The request stays visible
Staff can see what the firm asked for, what arrived, and what still needs an owner.
ClaimVela
Preparing your workspace
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ClaimVela
Preparing your workspace
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Personal injury client portal
Give every PI prospect one controlled path for private messages, requested documents and photos, consultation coordination, and firm-approved engagement steps—then preserve the intake history when the matter becomes a case.
Built for prospective-client intake through retained-case handoff. It does not create an attorney-client relationship or replace the firm's conflicts and engagement process.
One controlled exchange
Ordinary email, public forms, and generic file links can each solve one moment. A PI intake portal should connect the request, response, reviewer, next action, and eventual handoff to the same prospective-client record.
Staff can see what the firm asked for, what arrived, and what still needs an owner.
Approved messages, files, photos, availability, and engagement steps do not need separate destinations.
The approved intake record moves forward without reconstructing activity from attachments and notes.
Portal workflow
A firm user decides what the intake stage actually needs and creates the request from the prospective-client record—not from a disconnected file-sharing tool.
Human control
Conflict review, legal judgment, scope, and authorization stay with the firm.
ClaimVela creates portal access that expires and can be revoked. The firm verifies the intended recipient before sending sensitive requests.
Human control
The access path is specific to the intake and does not open the firm workspace.
The prospective client can send private messages, upload requested files and photos, share consultation availability, and complete approved engagement steps.
Human control
Requests should be limited to information reasonably needed for the approved stage.
Authorized staff review submissions, keep actions attached to the intake record, and preserve the approved history if the matter becomes a retained case.
Human control
Uploaded material and AI-assisted output remain subject to human review.
Connected capabilities
ClaimVela keeps portal work beside the intake facts, owner, attorney-review path, and retained-case transition.
Keep approved exchanges, photos, records, and follow-up attached to the correct prospective-client record.
Use expiring access that the firm can revoke rather than a reusable public upload destination.
Collect availability and keep the consultation request visible beside the facts and work that led to it.
Move firm-approved engagement activity through a controlled workflow while preserving attorney authority over representation.
Keep the request, uploaded source, reviewer activity, and unresolved questions connected instead of relying on attachment names alone.
Carry approved intake facts, documents, communications, and activity history forward without rebuilding the record.
Buyer comparison
The right channel depends on the information, the intake stage, and the firm's procedures. This comparison describes workflow differences; it does not make email or public forms categorically inappropriate.
| Workflow question | Ordinary email | Public intake form | ClaimVela portal |
|---|---|---|---|
| Access path | Sent to an address; messages and attachments may be forwarded or downloaded | Anyone with the public form can usually start a new submission | Firm-issued access for a specific intake, with expiration and revocation |
| Document context | Files live across threads, inboxes, and local downloads | Files may arrive with an opening submission but not later follow-up | Requests, uploads, messages, and review stay attached to the intake record |
| Follow-up | Staff reconstruct what is missing from the thread | Often optimized for one submission rather than an ongoing exchange | The firm can request the next approved item and keep the response in context |
| Access ending | A delivered message or downloaded attachment cannot be recalled | Closing the form does not affect copies already submitted or sent | The firm can revoke future portal access; retention still follows firm policy |
| Operational handoff | Staff may need to re-file messages and attachments manually | Usually creates an opening submission, not a complete activity history | Approved portal activity remains with intake-to-case handoff |
Evaluate with fictional data
The interactive tour uses fictional data and creates no account, records, messages, files, AI activity, or billing changes.
Scope before purchase
ClaimVela is strongest from first inquiry through retained-matter handoff. It includes a practical retained-case workspace, but a firm should compare its broader post-engagement requirements before replacing an established case-management system.
| Stage | ClaimVela supports | Boundary to preserve |
|---|---|---|
| Initial inquiry | Structured PI facts, source context, ownership, and the next intake action | A submission does not itself establish representation or clear a conflict |
| Prospective-client follow-up | Private messages, requested files and photos, consultation requests, and missing-information follow-up | The firm decides which information is appropriate to request and who may review it |
| Engagement workflow | Firm-approved engagement steps, signatures, and a traceable representation decision | Only the firm can authorize engagement, decline, referral, or continued review |
| Retained-case handoff | Approved intake facts, documents, communication history, tasks, and activity carried into the case workspace | Firms should separately evaluate accounting, advanced calendaring, litigation, and document-management requirements |
Published security scope
ClaimVela uses organization isolation, private storage paths, authorized time-bound downloads, short-lived portal sessions, role checks, upload controls, and traceable actions. Security is a shared responsibility, and those controls do not replace a firm's recipient verification, device security, retention, supervision, or jurisdiction-specific duties.
Read ClaimVela's current security scopeImplementation checklist
Portal software can make an approved process easier to run. It cannot decide which information the firm should collect, who may access it, or what legal effect a communication has.
Professional and security context
Technology can support confidentiality and operational control; it does not determine privilege, professional duties, or the existence of an attorney-client relationship. Adapt the workflow to governing law, applicable professional rules, client needs, and the firm's own risk assessment.
Context for communications and duties involving prospective clients.
A reasonableness framework for securing protected client communications.
Professional duties implicated when legal work uses virtual technology.
Practical guidance on minimum collection, access control, transmission, and service-provider oversight.
These sources provide general context and are not legal advice. Model Rules and ABA opinions are not substitutes for the rules and authorities governing a particular firm or jurisdiction.
Frequently asked questions
ClaimVela's portal is strongest for prospective-client collaboration during intake, consultation, approved engagement steps, and retained-case handoff. ClaimVela also includes a practical retained-case workspace, but firms should compare its current accounting, calendaring, document, litigation, billing, and long-term case-communication capabilities before treating it as a replacement for an established case-management portal.
No technology can decide that question by itself. A portal submission or exchange does not replace the firm's conflicts, qualification, engagement, decline, referral, notice, and jurisdiction-specific professional-responsibility procedures. The firm controls every representation decision.
Yes. A firm can use the portal to request private files and photos after deciding that the request is appropriate for the intake stage. Authorized staff should review what arrives, request only reasonably necessary information, and follow the firm's retention and records procedures.
Yes. ClaimVela portal access expires and can be revoked. Revocation prevents future use of the portal link; it does not erase information already submitted, downloaded, exported, or retained under the firm's lawful records practices.
ClaimVela uses private storage paths, organization and role checks, time-bound authorized downloads, short-lived portal sessions, and upload controls. Customer firms remain responsible for recipient verification, minimum necessary access, endpoint security, retention, and deciding whether the service meets their legal, contractual, and insurance requirements.
ClaimVela does not currently claim SOC 2 certification, HIPAA compliance, or standard business associate agreement coverage. Firms should review the published security scope and should not use ClaimVela for protected health information that requires a business associate agreement unless the parties separately execute one.
ClaimVela covers intake through retained-case handoff and includes a practical retained-case workspace. It is not presented as a universal replacement for every firm's accounting, calendaring, document, litigation, or billing systems. Evaluate those requirements and the required integrations before changing an established case-management stack.
Evaluate before using client data
Explore the fictional product tour, review current controls and limitations, then decide whether ClaimVela fits your firm's intake and retained-case handoff requirements.