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About Us

PrivyCounsel started with you.

As attorneys, we know the importance of a good legal case management and portal. True organization and user-friendly technology have always been vital to running an efficient practice. But we also know how difficult it is to find the right software that makes things simple and effective.

That’s why we worked hard to create something better than anything else on our market. But don’t take our word alone. Our testimonials glow about the unique advantage our portal has. No matter what industry someone is in, we all know how much better it is if your management software is made by people who understand your needs.

We created and designed PrivyCounsel for people like us. For you.

  • Improve client interaction and communication. Build a better relationship and trust with your clients
  • Improve your compliance with State Bar Professional standards
  • To integrate, organize, enhance, and energize overall law office efficiency
  • Real-time Key Performance Indicators (KPIs) to grow your practice

When you choose PrivyCounsel, you get the confidence knowing that your practice has the best resources that care for your clients.

Why PrivyCounsel

Times are changing. New technological innovations are changing the face of the working world across all professions. Changing times mean changing expectations from customers and clients. Today’s clients want access to their information 24/7, regardless of where they are. They want to be involved in managing their affairs. They expect that and they get it from their banks through online banking. They expect that and they get it from their doctors through applications likeMyChart. Many large companies allow their employees to self-manage their retirement accounts and benefits through companies like Hewitt, as well.

Secure access is guaranteed on all these sites, so clients can peruse their confidential information, even on their smart phones with confidence.

Where do we go to locate and update the status of pending legal matters?
We make a phone call, wait for a letter in the mail, or schedule an office visit. These are not the best options for busy people on the go.

The fact is many attorneys simply use email because its so convenient. Email is great for keeping in touch with people, but it’s not a secure way to transact meaningful business. Would you trust your banking to email? No? Then you probably shouldn’t trust legal matters to it either. Legally, personal email and its privacy belong to the service providers. Business email and its privacy belong to employers. Email is vulnerable to attacks and can be used to transmit viruses and worms. Conducting legal business via email is like performing surgery in an operating room that is not sterile. It’s also possible that email might not ever reach the client. Email addresses are unforgiving and easily misspelled. They can quickly become obsolete when someone changes jobs or internet service providers and unlike snail mail, there is no simple way to forward to a new address. Email messages could end up in a spam folder and the sender might never know it.

Fortunately, there is another option: PrivyCounsel.

PrivyCounsel is a secure web portal to allow live access to privileged information to both attorney and client. Its secure web architecture is perfect for folks on the go, allowing both the attorney and client secure live access to the most recent documents, continuously updated, on any pending matter from any location with web access. There is no hardware or software to buy and install. PrivyCounsel is a secure online service.

Clients will appreciate the convenience of real-time access and the inherent transparency will help engender trust.

The software, which has been developed with the active input of numerous attorneys, is so easy to set up; you can invite clients to log in five minutes after launching the program. A customized version, which is fully integrated with the look and feel of your existing website is also available.

Estate attorneys, litigators, divorce attorneys, patent attorneys, any kind of attorneys--get with the program. Your clients will thank you.

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Features / Pricing

Starting at

$25/month Start Your Free Trial
  • Secure case portal for your clients and staff
  • Unified client communication and case management
  • Integration with contract attorneys and affiliates
  • Customized portal Branded for your Firm
  • Time & Expense tracking and budgeting
  • Easy integration with accounting software
  • Real-time Key Performance Indicator (KPIs)
  • Protection of your work product
  • Unlimited document storage
  • Unlimited client accounts
  • Real-Time Notifications
  • Automatic daily backups
  • No software to install
  • Secure Sockets Layer (SSL)
  • Data encryption
  • Document encryption
  • Intrusion Detection device (IDS)
  • Alert Logic Threat Management™
  • No setup fees and Pay as you go
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Start Your Free Trial