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What is the Client Portal?

A read-only space where your clients can view their own cases, hearings, documents, and invoices.

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Written by Jason Praful

The Client Portal is a secure, read-only space where your clients can keep track of their own matters — without needing a Gaveli account or seeing anything that isn't theirs.

What clients can see

  • Their cases and current status.

  • Upcoming and past hearings.

  • Documents you've chosen to share with them.

  • Their invoices.

🖼️ Image slot — The client's "My Cases" portal view.

What clients cannot see

The portal is strictly limited to the client's own matters and only the information you choose to expose. Internal notes, your firm's other cases, and any documents you've marked as hidden are never shown.

How clients sign in

Clients sign in with a secure email link — there's no password to manage. See Inviting a client to a case to get started.

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