1. Avatar LiveFreeOrDie2012 says:

    The MyCase “client portal” sign-in page accessed by clients is amateurish, dated, and/or cartoonish in my opinion. Great feature but the portal needs updating so it looks more professional.

  2. Avatar Thomas Brooke says:

    I totally agree but:
    1) most client portals are confusing and difficult for the client to use – We use Clio with Clio Connect – It is getting better over time but 50% of my clients still don’t get it and say why can’t you just email me or send me the document as an attachment – Also at least in Clio you can send secure messages but it is not very intuitive and they almost get lost in the interface

    2) there are too many portals – everybody wants you to use their portal and each adds a login sequence and password that you have to learn – Most folks don’t want tohave to go through all that with their Lawyer. That being said if I were designing a new Law Practice App I would start with Client Portal front and center, make it simple and intuitive, develop it with lots of client/user feedback and then build the practice management around it

  3. Avatar proof says:

    “If other person is using a keylogger, counsel your client to take other steps” – what would that consist of? Sending them to an unknown friend’s place to login and view the message? Clients will think you have a James Bond complex and/or are crazy.

    • Avatar Sam Glover says:

      Does it really matter what other people think if it keeps your client safe?

      If it were me, I would probably have my client buy a Chromebook and stop using the suspect computer. Chromebooks are available for less than $200, and they are very secure.

      Alternatively, make them use another computer or stop communicating with them by email entirely.

      If you have reason to believe someone else is using a keylogger, then you cannot keep communicating with them through the compromised device.

  4. Avatar BillyBobSpeaks says:

    What about communication with the use of attachments encrypted via standard Windows “Encrypt Document” functionality? It seems to me that the client can be provided with a “strong” password for his, her or its use at case outset, then it would not matter who else accessed or the email or received it in error. What if any potential pitfalls arise from this that would not also hold true with respect to a client portal?

    • Avatar Sam Glover says:

      Are you talking about encrypting documents in Microsoft Word? If so, you shouldn’t be sending Word documents. You can encrypt PDFs with Acrobat before sending them, though.

      Or is there another Windows feature that allows you to encrypt documents before sending them? As long as you exchange the password securely (i.e., not over email), that probably works fine. It just means you have to send all your confidential communications as attachments.

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