The client portal

The client portal is a branded app — mobile and web — that you give your clients so they can follow their own case. Instead of fielding “any update?” calls and emailing documents back and forth, you point the client at the portal and they self-serve: they see where their case stands, hand over the documents you ask for, and message you when they have a question. It wears your firm’s brand, not a vendor’s — your logo, your colors, your name.

What the client gets

Case timeline

A milestone timeline — intake, drafting, filed, biometrics, decision — so the client always knows the next step.

Documents

The documents you’ve shared with them, plus a place to upload their own — passport scans, evidence, anything you’ve asked for.

Document & info requests

A clear checklist of what you still need. They answer each request by uploading the file or typing the information.

Messages

Secure two-way messaging with your firm — no personal email addresses, no lost threads.

The portal follows the client’s device theme and runs in any mobile browser or as a web app on the desktop, so there’s nothing for the client to install.

Turning on access, per client

The portal is off for every client until you switch it on, one client at a time. You decide who gets in.

1. On the client’s page, turn on portal access for that client.

2. Confirm the client’s email. Because this opens a real login to that client’s file, you’re asked to confirm the address the invite will go to — a double-confirm so an invite never reaches the wrong inbox.

3. Access is enabled and the branded invite is queued.

Turning access back off immediately revokes the client’s login. Every flip, on or off, is written to the client’s activity log.

The email is the login

The address you confirm becomes the client’s username. Double-check it — sending an invite to the wrong email means handing someone else a door into your client’s file. The double-confirm exists for exactly this reason.

The branded invite and first sign-in

When access turns on, the client receives a branded invite email — your firm’s logo, colors, and name. It explains what the portal is and carries a one-time link to set a password and sign in for the first time. After that, the client signs in with their password plus a second factor (an email code at sign-in, or Face ID on a supported device), which keeps an immigration file behind more than just a password.

Secure two-way messaging

Messaging gives you and your client one secure thread instead of a scattered email trail. Everything stays inside the portal, attached to the client’s file.

• On your side you can message from a floating chat widget that follows you around the workspace — best for quick one-liners — or from a full Messages view with the complete history for every portal-enabled client. Both write to the same thread.
• On the client’s side it’s a simple Messages tab: the same thread, a reply box, and a notification when you send something.

Requesting documents or information inside the thread

The thread isn’t only for talking — you can ask for things right in it:

• Request a document. Drop a request into the chat (“Please upload your I-94”). The client gets a clear ask with an upload button right there; what they upload lands in their documents and on your side of the file.
• Request information. Need a date, a number, a yes/no? Ask for it as a structured request and the client types the answer back into the thread.

Requests beat plain messages for collection

A typed “send me your I-94” is easy to skim past. A document request gives the client a button and tracks whether it’s been answered — so you can see at a glance what’s still outstanding without re-reading the thread.

A clean record

Every upload, message, document request, and information request is logged against the client’s file. If a matter is ever questioned, the full picture — what you asked for and when the client answered — is there in the record.

Messaging needs access to be on

A client can only message you once their portal access is on. If a client isn’t responding, confirm their access is enabled and their invite was accepted.