Your clients shouldn't have to email you to ask what's happening.
Advocloud gives clients a clear view of their matter — status, next steps, and the documents you still need — in an assisted pilot configured with each firm.
Your clients are logging into someone else's software with your work inside it.
Most legal software puts the vendor's brand in front of your client — the login page, the emails, the URL. You did the work; another company gets the relationship.
And the day-to-day cost is the interruptions: the calls and emails asking "any update?" and "what do you still need from me?" — questions a client could answer themselves if they had somewhere to look.
The assisted pilot focuses on the practical questions clients ask most: where the matter stands, what happens next, and which documents are still needed.
The same client questions appear across many matters.
Matter status, next steps and a living document checklist can be configured for different areas of practice. The pilot scope is agreed firm by firm.
Applications that live or die on documents
Clients see exactly which documents are in, which are outstanding, and what each one is for — instead of a dozen back-and-forth emails.
Sensitive matters, calmer clients
A clear, private view of where things stand reduces the anxious out-of-hours calls — without lowering the level of care clients feel.
Many moving parts, one source of truth
Milestones, signed documents and what's needed next — kept in one clear client view.
Configured with your firm, one step at a time.
Shape the client view
Agree the matter status, next steps and document checklist your participating clients should see.
Assess the delivery path
We review your website, domain and existing systems with you. Delivery and any custom-domain work are scoped per firm.
Approve the pilot setup
Your firm reviews the configured workflow before inviting participating clients.
A custom domain may be considered where it fits the firm's setup. It is not assumed or offered as a one-size-fits-all deployment.
An assisted setup — not a plug-in promise.
During the pilot, we map the client view with your firm and assess the tools already in use. Any integration — including Clio — is scoped and confirmed per firm. We verify the agreed pilot configuration before participating clients are invited.
Access and data handling are agreed before client use.
The assisted pilot does not make a blanket security or integration promise. We document the configured scope with each participating firm.
Client access review
The proposed access model and invitation flow are reviewed with the firm for its pilot configuration.
Data-handling scope
Data sources, responsibilities and handling requirements are assessed with the firm before pilot use.
Focused client view
The current pilot scope is matter status, next steps and document checklists. Broader features are not implied.
In the cases I’ve seen first hand, clients wanted two things: to know what was happening with their matter, and to know what they needed to provide. That was it. What I saw instead was anxiety — people holding letters full of legalese they couldn’t parse, waiting, and not wanting to ring the firm again to ask.
Advocloud is the portal I wanted those firms to have. Your brand, your client relationship, and a place where someone can see where their matter is up to and what’s needed from them, in plain English.
Chris Mitre Founder, Clever Iterations Who operates Advocloud and how the public site handles information
Put your firm's name back in front of your clients.
Advocloud is assessing a small assisted pilot. Tell us about your firm and Chris will get back to you personally.