Client view and case report: show the case in a meeting without showing what is not meant to be seen

You sit the client in front of your screen to explain how their matter is going and, as soon as you open the file, internal notes, hours, strategy and data from other matters appear. Or you avoid it by printing a summary you have to put together by hand.

The client does not ask to see everything. They ask to understand where things stand and what comes next.

How Lexiel solves it, step by step

Lexiel separates what the lawyer sees from what is shown to the client, in three pieces.

1. In the case, press Client view. A clean screen opens, marked confidential, with the case title, status, opening date, client and opposing party.
2. It shows the case documents, the deadline timeline and a case summary written in plain language. You can go full screen or switch to dark mode.
3. With Client report you generate a printable version of the case status.
4. From the case you can also send the client an update email with a link to the portal and a QR code.

What it does not do

• It is not the client portal: the client view is shown in a meeting, from your session.
• The case summary is generated by AI; read it before showing it.

Frequently asked questions

Does the client see the internal notes?

The client view shows documents, deadline timeline and summary; it is not the full case file.

Can it be printed?

Yes, the client report is printable.

Keep reading

• The full market analysis: legal software comparison for Spain 2026.
• client portal and secure communication

Try Lexiel free for 14 days →

Described with Lexiel version 2026.11.04 and the demo account, with fictional data.