Self-Service Online Client Portal
How MyLegalSpace can make you more efficient and delight your clients
Keep your clients informed and up to date
Send your client case progress updates with the click of a button, which they can access from their mobile phone or tablet.
Collaborate with third parties
Give clients, financial advisers and the other side the ability to upload and sign documents in your CMS.
Send documents instantly and securely
Send documents instantly, see when they have been opened and get them signed digitally
Save time on phone calls
Your client will have all the information they need on their phone, so less need for update calls.
Your brand on show
Your logo and colours can all be used to ensure your client associates the great service they receive with your firm.
Get your clients to complete forms and update their information online, with your data in DPS Spitfire being updated.
How MyLegalSpace has helped our clients
How our legal client portal works
You control everything. Who sees what. Who does what. That is all down to you and nobody will be able to access anything that you don’t want them to.
So first off, you set up the MyLegalSpace account for the client/financial adviser/other third party and they will receive login details to their email.
In Spitfire you can then select a document, you can sign it digitally within Spitfire, then choose to share it via MyLegalSpace or SafeChat. SafeChat is the mobile app version of MyLegalSpace, which sits on the client’s phone or tablet and removes the need for them to log in each time they access the case and allows them to chat with a solicitor as they would on WhatsApp or other instant messaging apps.
Whether accessing the document through MLS or SafeChat, the client will be able to open the document on their mobile phone/tablet, sign it digitally, using our integration with Adobe Sign® or Docusign® and you both then instantly receive a copy of the signed form.
When you complete a task in Spitfire, the same process occurs. You have the option to share this update via MyLegalSpace. You can also send case updates as a text message using our integration with Text Anywhere. This removes the uncertainty for your client about the progress of the case, meaning that you’ll receive fewer phone calls asking for progress updates.
You can then get more work done, with happier clients. Win-Win!
- Easily collaborate online with clients and third parties
- Keep clients happy with regular online updates that save you time
- Save money on paper and postage by sharing documents digitally
- Apply your own branding
Find out how our client portal works with our other products or arrange a demonstration by completing the form below
Arrange Your Demonstration
Complete the form below and one of our team will get in touch with you to arrange a demonstration.