01
10-step matter timeline
A visual milestone journey that shows the client exactly where their matter is, what's happened, and what's coming next. Plain language labels.
02
Document access & download
Clients see only the documents explicitly marked as client-accessible. Download with a 15-minute signed token.
03
Invoice view & payment
Clients can view all invoices, see outstanding balances, and track payment status. M-Pesa payment block on invoices (roadmap).
04
Passwordless magic-link auth
Clients log in via a single email link - no password ever created or remembered. Secure, frictionless, and KDPA-compliant.
05
Onboarding wizard
Guided 4-step client onboarding: personal details, ID document upload, and digital engagement letter e-signature.
06
Satisfaction surveys
Auto-triggered at matter close. 5-dimension rating (communication, responsiveness, outcome, clarity, overall) with open feedback.