Give your clients the complete picture

Affinity Client Portal helps you increase your efficiency and keep your clients informed while providing premium service with confidence and security.

Watch our video on how
Client Portal can help your firm

Collaborate remotely with ease

Affinity Client Portal will help you collaborate remotely with your clients and provide them with premium service 24 x 7.

Reduce the number of face-to-face interactions you have and enquiries you receive, easily share matter documents and keep your clients up to date with a customised summary dashboard that includes all their matters.

Even better, Client Portal is secured with SSL encryption and the responsive interface can be viewed on both web and mobile devices.

Our team has got you covered

Client Portal is easy to set up and manage.  Our Consulting Team will work with you through your customised implementation to understand both you and your clients’ needs.

We also provide comprehensive training to your staff to familiarise them with the system.

Once set up, it’s easy to invite clients to use Client Portal and you can access the intuitive administration portal to manage their access ongoing.

Key Features

Collaborate remotely & more efficiently

Reduce the number of interactions and enquiries you receive by giving your clients access to the information they need, when they need it, from both web and mobile devices.  Clients always have access to their fee and cost history and can easily download PDF invoices.

Manage matters more efficiently

With a summary dashboard of all their matters, clients can drill down to view relevant details and see live updates on progress with visibility of task completion.  Even better, clients can submit requests for new matters (which go directly into Affinity for your review and acceptance).

Give clients the complete picture

A simple dashboard summarises all recent activity including financials, matters and documents.  The highly configurable view can be tailored to the various types of clients and matters you have, and you choose what information is relevant to display.

Enhance your reputation

Stand out from your competition, make your firm easy to do business with and get more referrals by providing premium service to your clients, 24/7.  Client Portal can be configured with your own logo and branding, raising the profile of your practice.

Exchange documents with ease

Your clients can access matter documents whenever they need and can upload documents directly to their relevant matters (you’ll be notified in Affinity so you can review before accepting them).

Safe and Secure

Client portal is secured by SSL encryption and anti-virus protection, and you can assign roles and access levels to your contacts to manage the security of matter details and documents.

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CONTACT US for a demonstration

"I need to keep clients constantly up to date, but I can't charge for all the work involved"

Share progress and details of your matter with confidence through Affinity's secure web platform. Control how much information you share with clients and which documents (and invoices) they can download. Improve communications by enabling the e-mail my lawyer feature and let your Clients request new tasks directly, while reviewing progress. For Commercial clients, you can also enable data downloads to update their internal systems and for custom reporting.

"I want to offer each of my clients their own tailored service"

The Affinity Client Portal is easy to configure and tailor, allowing you to design a unique experience for each client, or offer a standard across-the-board service to all. Access is mamnaged by roles and you can tailor custom views for each role in your  system, including controlling access to sensitive information and documents. You can create custom views for different practice areas and even enable data downloads for authorised users & roles. If you have clients with more than one company in the group, we also support multi-role access for users with different roles across the group.

"How can I make our firm really easy to do business with (and get more referrals)?"

Everyone wants (and expects) to do things online these days - and Affinty's Client Portal makes it easy for your clients, prospects and referrers to instruct the firm, in just a few clicks. You can customise new matter forms for different referrers and practice areas, and your Referrers can follow the progress of new matters online. The Client Portal generates notifications to the firm as new referrals are submitted, to help reduce delays in processing - and to ensure that none get overlooked. Easily convert new requests to matters, with all data and documents carried across automatically.

"How can I share documents securely (and without creating even more email)?"

Publish documents stored in Affinity's Document Management System onto the Client Portal. Secure uploads and downloads using Client Portal's encryption and anti-virus frameworks. Ensure new uploads are brought to the right people's attention wiht our auto-notification service in Affinity.

"I want to help clients keep track of fees and costs and help them pay our bills on time"

Publish downloadable PDF invoices via the Client Portal, so your clients always have reference copies readily to hand when they are paying your invoices. Help your clients keep track of balances, budget, and other financial details on their matters, so they have fewer queries relating to your invoices.

"We need an easier way to work with Barristers and other Third Parties"

Create roles for Barristers and matter parties in your firm's Client Portal, to help them interact securely with your lawyers on current matters. Enable document uploads and downloads for selected roles.

Key Features

Matter Summary

Documents (secure upload and download)

View Tasks, Contacts, Bills and more...

Easy Navigation

Responsive Design

Live access to data

Configurable Roles & Views

New Matter Requests (and referrals)

Email my Lawyer

Secure Architecture

Matter Party Access

Apply firm's own branding

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