Client portal for law firms
Keep clients updated on their matter without opening your case board.
Client Glance gives law firms a branded client portal built on the workspace your team tracks matters in. Each client gets a password-protected view of their matter's progress, so they stay informed without access to your internal notes or other clients' files.
Clients want to know where their matter stands
Answering progress questions one at a time pulls attorneys away from the work. A portal gives each client a current view on demand.
Confidentiality has to hold
You cannot give a client your case management tool. A portal shows only their matter, with internal work kept private.
A professional experience matters
A branded portal shows the same care clients expect from the firm.
What clients get
One private view per matter
Each client sees only their own matter. Internal strategy, notes, and other clients stay out of view.
Show progress and keep the file private
Publish the milestones and updates a client should see without exposing your internal checklist.
Branded and password-protected
Your firm's name and colors behind a password. Clients open a link and skip learning a new tool.
Built on the tool you already use
If your firm runs matters in ClickUp, portals stay in sync automatically as the work moves forward.
Frequently asked questions
Why do law firms use a client portal?
A client portal lets a firm share matter progress and updates privately, so clients can check status themselves instead of calling or emailing. Client Glance builds these portals from the workspace your firm already uses.
Can each client only see their own matter?
Yes. Every portal is scoped to a single client, and you choose which lists and fields appear. Internal notes and other clients' matters are never shown.
Do clients need to learn case management software?
No. Clients open a password-protected link and see a clear progress view. There is nothing for them to install or configure.
How much does it cost to start?
The first 14 days are a full Pro trial, with no credit card. After that, a plan keeps the portals live as your matter load grows.
Give your clients a portal they'll actually open.
Connect your workspace, choose what clients see, and share one link. The first 14 days run on Pro, free.