A branded, secure portal your clients access from any device. Secure messaging, encrypted document sharing, digital intake forms, and online invoice payment — all without a third-party app.
Your clients see your firm name, your logo, and your contact information. JuriOS is invisible to them. The portal is hosted at a URL you control — portal.yourfirm.ca — and every email notification comes from your address.
Clients access the portal from any browser on any device. No app to install, no account to create beyond a simple email verification. They see their documents, their invoices, and a secure messaging thread with your team.
Secure messaging replaces email for sensitive client communications. Messages are encrypted at rest. No matter what happens to the client's email account, your communications are protected.
Share documents with clients directly from the matter view. Clients can sign documents digitally and upload requested materials. Everything stored in Canada, encrypted at rest.
Replace PDF questionnaires with dynamic intake forms. Clients complete them on any device. Data flows directly into the matter — no re-entry required. Custom forms per practice area.
Clients pay invoices by credit card or bank transfer directly from the portal. Funds automatically applied to trust or general account. Average collection time drops from 58 days to 11.
I used to email PDF intake forms to new clients, wait for them to print, sign, scan, and email back. Half of them never completed it. Now I send a portal link and they complete it on their phone before the first meeting. My intake data is already in the matter when they walk in.
The payment improvement alone paid for the software ten times over. My average AR went from 61 days to 9. Clients pay the day they get the invoice because there's a Pay Now button. That's it. That's the whole story.
Real estate clients used to call asking where their closing documents were. Now they check the portal. I send documents, they sign, I get notified. Zero phone tag. My assistant recovered about 6 hours a week that used to go to document chasing.
Client portal included on every plan from day one of your free trial.