Client onboarding
Identity and AML checks, source of funds, engagement and e-signing, all completed by the client in Client Hub.
Client onboarding software
Feature
A client portal for law firms, built into the matter
Client Hub is tsuro's client portal for law firms: a secure place where clients see each stage of their matter as it completes, message your team and share and sign documents. It works from the matter itself, so there is no second system to keep up to date.
What our client portal for law firms does
Clients want to know how their matter is going, and fee earners want to spend their day on the work rather than on update calls. Client Hub gives clients one secure place for progress, questions and documents, and it shares one record with Matter Management, the CRM, workflows and finance. Data is entered once, and what the client sees comes from the matter your team is working on.
Matter progress updates as each stage completes
When a stage of the matter completes, the client sees it in Client Hub. Your team does not write a separate update or copy the status into another system, because the portal reads the same stages your legal case management software moves the matter through.
Secure client messaging in one place
Built-in messaging keeps questions, updates and documents together, instead of spread across email threads and voicemails. Messages sit with the matter they belong to, so anyone picking up the file can read the conversation so far. Every action is in tsuro's audit trail, with role-based permissions deciding who sees what.
Document sharing and signing for clients
Clients share documents with your team and sign the documents you send them, in the same secure place. What they share is kept against their matter, and our page on legal document management software covers how documents are drafted, reviewed and stored once they arrive.
A referrer portal for estate agents, brokers and introducers
Firms that rely on referrals have a second audience to keep informed. tsuro's referrer portal gives estate agents, brokers and introducers who refer work in a view of the progress of every case they introduced. A law firm client portal and an estate agent and broker portal, working from the same matters, means everyone who needs an answer can find it.
See Client Hub from your client's side
Book a demo and we will show you progress updates, secure messaging and document signing on matters like yours.
Book a demo
or email hello@tsurolabs.co.uk
How the client portal fits the rail
Client Hub opens at stage three of the six stages every matter travels, client onboarding, and stays with the client until the matter completes. The portal is the client's view of the rail.
Client Hub
Each stage shown to the client as it completes, secure messaging, and documents shared and signed in one place.
Matter management
The stages, tasks and documents your team works on, read straight from the matter record.
Legal case management softwareThree portals, one matter record
- Client Hub, for clients: each stage shown as it completes, messaging and documents.
- The referrer portal: estate agents, brokers and introducers follow the progress of every case they introduced.
- Built-in messaging: questions, updates and documents kept in one place for the people working on the matter.
- Property matters: the client and the referrer see the same progress your team works from. See conveyancing case management software.
Built on the same platform as everything else
Client Hub is one of six tsuro modules, alongside Estimate Management, Matter Management, the Finance System, Configurable Workflows and the CRM. It runs on the Microsoft technology stack and enterprise Microsoft cloud, with a full audit trail of who did what and when. Kingsley Bond Solicitors and Montrose Brown Law already run on tsuro.
Our legal practice management platform overview shows how the portals sit beside the journey and the management information.
Questions about client portals for law firms
What is a client portal for law firms?
It is a secure place online where a firm's clients follow their matter, send and receive messages and share and sign documents. In tsuro it is Client Hub, and it is part of the matter itself rather than a separate system.
What can clients see in Client Hub?
Clients see each stage of their matter as it completes. They can message your team, share documents with you and sign the documents you send them, all in one secure place.
Is client messaging in a law firm portal secure?
Messages and documents sit inside Client Hub, on the same Microsoft enterprise cloud as the rest of tsuro, with role-based permissions and a full audit trail. We go through the detail in a demo.
Can estate agents and brokers follow the cases they refer?
Yes. The referrer portal is for estate agents, brokers and introducers who refer work in. They follow the progress of every case they introduced without calling your team for an update.
Do we need to update the portal separately from our case management?
No. Client Hub works from the same matter record as the rest of tsuro, so when a stage completes on the matter, the client sees it in the portal.
See tsuro on your own matters
Book a demo and we will walk you through the platform end to end, shaped to your practice areas.
Book a demo
or email hello@tsurolabs.co.uk