Client portal
A client portal that shares on purpose.
Clients call because they can't see their case. Legasus gives each one a secure link to their matter, and only what you publish shows up there: where things stand, the documents you pick, and the invoice with a way to pay it.
01 · The invite
No passwords. One link to their matter.
Invite a client from the matter and they get an email from your firm's own mailbox. The link opens their matter and nothing else. It expires on the schedule you set, and it stops working the moment you revoke it.
Sent from your mailbox
The invite goes out from the mailbox your firm already connected, so it lands looking like you. No mailbox yet? Copy the link and send it yourself.
Expires on its own
Links last seven days unless your firm picks another window, anywhere from one day to ninety. Resending retires the old link.
Revoke in one click
Wrong address, or a relationship that changed? Revoke access and the link is dead on the next click.
02 · What clients see
You decide what the client sees, one matter at a time.
Write the update the way you'd say it on the phone, pick the documents, and choose whether invoices show. Status and documents stay hidden until someone at the firm turns them on, so a strategy memo never slips out because it sat in the same folder.
What clients see
Hidden by default. Turn on only what this matter should share.
Status summary
Phase label and status note
Shared documents
Only documents marked client visible
Invoices
Sent, partly paid, and paid
Phase label (client-safe)
Discovery
Internal: Litigation · Discovery
Status summary
We sent our first set of questions to State Farm's lawyers. Their answers are due Nov 3. Nothing is needed from you right now.
Client preview
Reyes & Okafor LLP
Where things stand
Discovery
We sent our first set of questions to State Farm's lawyers. Their answers are due Nov 3. Nothing is needed from you right now.
Documents
- Retainer agreement.pdf
- Complaint (filed).pdf
- Medical records, Dr. Patel.pdf: Not shared
- Case strategy memo.docx: Not shared
Invoices
Documents come from the matter's files. How matter files work
03 · The firm's side
The firm keeps the whole picture.
One page shows who has access, who hasn't opened their invite, and which invoices a client can still pay. Each matter carries a timeline of the emails, intake calls, and notes behind it. That timeline stays with your team. Clients still reach you by phone or email.
04 · Payments
Send the invoice. Get paid from the same link.
Every unpaid invoice has a pay link. The client sees the line items and what's still due, pays by card through secure checkout, and the firm confirms the charge. A trust balance can be shared too, as a figure to look at, never money to move.
Line items, not a mystery PDF
The client sees each line, the total, and the balance still due, under your firm's name.
Card checkout
Payment runs through Stripe checkout once your firm has online payments set up. Paid invoices say so.
Trust balance, view only
Share a matter's trust balance as a read-only figure. Disbursements stay inside Legasus.
05 · Questions
Client portal questions, answered.
What clients can see, how they get in, and where the portal stops.
01What can clients see in the Legasus client portal?
Only what your firm publishes for that matter: a phase label and status note written for the client, the documents you mark client visible, and invoices if you turn them on. Internal notes, email, intake records, and every other document stay inside the firm.
02How do clients sign in?
With a secure link emailed from your firm. There is no password to set or forget. Links expire after seven days unless your firm chooses a different window, from one to ninety days. Sending a new invite retires the old link, and you can revoke access at any time.
03Can clients message us through the portal?
No. The portal is not a chat window, and clients keep reaching you by phone or email. Inside Legasus, each matter shows your team a timeline of its email, intake calls, and notes, so the context is there when they do.
04Can clients upload documents to the portal?
No. Documents go one way, from your firm to the client, and only the ones you mark client visible.
05Can clients pay invoices online?
Yes. Any sent invoice with a balance has a pay link. The client sees the line items and balance due and pays by card through Stripe checkout once your firm has online payments set up. The firm confirms the charge, and paid invoices show as paid.
06Can clients see their trust balance?
Yes, if you share it. A trust balance link shows the matter's balance as a view-only figure. Nothing can be disbursed from it.
07Do clients see our internal case phases?
No. You write a client-safe phase label, such as Discovery instead of your internal stage name, and a status note in plain language. Your internal phases and notes are never shown.
08Is portal access recorded?
Yes. Invites, revoked access, and changes to what a matter publishes are recorded with who made them and when.
Give clients the update before they ask.
See the portal controls on a real matter in a 30-minute demo.
Talk to salesLegasus
To: you@yourfirm.com
Secure demo access from Legasus
You have been invited to see the client portal on a live matter.
Get a demo30 minutes. Your questions. Nothing to install.