Client Portal: One Place for Clients, Documents, and Communication

Client Portal: One Place for Clients, Documents, and Communication

Give every stakeholder, immigrants, employers, HR teams, family membersa branded portal to upload documents, complete questionnaires, track case status and communicate with your firm.

Problem

Immigration cases involve multiple people the immigrant, their employer, HR contacts, sometimes family members. Coordinating document collection across all of them through email chains is chaos. Documents get lost, versions get confused, and you spend more time chasing paperwork than building cases.

LegalBridge gives everyone involved a single, secure place to collaborate. Clients know exactly what's needed, you know exactly what's been submitted, and nothing falls through the cracks.

How It Works

Invite

Add client email and they receive an instant invitation link (or copy the link to share via text)

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Access

Client logs in with a default password, then sets their own secure credentials

Collaborate

Clients upload documents, answer questionnaires, review letters, and message your team

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Track

Everyone stays informed with automatic case status updates and notifications

Feature Details

Feature Details

Portal Access & Collaboration

Invite all stakeholders to a self-service portal where they can upload documents, complete questionnaires, and message your firm directly.

Multi-Stakeholder Access & Roles

Document Collection & Checklists

Easy Invitation & Access

Complete Client Self-Service

In-Portal Questionnaires

Built-In Messaging

Multi-Stakeholder Access & Roles

Document Collection & Checklists

Easy Invitation & Access

Complete Client Self-Service

In-Portal Questionnaires

Built-In Messaging

Smart Notifications

Keep everyone informed without manual follow-up. The system automatically notifies clients when action is needed.

Notification Triggers
  • Documents requested from them

  • Questionnaires ready to complete

  • Documents ready for review

  • Case status updates from USCIS

  • Messages from the law firm

Delivery Channels
  • Email: All notifications sent via email by default

  • SMS: Optional text message notifications for clients who prefer them

White-Label Branding

Automatic Case Status Updates

Smart Notifications

Keep everyone informed without manual follow-up. The system automatically notifies clients when action is needed.

Notification Triggers
  • Documents requested from them

  • Questionnaires ready to complete

  • Documents ready for review

  • Case status updates from USCIS

  • Messages from the law firm

Delivery Channels
  • Email: All notifications sent via email by default

  • SMS: Optional text message notifications for clients who prefer them

White-Label Branding

Automatic Case Status Updates

Notifications & Branding

Automatically notify clients when action is needed, provide real-time case status updates, and customize the portal with your firm's branding.

Connects to Your Entire Workflow

The portal is the client-facing layer of your complete case management system.

Connects To

How

Document Management

Client uploads flow directly into case files with AI categorization

Questionnaires

Client responses populate form fields automatically

Forms & Auto-Fill

Forms ready for client review and signature through the portal

AI Drafting

Recommendation letters available for client review

Case Tracking

Status updates visible to clients and automatically shared

Why LegalBridge?

With LegalBridge

All documents in one organized case file

All documents in one organized case file

Automated notifications keep clients on track

Automated notifications keep clients on track

Automatic status updates sent to all stakeholders

Automatic status updates sent to all stakeholders

Everyone collaborates in one branded portal

Everyone collaborates in one branded portal

White-labeled portal that looks like your firm

White-labeled portal that looks like your firm

Without LegalBridge

Documents scattered across email threads

Documents scattered across email threads

Manual follow-ups asking for missing items

Manual follow-ups asking for missing items

Clients asking "what's the status?" constantly

Clients asking "what's the status?" constantly

Coordinating multiple stakeholders via separate channels

Coordinating multiple stakeholders via separate channels

Generic third-party tools with your data elsewhere

Generic third-party tools with your data elsewhere

Security & Compliance

SOC 2 compliance

Type I and Type II certification in progress

SOC 2 compliance

Type I and Type II certification in progress

Data encryption

All data encrypted on AWS servers

Data encryption

All data encrypted on AWS servers

Expert insights

Available for law firms to enable for their team

Expert insights

Available for law firms to enable for their team

FAQs

FAQs

We’ve Got the Answers You’re Looking For

Quick answers to your questions.

How does AI drafting learn my firm's writing style?

How much time does AI drafting actually save?

What's included in exhibit assembly automation?

What's the typical ROI timeline?

What security measures protect client information?

Can I use the platform for both USCIS filings and consular processing?

Does the platform work for international clients?

What visa categories does the platform support?

Does LegalBridge integrate with accounting or time tracking systems?

How do I create multiple applications for the same client (e.g., N-600K for each child)?

How does AI drafting learn my firm's writing style?

How much time does AI drafting actually save?

What's included in exhibit assembly automation?

What's the typical ROI timeline?

What security measures protect client information?

Can I use the platform for both USCIS filings and consular processing?

Does the platform work for international clients?

What visa categories does the platform support?

Does LegalBridge integrate with accounting or time tracking systems?

How do I create multiple applications for the same client (e.g., N-600K for each child)?