Settl

    Settl features

    Client portal and client updates for Indian law firms

    Most client calls ask the same thing: what happened and when is the next date. Settl gives each client a private view of their own case and lets you send updates that are recorded against the matter.

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    What the client portal does

    A private view for each client

    Clients sign in to see the status of their own case, its hearing dates and the documents you have chosen to share. They do not see the rest of the firm's file.

    Selective document sharing

    Decide document by document what a client can see. Internal notes, tasks and billing stay inside the firm workspace.

    Updates by email, SMS or WhatsApp

    Send case-linked updates, with attachments where needed, through the channels that are configured for your firm and for which the client's consent is recorded.

    Messages on the record

    Messages exchanged with the client are kept with the matter, so the firm has a record of what was communicated and when.

    Client intake

    Capture a new client's details and the facts of the matter through a guided intake, so the file starts complete.

    Free client seats

    Client logins do not count as billable seats.

    How it works

    1. Add the client to the matter

      Invite the client by email from the case.

    2. Choose what to share

      Mark the documents the client may see.

    3. Send updates after each hearing

      Send a short update with the next date, and it is logged on the matter.

    4. Let the client check for themselves

      The client signs in to see status, dates and shared documents.

    Plans and limits

    Client intake and the portal are included from the Starter plan. Delivery by SMS or WhatsApp depends on those channels being configured and on the client's recorded consent.

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    Client portal: common questions

    What can a client see in the portal?

    Only their own case status, hearing dates and the documents you choose to share. Internal notes, tasks, billing and other clients' matters are not visible to them.

    Do clients need a paid seat?

    No. Client seats are free. Only firm roles such as owner, admin, lawyer and paralegal count as billable seats.

    Is client consent recorded for WhatsApp updates?

    Yes. Updates by WhatsApp are sent where delivery is configured and the client's consent has been recorded on the matter.

    Related

    Court diaryThe hearing dates clients see come from here.Settl for small and medium firmsHow firms use the workspace.Court diaryCourt diary software for Indian advocates and law firms: hearings, limitation dates and deadlines across every matter in one firm-wide calendar.Legal billing with GSTLegal billing software for Indian law firms: record time against matters, raise GST-compliant invoices with place of supply and TDS, and track payments.Legal draftingLegal drafting software for Indian advocates: generate notices, applications and pleadings from matter data on your firm letterhead, with AI assistance.Negotiation and settlementNegotiation and settlement software for Indian lawyers: a shared workspace for pre-litigation disputes with structured offers, AI prompts and settlement terms.

    Try Settl with your own matters

    Start free with up to two cases and no credit card. Set up your firm's profile and letterhead, open a matter and see how the workspace fits your practice.

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    Not legal advice. Settl is an assisted case management and negotiation tool. It is not a law firm and does not provide legal advice. AI-generated content must be reviewed by a qualified advocate before use.