Practice Ops · Feature
Client Review Portal
Share drafts securely and collect client approval without email chaos.
In practice
What this feature is for
Send a clean, read-oriented review experience so clients can signal approval inside the product. Drafts bounce over email and WhatsApp with no clear approval trail.
The gap
What slows you down
Drafts bounce over email and WhatsApp with no clear approval trail.
How CaseClarity helps
The solution
Send a clean, read-oriented review experience so clients can signal approval inside the product.
Benefits
What you gain on a real matter
Secure shareable draft views
Clearer feedback loop
Less version confusion
Professional client experience
Workflow
How the work actually moves
Follow these steps inside CaseClarity — each one feeds the next so you never restart from a blank page.
Prepare draft
Generate or upload the working draft.
Share link
Client opens a controlled review view.
Collect signal
Approval or comments return to counsel.
Finalise
Export the approved version for filing.
Why it matters
Built for Indian litigation pressure
Client Review is not a bolt-on tool. It lives on the matter so seniors can review, juniors can execute, and nothing important is trapped in a private WhatsApp thread. Every output is meant to be edited by counsel before filing.
- Grounded in documents you upload — not invented case facts
- Firm-scoped access with encryption and isolation
- Fits plaintiff and defendant work where the product supports it
Best used when
- You need client review without leaving the matter file.
- You want juniors to work inside a standard process seniors can trust.
- You are tired of restarting drafts from empty templates.
- You want this step to feed analysis, Q&A, or drafting automatically.
FAQ
Client Review FAQ
Back to the full capability map.
Open a matter today
Put Client Review to work on your next file.
Create an account and run it on a real matter — not a demo toy.