Features | NE-Portal

True White-Labelling

Unlike competitors who show their branding alongside yours, NE-Portal is completely invisible. Your clients see your logo, your colours, your domain—at every single touchpoint.

◈ Custom domain support (portal.yourfirm.com)
◈ Your logo on all screens and emails
◈ Custom colour schemes matching your brand
◈ Branded email notifications from your domain
◈ White-label mobile app (Enterprise)

Email from: noreply@otherportal.com

❌ Confusing

Email from: portal@yourfirm.com

✓ Trusted

Document Management

Request, collect, and organise documents effortlessly. Clients can upload from any device, and you'll have a complete audit trail of every document received.

◈ Drag-and-drop uploads on desktop
◈ Camera capture on mobile devices
◈ Automatic document categorisation
◈ Version history and audit trails
◈ Automated reminders for missing documents
◈ Secure, encrypted storage

📄

Drag files here or tap to upload

PDF, JPG, PNG up to 25MB

📄 Passport_Scan.pdf ✓

📄 Utility_Bill.jpg ✓

📄 Bank_Statement.pdf Awaiting

Secure Messaging

Keep all client communication in one place with a familiar, WhatsApp-style interface. No more hunting through email threads or losing important messages.

◈ Real-time messaging interface
◈ File attachments within conversations
◈ Read receipts and delivery confirmation
◈ Message templates for common responses
◈ Full conversation history
◈ Push notifications for new messages

Hi, I've uploaded the signed contract. Is there anything else you need from me?

10:32 AM

Perfect, thank you! We've received it. Just need the bank statement now and we're all set.

10:45 AM ✓✓

Great, I'll upload that this afternoon 👍

10:46 AM

Milestone Tracking

Give clients visibility into their matter's progress with visual timelines. Reduce "what's happening?" calls by keeping everyone informed automatically.

◈ Visual progress timeline
◈ Customisable milestones per matter type
◈ Automatic notifications on milestone changes
◈ Estimated completion dates
◈ Sub-task tracking within milestones

Offer Accepted

15 Nov 2024

Searches Ordered

20 Nov 2024

Contract Review

In Progress

Exchange

Pending

Completion

Est. 20 Dec 2024

E-Signatures

Built-in electronic signatures eliminate printing, signing, and scanning. Clients can sign documents in seconds, right from their phone.

◈ Touch/mouse signature capture
◈ Multiple signatory support
◈ Legally compliant (eIDAS, ESIGN)
◈ Signature audit certificates
◈ Automatic signed document delivery

Contract of Sale

John Doe • Signed 10:32 AM

AND MORE

Additional Capabilities

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Magic Link Access

No passwords to remember. Secure links via email or SMS.

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Smart Notifications

Automated reminders reduce chase-up burden.

📊

Analytics Dashboard

Track portal adoption and client engagement.

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Enterprise Security

Bank-level encryption, GDPR compliant.

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API Access

Integrate with your existing case management.

👥

Team Management

Assign matters and manage permissions.

Powerful Capabilities