Legal Client Portal | Shape Software - Shape Software - Automate your business!

Shape Law Firm Client Portal

Streamline intake and case management 50% faster

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Over 21,000 Users Strong

ShapeSoftware-5StarReviews

A professional first impression — accessible on any device.

Provide your clients with a unique account they can access right on your website. Customize your portal with your logo, branding, color preferences, and lifecycle milestones.

Shape’s customer portal applications are available in English, Spanish, and Chinese.

Create a unique co-branded landing page for partners that you work with. Increase client trust by integrating two businesses’ strong reputations while collecting lead information from possible new clients.

Increase your pull-thru rate with easy-to-use question & answer tiles.

Save time by letting the software gather details from your clients in a user-friendly way

Hide and show desired intake questions through Shape’s easy-to-use portal settings, and create your own custom questions unique to your business.

A progress bar is used to visually encourage customers to complete their applications.

Secure document uploads all in one place.

Create document needs list templates unique to each situation. Stop digging through emails for attachments and automatically and securely gather all required documents in one place.

Provide an easy drag-and-drop solution for your clients to securely upload documents.

Shape’s native eSignature tool is a sophisticated, mobile-optimized eSignature solution built on the Shape platform that allows you to digitize your process without the cost and maintenance of a third party.

Collapse sales timelines with status updates and reminders.

With milestones and progress visibility, your client’s satisfaction levels drive them to complete tasks and reassure them information is completed.

Automate communications by nurturing leads through the application, updating customers and partners at crucial milestones, so you can focus on what you do best – closing more business.

Instant notifications inform you, your customers, and linked partners of information or documents needed, making staying up-to-date fast, simple, and transparent.

Integrate with your favorite apps

Get access anywhere with Shape's cloud-based responsive platform.

Shape has been invaluable for the growth of my business. It's taken the stress out of organizing and tracking new leads with a reliable & automated follow-up system. Shape Software has given me the freedom to focus on my clients.
Aaron Powell
E Mortgage Capital

Save over 20 hours of time each month with the most innovative law firm intake portal.