Your brand and domain
Configure company name, logo, colors, support details, portal URL, custom domain, and report presentation.
Branded client portal
Your portal. Your catalog. Your price.
Clients log into a portal that carries your firm's name and domain. They find their matters, ask questions, and order work products from a catalog you control, billed the way you choose.
Built for court reporting and litigation support firms
Your domainCompany name, logo, colors, support details, and custom domain
Your catalogChoose the workflows each client can request
Your pricingFirm-managed invoicing or client pay-by-card where configured
Capabilities depend on your plan and configuration. A demo maps them to your firm's services.
Clients experience your firm, not a third-party tool
The portal is where clients already download transcripts. Source puts case intelligence and your service menu in the same place, under your name.
A client portal that works like your firm's own product
Service catalog
Choose which workflows appear in each client's portal and who at the client can start them.
Client-facing pricing
Set what each service costs on your rate sheet, billed by your invoice or the client's card where configured.
Selective sharing
Share deliverables and bundles by organization, group, or individual, and preview the portal as the client first.
Matter chat
Clients ask questions of their matter and get answers that link back to the underlying files.
Engagement activity
See whether materials have been viewed, downloaded, or discussed.
CaseMark Source
The portal is the front of the Source production loop
Behind the portal, your team certifies records, prepares packages, exhibits, and clips, and runs the workflows clients order.
Certified production
Twelve formats from one certification, with exhibit indexes and stamps.
Matter intelligence
Overviews, suggested questions, and cited answers for clients.
880+ workflow library
Install and configure the workflows your firm wants to offer.
Private matters
Client-created matters start private and share back by choice.
Branded client portal use cases
Turn the portal clients already use into a front door for everything your firm sells.
Transcript delivery
Publish certified packages and exhibits under your firm's domain.
Summaries on request
Let clients order deposition summaries and medical chronologies directly.
Testimony clips
Offer captioned clips from your rate sheet, and enable client-created clips if you choose.
Per-client catalogs
Give each client the workflows and prices that fit their account.
New matter requests
Clients request future work with case details, dates, and deadlines.
Client uploads
Where permitted, clients add their own files and share selected ones back.
Branded client portal questions
Can we use our own domain?
Yes. Source supports company name, logo, favicon, colors, support details, portal URL, custom domain, and sender identity. Availability depends on your configured offering.
Who sets the prices clients see?
Your firm. Platform costs attach to completed outputs, and you set the client-facing price for everything you sell through the portal.
Can clients create clips?
Yes, if you enable it. Production is controlled by your firm by default.
Do all features come with every plan?
Some capabilities depend on your plan and organization settings. A demo maps them to your firm.
Put your name on the whole client experience
See your service catalog, pricing, and brand live inside a client portal.