Setting Up a Simple Client Portal

AuthorDennis Kennedy - Tom Mighell
Setting Up a Simple
Client Portal
If it is not obvious to you by now, the Internet and cloud com-
puting are at the heart of nearly every collaboration tool we
discuss in this book. As law firms add offices in multiple loca-
tions and lawyers work from both home and on the road, the
Internet provides the actual platform on which collaboration
is accomplished. Email, websites, audio, video, messaging,
and many more collaboration technologies are facilitated over
the Internet. People know how to use the Internet, and it is a
continuously evolving, highly flexible channel for communica-
tion and collaboration. More importantly for our purposes, it
is an environment in which lawyers and millions of others are
comfortable. And it is increasingly available and being used on
mobile devices.
In this chapter, we will discuss one of the most basic of
Internet collaboration tools: the client portal. Client portals are
the descendants of extranets—private, secure websites. Client
portals can be used for many purposes, but their basic func-
tion is to serve as a 24×7, online resource for clients to com-
municate with their lawyers and get information about their
matters. Once you understand the nature of the client portal,
you will appreciate its ubiquity, versatility, and importance as
part of the lawyer’s collaboration toolbox, especially when you
add in mobile access.
In simplest terms, a client portal is a private, secure web-
site for the purpose of assisting a specific client. While it is
available over the Internet, including by a mobile device, and
accessible through a browser (or potentially a mobile app), a
client portal can be used only by a limited, permission-based

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