Client Portal gives you meaningful business insights at a glance.
Streamlining workflows and providing oversight into all your projects to maximize efficiency.
Real Time Access to What Matters Most to Your Business
Dynamic and interactive data visualizations and dashboards combined with customized reporting give you complete and transparent business intelligence across your portfolio. Providing both an in-depth look at particular matters or an aggregate view of your entire portfolio and Electronically Stored Information (ESI), the eDiscovery Client Portal offers dozens of data points—revealing the information you need to make profitable business decisions.
Financial Data
Access real-time financial metrics, including:
- Invoicing totals by period
- Accrued, but unbilled, work-in-progress
- Aging detail
- Payment status and history
- Aggregate invoicing totals over time with visual alerts of budget attainment
- Budget consumption
Group these data points by service type, entity, and time period—giving you unprecedented flexibility to retrieve vital business intelligence. Additionally, configure permissions to ensure users have access only to the information appropriate for them. For Power BI users, the data in Client Portal can be downloaded for custom presentations, reports, and more.
Case Information & eDiscovery Reporting
Dashboards of bibliographic information are displayed for each matter, including:
- Case caption
- Client and law firm details
- KLDiscovery contacts
- Start date
- Matter status
- Applicable regional restrictions
Access all matters in one intuitive interface with convenient, point-and-click reporting and analysis for your eDiscovery dashboard needs.
File Library
Organize and share case documentation into customized folders for instant availability and improved file management, including:
- Product specifications
- Search reports
- Review protocols
- Agreements
- Collection logs
Plus, view active and historical projects in a consolidated and advanced eDiscovery dashboard.
Customizable layouts, fields, and dashboards give you a personalized view into your business.
24/7/365 User Support
Client Portal is backed by KLDiscovery’s white glove service, including robust product documentation and interactive help within the interface.
