Build a Client Portal for Your Law Firm with AI

A law firm client portal replaces the long email thread with one place per matter: where it stands, what happens next, the key dates and the documents. Describe your matters and who should see what, and Mythex builds the portal with client logins, per-matter permissions, private file storage and a real database.

Who it's for

Firms whose clients phone and email to ask what is happening, whose drafts circulate as attachments with names like final-v3-signed, and whose fee earners want to update a client once instead of answering the same question three times.

What you can build

One area per matter for clients with several
Current stage and the next expected step
Key dates such as completion, filing and hearing
Document exchange for drafts and signed copies
Staff notes that never appear in the client view
Invoices and money on account per matter

Answer 'what is happening with my matter?'

Most client calls are a version of that question. Give each matter a short list of stages that fit its type, such as instructions, searches, exchange and completion for a purchase, and show the current one with the next expected step and a rough date. When the fee earner moves the stage, the client sees it. It is a small habit for the firm and a large difference for the client.

Stage lists per matter type
Next step with expected timing
Optional email when the stage changes

Documents out of the inbox

Each matter gets a document area with folders for drafts, signed documents and correspondence. Clients upload what you request against a checklist, such as ID or a lease, and download drafts to review. Every file records who added it and when. Files sit in private storage, available only to that matter's client and the staff assigned to it.

Access rules to get right

Check access per matter, not just per client: a company client may have several contacts, and not all should see the dispute. Keep internal notes, time entries and advice drafts in staff-only fields. Give junior staff access to the matters they work on. Mythex builds these permissions when you ask; your confidentiality and data protection obligations remain yours to check.

Per-matter access for each client contact
Staff-only notes and drafts
Staff access limited to assigned matters

What to load first

Pick the five matters with the noisiest email threads and set them up first: stages, key dates and the current documents. Invite those clients and ask for feedback after two weeks. Then make the portal the default for every new matter at the point of instruction.

A prompt to start from

Build a client portal for my law firm. Each client logs in and sees their matters separately. A matter shows its current stage, the next step, key dates, a document area for drafts, signed copies and requested uploads, and invoices with money on account. Staff notes are internal only, company clients can have several contacts with access per matter, and staff only see matters they are assigned to.

Questions

Can a client have several matters?

Yes. Each matter has its own area with its own stage, dates and documents. The client chooses which matter to open.

Can we keep notes clients cannot see?

Yes. Ask for staff-only notes on each matter, and they are hidden from client accounts. Keep advice drafts there until they are ready to share.

Is the portal secure enough for legal documents?

Ask for logins, per-matter permissions and private file storage so each client sees only their own matters. Mythex does not claim certifications such as SOC 2, so confirm the rules that apply to your firm.

Can clients e-sign documents in the portal?

They can download, review and upload signed copies. For legally binding e-signatures, connect a signature provider you choose.

How much does it cost?

Building and publishing works on the Free plan with no card. Pro is $25/month and adds a custom domain, code editing, export and GitHub.

Templates to start from

Personal Injury Law Firm Template — Practice areas with attorney bios
Agency Client Portal Template — PIN-protected views on a Kanban board
Freelance Invoicing Template — Saved clients with revenue stats
Quote Generator Template — Line-item pricing, secure client links
Pet Boarding Site Template — Booking wizard with client dashboard