AvailableLast reviewed July 22, 2026
The client portal
The secure client portal gives clients a clear, scoped window into the status of their matter.
Who this is for: Clients and the staff who support them
The client portal is the client-facing side of Truidian. It gives each client a secure, scoped view of their own matter so they stay informed without needing access to your internal workspace.
- Clients see the status of their own matter.
- Access is scoped so clients only see their own information.
- The portal reflects the same record your team works from.
Related guides
Managing clients
Client records hold the people behind your matters and connect to the cases you handle for them.
Security and trust
Truidian protects firm data with scoped access, secure authentication, and a traceable record of activity.
Billing and payments
Bill clients for resolution work and collect payment through Stripe Checkout.