AI-Powered Client Portal
One Client, One Portal.
Custom AI Chat or Voice Bot handles the interview and parses the data.
Every client is provided a secure, private portal. Within the portal, an AI chat or Voice Bot guides the client through a natural language interview, collects every detail your team needs, and allows the client to check their case status anytime.
Challenge
The intake problem nobody talks about
Your team is doing their best, but without a dedicated space for each client, details slip through the cracks.
Important case details get lost between phone calls, voicemails, and handwritten notes.
Every person on your team asks different questions, so the information you collect is never consistent.
You only find out something is missing when the case is already in review.
How it works
Three steps. That's it.
No training manuals, no complex rollouts. Each client gets their own portal and your team can be up and running in hours.
App owner configures case types
Define your cases — the AI builds precise interviews automatically. Consistent intake, every time.
Each client gets their own portal
A secure, personal portal where clients participate on their own time, from any device.
Review and export
Track progress in real time, review transcripts, and export complete case files for your attorneys.
Benefits
What you actually get
A dedicated client portal with everything your intake team needs, without the overhead.
AI voice interviews
Inside their portal, an AI guides each client through a structured voice conversation, capturing every detail you need.
Client status tracking
Clients log into their portal anytime to see where they are in the process, what's completed, and what's next.
Recordings and transcripts
Every interview is recorded and transcribed automatically. Nothing gets lost, nothing gets forgotten.
Organized case files
Client answers are extracted and organized by topic. Export them as structured files ready for attorney review.
Multiple firms, one platform
Each law firm or practice group gets its own private workspace. Data never crosses boundaries.
Works in English and Spanish
Clients can be interviewed in their preferred language. The AI adapts automatically.
Each end client gets a private portal — no other client or firm can see their data.
Client identity is verified before they can access their portal or start an interview.
All recordings, transcripts, and case files are encrypted at rest and in transit.
Your firm gets a full audit trail of every interaction, ready for compliance review.
Security
Your clients are protected. Your firm stays in control.
Your clients' data stays completely isolated in their own portal. Your firm keeps full control — security is built into every layer.
Start
Ready to give every client their own portal?
Join firms collecting better information, faster, with a dedicated portal for every client.