Most portals only show information. Lextiff allows clients to actively participate in their own case — uploading documents, responding to requests, sending messages, requesting appointments, and tracking every update in real time.
Case Status Updates
Keep clients informed throughout the case lifecycle.
Secure Messages
Communicate privately within each matter.
Document Sharing
Share and receive documents securely, both ways.
Forms & Questionnaires
Collect information without back-and-forth emails.
Appointment Requests
Let clients request, confirm, or reschedule meetings.
Notifications
Keep clients informed when updates occur.
The complete client journey
One Portal Throughout the Entire Case
Every step of the case lifecycle is visible to your client — without them having to call your office to find out.
Client logs in
Secure portal access — no app required
Views case status
Stage, attorney, last update
Messages attorney
Secure direct communication
Shares documents
Uploads and downloads in one library
Requests appointment
Picks a time — no phone tag
Tracks events
Hearings, appointments, deadlines
Reviews settlement
Net recovery, fees, case value
Attorney notified
Every action triggers team alert
Client stays informed
24/7 — without calling your office
Fewer inbound calls
Your team focuses on cases, not updates
Secure Client Communication Without Email
No more personal email threads that get lost. No more phone tag. Clients send messages directly through their portal — every message logged to the case, every message visible to your whole team.
- ✓ Direct and secure messaging to case attorney and team
- ✓ All messages logged to the case automatically
- ✓ Attorney gets notified on every client message
- ✓ Full message history — nothing gets lost
- ✓ Reduced email clutter
- ✓ Works on any device — phone or desktop
- ✓ Read receipts — know when client has seen your reply
- ✓ Fewer inbound phone calls
"The #1 complaint clients have about their attorneys is not knowing what's happening with their case. Lextiff fixes that."
Client portal — messaging
Messages — Rodriguez v. Sunrise Market
+ New messageHi Maria, we received your ER records from Miami General. We're reviewing them now. The records look strong for your case. I'll update you by end of week.
Thank you! Do I need to do anything else right now?
Nothing from you right now. We'll reach out when we need the MRI records. You're doing great!
Attorney sends document request
Document Requests — Rodriguez v. Sunrise Market
MRI Scan Results
PendingPlease upload the MRI scan from your January 15 appointment at Miami Imaging.
Due: Jan 25, 2026
Medical Records Release
ReceivedSigned HIPAA release form for Dr. Martinez at Ortho Specialists.
Due: Jan 20, 2026
Photos of injuries
ReceivedPhotos taken within 48 hours of the accident if available.
Due: Jan 18, 2026
Client uploads directly from phone
📋 Upload requested: MRI Scan Results
Due January 25, 2026 · Requested by David R.
Please upload the MRI scan from your January 15 appointment at Miami Imaging.
📱
Tap to upload from your phone
PDF, images, or any file type · No app required
✓ mri-scan-jan15.pdf uploaded · David R. notified · Request marked complete
Collect Documents Without Chasing Clients
Your attorney sends a document request from inside the case. The client receives a notification in their portal, uploads the file directly from their phone, and the request is automatically marked complete. No chasing. No emailing. No wondering.
Without Lextiff:
❌ "Did you send me that MRI?"
❌ "I emailed it last week."
❌ "Can you resend it?"
❌ "Which email did you use?"
❌ Calling the client 3 times
Attorney requests document
With description and due date — inside the case
Client notified
Portal notification + email — instantly
Client securely uploads file
Directly from phone — no app, no email
Request marked complete
Automatic — no manual follow-up
File attached to case
Instantly available to the whole team
Show Clients Exactly Where Their Case Stands
"What's happening with my case?" is the single most common call a plaintiff firm gets. Lextiff answers it before the phone rings — with a visual timeline that updates the moment your team moves the case forward.
- ✓ Visual case timeline from intake to resolution
- ✓ Current stage always shown clearly, in plain language
- ✓ Milestones marked complete as they happen
- ✓ Next-step expectations set automatically for the client
- ✓ Statute of limitations countdown visible on the timeline
- ✓ Custom stage labels by practice area
- ✓ Real-time updates the moment a stage changes
- ✓ Full stage history retained on the case record
Clients see progress, not silence — even between updates from the team.
Client portal — case timeline
Case timeline — Rodriguez v. Sunrise Market
ActiveCase opened
Jan 3, 2026
Investigation & evidence gathering
Jan 10, 2026
Medical treatment & records
In progress
Demand letter sent
Upcoming
Negotiation
Upcoming
Settlement & disbursement
Upcoming
Share Documents With Clients Securely, Both Ways
Beyond requesting documents from clients, your team can share signed retainers, correspondence, pleadings, and settlement statements directly into the portal — replacing email attachments with one secure, organized library per case.
- ✓ Shared document library per case
- ✓ Firm-to-client sharing — no email attachments needed
- ✓ Client uploads and firm shares live in the same library
- ✓ Folder organization by document type
- ✓ Version history whenever a document is updated
- ✓ Download tracking — know when a client opens a file
- ✓ Expiring share links for sensitive documents
- ✓ Full document activity log for every file
Shared document library
Documents — Rodriguez v. Sunrise Market
+ Share documentRetainer agreement — signed
Correspondence · Shared by David R. · Jan 3
Complaint filed with court
Pleadings · Shared by David R. · Jan 12
Medical records — Miami General
Medical · Uploaded by Maria R. · Jan 8
Demand letter — draft for review
Correspondence · Shared by David R. · Feb 1
Let Clients Request Appointments Without a Phone Call
Instead of trading voicemails to find a time that works, clients pick from open slots directly in the portal. Your team approves, confirms, or proposes a new time — and the appointment lands on both calendars automatically.
- ✓ Clients request appointments directly from the portal
- ✓ Available time slots shown from the attorney's calendar
- ✓ One-tap confirm or reschedule on booked appointments
- ✓ Automatic reminders — portal, email, and SMS
- ✓ Appointment types — consultation, deposition prep, mediation
- ✓ Staff approval required before an appointment is confirmed
- ✓ Confirmed appointments sync to the firm calendar automatically
- ✓ Missed-appointment and no-show tracking per client
Client requests an appointment
Request a meeting — David R.
Choose a type of meeting
Available times — Thursday, Feb 6
Confirmed appointment
Case update call
Thu, Feb 6 · 1:30 PM · with David R.
🔔 Reminder scheduled — 24 hours and 1 hour before the call.
Portal sections
One Place for Every Client Update
Each section of the portal is designed to reduce inbound calls and keep clients engaged with their case — without disrupting your team.
📊 Status Dashboard
Case stage
Active — Investigation
Attorney
David R.
Last update
2 hours ago
Next step
Medical review
📅 Upcoming Events
Medical evaluation
Jan 20, 2026 · 10:00 AM
Dr. Martinez — Ortho Specialists
Case update call
Feb 6, 2026 · 1:30 PM
Requested by Maria — confirmed
Court hearing
Feb 15, 2026 · 9:00 AM
Miami-Dade County Court
💰 Settlement Visibility
$450,000
Case value
$150,000
Attorney fee
$93,870
Your estimated recovery
Your estimated net recovery after attorney fees, liens, and case costs.
🔒 Access Control
Your team controls exactly what each client can see. Show only what's appropriate for their case stage.
Portal by the numbers
Client access — no office hours required
Mobile friendly — works on any device
App downloads required
Reduction in inbound status calls
Audit trail on every interaction
Messages, uploads, and requests
Confirm or reschedule an appointment
Case timeline updates for every stage
Every document view and download
Included in Client Portal.
Not a basic status page. A complete client communication portal.
Better Client Communication Starts Here
Keep clients informed with secure messaging, a visual case timeline, shared documents, and appointment requests — all in one portal, without increasing administrative workload.
No credit card required · Setup same day · Cancel anytime