Secure Client Portal
A client portal built around estate planning intake and documents.
Statular gives estate planning clients a secure place to complete questionnaires, upload documents, review information, and access final estate planning materials without sending sensitive details through email.
Estate planning intake asks clients to share family details, assets, fiduciary choices, beneficiary information, and sensitive documents. The portal should match the seriousness of that data.
Guided questionnaires
Clients answer estate planning questions through a structured portal that syncs into the attorney drafting workflow.
Secure document exchange
Request and collect deeds, financial statements, existing estate plans, and signed documents without relying on scattered email attachments.
Client document access
Give clients a durable place to access final documents and key estate planning materials after the drafting matter closes.
Workflow
How it works in a matter
01
Invite the client
Send the client a branded portal invitation connected to the matter and questionnaire package.
02
Collect intake and uploads
Clients complete guided questions, upload requested documents, and save progress if they need to come back later.
03
Review and draft
Attorney-facing interviews receive the client data so the firm can review, adjust, and generate documents.
Common client portal uses
- Estate planning questionnaires
- Trust administration questionnaires
- Probate intake questionnaires
- Secure direct messages between clients and the firm
- Document requests and uploads
- Final document storage and access
Security posture
- Authenticated client access
- Encrypted cloud storage
- Controlled document sharing
- Firm-managed matter access
Support