SettleWise Branded Client Upload Portal
SettleWise gives your firm a branded client upload portal that defines exactly what documents are needed, tracks client progress in real time, and feeds uploads directly into the auto-sorting and gap-detection workflow.
What the Client Portal Does
The SettleWise client portal is not a file-storage tool. When a client uploads a document, SettleWise immediately begins processing it — sorting, naming, and checking it against the required statement periods. The portal is the entry point to the automated discovery workflow.
Branded Experience
- The portal carries your firm's branding, not SettleWise's
- Clients receive a direct link unique to their matter
- Familiar, professional experience that reflects your firm
Document Requirements and Task Lists
Before sending the portal link, your paralegal defines the document checklist for the case:
- Category-level requirements (for example: 12 months of bank statements, 24 months of liabilities, 3 years of tax returns)
- Clients see a task list showing exactly what is needed and what has been received
- Progress tracking is visible to both the client and the firm in real time
Firm-Side Visibility
- The firm sees upload status at a glance — no need to email or call clients to ask what has been submitted
- Gap detection flags missing statement periods down to the month as uploads arrive
- Paralegals can identify and follow up on specific missing items before the next client call, rather than after opening every file
How It Replaces the Current Intake Process
Most firms currently ask clients to upload to ShareFile or email documents directly. After upload:
- A paralegal opens every file to identify it
- Renames it manually
- Checks a spreadsheet to see what is still missing
- Sends a follow-up email listing missing items
- Repeats this cycle two to three times over two to three weeks
With the SettleWise portal, uploads are auto-sorted and gap-checked as they arrive. The follow-up is targeted — specific months, specific accounts — not a general "we're still missing some documents" chase.
Security
- SOC 2 Type II
- Per-client and per-firm data isolation
- Full audit trail: who uploaded, when, and every modification
- Supports bar-compliance and confidentiality obligations
FAQ
- Can we customize the document checklist for each case?
- Yes. Before sending the portal link, your paralegal sets the document requirements by category for that specific case — for example, 12 months of bank statements or 3 years of tax returns. Clients see exactly what is needed.
- What happens after a client uploads a document?
- Documents are immediately auto-sorted into 35+ types with consistent naming, and gap detection checks them against the required statement periods. Your paralegal sees what was uploaded and what is still missing without opening a single file.