Process Modernization & Automation

Client Portals & Dashboards

Client portals, attorney and operations dashboards, and role-based web apps that put your systems of record to work.

Deliverables

Portal design and build on Power Pages, or React on Azure Static Web Apps and Azure Functions
Customer identity with Microsoft Entra External ID
Integrations with systems such as NetDocuments, Intapp DealCloud, Contract Express, Salesforce, Dynamics 365, and SQL
SharePoint Framework web parts and Teams tabs for role dashboards
Caching, API layer, and observability (Azure Managed Redis, API Management, Application Insights)

Portals and dashboards fail when they become another copy of the data. We build them as thin, well-secured views over the systems you already run: intake and matter tracking against the document management system, deal views against the CRM, calendars against Exchange.

Recent work includes a client portal for a national law firm with intake, matter tracking, and document management over NetDocuments, Intapp DealCloud, and Contract Express, and attorney dashboards that surface Intapp DealCloud data and firm calendars inside SharePoint Online.

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A 45-minute discovery call tells us whether we’re the right fit. A written proposal usually follows within a week.

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