Business Intelligence is now more important than ever.

Your organization requires on-demand access to critical case information and financial metrics in real time. Client Portal delivers that real-time eDiscovery Dashboard to help manage your business. Included at no additional charge with KLDiscovery offerings, this advanced data visualization tool is accessible anywhere in the world—including on mobile—and offers a robust view of vital financial, eDiscovery data, and case information.

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.

Man using KLDiscovery Client Portal on laptop.

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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.

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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.

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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.

KLDiscovery Client Portal support chat.

Contact us to learn more about Client Portal, eDiscovery reporting, and schedule a complimentary demonstration.