Clients & communication
A client portal your clients actually trust
Clients follow their case milestones, receive shared documents, and message your team — while internal notes, valuations, and negotiation strategy stay structurally out of reach.
Sanitized case view
Milestones, current stage, upcoming appointments, and shared documents — nothing internal is ever exposed to the portal.
Secure messaging
A two-way thread per case, with email and in-app notifications in both directions.
Shared documents
Share a document to the portal in one click — and unshare just as easily. Nothing is shared by default.
Document requests
Ask a client for a document; they upload it straight into the case file from the portal, and your team is notified.
Review opt-in
Turn on a review ask per client so satisfied clients are prompted at the right moment.
Refer-a-friend
A built-in referral form turns happy clients into your best source of new matters.
Join the waitlist
Get early access to DocketGate.
Join the waitlist and we’ll reach out as spots open — with onboarding and migration built around your firm.