Client Guide

Access the Client Portal

If your lawyer has enabled the client portal, they can grant you access to share these secure communications regarding your matter:

  • Invoices
  • Calendar Events
  • Tasks
  • Documents
  • Notes
  • Messages
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Chat with the Firm in the Client Portal

If the firm's setup includes the client portal and they have enabled chat, it provides another secure channel through which to communicate with them.

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View Tasks in the Client Portal

If your lawyer has enabled the client portal, they may share tasks for your viewing only.

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View Calendar Events in the Client Portal

You can view calendar events in the client portal if your lawyer uses the portal feature.

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View Notes in the Client Portal

If your lawyer has enabled the client portal, they may share secure notes regarding your matter.

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Access Intake Forms in the Client Portal

You can view, fill out, and submit intake forms from the client portal if your lawyer uses the portal feature.

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Manage Documents in the Client Portal

You and your lawyer can share and exchange documents related to your case in the client portal.

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Accessing Invoices via Client Portal

Often the Law Firm will print and email invoices to you and other clients. Sometimes they will choose to share the invoice via the client portal

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Manage and Pay Invoices in the Client Portal

You can view and pay invoices from the client portal if your lawyer uses the portal feature.

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