Every client relationship, one profile.
Person and company clients with secure portal access, automatic conflict checking, financial summaries, and complete audit trails. No data re-entry between intake and client management.
Fromcreationtoportalaccess
A structured client lifecycle with conflict checks, photo management, and secure portal provisioning at every stage.
Completeclientmanagementtoolkit
Everything you need to manage client relationships from first contact through ongoing representation.
Person & Company Types
Support for individual clients and corporate entities with type-specific fields.
Secure Client Portal
Token-based portal access for document sharing, invoicing, and messaging.
Conflict Checking
Automatic detection of SSN, email, phone, name, and opposing party conflicts.
Photo Management
Upload and manage client photos for visual identification.
Custom Fields & Tags
Extend client records with arbitrary metadata and tag-based organization.
Financial Summary
Per-client billing, payments, trust balances, and outstanding amounts.
Notes & Activity
Internal notes with author tracking and full activity audit trail.
Secure Messaging
Bidirectional portal messaging with read receipts and file attachments.
Data Export
Export filtered client lists with all fields for reporting and compliance.
Personandcompanyclients,sidebyside
Two distinct client types with type-specific fields. Both share the same portal, notes, financials, and matter linkage.
Person Clients
- Full name, email, phone
- SSN, passport, driver's license, alien number
- Sex, date of birth, nationality
- Physical address with country and state
- Assigned attorney, status, custom fields
Company Clients
- Company name, website, tax ID
- Industry classification
- Primary contact email and phone
- Business address
- Linked person contacts within the company
Secureaccess,zerofriction
Token-based portal provisioning. Clients view matters, upload documents, access invoices, and communicate — all through a branded, secure interface.
Document Sharing
Clients upload and view documents through a secure, branded portal.
Invoice Access
Clients view invoices, payment history, and trust account balances.
Secure Messaging
Bidirectional communication with read receipts and file attachments.
Matter Visibility
Clients see their active matters, status, and key dates.
Portal Governance
Portal access is granted and revoked by firm administrators. Each invitation uses a unique, time-limited token. Clients cannot access other clients' data, matters, or financial information. All portal activity is logged.
7automaticconflictchecksoneverynewclient
Before a client record is saved, the system cross-references SSN, email, phone, name, company, opposing parties, and family members against your entire client and matter database.
5non-negotiablesafeguards
Client data is isolated by firm, gated by role-based access control, and fully audited.
Firm Isolation
Every query is scoped to firmId. No cross-firm data leakage at the database level.
RBAC Enforcement
clients:read, clients:write, clients:delete, clients:export — enforced on every endpoint.
Activity Logging
Every create, update, delete, and portal action is logged with timestamp and actor.
Archive Before Delete
Clients with active matters cannot be deleted. Archive first, then delete.
Conflict Gate
New client creation runs conflict checks before saving. High-severity conflicts block creation.
Whereclientrecordsareused
A client profile is the starting point for intake, matters, portal access and billing — everything below reads from it.
Ready to manage every client relationship?
See how FernLex gives your firm a complete client lifecycle with portal access, conflict checking, and full audit trails.