Professional Services template
Client matter portal
Status, documents, deadlines and communication, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Lease dispute matter portal). Explore it and ask its agent anything.
What's inside
A secure matter portal: status, documents, deadlines and communication with the firm. WZRD AI fills these tabs from your material.
Status
Your matter and Key datesDocuments
Documents and ReadContact
Your team, What happens next and Request a callIts AI agent: Matter assistant
Tell clients the status, dates and where documents are, from the portal. Never give legal advice; offer a call with their lawyer.
Who it's for
- Made by Accounting Firm, Architect, Advisory Firm and Law Firm
- For project stakeholders, prospective client, active client and client executives
- In Architecture, Advisory, Legal and Accounting
When to use it
- Before engagement: a Accounting Firm sends it to the project stakeholders
- At intake: a Architect sends it to the prospective client
- During active work: a Advisory Firm sends it to the active client
- Before key decision: a Law Firm sends it to the client executives
- At closeout: a Accounting Firm sends it to the project stakeholders
What WZRD needs
- Client documents + notes
- Project files + deliverables
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a client matter portal for Architecture before engagement, using my client documents + notes.
Questions
What is a client matter portal in WZRD?
Status, documents, deadlines and communication, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Dataroom.
What do I need to make one?
Usually client documents + notes and project files + deliverables. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Accounting Firm, Architect, Advisory Firm and Law Firm, for project stakeholders, prospective client, active client and client executives.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a client matter portal for Architecture before engagement, using my client documents + notes." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.