Building a real client portal and back office for a small law firm
I run a small estate planning and probate practice in Alabama and have been building on FuseBase for months. Here's what it has unlocked so far:
- Our matter databases now live in FuseBase. We synced them from our old system with every record matched and checked, so FuseBase is becoming our single source of truth.
- A branded client portal on our own domain. Each client gets a private folder with a status page, file upload and chat. We're finishing privacy testing with test accounts before inviting real clients.
- An API and MCP access good enough that our own AI assistants can read and update records, which is how we did the sync.
- Web Studio for client-facing pages that look designed, not like a stock template.
Rough edges: permissions take careful planning. Some client-separation settings are only in the web app, not the API, so a law firm has to test privacy thoroughly before going live. The pace of updates is fast, which is good, but it means docs sometimes trail the product.
Bottom line: it's on track to replace a $300-a-month portal we pay for now, and I'm stacking more codes for the hosted automation and AI tools.