Client Portal

Overview

The Client Portal gives your clients secure, self-service access to their case information. Clients can check their case status, upload documents, communicate with your team, review invoices, start payment, and track their expenses - all without calling your office.

What Clients Can Access

Case Status

• View current case status and progress
• See recent activity and updates
• Understand what's happening next

Documents

• View documents shared by your firm
• Upload requested documents (medical records, receipts, photos)
• Download copies of signed agreements

Secure Messaging

• Send and receive messages with your team
• Keep case communications in one shared portal thread that firm staff can answer from Communications Hub
• Receive notifications for new messages

Invoices and Payments

• Review sent, viewed, partially paid, overdue, and paid invoices assigned to the client contact
• See invoice totals, paid amounts, amount due, line items, notes, and linked case numbers
• Start a secure card payment for eligible invoices when legal payments are enabled for the firm

Appointments

• View upcoming appointments and court dates
• See appointment details (time, location, provider)

Expense Tracking

• Log case-related expenses (medical copays, travel costs, lost wages)
• Upload receipts
• Track expense status (pending, approved, reimbursed)

Mileage Tracking

• Log trips to medical appointments, court, etc.
• Automatic calculation using IRS mileage rate
• Running total for case damages

Treatment Diary

• Log daily symptoms and pain levels
• Track recovery progress over time
• This data supports damage calculations

Setting Up Portal Access

1. Open the client's case
2. Confirm the client has a valid email address on their contact record
3. Share the portal link with the client
4. The client requests an access code from the portal login page
5. They enter the emailed code and receive a secure portal session

Document Upload Reliability

Portal document uploads are confirmed only after the selected browser file reaches storage. If the storage upload fails, CaseSolo removes the pending document record so requested-document checklists do not show false completion.

The launch-readiness smoke suite has verified the actual browser file picker flow for portal uploads: the selected file bytes are sent to the presigned storage PUT before CaseSolo marks the document complete.

Messaging and Invoice Reliability

Portal messages now use the same canonical communication record store as the firm Communications Hub. A client message appears in the firm portal thread, and a firm reply appears back in the client's portal conversation instead of being split across separate message stores.

Portal invoice payments use the same legal payment link path as staff-created invoice links. The portal verifies the invoice belongs to the authenticated client contact before creating a payment session. Launch signoff still requires a manual browser receipt and Stripe sandbox checkout/webhook proof.

Portal Customization

Admins can configure what's visible in the portal:

1. Go to Settings → Client Portal
2. Toggle features on/off (messaging, expense tracking, etc.)
3. Customize the welcome message
4. Upload your firm's logo for branding