Is the portal GDPR-compliant?

Yes. Hosted in Germany, encrypted data, role-based permissions, full audit log and DPA under GDPR Art. 28 plus §43e BRAO. Clients have access, rectification and erasure rights under GDPR Art. 15-17 directly in the portal.

Which e-signature providers are supported?

Bundesdruckerei (sign-me), D-Trust and IDnow for qualified signatures. For simple signatures (e.g. internal agreements) the built-in click-to-sign workflow with audit trail is enough.

Can we run the portal under our domain?

Yes. clients.firm-name.de or portal.your-brand.de — TLS certificate via Let's Encrypt or your CA. Full white label, clients see 'Optimaite' nowhere.

Portal · Module

A client portal clients actually love.

Clients log in with BankID/eID, see their matter as a modern dashboard, upload documents via drag-and-drop, join secure video conferences and sign with a qualified e-signature. No more PDF attachments by email — GDPR risk gone.

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What the AI takes over

AI sorts client-uploaded documents automatically into the matter and notifies the responsible lawyer.

Status quo

Today this costs time. With Optimaite it no longer does.

Today, without Optimaite

Sensitive data via email
Client IDs, contracts, medical records — all as PDF attachments in inbox. GDPR risk high, clients uncertain, secretariat stressed.
Status questions by phone
'How is my matter going?' — five times a day. Clients have no window into the mandate status; every inquiry costs 5 minutes of secretariat time.
Signatures by mail
Powers of attorney, engagement letters, settlement offers — printed, mailed, signed by client, mailed back. Delay: 3-7 days.

Mit Optimaite Law

Client drags documents into the portal (contract, correspondence, notice). AI classifies (power of attorney, evidence, client correspondence) and recognizes parties.
Client sees matter status dashboard: next deadline, latest brief, pending actions, invoice status — no call required.
You send a power of attorney or engagement letter for e-signature. AI checks required fields (date, scope) before dispatch.
→ eIDAS Art. 25 — qualified e-signature equals handwritten signature

Built in, not bolted on

Four things that define this module.

Multi-factor login (BankID/eID)

Qualified e-signature (eIDAS)

Powers of attorney, engagement letters, settlement offers ready to sign. Signature certificates via Bundesdruckerei or D-Trust.

Matter status dashboard

Next deadline, latest brief, open tasks, invoice status — the client sees everything you choose.

Secure chat

End-to-end encrypted client messaging — no more WhatsApp/email for sensitive topics.

Video conference from the matter

Secure video meetings with clients directly in the portal — including participant permissions, document sharing, notes and follow-up tasks on the matter.

Multilingual

Portal UI in German, English, French, Italian, Turkish, Polish, Russian, Arabic — relevant for immigration and family law.

Branded per firm

Logo, colors, domain (clients.firm-name.de) — clients see your brand, not 'Optimaite'.

AI in the background

How client and firm collaborate — secure and fast

The portal isn't just document exchange — it's the interface where client and lawyer collaborate.

01KI-Schritt

Client drags documents into the portal (contract, correspondence, notice). AI classifies (power of attorney, evidence, client correspondence) and recognizes parties.

Ihre Entscheidung: You see the inbound as a notification with classification — confirm or reorder in one click.

02KI-Schritt

Client sees matter status dashboard: next deadline, latest brief, pending actions, invoice status — no call required.

Ihre Entscheidung: You control what the client sees — configurable per matter tab (e.g. closing argument draft stays internal).

03KI-Schritt

You send a power of attorney or engagement letter for e-signature. AI checks required fields (date, scope) before dispatch.

→ eIDAS Art. 25 — qualified e-signature equals handwritten signature

Ihre Entscheidung: Client signs with BankID, eID or qualified signature — eIDAS-compliant with full evidentiary force.

04KI-Schritt

On inbound client message: AI drafts a reply from case content and templates. You polish and send.

Ihre Entscheidung: You can keep replies short ('We're reviewing — response by end of week') or detailed; the AI knows the matter status.

05KI-Schritt

Video conference is scheduled directly from the matter. Optimaite prepares agenda, documents, participants and permissions from case context.

Ihre Entscheidung: You start the meeting in the secure data room; notes, tasks and follow-up deadlines stay attached to the matter afterwards.

06KI-Schritt

Invoice is posted in the portal; client pays via Stripe, SEPA direct debit or bank transfer. Receipt is auto-credited to the matter account.

Ihre Entscheidung: You see payment status per client and per matter — reminders are sent automatically per your dunning logic.

Berufsträger-Kontrolle. Secure login, encrypted data, role-based access and complete audit logs; GDPR-compliant with DPA.

In comparison

Optimaite client portal vs. PDF-by-email / add-on portals

Aspekt	Optimaite Law	RA-MICRO Webakte / e-Mandant
Login security	BankID/eID/MFA native	Username + password
eIDAS qualified e-signature	Built-in	Add-on / absent
Auto-classification of uploads	AI-based	Manual
Status dashboard for clients	Configurable per tab	Plain document list
Matter-linked video conferencing	Directly in the portal	External tool / email link
Branding	Full white label	Logo swap

Working together

Related modules

FAQ

Questions about Client Portal

Alles Wichtige zu Betrieb, Sicherheit und Einstieg — kurz beantwortet.

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Optimaite Law

A portal clients love.

We set up a white-label portal in your colors and walk through three typical workflows: power-of-attorney signing, document exchange, invoice payment.