Skip to content
ZServed Documentation

Client Portal

📱 Client Portal

ZServed’s client portal provides a modern, secure interface for clients to interact with their legal matters, track progress, and communicate with their legal team.

🎨 Modern Interface Design

User Experience

  • Intuitive Navigation: Clean, professional interface designed for legal clients
  • Mobile-First: Responsive design optimized for all devices
  • Accessibility: WCAG 2.1 compliant for users with disabilities
  • Custom Branding: Firm-specific logos, colors, and styling

Real-Time Updates

  • Live Status: Real-time updates on case progress and document status
  • Push Notifications: Instant alerts for important updates
  • Activity Feed: Chronological view of all case activities
  • Progress Tracking: Visual progress indicators for legal processes

🔐 Secure Document Access

Document Management

  • Secure Viewing: Encrypted document access with watermarking
  • Download Controls: Configurable download permissions
  • Version History: Access to current and historical document versions
  • Digital Signatures: Integrated e-signature capabilities

File Organization

  • Case-Based Structure: Documents organized by legal matter
  • Smart Categories: Automatic categorization of document types
  • Search Functionality: Full-text search across all accessible documents
  • Favorite Documents: Quick access to frequently needed files

💬 Communication Hub

Client-Firm Messaging

  • Secure Messaging: Encrypted communication channel
  • File Attachments: Share documents through secure messaging
  • Message History: Complete record of all communications
  • Read Receipts: Confirmation of message delivery and reading

Notification System

  • Email Notifications: Configurable email alerts for updates
  • SMS Integration: Text message notifications for urgent matters
  • In-App Notifications: Real-time alerts within the portal
  • Notification Preferences: Customizable notification settings

📋 Matter Tracking

Case Status

  • Visual Timeline: Graphical representation of case progress
  • Milestone Tracking: Key events and deadlines highlighted
  • Status Updates: Regular updates on case developments
  • Next Steps: Clear indication of upcoming actions and requirements

Document Service Tracking

  • Service Status: Real-time tracking of document service attempts
  • GPS Tracking: Location-based service confirmation
  • Photo Evidence: Visual proof of successful service delivery
  • Blockchain Verification: Immutable proof of service completion

✍️ Digital Signatures

E-Signature Integration

  • DocuSign Integration: Seamless integration with popular e-signature platforms
  • Adobe Sign Support: Native support for Adobe Sign workflows
  • Custom Signatures: Firm-branded signature experiences
  • Mobile Signing: Full e-signature capability on mobile devices

Signature Workflow

  • Document Preparation: Automatic field placement and routing
  • Signing Order: Configure complex multi-party signing sequences
  • Completion Tracking: Real-time status of signature collection
  • Certificate Storage: Secure storage of signed document certificates

📊 Client Dashboard

Overview Screen

  • Case Summary: High-level overview of all active matters
  • Recent Activity: Latest updates and actions across all cases
  • Upcoming Deadlines: Important dates and required actions
  • Quick Actions: Fast access to common tasks and documents

Analytics & Insights

  • Case Progress: Visual representation of matter advancement
  • Time Tracking: Billable hours and activity summaries
  • Cost Tracking: Expense monitoring and budget updates
  • Service Metrics: Process service success rates and timelines

📱 Mobile Application

Native Apps

  • iOS App: Full-featured iPhone and iPad application
  • Android App: Complete Android mobile experience
  • Offline Access: Download documents for offline viewing
  • Biometric Security: Fingerprint and face ID authentication

Mobile Features

  • Push Notifications: Real-time alerts on mobile devices
  • Camera Integration: Scan and upload documents using device camera
  • Voice Messages: Send voice notes to legal team
  • Location Services: GPS-based service confirmation

🔄 Integration Capabilities

Third-Party Systems

  • CRM Integration: Sync with popular customer relationship management systems
  • Accounting Software: Integration with QuickBooks, Xero, and other platforms
  • Calendar Systems: Sync appointments and deadlines with calendar apps
  • Payment Processing: Secure online payment for legal services

API Access

  • RESTful API: Programmatic access to portal features
  • Webhook Support: Real-time event notifications
  • Custom Development: Flexible API for custom integrations
  • White-Label Options: Complete portal customization for enterprise clients

🎯 User Types & Permissions

Client Roles

  • Primary Contact: Full access to case information and communications
  • Authorized Users: Limited access based on role and permissions
  • View-Only Access: Read-only access for stakeholders
  • Emergency Contacts: Limited access for urgent situations

Permission Management

  • Document Access: Granular control over document visibility
  • Communication Rights: Configure who can send and receive messages
  • Signature Authority: Control over who can sign documents
  • Information Sharing: Manage what information is visible to each user

🛡️ Security & Privacy

Data Protection

  • End-to-End Encryption: All data encrypted in transit and at rest
  • Multi-Factor Authentication: Additional security layers for access
  • Session Management: Automatic logout and session security
  • IP Restrictions: Location-based access controls

Privacy Controls

  • GDPR Compliance: Full compliance with data protection regulations
  • Data Retention: Configurable data retention policies
  • Access Logs: Complete audit trail of all portal access
  • Privacy Settings: User-controlled privacy preferences

📈 Usage Analytics

Client Engagement

  • Login Frequency: Track client portal usage patterns
  • Feature Utilization: Monitor which features are most used
  • Document Access: Track document viewing and download patterns
  • Communication Analytics: Measure client-firm interaction levels

Performance Metrics

  • Page Load Times: Monitor portal performance metrics
  • Mobile Usage: Track mobile vs. desktop usage patterns
  • Error Rates: Monitor and resolve portal issues
  • User Satisfaction: Client feedback and satisfaction scores

🚀 Advanced Features

AI-Powered Assistance

  • Smart Suggestions: AI recommendations for client actions
  • Document Insights: Automated document analysis for clients
  • Deadline Reminders: Intelligent reminder system
  • FAQ Automation: AI-powered answers to common questions

Workflow Automation

  • Automatic Updates: Triggered updates based on case events
  • Template Communications: Pre-configured client communications
  • Document Generation: Automated creation of client-facing documents
  • Task Automation: Streamlined workflows for common processes

💰 Pricing & Plans

Feature Access by Plan

  • Freemium: Basic portal access with limited features
  • Starter: Full portal access with standard features
  • Professional: Advanced features including custom branding
  • Enterprise: White-label portal with full customization

Usage Limits

  • Document Storage: Tier-based storage limits
  • User Accounts: Number of client users per portal
  • API Calls: Programmatic access limitations
  • Support Level: Included support and training options