Your clients call for updates because you haven’t given them a place to look.
Every client gets a portal — case progress, documents to upload, agreements to sign, invoices to pay. Free, unlimited, and the reason the “any update?” calls stop.
Sound familiar?
Two hours a day reading status aloud
Your best case officer spends a chunk of every day answering “what’s happening with my file?” Expert time, spent as a call center.
Documents that arrive as WhatsApp photos
Blurry, sideways, three days late, in a chat that also contains the client’s lunch. Then someone downloads and renames them.
The agreement that took a week to sign
Print, sign, scan, email — or wait for the client to visit. Every day unsigned is a day the case can’t start.
What a client does in their portal
A document uploaded in the portal lands on the case checklist, gets checked automatically, and notifies the case officer — no email, no renaming, no chase.
What it does for your firm
Included in every plan — nothing here is an add-on.
Case progress, live
The same milestones your team sees, shown to the client — status calls drop in the first month.
Uploads with automatic checks
Documents go straight to the file and are checked on arrival — legible, complete, not expired.
Agreements signed online
Engagement letters and agreements signed in the portal; the case moves the moment ink is dry.
Invoices and payments
Clients see what’s due, pay online, and get receipts — recorded in your books automatically.
Free and unlimited
You pay for staff seats. Clients — all of them — are free.
Client Portal, in your industry
Ask it anything about client portal.
Ask Euphoric answers from your live data — with sources.
Ask Euphoric
38 of 61 active clients. 6 uploaded documents; 3 paid invoices; 2 haven’t logged in for a month.
Ask Euphoric
4 documents flagged: two expired passports, one unreadable scan, one wrong document type. Clients notified.
Ask Euphoric
$27,300 across 19 payments — 41% of all collections came in without anyone chasing.
Questions firms ask about client portal
How many clients can use the portal?
All of them. Client portal access is free and unlimited on every plan — you pay only for staff seats.
Can clients pay through the portal?
Yes — invoices are shown in the portal and can be paid online via Razorpay or Stripe, with receipts issued automatically.
Are uploaded documents checked?
Yes. Uploads are checked on arrival for legibility, completeness and expiry, and land directly on the case checklist.
Can the portal carry our branding?
Yes — your firm’s name and branding, so clients experience your firm, not a software vendor.
See client portal running for your firm.
A 30-minute demo with your workflows, not a slide deck. First 100 firms get 20% off, locked for life.