What kind of security tools do I need in a client portal software for law firms?
Due to how sensitive information is on these portals, the more security features it provides, the better. A bare minimum is encryption and 2-factor authentication logins.
But biometric authentication and secure digital vaults (with yet another level of encryption and different passwords) could be a good security feature.
Do law firms use CRM?
CRMs are a great tool for law firms. Since they collect all your customer data, they allow you to generate client portals for each of your clients, and keep track of your communication, invoices, proposals, documents, and tasks.