Show the current matter, draft, document group, review order, or professional contact first.
Client portal and saved work
One place for customers to understand what they saved.
A paying customer should know the matter name, saved draft count, upload status, finished item list, review lane, and next action without searching across many tools.
Dashboard completion focus
Every dashboard should make the next useful action obvious.
Highlight missing information, payment/refund issue, support issue, profile claim, or review-gate blocker.
Keep customer, staff, paralegal, attorney, referral, and owner steps separate so status stays accurate.
Portal snapshot
Save a client-facing matter snapshot.
This preview stores a local/server-side record scaffold. Production should connect it to real authentication, database persistence, encrypted uploads, and role permissions.