Legal Services
Build a law firm client portal with matter files
Kliv is an AI app builder. Describe your portal — matters, client walls, document exchange, approvals, invoices, and scoped answers — and it builds the app.
Just enter your idea into the text box and AI will build it for you
What is Kliv?
Kliv isn’t a file-sharing portal you configure — it’s an AI that builds software for you.
You describe the app you need in your own words, and Kliv builds it: the database, the matter records, the file handling, the access rules, the screens, and the assistant behavior. What you get is a real web app that’s yours, on your own domain, and you can change it later by asking. It isn’t a template.
On this page, that app is a law firm client portal with matter files. Kliv builds all kinds of web apps; this one gives each client a controlled window into its own matters.
Why a portal beats the email thread
Email spreads the matter file across threads, inboxes, attachments, and memory. Generic portals help with file sharing, but they may not know what a matter is, what a recorded approval means, or why client A must never see client B.
Kliv builds the portal around the wall. Every document, deadline, draft, approval, and invoice belongs to a matter; every matter belongs to a client; and a client sign-in shows exactly that client’s matters.
What the portal knows
Six objects carry the client work, each with its rule.
Matters
Matter number, parties, responsible partner, status, and deadlines live together. A client dashboard shows its own matters and next steps.
Clients and walls
Each client is an organization with its own users. The GC and deputy can see the same matters, and neither sees the client next door.
The matter file
Documents move both directions inside the matter. Versions are kept, and every file carries the matter’s access rule.
Approval states
A draft moves from draft to client review to approved, and each transition records who clicked and when.
The matter assistant
The assistant answers from the signed-in client’s matter files and no others. It reports the record; lawyers give the advice.
Engagements and invoices
Engagement letters, fee terms, and invoices live where the matter lives, so billing questions have the same home as documents.
An example: Priya’s commercial law firm
Here’s how one firm might use a client portal built with Kliv. It’s only an example — you would describe your own matters, client walls, file rules, approvals, invoices, and assistant limits.
The client wall starts first
A new client organization is created, and the matter opens inside it. From the first hour, every file and deadline inherits the client wall.
The engagement letter is approved
The engagement letter enters client review. The GC approves from her phone, and the decision records her name, version, and timestamp.
Documents move inside the matter
Two hundred exhibits arrive through the portal, versioned and searchable. The client’s users and firm team can see them; no other client can.
The assistant answers a status question
The client asks what is outstanding. The assistant answers from that matter file: two exhibits unsigned, one filing dated last Tuesday.
The closed matter stays available
The matter closes, the client keeps read access to its history, and the next engagement starts inside the same organization wall.
Describe the portal you want to build
Kliv builds from your description, so the more detail you give, the closer the first version. Say how matters are organized, who can see what, what clients upload, how approvals work, and what the assistant may answer. Here are three to build on:
Litigation client portal
Matter lists, exhibits, approvals, and deadlines.
“Build a client portal for our litigation firm. Each client organization should see only its matters. Include document exchange with version history, draft approvals recorded per person with timestamp, deadline visibility per matter, and an assistant that answers status questions from that client’s matter file.”
Immigration case portal
Case stages and document checklists.
“Build a portal where each immigration client sees their case stage, uploads requested documents against a checklist, receives an automatic email when the stage changes, and cannot see any other client’s matter or files.”
Transactional deal room
Walled workspaces per transaction.
“Build a deal portal where each client company has a walled workspace per transaction, counterparties exchange documents through us, signatures are tracked to recorded approvals, and each approved version records who approved it and when.”
How it comes together
The wall is row-level security. Every matter row carries its client organization, and the platform checks the rule where the data lives on every read. Guessing a URL does not expose another matter.
The assistant is scoped like the portal. It reads the signed-in client’s matter files through the same row rules as the page. Semantic search can find the indemnification carve-out discussed before, but only inside the allowed matter.
Approvals are evidence. Each state change writes who, which version, and when. Scenario tests can prove the walls before launch by signing in as one client and trying to read another’s matter.
A firm is a services business with high stakes, and a portal is one face of it. How agencies and firms build on Kliv covers the wider client-work pattern.
Common questions
What exactly is Kliv?
Kliv is an AI that builds custom web apps from a description. For a law firm portal, it can build matters, client walls, file exchange, approvals, invoices, scoped assistant answers, and tests.
Do I get a real app, or a template?
A real app. Kliv builds the data rules and screens around your firm’s matter workflow.
Can I change it after it’s built?
Yes. You can add matter fields, change approval states, add document checklists, or adjust client views later.
Can one client ever see another client’s matter?
No. Matters carry their client organization at the row, and cross-client reads are refused regardless of URL or ID.
Does the assistant give legal advice?
No. It reports the matter file: what has been filed, what is pending, and what a document says. The advice remains the firm’s work.
How do clients sign in?
You can choose email and password, Sign in with Google, passkeys, or two-factor codes. Client users belong to their organization.
Can approvals be recorded?
Yes. Approvals can record user, version, decision, and timestamp.
Can clients upload documents?
Yes. Uploads land inside the matter file with version history and access rules.
Can invoices live in the portal?
Yes. Engagement letters, fee terms, and invoices can live with the matter.
What happens to the file if we ever leave?
Your documents and data remain yours, and the app’s source can sync to your own Git repository.
Can I use my own domain?
Yes. The portal can run on your own domain.
Can the walls be tested before launch?
Yes. Scenario tests can sign in as one client and prove another client’s matter is not readable.
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Give each client the right window
Describe your matters, documents, approvals, invoices, assistant limits, and client walls. Kliv builds the portal around those rules.