For Lawyers

Client Portal for Lawyers

Keep clients informed without billable-hour updates

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Live Example

See How It Looks for Lawyers

This is what your clients see when they check their project status. Clean, simple, professional.

status.keeppostd.com/davis-family
DF
Davis Family
Estate Planning
On Track

Estate Planning

Currently in Document Drafting phase • Expected: Mar 30, 2026

55%
Complete

Project Timeline

Trust Draft In Progress

Feb 18

Revocable living trust being drafted per our strategy meeting. Will include provisions discussed for children's inheritance.

Strategy Finalized

Feb 5

Estate plan structure agreed: Revocable trust, pour-over will, healthcare directives, financial POA.

strategy-summary.pdf

Asset Review Complete

Jan 22

Reviewed all assets and beneficiary designations. Found 401(k) needs beneficiary update.

asset-summary.pdf

Milestones

Initial ConsultationJan 8
Asset ReviewJan 22
Strategy MeetingFeb 5
Document DraftingFeb 28
Review & RevisionsMar 15
Signing & FilingMar 30

Project Details

Started
January 8, 2026
Deadline
March 30, 2026
Project Type
Estate Planning
Questions?

Contact your project manager directly.

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Sound Familiar?

Legal clients are anxious about their cases. They want updates constantly but can't afford to pay for every status call. A portal provides visibility without running up bills.

Clients calling for updates constantly

Legal matters are stressful. Clients want reassurance you're working on their case.

Update calls feeling like a billing trap

Clients hesitate to call because they know they'll be billed. They stew in anxiety instead.

Explaining legal process repeatedly

Clients don't understand timelines. A portal shows the phases and where they are.

Multiple parties needing information

Spouses, business partners, corporate officers—share one portal, not multiple emails.

How KeepPostd Helps Lawyers

One link per client. All updates in one place.

Reduce anxiety without calls

Clients check status anytime. Visibility calms them between hearings and filings.

Document case progress

Every filing, hearing, and milestone is recorded. Nothing falls through the cracks.

Set realistic expectations

Legal takes time. A visible timeline shows the process isn't stalled—it's just thorough.

Improve client satisfaction

Informed clients are happier clients. They refer others when they feel cared for.

Perfect For

Trusted by solo practitioners and small firms for client communication

Litigation case management
Real estate transactions
Corporate matters
Immigration cases
Estate planning
Contract negotiations

How It Works for Lawyers

1

Create a matter portal

Set up a portal for each legal matter. Estate planning, litigation, corporate work—each gets its own page.

2

Track case milestones

Add phases clients can understand: Consultation, Document Gathering, Drafting, Review, Filing. Legal work becomes visible.

3

Reduce anxiety without billing

Clients check status without calling. They stay informed without paying for phone time. Everyone wins.

4

Update when things happen

Filed a motion? Post it. Received a response? Note it. Clients see movement and know you're working their case.

Ready to Transform Your Client Communication?

Join thousands of lawyers who've eliminated "where are we at?" emails.

Set up in under 2 minutes
No login required for clients
Free plan available
Works for any project type
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Frequently Asked Questions