Custom Web Application · SaaSA complete legal practice-management platform — CRM, billing, document automation, AI, and a client portal — designed, engineered, and operated end-to-end by PortTech.
Law firms run their practice across disconnected tools: spreadsheets for clients, inboxes for documents, separate billing software, and no single source of truth. Clienty needed a secure, multi-tenant platform deep enough to replace all of them — built from zero.
PortTech designed and engineered the entire product: the UX and interface system, a React dashboard, a NestJS API on PostgreSQL and Redis, and the AWS infrastructure it runs on. The platform unifies client and matter management, lead intake, billing, document automation, e-signature, calendaring, AI assistance, and a client portal — shipped continuously behind feature flags.
Every module below was designed, engineered, and shipped by PortTech as part of the Clienty platform.
A complete CRM for legal work — clients, matters by practice area, custom fields, notes, tasks, and full history in one workspace.
A drag-and-drop journey board with public intake forms, answering-service integration, and one-click conversion of leads into clients and matters.
Stripe-powered invoicing with payment plans, automated reminders, financial snapshots, and online payment through the client portal.
Template-driven document generation with placeholder mapping, Word and PDF output, e-signature workflows, and branded email delivery.
A context-aware assistant grounded in each matter — drafting documents, searching case law, and screening case viability against verified legal references.
A secure portal where clients track their case, view and pay invoices, upload documents, and message the firm.
Outlook calendar sync plus a built-in deadlines calendar that derives court dates, task due dates, and speedy-trial deadlines automatically.
Two-way SMS, email, and encrypted team chat — with opt-out compliance and delivery tracking built in.
Real screens from inside the product. Click any image to enlarge.
The architecture and practices that keep the platform fast, secure, and easy to evolve.
Every query, cache key, and file path is organization-scoped, isolating each firm's data across the entire stack.
ECS Fargate services, RDS PostgreSQL, ElastiCache Redis, S3, CloudFront, and WAF — deployed with zero downtime.
Cognito authentication with enforced MFA, AES-256 encryption, TLS-validated database connections, and automated secret rotation.
Layered Redis caching with precise invalidation, aggregated dashboard endpoints, and a strictly budgeted, code-split frontend bundle.
15,000+ automated tests run on every change through CI/CD pipelines with protected branches and automated code review.
Feature flags via AWS AppConfig enable gradual rollouts, instant kill-switches, and safe experimentation in production.
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