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Practice AI: The Anti-Portal That Actually Works

Published on August 6, 2025

Most client portals fail because they rely on humans to update them. This one flips that on its head—automated, effortless, effective.

Transcript

We jokingly call it an anti portal. Client portals, historically, require a couple different things. They require one, that they be turned on. Two, that law firm people put information into the portal. If you don't put information in the portal, now you've pissed off the client because they're coming back to that portal all the time saying nothing changed. Now it caused more harm than good. You turned it on and that's cool, but now you're not putting anything in it. And the reason they don't put anything in it is sometimes just like natural human stuff where it's a lot of work or they're worried about what they're putting in there. Maybe they put the wrong thing in there. They don't want the wrong thing to show up, so they just avoid it entirely. So most portals fall flat for that reason. And we joke that we're the anti portal because what we've done is said, you know what? I don't need information from the law firm at all really. I could do without those case phase updates. Because what we do is automate the daily weekly. So how did your appointment go? How's your pain today? How's the case journal? Did you get your property damage fixed? It's all of these like automated prompts that they need to be putting into their case file anyways that gives them the idea that the law firm is reaching out to them, that they're participating on their case every day without the law firm ever having to pick up a phone.

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Updated on August 8, 2025