The secure client portal for law firms
Every client knows where their case stands.
Case Waypoint gives your clients a clear, secure view of their case: the stage it’s in, the documents you still need, and a direct line to your team. Fewer status calls. Fewer chased documents. Nothing slipping through.
- Set up in minutes
- No passwords for clients
- Works on any phone
“Where’s my case?” Answered before they have to ask.
Documents sent straight from a client’s phone.
Stalled cases flagged before they go cold.
What your clients see
A case they can follow, on the phone they already use.
Clients sign in with a one-time code sent to their email. No app to install, no password to forget.
Where their case stands
Every stage from intake to resolution, and exactly what’s still needed before the case moves on.
What you still need from them
A simple checklist of documents. They photograph a document and it’s scanned, filed and waiting for your review.
A direct line to your team
Messages with a reply time you set, so clients are never left wondering whether anyone saw their question.
What your team gets
Every case in view. Nothing left waiting.
Stalled cases surface on their own
When a case goes quiet past your threshold, the client gets a check-in and the attorney gets an alert.
No message left unanswered
Client messages are tracked against your reply promise, and your team is alerted when one runs past it.
Every requirement in one place
Each stage has its own checklist and required documents, so nothing is missed case by case.
Request and remind in one click
Ask for a document or send a reminder without picking up the phone.
You decide what clients see
Show or hide sections firm-wide or for a single case, and keep internal notes firm-only.
A clear path for every case
Stages your clients can follow.
Each case moves through defined stages, and each stage lists what has to happen before it moves on, so clients understand the wait and your team always knows the next step. Ready-made case types cover lemon law, personal injury, family law, immigration, estate planning and general matters, each with its own stages, checklists and starting documents. Here is the path for a lemon law case:
- Intake
- Repair History
- Eligibility Review
- Demand Letter Sent
- Manufacturer Response
- Negotiation / Settlement Offer
- Mediation
- Settlement
- Payout
- Trial
- Judgement
- Payout
How it works
Up and running in minutes.
- 1
Add the client
Enter their name, vehicle and case number. They get a welcome email with how to sign in.
- 2
They sign in with a code
A 6-digit code by email, on any phone or computer. Nothing to install, no password to reset.
- 3
Work the case as usual
As your team moves stages, reviews documents and replies, the client sees it right away.
Security
Built for confidential client information.
Every firm walled off
The database itself keeps each firm’s cases, clients and files separate. Not just the screens.
Two-step sign-in for staff
Every attorney and staff account needs an authenticator app on top of the emailed code.
Every file scanned
Uploads are checked for viruses and malware before anyone can open them. File links expire in a minute.
Encrypted throughout
Encrypted in transit and at rest, with encrypted off-site backups every week.
Clients see only their case
And only the sections your firm chooses to show them.
Tested on every change
Automated break-in tests try to reach other clients’ data before every update goes live.
No ads, no tracking, and client information is never sold. Read our Privacy Policy.
See Case Waypoint with your firm’s cases in mind.
We’ll walk you through the client and staff views and set up your firm’s portal.
Request a demo