Stop emailing privileged files — give clients a real portal

Email turns one privileged document into many uncontrolled copies. A client portal gives the firm one governed location with deliberate access, version history, and a useful audit trail.

SharePoint can provide that experience without introducing another disconnected platform. Create a repeatable site pattern, assign an accountable owner, and use guest access policies that expire or require review.

Pilot with one matter and one client. Test upload, download, notifications, and access removal from both sides before making the portal your standard way of working.