Admin / Client Portal Studio

Client Portal Studio

Customize branding, welcome copy, and which sections clients see. Default accent is Family Law orange (#F59331); it drives --portal-accent on live portal routes and this preview. CleverCase product purple stays attorney-shell only.

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BrandingFirm nameLogo URL (optional)Accent color (portal CTAs / progress)

Sets --portal-accent for clients. Reset to #F59331 for the Family Law default.

Welcome messageHeadingBody

Practice-area packs

Notification templates

milestone changenew documentnew messageinvoice senttask assigned

Live preview — same tokens as /portal/home

StageOpen

YYour Legal Team

Welcome to your client portal

Track your matter, view documents, and message your legal team.

Signed in as Jordan Sample

Matter: Sample v. Sample — Dissolution

Your matter progress

Service complete50%

Case opened
Petition filed
•Service complete
Temporary orders
Final decree

Estimated next milestone by Sep 8, 2026

Documents

Petition for Dissolution (FL Divorce 201).pdfShared
Confidential Information Form.pdfShared

Messages

Securely message your legal team. New replies will appear here.

Intake forms

Family law intake

Invoices & payments

Trust balance: $3,200.00

Invoice 1001Sent · due 9/1/2026$2,500.00

Payment history

8/18/2026$1,500.00

Payment plans

Invoice 1001Every month$500.00

Trust activity

8/18/2026deposit · Retainer deposit$5,000.00