Back to LUMA IP Suite
48
Active Clients
156
Portal Users
92%
Client Satisfaction
1.2K
Monthly Logins

Client Portal Features

Matter Dashboard

Real-time view of all patent matters with status tracking

Document Access

Secure document sharing and download capabilities

Secure Messaging

Direct communication with your IP team

Deadline Alerts

Automated notifications for upcoming deadlines

Invoice Portal

View and pay invoices online

Analytics

Portfolio insights and reporting

Secure Access

SSO and MFA authentication

White Labeling

Custom branding for each client

Portal Usage

Feature Usage

Client Portal Preview

Preview of the client-facing portal interface

ACME Corporation - IP Portal

Welcome, John Doe
Dashboard
Matters
Documents
Messages
Invoices
42
Active Matters
5
Pending Actions
18
Granted Patents

Recent Matters

AI-Enhanced Drug Discovery Method

US 17/456,789 | Office Action Response Due Dec 15

Quantum Encryption Protocol

PCT/US2024/012345 | Under Examination

Blockchain Settlement System

US 11,234,567 | Patent Granted

Recent Messages

J. Smith (Your Attorney) 2 hours ago
I've uploaded the draft response to the Office Action. Please review at your earliest...
M. Williams Yesterday
The prior art search for your new application has been completed. Key findings...
LUMA IP System 2 days ago
Reminder: Patent US 10,123,456 maintenance fee due in 30 days.

Recent Invoices

INV-2024-0089

Dec 10, 2024 | Due Jan 9, 2025

$24,500.00
Pending
INV-2024-0085

Nov 20, 2024

$18,750.00
Paid

Client Accounts

AC

Acme Corporation

Technology | Enterprise

42
Matters
8
Users
Active
Status
TV

TechVision Inc

Software | Mid-Market

28
Matters
5
Users
Active
Status
IL

Innovate Labs

Biotech | Startup

15
Matters
3
Users
Active
Status
GE

GreenEnergy

Clean Tech | Mid-Market

22
Matters
4
Users
Active
Status
AS

AI Solutions

AI/ML | Enterprise

35
Matters
6
Users
Active
Status
FG

FinTech Global

Finance | Enterprise

18
Matters
4
Users
Active
Status

Portal Branding

Customize the client portal appearance

Primary Color

Main brand color for buttons and accents

Background Color

Portal background color

Logo Upload

Client or firm logo for portal header

Portal Settings

Configure portal features

Document Downloads

Allow clients to download documents

Secure Messaging

Enable in-portal messaging

Invoice Access

Show invoices in portal

Analytics Dashboard

Show portfolio analytics to clients

Email Templates

Welcome Email

Sent when new client account is created

Deadline Alert

Automated deadline reminder emails

Document Upload

Notification for new documents