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MavenAI
Client Experience

Give clients answers before they ask

A secure, branded portal shows status, shares documents, collects signatures and forms, and keeps communication in one place—so your team spends less time fielding 'any updates?'

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Client Portal

What the portal includes

Status &
milestones

What's done, what's next, what's waiting on them—updated in real-time so clients always know where things stand.

Real-time updates without phone calls

Document
sharing

Share, request, tag, version, and permission documents with secure access controls and organized folders.

Secure file sharing and management

E-signature
workflows

Native signature flows and integrations with DocuSign, Adobe Sign for seamless document execution.

Streamlined signing process

Forms &
uploads

Structured intake forms, questionnaires, and evidence gathering with custom fields and validation rules.

Organized information collection

Secure messaging & scheduling

Built-in messaging keeps all communication in context. Clients can schedule appointments within your availability rules, and everything syncs with your calendar.

Customized Experience

Client experience by type

Different client types need different portal experiences. Maven adapts the interface, permissions, and available features based on client relationships and matter sensitivity.

Individual Clients

Simple, consumer-friendly interface focused on clear status updates, easy document access, and straightforward communication.

  • • Plain-language status updates
  • • Mobile-optimized interface
  • • Simplified document organization
  • • Direct messaging with team

Corporate Clients

Advanced features for enterprise clients including multi-user access, detailed reporting, and integration with corporate systems.

  • • Multi-user access controls
  • • Advanced reporting and analytics
  • • Bulk document operations
  • • API integrations available

Sensitive Matters

Enhanced security and privacy controls for high-stakes or confidential matters with restricted access and additional audit trails.

  • • Enhanced security protocols
  • • Restricted document access
  • • Additional audit logging
  • • Watermarked documents

Multi-Party Matters

Collaborative workspaces for matters involving multiple parties, with granular permissions and shared document libraries.

  • • Shared collaboration spaces
  • • Granular permission controls
  • • Cross-party document sharing
  • • Coordinated scheduling tools
Brand & Control

Your brand, your rules

Portal reflects your logo, colors, and messaging for consistent brand experience.
Role-based visibility controls ensure sensitive information stays protected.
Complete activity tracking shows client engagement and document access history.
"50–70% fewer status update calls with self-service client access."

See this solution in action

Get a personalized walkthrough of how this solution works within Maven's unified platform.