A direct channel for clients
Clients can send secure messages to the law firm from the portal, alongside their questionnaires, tasks, documents, and uploads.
Client Portal Messaging
Secure client messaging built into the estate planning portal.
Statular gives estate planning firms a direct messaging channel inside the client portal, so clients can ask questions, send attachments, and keep matter communication connected to the intake workflow.
Product Surface
Client Portal Messaging
Estate planning communication often happens in scattered email threads: questionnaire follow-up, document requests, signing logistics, asset questions, and final delivery details. Statular brings that communication into the same portal clients already use for intake and documents.
Inboxfor attorney-side client conversations
Unreadcounts for new client messages
Filessupported in message threads
Matter context stays together
Attorney teams can review client conversations from a dedicated inbox instead of hunting through separate email threads.
Attachments included
Messages can include supporting files, making it easier to collect deeds, statements, IDs, signed documents, and follow-up materials.
Workflow
How it works in a matter
01
Client opens the portal
The client signs in to the firm's portal and uses Messages from the same workspace where they complete questionnaires and access documents.
02
The firm responds from the inbox
The attorney side includes a client inbox with conversation history, unread counts, client search, and a focused thread for each portal client.
03
Files and follow-up stay organized
Messages and attachments remain tied to the client conversation, helping the firm keep follow-up questions and supporting materials in one place.
What firms can do
- Start a conversation with a portal client
- Review client message history in a dedicated inbox
- See unread client messages
- Send message replies from the attorney app
- Attach files to client conversations
- Search portal clients before starting a new thread
How clients use it
- Message the law firm from the client portal
- Send attachments with a message
- Download files shared in the thread
- Review conversation history
- Ask follow-up questions without leaving the portal
Questions
Common attorney questions
Can clients message the law firm through Statular?
Yes. Clients can use the Messages area in the client portal to send secure messages to the firm.
Can messages include attachments?
Yes. Client portal messages support file attachments, so clients and firms can exchange supporting documents inside the conversation.
Where do attorneys see client messages?
Attorneys can use the client inbox in Statular to review conversations, see unread messages, search portal clients, and reply from the attorney workflow.