August Partners with AmLaw 150 Firm for the practice and business of law →
AmLaw 150 Firm Partners with August →
CLIENT PORTAL
CLIENT PORTAL
A shared workspace for every client relationship
A shared workspace for every client relationship
Your firm and your client work in the same Playbooks, Tabular Reviews, and documents, with workflows deployed per matter and branded to your firm, so work moves forward without handoffs.
Your firm and your client work in the same Playbooks, Tabular Reviews, and documents, with workflows deployed per matter and branded to your firm, so work moves forward without handoffs.

Run your firm like the future of law
Run your firm like the future of law
Shared project spaces for every matter

Your brand, your workspace
Set up a branded workspace for any client or matter. Your firm name, your colors, your domain. When a client logs in, it looks like your platform because it is. Folders, Tabular Reviews, Playbooks, and chat all live in one place.

Your brand, your workspace
Set up a branded workspace for any client or matter. Your firm name, your colors, your domain. When a client logs in, it looks like your platform because it is. Folders, Tabular Reviews, Playbooks, and chat all live in one place.

Configure each workspace to the engagement
Turn Tabular Review on for a diligence matter. Enable Playbooks for an NDA-heavy relationship. Keep web research for internal use only. Each workspace maps to how you actually work together on that engagement, and nothing else.

Configure each workspace to the engagement
Turn Tabular Review on for a diligence matter. Enable Playbooks for an NDA-heavy relationship. Keep web research for internal use only. Each workspace maps to how you actually work together on that engagement, and nothing else.

Your Playbooks, deployed to your client's Word
Build a Playbook from your precedents. Deploy it into a client workspace. Now when your client opens an NDA in Word, your firm's Playbook is already there. Starting positions, fallbacks, red lines. The client runs the workflow. Your associate reviews the output instead of doing the first pass. Turnaround goes from days to hours.

Your Playbooks, deployed to your client's Word
Build a Playbook from your precedents. Deploy it into a client workspace. Now when your client opens an NDA in Word, your firm's Playbook is already there. Starting positions, fallbacks, red lines. The client runs the workflow. Your associate reviews the output instead of doing the first pass. Turnaround goes from days to hours.

First-pass diligence, ready when the partner opens the matter
A client uploads 40 agreements into the workspace. Your Tabular Review workflow builds a structured grid with risk flags, confidence scores, and citations. The partner opens the matter and the first pass is already organized. The firm reviews, refines, and delivers. You take on more diligence work with the same team because the client is running the first step.

First-pass diligence, ready when the partner opens the matter
A client uploads 40 agreements into the workspace. Your Tabular Review workflow builds a structured grid with risk flags, confidence scores, and citations. The partner opens the matter and the first pass is already organized. The firm reviews, refines, and delivers. You take on more diligence work with the same team because the client is running the first step.
"Technology is leveling the playing field between mid-sized firms and big law. Our agility allows us to implement and iterate new technologies faster, capturing market share in standardized, process-driven practice areas."
Hicksons Lawyers is a leading Australian firm in the areas of business and government advisory, medical negligence, and real estate
What it looks like in practice
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Let's Talk Further
Request a demo or email us—we’ll spin up a live workflow for you, free of charge, in under a week.
Let's Talk Further
Request a demo or email us—we’ll spin up a live workflow for you, free of charge, in under a week.



























