Few things interrupt a lawyer's day like the 'just checking in' call. You were drafting, or preparing for a hearing, and now you're explaining that yes, the case is still moving. Multiply that by every client, every week, and it adds up to hours. The good news is that most of these calls can be prevented
“keep the client reasonably informed about the status of the matter”
— ABA Model Rules of Professional Conduct, Rule 1.4(a)(3) (Communications)
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Why clients call
Silence feels like bad news. A case can be moving along perfectly, but if a client hasn't heard anything in two weeks, they start to worry. The call isn't a complaint. It's a request for reassurance.
Four ways to get ahead of the call
- Set expectations at intake. Tell new clients how and when you'll update them, and what a quiet week usually means.
- Update on a rhythm. A short, regular update, even to say 'nothing new this week,' prevents most worried calls.
- Give clients somewhere to look. A client portal lets them check progress, upcoming hearings and shared documents whenever they like, without calling or emailing.
- Keep everything in one place. If clients sign documents in one tool, pay invoices in another and message you somewhere else, they'll just call. One portal for all of it removes the friction.
What a good client portal includes
- Case progress and key dates
- Upcoming hearings and appointments
- Documents you've chosen to share, plus their signed agreements
- E-signature for agreements
- Invoices with online payment
- Secure messaging with their attorney
- Your firm's name and logo, not the software vendor's
Keep control of what clients see
A portal should show clients what helps them and nothing else. Internal notes, time logs and trust accounting details should stay private, and clients should only see documents you've chosen to share. Ask any vendor how those limits work before you commit.
How Jurvexis does it
Every client gets their own portal under your firm's branding. They can follow case progress, see upcoming hearings, review shared documents, sign agreements, pay invoices, and message you securely. You invite them by email, and your internal work stays internal.
It's answers before they have to ask, and a quieter phone for you.
Want to see the client portal for yourself? Start your free trial or request a demo.
