Client Portal

The number one bar complaint against lawyers is their failure to communicate with clients. ProEdge’s unique features solve this problem while simultaneously increasing attorneys’ productivity. ProEdge comes with an easy-to-use client portal. This portal was designed to 1) Keep the client up to date 2) provide an easy way for clients and attorneys to share information and 3) reduce calls from clients for routine information.

	Client Updates When confidential and non-confidential information is posted to the client’s file, ProEdge automatically emails the information to the client.
	Billing Updates Each time an attorney bills the client, ProEdge automatically emails an update (which can be edited) to the client keeping the client constantly informed of the status of his or her case. This feature may be disabled if so desired.
	Third Party Updates Third Party Updates. Many clients have trusted professionals or relatives they want to keep informed about the status of their case. Non-confidential, status updates can be posted to the client’s file which ProEdge automatically emails to the client and third parties.
	Posting Documents When documents are uploaded through the Program, the portal creates an electronic client file which is shared with the client. Each time the attorney posts a document to the file, ProEdge emails a link to the client enabling the client to see and retrieve the documents at any time. The client may also upload documents to the file making them available to the attorney.
	Client Inquiries The Client may easily respond to an update or generate a new inquiry by clicking a response button. ProEdge directly emails the staff or attorney handling the client’s case.
	Reduced Call Volume Attorneys using ProEdge have reported a dramatic drop in the number of calls from clients about existing cases leaving the attorneys with more time to focus on other matters.