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Secure Client Portal

A Faster, Safer Way to Work With Your Clients

Keep Clients in the Loop & Prevent Client Disputes

Most client disputes occur when clients feel that they were not informed about important case details. The CosmoLex Client Portal prevents such situations by keeping your clients “in the loop” like never before. You can selectively give each client access to key case information, including documents. All with permissions and controls that you set to maintain the integrity and security of even the most sensitive data. There is no cost to you or your clients, and you can revoke access to any item or the entire portal instantly — with a single click.

Safe & Secure Document Exchange

The CosmoLex Secure Client Portal makes it incredibly easy — and safe — for your clients to work with you. You & your clients can exchange documents that are automatically stored with the correct matter — each one properly marked in a pre-designated folder. Both parties gets an instant notification when a new document is posted. And everything done via the Client Portal is protected by CosmoLex’s bank-grade security & encryption technology. This is 21st-century lawyering!’

Accountability & Security

Keeping client records & communication secure is of critical importance. It’s also a responsibility that rests squarely with your firm. When client communication is loose – phone calls, emails, texts, etc. — accountability is vague & security is lost. With CosmoLex’s Client Portal, you, your staff & your clients get a two-way messaging system entirely within the tight security of CosmoLex Cloud. And all activities are logged within your CosmoLex Matter Records. Automatic Accountability plus Airtight Security provide a new level of Safety — for your firm & your clients.

Fast, Easy Client Payments

CosmoLex removes ALL barriers for clients to pay on time. Easy-to-understand, detailed invoices are instantly delivered to the Client Portal. With built-in credit card processing, your client can pay right-on-the-spot via the Internet. This kind of exceptional convenience helps clients pay quickly — improving your cash flow.

You Are Always In Control

No worries. CosmoLex doesn’t let clients see anything that they shouldn’t. You control every aspect of how the Client Portal works — including which clients get access and which records are available. Clients can only “view” these records — they can’t alter them. Each shared record displays a special icon in CosmoLex to ensure that you always know what is being shared and what is not. You can revoke access to a single record, an entire group of items, or even the entire portal in a single click.