Client Portal
Your client replies. Without leaving the case.
No email. No WhatsApp. No losing the thread. The conversation happens where the work lives.
You send an email. And wait.
The client needs to send a document. You email asking for it. They reply three days later — on WhatsApp. With the wrong file.
You resend the instructions. They reply by email, but to someone else on the team. Who doesn't know what it's about. Who forwards it to you. Who had already forgotten.
In the end, the right document arrives a week later. Nobody knows how many versions exist. Nobody knows if the latest one is valid. The case is delayed. Again.
What if your client could reply directly inside the case?
The conversation you needed. In the right place.
No login. No password.
Your client gets a link. Clicks. Sees the case. Replies. No account creation, no installation, no friction.
Everything inside the case.
The client's reply appears in the same place as your documents, your stages, your history. No searching through email.
You know when to follow up.
The system tracks who needs to reply and for how long. Automatic alerts before the deadline. No manual follow-ups.
Documents that arrive in the right place.
The client attaches a file in the conversation and it automatically becomes a case document. No rework.
Email vs. Client Portal.
Reply arrives in another inbox
Wrong file, wrong version, no context
Nobody knows if the client already read it
Manual follow-up, one by one
History lost in endless threads
No deadline, no tracking, no control
Reply appears directly in the case
Attachments become tracked documents
Automatic read confirmation
SLA monitored with preventive alerts
Complete history in the case timeline
Every action tracked with date and author
In practice
A real case.
The lawyer opens a conversation inside the case: "We need the updated ID for the hearing."
The client receives a notification with the portal link. Clicks, reads the message, attaches the document. No account needed.
The status changes to "Waiting for internal reply". The document already appears in the case files.
18 hours later (75% of the SLA), the lawyer receives a preventive alert. They reply, confirm receipt, and resolve the conversation.
No email. No WhatsApp. No manual follow-up. The right document, in the right place, on time.
How it works
One portal. Zero barriers.
CaseFy's Client Portal is a communication channel integrated into the case — no login, no installation, with SLA, attachments, and full traceability.
Link-based access
Unique token per case. No account, no password, no friction.
Automatic SLA
Response time monitored. Alerts before expiration.
Smart assignment
Round-robin, by stage assignee, or case creator.
Attachments become documents
File sent by client becomes a formal case document.
Two-way notifications
Client and operator notified on each new message.
AI Agents
Automatic triage, suggested replies, smart escalation.
Full audit trail
Every message with author, timestamp, and IP. Read receipts.
Welcome message
Configurable per stage. Client is greeted automatically.
The distance between you and your client just got shorter.
Free for up to 3 users. No credit card required.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.