How do I use Legal Client Portal?

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

What's included in this kit?

This app ships with 8 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.

Who created Legal Client Portal?

Team Taskade published this finance app in the Taskade Community Gallery.

Legal Client Portal: Finance App Kit by @taskade

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.

Questions

: 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.
: Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.
: This app ships with 8 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.
: Team Taskade published this finance app in the Taskade Community Gallery.

Legal Client Portal

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