Legal Client Portal
Legal Client Portal for Small Law Firms. Give each client their own matter stage, documents, invoices and messages, and a public roadmap with a fee estimate. Free to clone.
Legal Client Portal is a Taskade app kit built from one prompt: 8 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 8 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Docket. Its automations include New consultation request alert, Closing letter draft and Monday overdue and chase digest.
by @taskade
What you can do with Legal Client Portal
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Legal Client Portal works
- New consultation request alert: when a consultation request is added, then Email the new request.
- Closing letter draft: when a matter is set to Closing, then Docket drafts the closing letter and Comment the draft on the matter.
- Monday overdue and chase digest: when Every Monday at 8 AM, then Find overdue invoices and List the overdue invoices.
Built with Taskade Genesis
- Category: Portals
- AI agents: Docket
- Automations: New consultation request alert, Closing letter draft, Monday overdue and chase digest
- Workspace: 8 projects, 1 AI agent, 3 automations