Your clients stay connected — without the complexity.
Secure portal access to matter visibility, documents, messaging, tasks, and billing. Clients see what they need — never internal firm data, attorney notes, or other clients' information.
Good morning, James
Here's what's happening with your cases.
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Garcia Family Trust
Sarah Chen
Carter Immigration
Michael Rodriguez
Westfield Estate
Sarah Chen
Submit medical records
Carter Immigration
Review trust document
Garcia Family Trust
Sarah Chen
I've uploaded the updated trust document for your review...
2h ago · Garcia Family Trust
Michael Rodriguez
Please sign the authorization form when you get a chance.
1d ago · Carter Immigration
From invitation to engagement
A simple 5-step journey from firm invitation to active client collaboration.
Secure document exchange
Clients upload, download, and organize documents through the portal. Everything goes through an approval workflow — nothing is published without firm review.
Evidence Vault
All documents across cases in one place — organized by folders with search and filter.
Upload Documents
Clients upload files (PDF, images, video, audio) up to 25MB. Files go to pending review.
Download & Preview
Download any document or preview PDFs directly in the browser.
Review Status
Clear badges show document status: pending review, approved, or rejected.
Real-time messaging, zero friction
Chat-style conversations per case with file attachments, read receipts, and live updates. Clients never need to check email for case updates.
Real-Time Messaging
Chat-style conversations per case with file attachments and read receipts.
SSE Live Updates
New messages appear instantly via Server-Sent Events — no page refresh needed.
Notification Center
Severity-based notifications for deadlines, tasks, documents, and messages.
AI Case Assistant
Clients ask questions about their cases and get AI-powered answers.
Clients complete tasks on time
Only client-assigned tasks appear in the portal. Priority badges, overdue indicators, and custom deadline reminders keep everything moving.
Client Tasks
Only tasks assigned to the client appear — no internal firm tasks.
Mark Complete
Clients mark tasks as done or reopen them. Firm gets notified instantly.
Priority & Overdue
Priority badges and overdue indicators keep clients on track.
Deadline Reminders
Custom reminders (1 hour, 1 day before) with .ics calendar download.
Attorney workspace ↔ Client workspace
The firm manages everything internally. The client sees only what the firm shares. Same data, different views — with clear boundaries.
All cases (firm + client)
Full case management, internal notes, all documents
Portal settings
Configure permissions, welcome message, session timeout
Client portal management
Enable/disable access, send invites, reset passwords
Full billing
Invoicing, trust accounts, LEDES export, financial reports
AI intelligence
19 financial analyzers, billing suggestions, revenue leakage
Internal notes
Attorney work product, strategy notes, privileged communications
Non-private cases only
Status, priority, attorney name, document/task counts
Documents
Download, upload (pending review), folder navigation
Secure messaging
Chat per case, file attachments, read receipts
Client tasks
Mark done/reopen, priority badges, overdue indicators
Deadlines
View deadlines, set reminders, download .ics files
Invoices & payments
View invoices, pay online (Stripe), payment history
Your clients stay connected — without the complexity.
FernLex gives clients a secure, branded portal to upload documents, message the team, sign forms, and track case progress — all permission-controlled, never showing internal firm data.