PortalstackProfile Image

Portalstack

Last Updated: November 30th, 2023

Overview
Press
Reviews

Portalstack Overview

Description

Portalstack is your secure client portal software for modern law firms. Create proposals and engagement letters in minutes. Securely collect or share information and documents. Collaborate with clients in one unified client portal.

Product Snapshot

Parent Company
Portalstack
Year Founded
2022

Features

Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)

Client Portals
Messaging
Mobile App
Group Messaging
Client Reviews
Document Sharing
Task Assignments
Client Intake
Payment processing
E-check Payments
Recurring payments
Integrates with third-party platforms
Credit Card Payments
Digital Signatures
Multiple Signers
Audit Trail
Project Management and Collaboration
Task Management
automatic reminders
In-app messaging
SME and Business Unit Collaboration
Legal Service Request
Automated Task Templates
Gantt Charts
Automated Notifications
Internal Client Collaboration
Client to Law Firm Collaboration
Messaging
Teams
Search and records
Pipeline management
Automated workflows
Client portal
templates
integrations
document management
external sharing of documents
checklist templates
Workflow Templates
Remote Collaboration
Show more

Learning Resources

Screenshots

Portalstack dashboard
Portalstack dashboard
Portalstack engagement letter builder
Portalstack engagement letter builder
Portalstack form builder for client intakes and onboarding
Portalstack form builder for client intakes and onboarding

Product Snapshot

Parent Company
Portalstack
Year Founded
2022

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