Client portal
A live status page for every serve, no login required
Share a secure tracking link and your law firm clients see live status, the GPS-verified attempt timeline, and any documents you choose to share. The status-update emails stop overnight.
7-day free trial. No credit card required.
Secure sharing without accounts
Every job can generate an unguessable tracking link. The firm sees the current status, each attempt with its GPS-verified timestamp, and documents you explicitly mark visible: affidavits, filed proofs, photos.
Links are read-only and per-job. Nothing else in your operation is exposed, and you can email the link to the client directly from the job.
- No-login, per-job secure links
- Live status and attempt timeline
- GPS stamps on every attempt
- Selective document sharing
- One-click email to the hiring firm
Automatic updates when it matters
Turn on auto-notify per client and ServeRouter emails the firm a branded update the moment a job is served, attempted, or marked non-served. Your clients feel informed; your inbox stays quiet. Combined with payment links, the firm can go from update to payment in one sitting.
FAQ
Frequently asked questions
Do my clients need to create an account?
No. The portal is a secure, unguessable link per job. Firms click and see status; there is nothing to sign up for.
Can I control which documents clients see?
Yes. Documents are private by default; you mark each one visible on the portal explicitly.
Can clients see my other jobs?
No. Each link exposes exactly one job, read-only.
Is the portal included in Solo?
Solo includes a view-only client portal. Agency unlocks the full portal with document sharing and auto-notify.
Give clients answers before they ask
Start your free 7-day trial today. No credit card required, cancel anytime.
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