Client and staff portals
A secure web portal for the people who work on matters and the clients they serve. Clients upload and download documents, see invoices and complete onboarding forms. Staff manage matters, tasks, requests, time and billing from one fast screen.
Everything about a matter on one screen
Staff see the matter team, key dates and live financials, with tabs for time, expenses, invoices, documents, requests, tasks, chronology and contacts.
- Work in progress, ready to invoice, outstanding and total billed at a glance
- Time entries with UTBMS activity and task codes and approval status
- Start a timer, add time or open the matter in Dynamics 365
Timers that follow you
Timers started in the portal, Dynamics 365, Outlook, phone calls and Teams all appear in one place. One timer runs at a time; timers stop at 10 hours and record time rounded up to 6 minutes.
- Timers menu in the header on every page
- Timers linked to the matter and the document being worked on
- Save a timer straight to a time entry
Requests and onboarding forms
Staff create requests for clients to fill in, upload or review: client intake, identity verification and supporting documents. Each request shows its status and due date, and overdue items stand out.
- Intake forms that capture client details and what the matter is about
- Identity and document upload requests
- Started, completed and overdue status for every request
A client portal your clients will actually use
Clients sign in to see their matters, complete forms, upload and download documents and view their invoices, instead of sending attachments back and forth by email.
- Clear forms with required fields and contact preferences
- Documents and invoices available whenever clients need them
- Everything they submit lands on the right matter in Dynamics 365
What staff can do in the portal
- Search and open matters, and see the matter team and key dates
- Record time and expenses, and run timers
- Manage tasks and dates to watch
- Create client requests and onboarding forms
- View invoices, billing status and amounts outstanding
- View trust balances for the matter
- Open documents from the matter’s SharePoint folder
- Jump to the full record in Dynamics 365
From first contact to final invoice, on one platform
Practice Management connects every step. Explore the rest of the flow.
See d365Legal with your own matters
Book a personal demonstration with David Blumentals, Director, Dynamics 365 Practice, or take the platform for a test drive.