The client portal a compliance review could survive
This law firm needed a client portal for matter status, documents and billing — no agent, no automation, just a product that would hold up under a compliance review. We built it with the same senior engineers who build the agents, because the brief doesn't always start with one.
Professional Services
- Services
- Web Application Development
- Duration
- 9 weeks
- Year
- 2025
What was actually wrong.
Matter status lived in email threads clients had to ask about, which meant status updates were a manual chore for every fee earner.
Document sharing ran through unencrypted email attachments — a real exposure that had already been flagged internally.
The firm's compliance function needed role-scoped access and a full audit trail before anything client-facing could ship.
How we went at it.
Started from the compliance requirement
Role-scoped permissions and an immutable action log were designed in from the first architecture decision, not bolted on before launch.
Built the portal around matter status, not documents
Clients see where their matter stands first; documents and billing sit underneath it, matching how they actually think about the relationship.
Shipped without an agent, on purpose
Nothing here needed automation — the brief was a secure, well-built product, and that's what a build-only engagement looks like.
The build, in five panels.
Scroll the deck, or use the arrows. Everything here is also written out above and below.
What moved, and over what period.
Reported against the metric agreed before the engagement started.
“We didn't need an agent. We needed something our compliance team could actually sign off on, built properly the first time.”
Built with
A variation approved before the crew leaves site
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