Murjis
CLIENT PORTAL

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Access is limited to clients with a signed engagement letter and the people they authorize.

MANDATE

ACTIVE SEATS

Seats & Capacity ›
COUNSEL DAYS THIS MONTH

Schedule Days ›
OPEN REQUESTS

Submitted and not yet closed

Task Requests ›
YOUR FRACTIONAL TEAM
UPCOMING
RECENT TASK REQUESTS

Seats & Capacity

What your mandate holds today, and how to grow it.

Releasing a seat or closing the account is done from Account.

ADD A SEAT

On top of your primary seat, any further seat is $2,250 a month including one counsel day. Choose the seat and who holds it, which can be the executive you already have or another member of the team. It starts on the first of next month and appears on that invoice.

STANDING COUNSEL DAYS

Add a counsel day or half day to your mandate every month. It joins your pool on the first of each month and is billed with your seats. Release it on 30 days' notice.

Need a day just once? Book or buy a single day in Schedule Days.

Schedule Days

Your counsel days. Book what you hold, add more, and see what is scheduled.

2 · PICK A TIME
YOUR SCHEDULE
Counsel day Half day Review

Click a booking to manage it, or an open weekday to book it.

Task Requests

Send work into the mandate: a contract to review, a question to answer, a document to draft. Your fractional lead will begin working on it on your next booked counsel day unless marked Urgent. To book time, use Schedule Days.

YOUR REQUESTS
NEW REQUEST

Urgent requests are handled as soon as possible rather than on your next booked day. If no counsel days remain this month, urgent work is charged as additional time in half or full day counsel blocks.

Documents

Approved templates and executed documents. Working files can be removed by you; the counsel file is retained as the Law Society requires.

UPLOAD

Files up to 50MB. Uploads are private to your mandate and visible to your fractional team only.

Billing

Invoiced on the 1st for that month, due within 3 days, charged automatically to the method on file. Additional days from the previous month appear on the same invoice.

PAYMENT METHOD

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Opens a secure page run by Stripe. Card and bank details never pass through this portal. Pre-authorized debit is available and costs you nothing extra.

HOW BILLING WORKS
SeatsBilled on the 1st for the month ahead
Standing daysBilled with your seats each month
Additional daysBought up front, or billed the following month once approved by your lead
TaxCalculated by province from your billing address
INVOICES

Account

Company details, billing address, and who can use this portal.

COMPANY
PEOPLE
SEATS AND ACCOUNT CLOSURE

Changes here alter your engagement. Added seats are released on 60 days' notice. Releasing your primary seat closes the account.

YOUR SIGN-IN

You sign in with a password. Add an authenticator app for a second factor.

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Everything still appears in the portal; this controls email.

Your name: · change

AUTHORIZED SIGNATORIES

Data & Privacy

What we hold and what you control.

YOUR CONTROLS
Download all your company's dataEverything the portal holds, as a file you keep. Documents included as one-hour download links.
Download
Access or correction requestAnswered within 30 days
Request
Delete portal working dataChats, drafts and uploads you have removed
Request
TWO KINDS OF DATA
Portal working dataYours to delete at any time
YOU CONTROL
Counsel fileRetained for the Law Society period, generally ten years after the mandate closes. You can request a copy at any time.
RETAINED
AI processingRachel runs on Anthropic's Claude API under contract. Your content is not used to train any model.
DISCLOSED

Full detail in our Privacy Policy.

Dashboard

Your week across every mandate.

NEEDS YOUR ACTION

Work queue ›
MANDATES

Mandates ›
COUNSEL DAYS THIS MONTH

NEXT 7 DAYS
OPEN TASK REQUESTS

Calendar

Every booking across every mandate. Click one to join, move or cancel it.

Counsel day Half day Review · intro

‹ All mandates
ENGAGEMENT RECORD
SEAT HISTORY
ACTIVE SEATS
THIS MONTH

PEOPLE
SEND THE CLIENT A DOCUMENT

A draft, a signed copy, or a template. Choose the data class carefully: the counsel file is retained and cannot be removed by the client.

ASK THE CLIENT FOR SOMETHING

A document you need, a decision, a signature. It appears in their Task Requests marked as from you, and they can reply and attach files.

BOOK FOR THE CLIENT

On the client's instruction, for example "the 15th of every month". It draws from their allocation for that month; anything beyond it is billed as additional days on their next invoice. The client's primary contact is the attendee and is notified.

BOOKINGS
REQUESTS
DOCUMENT REGISTER
INVOICES
AMENDMENTS AND ACCEPTANCES

Every change to the mandate the client accepted in the portal, with who and when. This is the written record.

Settings

Your sign-in and what you are emailed about.

NOTIFICATIONS

Everything still appears in the portal; this controls email.

YOUR SIGN-IN

Change the password you use to sign in.

TWO-FACTOR AUTHENTICATION

New mandate

Set up what was agreed on the scoping call. One seat with its included day, any standing additional days, the term, and the first person who will use the portal.

‹ Mandates
1 · CLIENT

Short, unique, used across the record. Suggested from the name.

2 · SEAT AND DAYS

Includes one counsel day a month, as published.

For "8 days a month": 1 included with the seat plus 7 here. Billed every month with the seat; the days pool for that month.

On the first invoice only. Enter 0 to waive.

3 · TERM

Billed in advance on the 1st, net 3, autopay. Standard hourly rate for out-of-day work: $550.

4 · FIRST PORTAL USER

Made an admin, primary and billing contact. They receive a sign-in link and create their password on first entry.

SUMMARY
Nothing is charged now. The first invoice runs on the 1st of the start month.

Mandates

Every company where you hold a seat, and where each stands this month.

+ New mandate

Work queue

Requests to move, and counsel-day overage to approve before it bills.

SEATS AWAITING YOUR ACCEPTANCE

A client has added a seat naming you. It is not live, and not billed, until you accept the appointment.

IN-PERSON REQUESTS

A client has asked for the day at their offices. Until you confirm, the booking stands as remote.

DAYS AWAITING YOUR APPROVAL

Additional days only bill once you approve them. Nothing reaches an invoice without this step.

OPEN REQUESTS
LOG TIME OUTSIDE A BOOKED DAY