PortalPlex

A secure online Client Portal that connects all parties involved in a legal transaction in an easy and transparent manner.

Reduce the need for phone calls, emails and letters with PortalPlex - a seamless, secure open portal that connects all parties involved in a legal transaction, and ensures they can stay in touch in an easy and transparent manner.

What our clients say

"Expedite Law helped us to refine our conveyancing process and delivered us their Portal Plex product. The system has brought operational efficiencies and offers clients an electronic means of on boarding. For the more proactive of clients we have reduced the timescale to on board by almost 2 weeks which has reduced the average life of a case within our system. Expedite are always professional and their industry knowledge is extensive."

Lindsey Frith (Head of Conveyancing — Ramsdens Solicitors LLP)

Key Features

For secure document sharing, PortalPlex delivers a complete client-centric legal service experience.

Client-centric

Make any documents visible for your clients directly from your CMS
Allow clients to download documents you’ve shared with them
Allow clients to upload documents, which can then be viewed from your CMS

Updates

Instant updates and notifications for your clients as you progress the case in your CMS
Be notified as clients have posted messages, documents, and actioned tasks

Secure

Easy and secure client interaction
Only the people you invite can access your data
Client can self-manage their password

Cross platform

Works across Windows, Apple (iOS), and Android, as well as on tablet, mobile, and PC

Form filling

Clients can progress their transaction without leaving PortalPlex, including:
Clients can manage their own message and document inbox
Immediate updates allows clients to know which tasks they have completed and what is outstanding

Interactive

Completing online forms
Signing digital documents
Verifying their ID
Making online payments

How does it work?

From within your Case Management System you effortlessly create a new login for your client.

Your client will receive an SMS and email and can then login using their personal email address and password of their choice.

Your client now has access to any documents or messages you’ve shared with them as well as actioning tasks to move their transactions forward.

See Examples

Get in touch or request a demo

Please complete the form and a member the Expedite team will be in touch soon to discuss your requirements.

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