Solutions
Client document intake for legal matters
Portezza is the client document portal for small law firms that need complete intake packets without back-and-forth.
- Collect engagement letters, IDs, discovery documents, and prior filings in one place.
- Reduce follow-ups by showing clients exactly what is still needed.
- Keep a clean, centralized record for each matter.
Matter intake breaks when files are scattered.
Portezza keeps client documents tied to each matter so teams can see what is missing and move cases forward.
- One checklist per matter
- Clear client status on missing documents
- Centralized record for each case file
Documents law firms collect every week
Keep intake packets organized for each matter.
- Engagement letters and signed agreements
- Photo IDs and verification
- Discovery documents
- Prior filings
- Supporting exhibits
Highlights
Why small firms use Portezza
Complete intake packets without back-and-forth
Clear client checklist and progress
A single record for each case file
Workflow
A clean intake path for each matter
Create a matter checklist
Send one portal link
Track what is missing
What small firms get
- Complete intake packets faster
- Fewer client follow-ups
- Centralized case records
Most CPAs choose Pro. Firms with staff choose Enterprise. View pricing
Common questions
Can we use this across multiple case types?
Yes. Create separate checklists for each practice area.
Is this a client portal replacement?
It is focused on intake and document collection, not full case management.
Ready to see Portezza on your workflow?
We will map your intake process and show the portal flow in under 15 minutes.