Your client can upload a document to you from client portal to Cosmolex. The document will be shown in a client portal documents folder within Cosmolex.

To do this:

  • First, the client would need to be signed into the client portal as shown below:

  • Once signed in, on the left-hand side, click on documents section

  • Next, in the documents window, click upload

  • In the Upload File window, click select files

  • Choose the file/s you want to upload and click open

  • When ready, click Upload

  • You will then see the file you uploaded in the Documents window.

Note: The firm will be able to view the document under client portal documents folder under Documents tab in Activities or Matter Details in the client matter folder.