Legal CM Apps & Client Portal
Legal CM provides a powerful portal which your clients, estate agents, introducers and brokers can access if
you invite them to do so. The portal can be accessed via a web-browser or through our Android and iPhone apps.
Access to the portal is secure.
- The portal gives a rich case overview, eliminating the need for phone-calls asking for case status updates.
- The portal lists actions pending by the client, such as viewing documents, signing documents, reading
messages and filling forms.
- The client can:
- Download and read documents you have published to them.
- Sign documents.
- Read and send messages, including document attachments.
- Upload documents
- Read case notes published to them.
- Verify their identity using Creads ID
- Fill forms directly. There is no need to download PDFs, then print, fill and scan them.
In the first instance, please contact your solicitor for help with using the client portal or apps.
The Client Portal and Apps are easy to use, but access must be granted via an invitation from your solicitor
before they will work for you. A very basic level of I.T. literacy is required.
Please report any bugs to: firstname.lastname@example.org.
Terms of Service