Case status and tasks
Show case updates and a checklist of what your firm needs from the client.
Client Portal
Your firm.
In your client’s pocket.
Give clients a familiar place to check case status, send a message, upload documents, and see what they need to do next.
Start with a personal welcome.
Help clients recognize your firm from the first sign-in.
A familiar face at sign-in.
Welcome clients with a video from your managing partner or a branded AI avatar. Explain what happens next and where to find help.
On Standard and above, send a photo for the welcome video, or talk with Kayse about the avatar option. Review the result before clients see it.
Fewer places to look. Clearer next steps.
Keep the information clients ask for close to the action they need to take.
Messages and documents
Give clients secure two-way messaging and a place to upload requested documents.
Help between calls
An AI assistant can answer routine questions. Your team remains responsible for legal advice and case-specific decisions.
Take a look inside.
See the client’s side.
This short walkthrough shows the branded client app. Use the demo to discuss which case details, tasks, and messages your firm wants clients to see.
Keep your case system in the loop.
Choose who will build and maintain the connection before you launch.
Growth: your connection
Your firm or vendor builds and maintains the connection using Zapier, customer-configured webhooks, or the open API, with Builder guiding.
Standard and above: Kayse-managed
Kayse builds and maintains the supported case system connection, up to three case types and fifty mapped fields. Additional work is scoped and agreed in writing.
Read the integration scopePut it to work
Show clients what happens next.
See the welcome, a case update, and a document request in one walkthrough.