Client Portal provides real time visibility into matter activity, service performance, and spend through dashboards, reporting, and proactive alerts enterprise.
Client Portal is included at no additional charge on KLDiscovery projects and provides on-demand access to critical case information and financial data. Dynamic dashboards present both matter-level detail and portfolio-wide insights, supporting stronger oversight across active and historical engagements.
Legal and legal operations teams often manage dozens of matters across regions, service lines, and timelines. Stakeholders expect immediate updates on cost, status, and risk, yet reporting frequently relies on spreadsheets, email summaries, and inconsistent formats.
Without a centralized view, financial exposure and workload shifts can surface late. Client Portal consolidates operational and financial data into a structured, role controlled environment that supports faster, more confident oversight.
Move seamlessly between portfolio-wide summaries and matter-specific detail. Support both day-to-day project management and executive-level reporting from a single platform.
Track invoiced totals, work in progress estimates, outstanding balances, invoice status, and payment history. Strengthen budget discipline and improve forecasting with current, structured financial data.
Monitor processing volumes, cull results, promotion data, production counts, and hosting measures. Maintain insight into throughput and activity changes over time.
Adapt dashboards to reflect how your organization manages portfolios. Group and present data in formats that align with internal governance and stakeholder expectations.
.webp?width=942&height=550&name=Customizable%20Reporting%20(2).webp)
Establish alert conditions based on spend, activity, or defined thresholds. Maintain awareness of meaningful change without increasing manual oversight.
.webp?width=942&height=550&name=Configurable%20Alerting%20(2).webp)
Organize and access case documentation, including search reports, review protocols, agreements, and collection logs. Improve continuity across teams and matters.
Client Portal supports disciplined portfolio management by combining operational metrics, financial data, and configurable reporting in one secure environment. Teams gain a consistent framework for monitoring performance across matters without building parallel reporting processes.
Provided at no additional charge, Client Portal enables broader stakeholder access without introducing separate licensing or procurement steps.
Transition easily between individual case views and consolidated portfolio summaries, supporting both tactical management and strategic reporting.
Alerts tied to budget and activity thresholds promote earlier intervention and stronger financial oversight.
Configure user access based on responsibility and export structured data for integration into executive dashboards and business intelligence tools.
Included at no additional charge on KLDiscovery projects Real-time operational and financial dashboards Metrics spanning processing, promotion, production, hosting, professional services, and finance Configurable permissions aligned to governance requirements Personalized alerts supporting proactive oversight
.svg){kind=small}
