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About
Relevant indicators showing assets, gross and net profit margins, and debt ratios available for decision-makers and managing partners. Practice leaders can track KPI of fee earners, staff utilization and performance of work divisions. Matter management solution provides full experience to manage cases from legal document management solutions to activity tracking, with financial accounting solutions developed for law offices. Case documents and precedents become knowledge management for the legal research team with Intuitive search and AI-based suggestions for legal research. Implement legal workflow automation to manage SOP for all law firm processes, from KYC, case management to billing. Security can be customized to practice department needs. Share documents and invoices with clients and external counsels with a secure legal client portal. Clients can upload the case documents and available to lawyers in the case files.
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About
Portal 360 is an all-in-one practice management platform built for Australian accounting firms. It centralises client communication, document management, tasks, billing, and reporting into a single secure system. Clients can upload documents, track job progress, view invoices, and communicate through one branded portal. All emails, messages, files, and activities are automatically organised by client, improving visibility and efficiency. Portal 360 supports complex client structures, flexible billing models, and value-based pricing. With a dedicated mobile app, strong security, and scalable workflows, Portal 360 helps accounting firms streamline operations and deliver a modern client experience.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Legal practice management platform for legal professionals
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Audience
Accounting firms in Australia
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$1
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPageLightPrime
Founded: 2017
United States
www.pagelightprime.com
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Company InformationPortal 360
Australia
portal360.app/
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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