Client portal
A portal your clients will actually use.
Buying or selling a home is stressful, and silence makes it worse. OpLegal gives each client their own portal, in your firm's branding, showing what's done, what's next and what you need from them.
What your clients can do
- Read and accept their fee estimate online.
- Answer your onboarding questions and upload their ID, proof of address and source of funds documents.
- Verify their identity online with ComplyCube, with a selfie and their ID document.
- Sign the client care letter, property forms and other documents on screen.
- See where things are, what's next and anything you need from them.
- Read the updates you post, and their completion statement when it's ready.
- See how much money on account you need, your client account details and the reference to use: in the portal, never by email.
Fewer “any update?” calls
When a client can see that the searches are back and the contract has gone to the buyer's solicitor, they don't need to ring to ask. Your team posts an update from the matter in a few seconds, and OpLegal can draft it for you from the matter's checklist. The client sees it straight away, on their phone or computer.
In your firm's name, not ours
The portal shows your logo and colours, at your web address. The emails and letters your clients receive carry your branding too. OpLegal stays in the background.
Safe by design
- Each client sees only their own matter.
- Bank details are shown only in the portal, never sent by email, and every completion statement carries a reminder to confirm bank details by phone.
- Your solicitor approves what goes to clients before it goes.
Common questions
Do clients need to download an app?
No. The portal works in any web browser, on a phone, tablet or computer.
Can joint clients each sign in?
Yes. Each client has their own sign-in, and where a document needs every client's signature, each one signs.
Is it branded for our firm?
Yes: your logo, colours and web address.
Can clients see each other's matters?
No. Each client sees only the matters they're a client on.
See it on a matter like yours.
From £299 per firm per month + VAT, the introductory price for pilot firms.