For your industry
Client portal for small law firms
Handle client intake, collect case documents, and keep every matter organised — one branded space for your firm and its clients.
Handle client intake, collect case documents, and keep every matter organised — one branded space for your firm and its clients.
What you onboard
Client intake, case briefs, identification and the documents and details you need before you can act.
Typical requests
Document requests, contract reviews, signature requests and the recurring asks that keep a matter moving.
You’ve opened the matter, you’re ready to act, and the whole thing is waiting on the client to return a signed form and a piece of ID they keep meaning to send. You’ve followed up twice. The clock on the matter is running, the client thinks you have everything, and the gap between “I asked for it” and “I received it” is sitting squarely on your firm’s reputation for being on top of things.
Legal work depends on complete, accurate client information gathered at the start and throughout a matter. When intake and document collection happen over email, the file is always slightly incomplete, communication scatters across threads, and keeping one matter cleanly separate from another takes constant effort.
StellaJourney gives your firm and each client a shared, branded portal where intake, documents and communication for each matter stay in one place.
Clients get a clear list of what’s needed, with a prompt on each item and a portal branded as your firm. We call each matter a journey; to the client it’s simply where their case with you lives.
It’s not practice-management or billing software — it’s the client-facing layer those tools don’t cover, priced flat with no per-seat fees. Intake comes in complete, matters stay organised, and nothing falls through the cracks.
Build standalone forms once, then reuse them as structured task work items everywhere they're needed.
Three task types, simple todo, file upload and structured form, so work is collected in the right shape.
Clients are invited in and land in the right portal, whether they're a brand-new user or an existing one.
Staff and clients message back and forth inside the journey, with formatting, mentions and notifications built in.
Every user picks which notifications they get in-app and by email, tailored to their role.
Your brand name, support email, sender identity and logos across the portal, emails and notifications.
Clients fill in intake forms and upload documents in their own portal, so case details and paperwork arrive complete and filed against the right matter — instead of as partial email replies you have to chase for the rest.
Yes. Build intake once for each type of matter, so you collect the same complete set of details and documents every time, and nothing required is missed at the start of a case.
No. StellaJourney isn't a practice management or billing system. It's the client-facing side — intake, document collection and the back-and-forth — so client communication stops living in your inbox.
Messages and documents stay with the matter they belong to, so the conversation and paperwork for one case never get mixed up with another, and the history stays in one place.
Collect files from clients without the chase
Request documents and files with clear prompts and automatic reminders — instead of chasing the same attachment for two weeks.
Client onboarding software for service businesses
Give every new client the same clear, structured start — instead of a different scramble every time.
Client request management for service businesses
Catch every client request in one place — instead of email, Slack and texts you have to stitch together yourself.
Client approval workflow software
Request and track client sign-offs right on the work — instead of hunting for a yes across a dozen email replies.
Client portal for accountants
Collect financials and tax documents, onboard new clients, and stop chasing paperwork — one branded portal for your firm.
Client portal for architects
Collect site briefs, keep design revisions tidy, and get clear sign-offs — one branded space for your practice and its clients.
Client portal for coaches
Onboard clients, set and track session work, and keep progress in one place — one branded space for your coaching practice.
Set up your first journey, invite a client, and see how it feels.