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Secure Client Portal - Messaging

Secure Client Messaging

Keeping client records and communication secure is of critical importance — and it’s a responsibility that rests squarely with your firm. When client communication is loose – phone calls, emails, texts, etc. — accountability is vague and security is lost. With CosmoLex’s Client Portal, you, your staff and your clients can use a two-way messaging system entirely within the tight security of CosmoLex Cloud — and all communication is logged within your CosmoLex Matter Records.

Secure Document Exchanges

Once a client joins your CosmoLex Client Portal, they can view and pay invoices offline or online (if you accept credit card payments). Clients can also upload documents which will be automatically stored within the correct CosmoLex matter — properly marked in a pre-designated Client Folder so you know its origination. And you will get an instant notification as well as a daily summary of client activities. This is 21st-century lawyering!

Secure Client Portal - Document Exchange
Secure Client Portal Screen 4

You Are Always In Control

Don’t worry about opening a can of worms where clients see all matter records. You control each and every aspect of Client Portal — including which clients get access and which records are available to each client. And clients are only able to view these records; they can’t alter them. Each shared record displays a special icon in CosmoLex to ensure that you always know what is being shared and what is not. You can revoke access to a single record, an entire group of items, or even the entire portal in a single click.