Streamline Client Onboarding with Seamless Due Diligence

Casetrak Client Portal

Introducing the Casetrak Client Portal – your firm’s secure gateway to efficient Client Due Diligence. This powerful feature connects your internal case management system with your clients through a secure and user-friendly interface.

Key Features of the Casetrak Client Portal

End-to-End Security

Client data is encrypted during every transfer—keeping sensitive information safe and meeting strict confidentiality standards.

Easy Document Sharing

Upload and share multiple files or folders securely, making document review and approvals faster for both sides.

Confidential Billing

Send bills directly through the portal—quick, secure, and without risking exposure of case-related details.

Operational Boost

Fully integrates with your existing case management system—ensuring everything stays connected, secure, and organized.

Onboard Clients Smoothly with Our Client Portal

A smooth onboarding experience sets the tone for the entire client relationship.

Streamlined Intake Process – Clients can securely complete forms, upload documents, and e-sign agreements all in one place.
User-Friendly Interface – Simple, intuitive design ensures clients can onboard without confusion or support.
Save Time for Your Legal Team – Free up valuable hours by reducing repetitive administrative work.

How the Casetrak Client Portal Works

Branded & Secure Requests

Send KYC/AML requests through a fully branded portal—no more email threads, just a secure and professional experience.

Simple Client Input

Clients fill in required info and upload documents securely. No personal data is stored in the cloud, keeping everything compliant.

Smart, Automated Workflow

Requests move forward automatically—no manual steps, less admin, and a faster onboarding process.

Real-Time Sync

Updates to internal workflows are instantly reflected in the portal, keeping everything aligned and error-free.

Why Choose Casetrak?

Casetrak is built to simplify the way law firms operate. We know lawyers want to focus on practicing law—not managing scattered systems. With multiple clients and tools in play, keeping everything aligned can be overwhelming. Casetrak brings everything together into one intuitive, integrated platform—designed specifically for legal teams.

Purpose-Built for Legal Workflows

Casetrak was built from the ground up to solve the real operational challenges law firms face every day.

Client-Centered Design

Our platform is shaped around your needs—so you can deliver better service, faster, with less friction.

Future-Ready Innovation

We’re constantly evolving to help legal teams adapt to the Future of Work with smart, scalable technology.

Industry-Specific Expertise

Casetrak integrates seamlessly with leading legal tools like Intapp, Elite 3E, Aderant Expert, and BigHand.