The client portal
Stop chasing statements by email
Ask for a document and it appears on their home page with a date beside it. They photograph it on a phone and it lands on the matter, read, marked as having come from them. The conversation stays on the file.
- One thing per request
- A list of five specific requests gets answered. One request listing five things gets answered once and argued about later, so the product will only let you ask for one thing at a time.
- Nothing internal is ever there
- A client sees their own matter and nothing else: not your notes, not your strategy, not another client. That is enforced in the database, not by remembering to tick a box.
- You can end it
- Close the file and the portal closes with it. They keep every copy they were given and stop being able to sign in. Nothing is deleted, because a client who later asks what they signed is entitled to be told.
Asking
What you need, with a date on it
A document, an answer, something to do, something to read, or something to sign. Each one appears on their home page until it is answered, and you are told the moment it is.
- They reply how they actually can
- Words, or a photograph straight from a phone camera. A picture of a bank statement is a bank statement, and the product reads it like any other file.
- It arrives as a proposal, not a fact
- Anything a client sends lands on the matter unaccepted. Nothing enters the chronology or a schedule until somebody at the firm accepts it, exactly as with any document from outside.
- Marked with where it came from
- Every file carries “sent by” and the person’s name. Six months on, nobody is guessing whether a statement came from the client or the other side.
- Overdue is visible on both sides
- They see a date. You see what has not come back. Neither of you has to search an inbox to find out.
Signing
They sign in, read it, and sign it
A link in an inbox proves somebody received an email. An account proves who was at the keyboard, and that is what a signature is worth arguing about later.
- They sign in first
- With the address the document was sent to. Signing in as somebody else is refused, with the reason.
- Each confirmation ticked separately
- Your own declarations, in your own words, each one a separate box, stored with the signature exactly as it appeared on their screen.
- Personally, or for a company
- Where you allow it, they name the company and their position in it, and both appear on the signed copy. A document signed by “the director” with no company named is one nobody can enforce.
- The signed copy is made at once
- A PDF with every signature, each signer’s capacity, the time and address each signed at. It is produced the moment the last person signs, and both sides can open it.
Talking
Messages on the file, not in an inbox
Two-way, on the matter, visible to whoever is working on it and to nobody else. When a client writes, the people on the file are told.
- It is not email
- Nothing is forwarded, nothing is in anybody’s personal mailbox, and nothing is lost when a fee earner leaves.
- Part of the record
- The conversation belongs to the matter. It goes where the matter goes, and it stays readable after the portal is closed.
The limits
What it does not do
It is not a way for us to reach your clients
The client’s relationship is with your firm. Numo sends them what you have caused to be sent and nothing else: no marketing, no product email, no contact of any kind on our own account.
It does not give them your file
They see what you share and what they send. Your notes, your strategy, your correspondence with counsel and every other matter in the firm are not visible there and cannot be made visible there.
Ending it is not deleting
A closed portal stops somebody signing in. It removes nothing, because a client who asks a year later what they signed is entitled to be told, and a firm that destroyed the record cannot answer.
See it on your own matters
Half an hour, your own file, and an honest answer about whether this fits how your firm already works.