Law firm success checklist: Client portals

Delivering a superior client experience is a critical competitive differentiator for law firms. High-quality legal expertise alone no longer builds strong client relationships. Clients expect innovation, proactivity, transparency, efficiency, and clear value for money. They also want to feel connected to and in control of their legal matters.

Greater collaboration and improved communication between lawyers and clients are essential, which is why more firms are deploying client portals. These portals act as a centralized platform for all interactions, streamlining processes, shortening timelines, and keeping everyone well-informed. Creating a bespoke space for each client also shows commitment to their unique needs.

Successfully implementing a client portal requires planning to ensure the site is fit for purpose, adaptable, and maximizes return on investment (ROI).

Our comprehensive guide provides an invaluable starting point for incorporating client portals to enhance collaboration by helping you answer these questions:

• Does your firm offer the experience clients expect?
• Are there easier ways for you and your clients to collaborate?
• Do your clients feel empowered?
• Are you making your clients feel special?
• How efficient are your processes?
• Are your clients confident you’ve got a handle on everything?
• Are you seen as innovative?
• Where is the best place to start making improvements?
• What does success mean to you?
• When can you start?