The client portal lets a client see the progress of their case and the documents you choose to share, without phone calls or forwarded messages. You decide what they see.
Get your licence verified
An advocate can invite clients only after their Bar Council licence has been verified. Add your licence number under your profile and an Okil operator will verify it.
Invite the client
Open the client and choose to invite them to the portal. The client needs an email address or a mobile number on their record.
The client signs in
With an email address, the client receives a sign-in link. With a mobile number, they sign in with a code sent by SMS. Their own sign-in is separate from any firm account.
Share only what you choose
Documents are private to the firm by default. Mark a document as visible to the client when you want them to see it. Steps in a case can also carry a client-facing description and items such as images, PDFs and links.
Receive documents
Clients can upload documents to you from the portal. Those arrive marked as coming from the client.
If the portal shows nothing
The portal closes for clients of a firm whose plan has lapsed to the locked state. Renewing the plan reopens it. If a client says they cannot sign in, check that the invitation went to the address they are using.
Other guides
See it with your own cases.
Every workspace starts with 14 days of everything, and no card.